Fund HoldingsGRIMES & COMPANY, INC.

Total Portfolio Value
$3.34B
Total Bought
$313.12M
Total Sold
$185.05M
Net Transaction
+$128.06M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ISHARES INC
CORE MSCI EMKT
02,715,936+2,715,9360145,3844.35%+145,384
SELECT SECTOR SPDR TR
ST STR SVC ETF
0738,205+738,205063,2351.89%+63,235
APPLE INC(AAPL)0500,985+500,9850105,5173.16%+105,517
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0494,253+494,253045,0511.35%+45,051
VANGUARD INDEX FDS49,105148,567+99,46211,22532,3940.97%+21,169
SALESFORCE INC(CRM)062,282+62,282016,0130.48%+16,013
GILEAD SCIENCES INC(GILD)0192,029+192,029013,1750.39%+13,175
HERSHEY CO(HSY)31,89890,467+58,5696,20416,6310.50%+10,426
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0240,604+240,604039,5261.18%+39,526
KIMBERLY-CLARK CORP(KMB)118,939156,182+37,24315,38521,5840.65%+6,200
NVIDIA CORPORATION(NVDA)6,58196,508+89,9275,94711,9230.36%+5,976
ISHARES TR
0-5YR HI YL CP
4,065,8854,238,345+172,460173,003178,8585.35%+5,855
MCCORMICK & CO INC(MKC)080,978+80,97805,7450.17%+5,745
ALPHABET INC(GOOG)176,121175,853-26826,58232,0320.96%+5,450
SPDR SER TR
ST TERM HIGH ETF
6,923,3377,208,272+284,935174,607179,9915.39%+5,384
INVESCO EXCH TRADED FD TR II
SR LN ETF
8,820,8979,108,534+287,637186,562191,6445.74%+5,082
PEPSICO INC(PEP)059,857+59,85709,8720.30%+9,872
MICROSOFT CORP(MSFT)171,320170,359-96172,07876,1422.28%+4,064
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0175,975+175,975039,8111.19%+39,811
QUALCOMM INC(QCOM)132,339132,114-22522,40526,3140.79%+3,909
AMGEN INC(AMGN)093,721+93,721029,2830.88%+29,283
ALPHABET INC(GOOG)71,39571,049-34610,87113,0320.39%+2,161
ZOOM VIDEO COMMUNICATIONS IN(ZM)0221,065+221,065013,0850.39%+13,085
NIKE INC(NKE)0141,741+141,741010,6830.32%+10,683
AMAZON COM INC(AMZN)141,608141,929+32125,54327,4280.82%+1,884
ISHARES TR048,190+48,19003,7170.11%+3,717
VANGUARD INDEX FDS133,481127,497-5,98445,94447,6851.43%+1,741
NOVO-NORDISK A S(NVO)105,684107,241+1,55713,57015,3080.46%+1,738
HEWLETT PACKARD ENTERPRISE C(HPE)451,995456,361+4,3668,0149,6610.29%+1,647
MASTERCARD INCORPORATED(MA)7,57911,664+4,0853,6505,1460.15%+1,496
ALBEMARLE CORP(ALB)72,663112,844+40,1819,57310,7790.32%+1,206
UNITEDHEALTH GROUP INC(UNH)027,247+27,247013,8760.42%+13,876
INCYTE CORP(INCY)185,093192,295+7,20210,54511,6570.35%+1,112
BIOGEN INC(BIIB)047,740+47,740011,0670.33%+11,067
TEXAS PACIFIC LAND CORPORATI(TPL)04,494+4,49403,3000.10%+3,300
SPDR S&P 500 ETF TR(SPY)20,49821,189+69110,72211,5320.35%+810
TEXAS INSTRS INC(TXN)022,066+22,06604,2920.13%+4,292
SPDR SER TR
ST NUVE HIGH ETF
02,267,344+2,267,344057,6811.73%+57,681
INVESCO QQQ TR5,2066,201+9952,3112,9710.09%+660
VANECK ETF TRUST
HIGH YLD MUNIETF
01,113,534+1,113,534057,5141.72%+57,514
GE VERNOVA INC(GEV)03,540+3,54006070.02%+607
ADOBE INC(ADBE)016,432+16,43209,1290.27%+9,129
EXCHANGE LISTED FDS TR020,742+20,74204420.01%+442
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
