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Institutional Investment Manager
GRIMES & Co WEALTH MANAGEMENT, LLC
GRIMES & Co WEALTH MANAGEMENT, LLC (CIK: 0001321993) incorporated in Delaware, located at One Technology Drive, Ste 100, Westborough, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 191 holdings with a total value of $710,034,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 GENERAL DYNAMICS CORP 1,968 279,000 0.04%
152 NEXTERA ENERGY INC 2,773 272,000 0.04%
153 TEXAS INSTRS INC 5,236 270,000 0.04%
154 HUDSON VALLEY HOLDING CORP 9,482 267,000 0.04%
155 ABBVIE INC 3,946 265,000 0.04%
156 CATERPILLAR INC 3,115 264,000 0.04%
157 NIKE INC 2,424 262,000 0.04%
158 VANGUARD INDEX FDS 2,053 262,000 0.04%
159 POWERSHARES QQQ TRUST 2,431 260,000 0.04%
160 TESLA INC 956 256,000 0.04%
161 PAYCHEX INC 5,465 256,000 0.04%
162 ROYAL DUTCH SHELL PLC 4,475 255,000 0.04%
163 BAXTER INTL INC 3,652 255,000 0.04%
164 CSX CORP 7,683 251,000 0.04%
165 SELECT SECTOR SPDR TR 3,335 248,000 0.03%
166 BANK NEW YORK MELLON CORP 5,906 248,000 0.03%
167 PUBLIC SVC ENTERPRISE GRP IN 6,265 246,000 0.03%
168 VANGUARD INDEX FDS 1,972 240,000 0.03%
169 Eaton Corporation 3,509 237,000 0.03%
170 ISHARES TR 1,900 237,000 0.03%
171 BOSTON BEER INC 1,013 235,000 0.03%
172 WALGREENS BOOTS ALLIANCE INC 2,767 234,000 0.03%
173 MASTERCARD INCORPORATED 2,436 227,000 0.03%
174 CONSOLIDATED EDISON INC 3,850 223,000 0.03%
175 DU PONT E I DE NEMOURS & CO 3,448 221,000 0.03%
176 AFLAC INC 3,467 215,000 0.03%
177 RESMED INC 3,575 202,000 0.03%
178 FORD MTR CO DEL 12,911 194,000 0.03%
179 RITE AID CORP 23,250 194,000 0.03%
180 UNITED FINANCIAL BANCORP INC 11,470 154,000 0.02%
181 PETROLEO BRASILEIRO SA PETRO 15,050 136,000 0.02%
182 AMERICAN RLTY CAP PPTYS INC 12,274 100,000 0.01%
183 Orkla- ASA ADR 10,230 80,000 0.01%
184 MANCHESTER UTD PLC NEW ORD CL A 12,965 74,000 0.01%
185 ISHARES TR 16,510 66,000 0.01%
186 HEALTH DISCOVERY CORPORATION 663,192 16,000 0.00%
187 QUIKSILVER INC COM 20,000 13,000 0.00%
188 Twin Butte Energy Ltd 15,000 9,000 0.00%
189 THOMPSON CREEK METALS CO COM 10,000 8,000 0.00%
190 Green Innovations Ltd. 224,290 1,000 0.00%
191 Molycorp Inc. 11,666 1,000 0.00%
Page 4 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001321993-15-000006, filed 2015.08.11).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.