Grimes & Company, Inc.

Investment Portfolio & 13F Holdings Analysis

About

GRIMES & COMPANY, INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 368 holdings worth $3.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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: 0001321993
Manager Name: Grimes & Company, Inc.

Data Enrichment

84% identified

308 identified60 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

368 positions • $3,103,819.091K total value

368 positions

Manager:

SEC FilingSEC DataHachi Filing

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46138G508

10228132(+4.4%)

Value:

$211.7B(+2.6%)

78468R408

8158438(+3.9%)

Value:

$205.3B(+3.6%)

46434V407

4821058(+4.0%)

Value:

$205.0B(+3.7%)

46432F842

IEFA|46432F842

1985508(+289.5%)

Value:

$150.2B(+319.2%)

922908751

VB|922908751

576190(-17.9%)

Value:

$127.8B(-24.3%)

464287200

IVV|464287200

221930(-7.7%)

Value:

$124.7B(-11.9%)

47804J107

1652482(-2.0%)

Value:

$111.4B(-5.2%)

Apple Inc.

AAPL|037833100

436878(-0.1%)

Value:

$97.0B(-11.3%)

46434G103

IEMG|46434G103

1674942(-40.8%)

Value:

$90.4B(-38.8%)

81369Y803

XLK|81369Y803

306015(-20.6%)

Value:

$63.2B(-29.5%)

MICROSOFT CORP

MSFT|594918104

168293(-0.1%)

Value:

$63.2B(-11.1%)

81369Y852

643406(-18.0%)

Value:

$62.1B(-18.3%)

92189H409

1200224(+0.9%)

Value:

$61.4B(-0.5%)

922908736

VUG|922908736

122281(-1.0%)

Value:

$45.3B(-10.5%)

81369Y209

282995(+376.6%)

Value:

$41.3B(+405.9%)

81369Y704

267667(+77.4%)

Value:

$35.1B(+76.5%)

46137V613

PRF|46137V613

797645(-1.6%)

Value:

$32.2B(-1.4%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

177540(-0.3%)

Value:

$29.5B(-16.2%)

AMGEN INC

AMGN|031162100

91534(-0.8%)

Value:

$28.5B(+18.6%)

QUALCOMM INC/DE

QCOM|747525103

184091(+9.0%)

Value:

$28.3B(+9.0%)

Instrument	Shares		Other Manager	Value
(cusip46138G508)✕	10.2M	QoQ +4.44% (+435.2K) YoY +15.95% (+1.4M)	All Managers (Combined)	$211.7M	QoQ +2.61% (+$5.4M) YoY +13.48% (+$25.2M)
(cusip78468R408)✕	8.2M	QoQ +3.94% (+309.4K) YoY +17.83% (+1.2M)	All Managers (Combined)	$205.3M	QoQ +3.57% (+$7.1M) YoY +17.55% (+$30.7M)
(cusip46434V407)✕	4.8M	QoQ +3.95% (+183.6K) YoY +18.57% (+755.2K)	All Managers (Combined)	$205.0M	QoQ +3.74% (+$7.4M) YoY +18.48% (+$32.0M)
(IEFAcusip46432F842)	2.0M	QoQ +289.48% (+1.5M) YoY -47.54% (-1.8M)	All Managers (Combined)	$150.2M	QoQ +319.24% (+$114.4M) YoY -46.53% (-$130.7M)
(VBcusip922908751)	576.2K	QoQ -17.93% (-125.9K) YoY +1073.38% (+527.1K)	All Managers (Combined)	$127.8M	QoQ -24.26% (-$40.9M) YoY +1038.28% (+$116.5M)
(IVVcusip464287200)	221.9K	QoQ -7.67% (-18.4K) YoY -9.87% (-24.3K)	All Managers (Combined)	$124.7M	QoQ -11.87% (-$16.8M) YoY -3.67% (-$4.8M)
(cusip47804J107)✕	1.7M	QoQ -2.01% (-34.0K) YoY -3.41% (-58.4K)	All Managers (Combined)	$111.4M	QoQ -5.15% (-$6.1M) YoY +0.55% (-$614.1K)
Apple Inc.(AAPLcusip037833100)	436.9K	QoQ -0.05% (-251) YoY -1.83% (-8.2K)	All Managers (Combined)	$97.0M	QoQ -11.34% (-$12.4M) YoY +27.16% (-$20.7M)
(IEMGcusip46434G103)	1.7M	QoQ -40.76% (-1.2M) YoY -19.89% (-416.1K)	All Managers (Combined)	$90.4M	QoQ -38.77% (-$57.3M) YoY -16.22% (-$17.5M)
(XLKcusip81369Y803)	306.0K	QoQ -20.63% (-79.6K) YoY +78.29% (+134.4K)	All Managers (Combined)	$63.2M	QoQ -29.52% (-$26.5M) YoY +76.75% (+$27.4M)
Microsoft Corp(MSFTcusip594918104)	168.3K	QoQ -0.13% (-227) YoY -1.74% (-3.0K)	All Managers (Combined)	$63.2M	QoQ -11.05% (-$7.9M) YoY -12.32% (-$8.9M)
(cusip81369Y852)✕	643.4K	QoQ -17.99% (-141.1K) YoY +85.11% (+295.8K)	All Managers (Combined)	$62.1M	QoQ -18.29% (-$13.9M) YoY +118.63% (+$33.7M)
(cusip92189H409)✕	1.2M	QoQ +0.92% (-11.0K) YoY +10.27% (+111.8K)	All Managers (Combined)	$61.4M	QoQ -0.49% (-$305.0K) YoY +7.99% (+$4.5M)
(VUGcusip922908736)	122.3K	QoQ -0.97% (-1.2K) YoY -8.39% (-11.2K)	All Managers (Combined)	$45.3M	QoQ -10.53% (-$5.3M) YoY -1.30% (-$600.0K)
(cusip81369Y209)✕	283.0K	QoQ +376.62% (+223.6K) YoY -4.01% (-11.8K)	All Managers (Combined)	$41.3M	QoQ +405.86% (+$33.2M) YoY -5.12% (-$2.2M)
(cusip81369Y704)✕	267.7K	QoQ +77.44% (+116.8K) YoY +55.10% (+95.1K)	All Managers (Combined)	$35.1M	QoQ +76.51% (+$15.2M) YoY +61.39% (+$13.3M)
(PRFcusip46137V613)	797.6K	QoQ -1.62% (-13.2K) YoY -6.96% (-59.7K)	All Managers (Combined)	$32.2M	QoQ -1.45% (-$475.1K) YoY -2.27% (-$749.4K)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	177.5K	QoQ -0.34% (-619) YoY -28.97% (-72.4K)	All Managers (Combined)	$29.5M	QoQ -16.23% (-$5.7M) YoY -13.34% (-$4.5M)
Amgen Inc(AMGNcusip031162100)	91.5K	QoQ -0.79% (-730) YoY -1.73% (-1.6K)	All Managers (Combined)	$28.5M	QoQ +18.58% (-$4.5M) YoY +7.68% (-$2.0M)
Qualcomm Inc/De(QCOMcusip747525103)	184.1K	QoQ +9.02% (+15.2K) YoY +39.10% (+51.8K)	All Managers (Combined)	$28.3M	QoQ +9.01% (+$2.3M) YoY +26.21% (+$5.9M)