237,185243,646+6,4615,8636,3030.19%+440
ISHARES TR246,260237,384-8,876129,466129,9033.89%+437
UNITED PARCEL SERVICE INC(UPS)0135,831+135,831018,5880.56%+18,588
TESLA INC(TSLA)07,290+7,29001,4430.04%+1,443
SCHWAB STRATEGIC TR158,556159,558+1,0029,84010,2520.31%+412
ELI LILLY & CO(LLY)03,747+3,74703,3930.10%+3,393
LOCKHEED MARTIN CORP(LMT)17,80518,219+4148,0998,5100.25%+411
VANGUARD INDEX FDS05,857+5,85701,5670.05%+1,567
GLADSTONE CAPITAL CORP015,196+15,19603540.01%+354
SIXTH STREET SPECIALTY LENDI(TSLX)015,809+15,80903380.01%+338
ISHARES TR07,526+7,52602,7430.08%+2,743
ISHARES TR02,739+2,73903160.01%+316
ISHARES INC
ESG AWR MSCI EM
030,056+30,05601,0080.03%+1,008
FIDUS INVT CORP015,840+15,84003090.01%+309
GRANITESHARES ETF TR
HIPS US HIGH INC
051,836+51,83606640.02%+664
VANGUARD TAX-MANAGED FDS126,286134,163+7,8776,3366,6300.20%+295
ISHARES TR
MSCI USA QLT FCT
01,607+1,60702740.01%+274
FIDELITY COVINGTON TRUST05,421+5,42102540.01%+254
TEXTRON INC(TXT)64,46476,535+12,0713,1573,4080.10%+250
SPDR SER TR
ST STR P500ETF
03,808+3,80802440.01%+244
ISHARES TR02,641+2,64102420.01%+242
SCHWAB STRATEGIC TR03,459+3,45902320.01%+232
ISHARES TR02,170+2,17002310.01%+231
INTUIT(INTU)0341+34102240.01%+224
CACI INTL INC(CACI)0500+50002150.01%+215
CHEVRON CORP NEW(CVX)55,53257,333+1,8018,7608,9680.27%+208
VERALTO CORP(VLTO)02,175+2,17502080.01%+208
ARES CAPITAL CORP(ARCC)09,897+9,89702060.01%+206
WISDOMTREE TR(WT)02,593+2,59302020.01%+202
KLA CORP(KLAC)01,545+1,54501,2740.04%+1,274
VANGUARD INDEX FDS9,5389,533-54,5854,7680.14%+183
HERCULES CAPITAL INC(HCXY)018,009+18,00903680.01%+368
CARLYLE SECURED LENDING INC020,502+20,50203640.01%+364
WALMART INC(WMT)014,527+14,52709840.03%+984
PFIZER INC(PFE)092,957+92,95702,6010.08%+2,601
SPDR INDEX SHS FDS
ST PORT MARK ETF
084,118+84,11803,1690.09%+3,169
VANGUARD INTL EQUITY INDEX F063,945+63,94502,7980.08%+2,798
ADMA BIOLOGICS INC039,987+39,98704470.01%+447
GOLDMAN SACHS GROUP INC(GS)03,877+3,87701,7540.05%+1,754
SELECT SECTOR SPDR TR
ST STR MATER ETF
154,724164,304+9,58014,37214,5100.43%+137
MURPHY USA INC(MUSA)02,633+2,63301,2360.04%+1,236
TRANE TECHNOLOGIES PLC(TT)04,436+4,43601,4590.04%+1,459
STARBUCKS CORP(SBUX)091,783+91,78307,1450.21%+7,145
ISHARES TR
ESG AWARE MSCI
24,28728,538+4,2519781,0990.03%+121
TRINITY CAP INC(TRIN)020,048+20,04802830.01%+283
ISHARES TR010,023+10,02308130.02%+813
ORACLE CORP(ORCL)12,63212,073-5591,5871,7050.05%+118
SCHWAB STRATEGIC TR074,022+74,02201,9660.06%+1,966
BIOCRYST PHARMACEUTICALS INC(BCRX)075,275+75,27504650.01%+465
M & T BK CORP(MTB)02,831+2,83104290.01%+429
SPDR DOW JONES INDL AVERAGE(DIA)06,841+6,84102,6760.08%+2,676
SPDR GOLD TR(GLD)04,752+4,75201,0220.03%+1,022
ISHARES TR059,105+59,10502,5170.08%+2,517
TJX COS INC NEW(TJX)09,109+9,10901,0030.03%+1,003
COLGATE PALMOLIVE CO(CL)012,187+12,18701,1830.04%+1,183
ASHFORD INC017,044+17,0440840.00%+84
SPDR INDEX SHS FDS
ST STR PO EX ETF
0246,975+246,97508,6640.26%+8,664
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