GRIMES & Co WEALTH MANAGEMENT, LLC Q3 2023 Filing

Filed October 19, 2023

Portfolio Value

$2.6T

Holdings

310

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (310 positions)

#StockSharesValue% PortfolioType
301
VSH 2.25 06/15/25VISHAY INTERTECHNOLOGY INC
20,000$20.2M0.00%
302
APOLLO COML REAL ESTATE FIN
20,000$20.0M0.00%
303
AYX 0.5 08/01/24ALTERYX INC
20,000$19.2M0.00%
304
IBRXIMMUNITYBIO INC
10,000$16.9M0.00%
305
ASNSUSDX4 PHARMACEUTICALS INC
15,000$16.4M0.00%
306
ARCC 4.625 03/01/24ARES CAPITAL CORP
15,000$15.4M0.00%
307
RGLSREGULUS THERAPEUTICS INC
10,547$14.4M0.00%
308
GWRE 1.25 03/15/25GUIDEWIRE SOFTWARE INC
10,000$10.2M0.00%
309
VIAV 1 03/01/24VIAVI SOLUTIONS INC
10,000$9.8M0.00%
310
ONSGBPOUTLOOK THERAPEUTICS INC
10,000$2.2M0.00%
PreviousPage 4 of 4