Grimes & Company Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio High Yield Bond ETF
SPHY
|
+$163M |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$163M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$124M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$57.3M |
| 5 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$55.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco Senior Loan ETF
BKLN
|
+$209M |
| 2 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$204M |
| 3 |
VanEck High Yield Muni ETF
HYD
|
+$59.6M |
| 4 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$37.9M |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$18.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.02% |
| 2 | Healthcare | 5.65% |
| 3 | Financials | 4.57% |
| 4 | Industrials | 3.03% |
| 5 | Communication Services | 2.93% |
Similar funds
Grimes & Company's Q2 2025 Portfolio in Review
As of Q2 2025, Grimes & Company held 423 positions worth $3.67B, up 14% from $3.23B the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Grimes & Company deployed $220M of net new capital in Q2 2025, opening 55 new positions and adding to 207 existing holdings. Its largest new stake was State Street SPDR Portfolio High Yield Bond ETF: 7,014,494 shares worth $167M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Invesco Senior Loan ETF, an estimated $209M trimmed.
- Grimes & Company's largest Q2 2025 buy was State Street SPDR Portfolio High Yield Bond ETF: 7,014,494 shares worth $167M.
- Grimes & Company added most to iShares Core MSCI EAFE ETF in Q2 2025, an estimated $124M increase.
- Grimes & Company's biggest Q2 2025 reduction was Invesco Senior Loan ETF, cutting an estimated $209M.
- Grimes & Company fully exited GraniteShares HIPS US High Income ETF in Q2 2025, selling an estimated $857K.
- Grimes & Company's ten largest holdings make up 43% of its $3.67B portfolio in Q2 2025.
- Grimes & Company opened 55 new positions and closed 10 in Q2 2025.
- Grimes & Company's portfolio value rose 14% quarter-over-quarter to $3.67B.
Based on Grimes & Company's 13F filing for Q2 2025, filed 22 Jul 2025.