HoldingsChannel.com
Grimes & Company Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
iShares Barclays Short Term Tr (SHV) 1,316,124 +1,316,124 $146,116
     SHV1,316,124+1,316,124$146,116
iShares Barclays Aggregate Bon (AGG) 734,821 +641,660 $84,776
     AGG734,821+641,660$84,776
iShares iBoxx Invmnt Grade Cor (LQD) 633,833 +36,679 $78,285
     LQD633,833+36,679$78,285
iShares S&P National AMT Free (MUB) 404,764 +404,764 $45,742
     MUB404,764+404,764$45,742
iShares S&P 500 (IVV) 147,292 -14,768 $38,060
     IVV147,292-14,768$38,060
Apple Computer Inc. 118,045 -140 $30,018
     AAPL118,045-140$30,018
Vanguard Growth ETF (VUG) 183,894 -4,378 $28,814
     VUG183,894-4,378$28,814
Microsoft Corporation 157,991 -1,472 $24,917
     MSFT157,991-1,472$24,917
Invesco FTSE RAFI US 1000 ETF (PRF) 227,513 -16,039 $21,031
     PRF227,513-16,039$21,031
SPDR DoubleLine Total Return (TOTL) 416,719 -31,852 $19,986
     TOTL416,719-31,852$19,986
Intel Corporation 327,273 -17,445 $17,712
     INTC327,273-17,445$17,712
iShares Dow Jones US Technolog (IYW) 74,334 -4,822 $15,193
     IYW74,334-4,822$15,193
Cisco Systems Inc. 338,480 +10,901 $13,305
     CSCO338,480+10,901$13,305
Roche Holding Ltd. ADR 306,484 -1,210 $12,435
     RHHBY306,484-1,210$12,435
Vaneck Vectors High Yield Muni      $12,425
     ETF237,744+237,744$12,425
Alphabet Inc. 10,684 -26 $12,419
     COM10,684-26$12,419
Novo Nordisk A S ADR 202,925 -6,182 $12,216
     NVO202,925-6,182$12,216
Amgen Inc. 57,886 -4,216 $11,735
     AMGN57,886-4,216$11,735
Lowe s Companies Inc. 127,244 +36,395 $10,950
     LOW127,244+36,395$10,950
Biogen IDEC Inc. 32,389 -328 $10,247
     BIIB32,389-328$10,247
Medtronic Inc. 111,823 +83,963 $10,084
     MDT111,823+83,963$10,084
Accenture Ltd 61,384 -669 $10,022
     ACN61,384-669$10,022
Taiwan Semiconductor Manufactu 191,846 -6,162 $9,168
     TSM191,846-6,162$9,168
iShares Core MSCI EAFE ETF (IEFA) 183,563 -877,566 $9,158
     IEFA183,563-877,566$9,158
Bristol Myers Squibb 162,977 -3,400 $9,084
     BMY162,977-3,400$9,084
John Hancock Multifactor Large 280,758 +280,758 $9,007
     JHML280,758+280,758$9,007
Packaging Corp of America 99,055 +1,135 $8,601
     PKG99,055+1,135$8,601
QUALCOMM Incorporated 127,074 -2,901 $8,597
     QCOM127,074-2,901$8,597
Johnson & Johnson 64,687 +1,583 $8,482
     JNJ64,687+1,583$8,482
Hershey Foods Corporation 62,201 +62,201 $8,242
     HSY62,201+62,201$8,242
CVS Corporation 137,704 +3,956 $8,170
     CVS137,704+3,956$8,170
Expeditors International of Wa 122,108 +132 $8,147
     EXPD122,108+132$8,147
Raytheon Company 60,943 +1,526 $7,993
     RTN60,943+1,526$7,993
United Parcel Service Inc. 84,762 +1,528 $7,919
     UPS84,762+1,528$7,919
Xilinx Inc. 100,551 +97,809 $7,837
     XLNX100,551+97,809$7,837
Electronic Arts Inc. 77,055 +8,996 $7,719
     EA77,055+8,996$7,719
UnitedHealth Group 30,855 -1,075 $7,695
     UNH30,855-1,075$7,695
Charles Schwab Corp. 218,010 +218,010 $7,329
     SCHW218,010+218,010$7,329
T. Rowe Price Group 74,959 +254 $7,320
     TROW74,959+254$7,320
Expedia Inc. 128,714 +128,714 $7,243
     COM128,714+128,714$7,243
Visa Inc. 41,556 +38,407 $6,696
     V41,556+38,407$6,696
SPDRs (SPY) 25,633 +6,059 $6,607
     SPY25,633+6,059$6,607
Facebook Inc. 38,973 +34,959 $6,501
     FB38,973+34,959$6,501
Technology Select Sector SPDR (XLK) 79,390 +18,487 $6,381
     XLK79,390+18,487$6,381
Robert Half International Inc. 168,654 +1,359 $6,367
     RHI168,654+1,359$6,367
Paychex Inc. 95,073 +90,496 $5,982
     PAYX95,073+90,496$5,982
SVB Financial Group 39,349 -451 $5,945
     SIVB39,349-451$5,945
iShares S&P MidCap 400 (IJH) 40,577 -11,034 $5,837
     IJH40,577-11,034$5,837
Novartis AG 68,463 +224 $5,645
     NVS68,463+224$5,645
AbbVie Inc. 73,046 +27,396 $5,565
     ABBV73,046+27,396$5,565

See Full List: All Stocks Held By Grimes & Company Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Grimes & Company Inc.

Size ($ in 1000's)
At 03/31/2020: $1,095,636
At 12/31/2019: $1,526,346

Grimes & Company Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Grimes & Company Inc. 13F filings. Link to 13F filings: SEC filings

Grimes & Company Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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