Grimes--Company

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GFL.TO",
  "INVA",
  "TROW",
  null,
  "RF",
  "MU",
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "TGTX",
  null,
  "GOOGL",
  "AXP",
  "FOLD",
  "ADMA",
  "AIG",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BSX",
  "CLM",
  null,
  null,
  "DUK",
  "D",
  "RL",
  "EOG",
  "SKIN",
  "UEC",
  "EXPE",
  "EXPD",
  "FFIV",
  "GD",
  "MSDL",
  "GILD",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  "FBIN",
  "FE",
  "UNP",
  "QCOM",
  "FSCO",
  null,
  null,
  "ITW",
  "AMAT",
  "EMR",
  "PNNT",
  "MUB",
  "META",
  null,
  null,
  "MRSN",
  "IVW",
  null,
  "IJH",
  null,
  null,
  "NAK",
  "IOVA",
  null,
  "UROY",
  "CRF",
  null,
  "BBUS",
  null,
  null,
  "KMI",
  "LHX",
  "IWS",
  null,
  "LIN",
  null,
  "MPC",
  "MMC",
  "SLF",
  null,
  "MA",
  "MDT",
  "ALE",
  "MSFT",
  "MS",
  "EXC",
  "GE",
  "THG",
  "GPC",
  "RHI",
  "INCY",
  "NVS",
  "IBRX",
  "ODFL",
  null,
  "PCAR",
  "HSY",
  "AMP",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "IEMG",
  "GBDC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MKC",
  "AMGN",
  "FNDX",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  null,
  "SLB",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "AMT",
  "SPLG",
  "IBM",
  null,
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "UPS",
  "BIV",
  "VO",
  "MET",
  "RBBN",
  "VV",
  "VOE",
  "SCHW",
  "EBC",
  "EQX",
  null,
  "VWO",
  "PRF",
  "CSWC",
  "VIG",
  "TXT",
  "IWN",
  "GGG",
  null,
  "TSM",
  "GSK",
  null,
  null,
  "VYM",
  "DD",
  "VRTX",
  null,
  "TT",
  "MUSA",
  "ATO",
  "ADSK",
  "ALB",
  "AFL",
  "AMD",
  "SDY",
  "FI",
  "IP",
  "GNRC",
  "DEO",
  "AJG",
  "IWP",
  "IWR",
  "IR",
  "ECBK",
  "ES",
  null,
  "IRWD",
  null,
  "IDXX",
  "NVO",
  "AMZN",
  "SCHB",
  null,
  "LCID",
  null,
  null,
  "ESGD",
  "TPL",
  null,
  null,
  "VEU",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "MGK",
  null,
  "VBK",
  "BND",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WPM",
  null,
  "YUM",
  "XYL",
  "SOLV",
  null,
  "HDSN",
  "MTB",
  "SCHD",
  "ET",
  "BIIB",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "LEA",
  "JCI",
  "NXPI",
  "MFC",
  null,
  "SO",
  null,
  "ON",
  "OTIS",
  "PSX",
  "CRM",
  "SYY",
  "DIA",
  null,
  "GEV",
  "ZM",
  "DGRO",
  "MCK",
  "SPYV",
  null,
  "ESGU",
  null,
  "PSA",
  "FDX",
  null,
  "KMB",
  "LULU",
  "AUR",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BCRX",
  "BA",
  "BMY",
  "CNI",
  "CARR",
  "CVX",
  "LNG",
  "CB",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DXCM",
  "DMRC",
  "DOCU",
  "RSP",
  "EFA",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 368
Total Value: 3103819091
Accession Number: 0001321993-25-000004
Form Type: 13F-HR
CIK: grimes--company
Manager Name: Grimes--Company

Data Enrichment

84% identified

308 identified60 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

368 positions • $3.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 6 of 19

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47804J206

Shares:78.3K

Value:$4.5M

% of Portfolio:0.1% ($4.5M/$3.1B)

GRACO INC

GGG|384109104

Shares:51.0K

Value:$4.3M

% of Portfolio:0.1% ($4.3M/$3.1B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:15.9K

Value:$4.0M

% of Portfolio:0.1% ($4.0M/$3.1B)

922908595

VBK|922908595

Shares:15.0K

Value:$3.8M

% of Portfolio:0.1% ($3.8M/$3.1B)

MCDONALDS CORP

MCD|580135101

Shares:12.0K

Value:$3.7M

% of Portfolio:0.1% ($3.7M/$3.1B)

ELI LILLY & Co

LLY|532457108

Shares:4.3K

Value:$3.6M

% of Portfolio:0.1% ($3.6M/$3.1B)

464288802

Shares:30.1K

Value:$3.5M

% of Portfolio:0.1% ($3.5M/$3.1B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:7.6K

Value:$3.2M

% of Portfolio:0.1% ($3.2M/$3.1B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:4

Value:$3.2M

% of Portfolio:0.1% ($3.2M/$3.1B)

464288851

Shares:33.3K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$3.1B)

092528603

Shares:59.9K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$3.1B)

78468R853

Shares:76.4K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$3.1B)

STRYKER CORP

SYK|863667101

Shares:8.3K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$3.1B)

78463X509

Shares:76.4K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$3.1B)

