§ 13F · FUND PROFILE
GRIMES & COMPANY, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3674.7T (13F)Positions · 476Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$51.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 3.58M | $319.9T | 7.6% | +1% |
| 2 | VB | VANGUARD INDEX FDS | 1.11M | $286.2T | 6.8% | +3% |
| 3 | IVV | ISHARES TR | 257K | $176.0T | 4.2% | +1% |
| 4 | SJNK | SPDR SERIES TRUST | 6.87M | $173.9T | 4.2% | +1% |
| 5 | USHY | ISHARES TR | 4.61M | $172.4T | 4.1% | +1% |
| 6 | SPHY | SPDR SERIES TRUST | 7.25M | $171.5T | 4.1% | +1% |
| 7 | IEMG | ISHARES INC | 2.55M | $171.1T | 4.1% | ±0% |
| 8 | XLK | SELECT SECTOR SPDR TR | 1.09M | $157.2T | 3.8% | +99% |
| 9 | JHML | JOHN HANCOCK EXCHANGE TRADED | 1.58M | $126.4T | 3.0% | −2% |
| 10 | AAPL | APPLE INC | 416K | $113.2T | 2.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GRIMES SIGNAL
AC read
GRIMES & COMPANY, INC. is a Other fund managing $3674748.4 trillion in assets. The fund runs a broad portfolio of 476 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed