1y return+19.9%S&P 500 +20.9%
3y return+42.7%S&P 500 +68.5%
5y return+32.9%S&P 500 +74.5%
10y return+122.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $223 against $357 in the S&P 500.2
GRIMES & Co WEALTH MANAGEMENT, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VBVanguard Index Fds | $357.2M | 7.7% | +3.3% |
| IEFAIshares Tr | $355.1M | 7.7% | +2.8% |
| IEMGIshares Inc | $209.0M | 4.5% | |
| IVVIshares Tr | $193.8M | 4.2% | +6.3% |
| XLKSelect Sector Spdr Tr | $176.3M | 3.8% | +27.9% |
| HYGIshares Tr | $175.1M | 3.8% | +2054.6% |
| SJNKSpdr Series Trust | $170.7M | 3.7% | −1.0% |
| JNKSpdr Series Trust | $157.9M | 3.4% | New |
| JHMLJohn Hancock Exchange Traded | $135.1M | 2.9% | −2.6% |
| AAPLApple Inc | $123.3M | 2.7% | |
| NVDANvidia Corporation | $68.8M | 1.5% | |
| MSFTMicrosoft Corp | $66.2M | 1.4% | +1.8% |
| TSMTaiwan Semiconductor Manufac | $64.4M | 1.4% | +1.1% |
| XLISelect Sector Spdr Tr | $62.2M | 1.3% | +105.7% |
| VUGVanguard Index Fds | $60.6M | 1.3% | −1.4% |
| XLVSelect Sector Spdr Tr | $53.9M | 1.2% | +9.0% |
| AMDAdvanced Micro Devices Inc | $52.2M | 1.1% | +1.1% |
| HYDVaneck Etf Trust | $49.9M | 1.1% | New |
| GOOGLAlphabet Inc | $47.5M | 1.0% | |
| AMATApplied Matls Inc | $45.4M | 1.0% | |
| AVLCAmerican Centy Etf Tr | $44.4M | 1.0% | +11.1% |
| XLCSelect Sector Spdr Tr | $41.8M | 0.9% | −39.0% |
| AMZNAmazon Com Inc | $41.7M | 0.9% | +2.8% |
| RSPInvesco Exchange Traded Fd T | $41.0M | 0.9% | −22.3% |
| PRFInvesco Exchange Traded Fd T | $40.3M | 0.9% | −2.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $68.8M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $25.3M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $45.4M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $64.4M |
| AMDAdvanced Micro Devices Inc | March 31, 2022 | +431.3% | $52.2M |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $47.5M |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $36.6M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $176.3M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $30.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $123.3M |
Sold off last quarter
- INTUIntuit was $8.2M
- MKCMccormick & Co Inc was $7.7M
- PYPLPaypal Hldgs Inc was $5.2M
- WDAYWorkday Inc was $3.4M
- LULULululemon Athletica Inc was $2.9M
- ORLYOreilly Automotive Inc was $2.4M
- Honeywell Intl IncCUSIP 438516106 was $1.8M
- RSGRepublic Svcs Inc was $1.4M
- AVYAvery Dennison Corp was $1.4M
- WMBWilliams Cos Inc was $1.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.9% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +6.2% | +10.5% |
| March 31, 2025 | −3.5% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +5.0% | +5.4% |
| June 30, 2024 | −0.0% | +4.0% |
| March 31, 2024 | +5.0% | +10.0% |
| December 31, 2023 | +9.2% | +11.2% |
| September 30, 2023 | −2.7% | −3.6% |
| June 30, 2023 | +3.4% | +8.3% |
| March 31, 2023 | +3.4% | +7.0% |
| December 31, 2022 | +5.9% | +7.1% |
| September 30, 2022 | −4.2% | −5.3% |
| June 30, 2022 | −15.7% | −16.5% |
| March 31, 2022 | −3.9% | −4.9% |
| December 31, 2021 | +7.1% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: GRIMES & Co WEALTH MANAGEMENT, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1321993&type=13F-HR&dateb=&owner=include&count=40CIK 1321993
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1321993/000132199326000005/Filed July 17, 2026 · accession 0001321993-26-000005