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| Name: |
GRIMES & COMPANY INC |
| City: |
WESTBOROUGH |
| State: |
MA |
| Zip: |
01581 |
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data |
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| Holdings
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24 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
XLB |
SPDR Materials Select Sector |
59 |
New |
$89.52 |
$14,372,000 |
154,724 |
0.44% |
14,372,000 |
154,724 |
0.023 |
Closed - End Fund - E... |
|
|
DFAE |
Dfa Dimensional Emerging Co... |
98 |
New |
$0.00 |
$5,863,000 |
237,185 |
0.18% |
5,863,000 |
237,185 |
0.039 |
N/A |
|
|
LEA |
Lear Corp |
99 |
New |
$132.86 |
$5,847,000 |
40,357 |
0.18% |
5,847,000 |
40,357 |
0.067 |
Auto Parts |
|
|
GBTC |
Grayscale Bitcoin |
135 |
New |
$0.00 |
$2,004,000 |
31,722 |
0.06% |
2,004,000 |
31,722 |
0.006 |
N/A |
|
|
NYF |
iShares S&P NY AMT-Free Mun... |
235 |
New |
$53.06 |
$444,000 |
8,250 |
0.01% |
444,000 |
8,250 |
0.099 |
N/A |
|
|
BK |
Bank of New York Mellon Corp |
258 |
New |
$57.32 |
$334,000 |
5,801 |
0.01% |
334,000 |
5,801 |
0.001 |
Domestic Money Center... |
|
|
CEG |
Constellation Energy Corp |
285 |
New |
$188.37 |
$262,000 |
1,417 |
0.01% |
262,000 |
1,417 |
0 |
N/A |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
298 |
New |
$304.07 |
$236,000 |
735 |
0.01% |
236,000 |
735 |
0 |
N/A |
|
|
PWV |
Invesco Dynamic Large Cap V... |
303 |
New |
$55.07 |
$222,000 |
3,912 |
0.01% |
222,000 |
3,912 |
0.022 |
Closed - End Fund - Debt |
|
|
FDX |
Fedex Corp |
304 |
New |
$265.84 |
$222,000 |
766 |
0.01% |
222,000 |
766 |
0 |
AirDelivery & Freight... |
|
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ANTM |
Anthem Inc |
307 |
New |
$537.26 |
$216,000 |
416 |
0.01% |
216,000 |
416 |
0 |
N/A |
|
|
KNF |
Knife River Holding Co |
306 |
New |
$78.25 |
$216,000 |
2,666 |
0.01% |
216,000 |
2,666 |
0.005 |
N/A |
|
|
DOW |
DOW Inc |
309 |
New |
$57.29 |
$214,000 |
3,695 |
0.01% |
214,000 |
3,695 |
0 |
Diversified Chemicals |
|
|
MDU |
MDU Resources Group Inc |
308 |
New |
$24.67 |
$214,000 |
8,505 |
0.01% |
214,000 |
8,505 |
0.005 |
Multi Utilities |
|
|
NFLX |
Netflix Inc |
310 |
New |
$561.23 |
$213,000 |
350 |
0.01% |
213,000 |
350 |
0 |
Music & Video Stores |
|
|
PH |
Parker Hannifin Corp |
311 |
New |
$553.64 |
$212,000 |
381 |
0.01% |
212,000 |
381 |
0 |
Industrial Equipment ... |
|
|
LNC |
Lincoln National Corp |
312 |
New |
$27.81 |
$210,000 |
6,567 |
0.01% |
210,000 |
6,567 |
0.003 |
Life & Health Insurance |
|
|
MMIN |
Iq Mackay Municipal Insured... |
313 |
New |
$23.87 |
$209,000 |
8,586 |
0.01% |
209,000 |
8,586 |
0.049 |
N/A |
|
|
XLG |
Invesco S&P 500 Top 50 ETF |
314 |
New |
$41.18 |
$208,000 |
4,944 |
0.01% |
208,000 |
4,944 |
0.005 |
Closed - End Fund - E... |
|
|
ADSK |
Autodesk Inc |
317 |
New |
$217.93 |
$203,000 |
780 |
0.01% |
203,000 |
780 |
0 |
Technical & System So... |
|
|
MAS |
Masco Corp |
319 |
New |
$69.85 |
$201,000 |
2,543 |
0.01% |
201,000 |
2,543 |
0 |
Industrial Equipment ... |
|
|
JCI |
Johnson Controls Internatio... |
320 |
New |
$65.11 |
$200,000 |
3,062 |
0.01% |
200,000 |
3,062 |
0 |
Conglomerates |
|
|
HTGC |
Hercules Technology Growth ... |
323 |
New |
$19.07 |
$185,000 |
10,040 |
0.01% |
185,000 |
10,040 |
0.009 |
Asset Management |
|
|
AKBA |
Akebia Therapeutics, Inc. |
343 |
New |
$1.34 |
$18,000 |
10,000 |
0% |
18,000 |
10,000 |
0.007 |
N/A |
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