GRIMES & COMPANY, INC. has disclosed 368 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $3.23 Bil. The turnover rate is 11%.
In GRIMES & COMPANY, INC.'s current portfolio as of 2025-03-31, the top 5 holdings are
Invesco Senior Loan ETF (BKLN), SPDR Bloomberg Short Term High Yield Bond ETF (SJNK), iShares 0-5 Year High Yield Corporate Bond ETF (SHYG), iShares Core MSCI EAFE ETF (IEFA), Vanguard Small Cap ETF (VB), not including call and put options.
GRIMES & COMPANY, INC. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for GRIMES & COMPANY, INC., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for GRIMES & COMPANY, INC., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for GRIMES & COMPANY, INC..