GRIMES & Co WEALTH MANAGEMENT, LLC
•CIK: 1321993•Filing: Q4 2025
Grimes & Company, Inc., managed by the seasoned investor John Grimes, is known for its concentrated, high-conviction equity strategy, currently managing $4.2 billion in assets across 460 positions. Recently, the fund has made notable moves by adding significant positions in PFE and USB, up 631% and 251% respectively, while exiting XLB and DC4, reflecting a tactical shift towards healthcare and financial sectors.
Total AUM
$4.2B
QoQ Performance
+3.3%
Positions
334
Top 10 Concentration
46.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IEFA
VB
IEFA7.6%
VB6.8%
IVV4.2%
SJNK4.2%
USHY4.1%
SPHY4.1%
IEMG4.1%
XLK3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.7%
Technology13.0%
ETF4.9%
Healthcare4.5%
Financial2.9%
Consumer1.6%
Energy0.9%
Industrial0.9%
🚪 Exited Positionssold since Q3 2025
+252 more exited positions
Changes from Q3 2025
NEW7 new positions
↑85 increased
↓108 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023