GRIMES & COMPANY, INC.

Q1 2025 13F-HR Holdings

Location
Westborough, MA
Holdings as of
3/31/2025
Date filed
4/17/2025
Form type
13F-HR
Num holdings
368
Total value ($000)
$3,234,862
Net value change ($000)
-236,145 (-6.8%)
New positions
25
Sold out positions
37
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2025 Next filing: 7/22/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEFA 114,377 319.2%
XLV 33,152 405.9%
XLF 18,553 NEW
XLI 15,208 76.5%
MU 14,459 5518.7%
XYL 13,096 NEW
NVDA 12,876 103.3%
ASML 11,740 NEW
DXCM 9,215 NEW
ADBE 8,909 130.7%
Top Reduces (Value $000, Stocks/ETFs)
IWM -90,107 -90.0%
HYMB -61,232 -99.3%
IEMG -57,257 -38.8%
VB -40,936 -24.3%
XLK -26,467 -29.5%
XLY -23,941 -54.7%
DOCU -22,007 -96.1%
CSCO -17,651 -53.8%
IVV -16,803 -11.9%
XLB -13,920 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type