922042858

VWO|922042858

Shares:63.5K

Value:$2.9M

% of Portfolio:0.1% ($2.9M/$3.1B)

GENERAL ELECTRIC CO

GE|369604301

Shares:13.8K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$3.1B)

921946406

VYM|921946406

Shares:21.3K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$3.1B)

922908769

VTI|922908769

Shares:10.0K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$3.1B)

TEXTRON INC

TXT|883203101

Shares:37.7K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$3.1B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:5.8K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$3.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip47804J206)✕	78.3K	QoQ -0.11% (-93) YoY +0.02% (-17)	All Managers (Combined)	$4.5M	0.1% ($4.5M/$3.1B)	QoQ -4.18% (-$195.7K) YoY -0.11% (-$5.3K)
GRACO INC(GGGcusip384109104)	51.0K	QoQ -62.99% (-86.7K) YoY NEW(+51.0K)	All Managers (Combined)	$4.3M	0.1% ($4.3M/$3.1B)	QoQ -63.33% (-$7.4M) YoY NEW(+$4.3M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	15.9K	QoQ -0.30% (-49) YoY +3.39% (+523)	All Managers (Combined)	$4.0M	0.1% ($4.0M/$3.1B)	QoQ +12.77% (-$448.9K) YoY +34.63% (+$1.0M)
(VBKcusip922908595)	15.0K	QoQ -1.14% (-174) YoY -2.17% (-334)	All Managers (Combined)	$3.8M	0.1% ($3.8M/$3.1B)	QoQ -11.12% (-$473.0K) YoY -5.53% (-$221.4K)
MCDONALDS CORP(MCDcusip580135101)	12.0K	QoQ -0.55% (-67) YoY -1.50% (-183)	All Managers (Combined)	$3.7M	0.1% ($3.7M/$3.1B)	QoQ +7.15% (-$249.8K) YoY +9.12% (-$312.7K)
ELI LILLY & Co(LLYcusip532457108)	4.3K	QoQ +4.47% (+186) YoY +13.20% (+506)	All Managers (Combined)	$3.6M	0.1% ($3.6M/$3.1B)	QoQ +11.75% (+$376.9K) YoY +20.17% (+$601.5K)
(cusip464288802)✕	30.1K	QoQ +0.64% (-194) YoY +0.24% (+73)	All Managers (Combined)	$3.5M	0.1% ($3.5M/$3.1B)	QoQ -4.91% (-$178.5K) YoY +5.47% (+$179.5K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	7.6K	QoQ +2.33% (+174) YoY +17.75% (+1.2K)	All Managers (Combined)	$3.2M	0.1% ($3.2M/$3.1B)	QoQ +0.97% (+$31.0K) YoY +24.30% (+$627.2K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	4	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.2M	0.1% ($3.2M/$3.1B)	QoQ +17.25% (+$470.1K) YoY +25.84% (+$656.0K)
(cusip464288851)✕	33.3K	QoQ -0.10% (-35) YoY -0.26% (-87)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$3.1B)	QoQ +5.41% (-$161.6K) YoY -11.81% (-$421.7K)
(cusip092528603)✕	59.9K	QoQ -3.52% (-2.2K) YoY NEW(+59.9K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$3.1B)	QoQ -2.85% (-$92.3K) YoY NEW(+$3.1M)
(cusip78468R853)✕	76.4K	QoQ -2.99% (-2.4K) YoY +4.56% (-3.3K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$3.1B)	QoQ -11.97% (-$423.6K) YoY -0.97% (-$30.7K)
STRYKER CORP(SYKcusip863667101)	8.3K	QoQ +0.79% (+66) YoY -0.48% (-41)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$3.1B)	QoQ +4.21% (+$125.7K) YoY +3.51% (-$105.5K)
(cusip78463X509)✕	76.4K	QoQ -7.00% (-5.8K) YoY -8.24% (-6.9K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$3.1B)	QoQ -4.58% (-$144.5K) YoY -0.18% (-$5.4K)
(VWOcusip922042858)	63.5K	QoQ -2.12% (-1.4K) YoY +0.31% (+199)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$3.1B)	QoQ +0.58% (-$16.8K) YoY +8.69% (+$230.0K)
GENERAL ELECTRIC CO(GEcusip369604301)	13.8K	QoQ -1.43% (-200) YoY -0.41% (-57)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$3.1B)	QoQ +18.28% (-$426.4K) YoY +13.55% (-$329.3K)
(VYMcusip921946406)	21.3K	QoQ +26.94% (+4.5K) YoY +43.91% (+6.5K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$3.1B)	QoQ +28.31% (+$605.7K) YoY +53.39% (+$955.5K)
(VTIcusip922908769)	10.0K	QoQ +2.79% (-271) YoY +123.48% (+5.5K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$3.1B)	QoQ -2.52% (-$70.9K) YoY +136.34% (+$1.6M)
TEXTRON INC(TXTcusip883203101)	37.7K	QoQ +0.02% (-9) YoY +18.70% (-5.9K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$3.1B)	QoQ -5.51% (-$158.9K) YoY -10.59% (-$322.3K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	5.8K	QoQ -3.02% (-181) YoY +11.33% (+590)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$3.1B)	QoQ -11.05% (-$337.8K) YoY +17.59% (+$406.7K)