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Portfolio (Quarterly) Guide ↗

Crescent Grove Advisors, LLC

· CIK 0001713520
13F Portfolio $1.1B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 297 New
Page 14 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 Brookfield Asset 4,800.0 $251K 0.02% NEW $52.39
262 APAM Artisan Partners Asset Mgmt Financial Services 6,000.0 $244K 0.02% NEW $40.74 -8.8%
263 T AT&T Communication Services 9,839.0 $244K 0.02% NEW $24.84 +0.2%
264 EQT EQT Corp Com Energy 4,528.0 $243K 0.02% NEW $53.60 +3.4%
265 XLU Utilities Sector SPDR ETF 5,653.0 $241K 0.02% NEW $42.69 +5.4%
266 MCD McDonalds Corp Consumer Cyclical 787.0 $241K 0.02% NEW $305.79 -9.0%
267 CONL Graniteshares ETF TR (2X Long Coin Dai) 16,220.0 $238K 0.02% NEW $14.65 -53.7%
268 VST Vistra Energy Corp. Utilities 1,470.0 $237K 0.02% NEW $161.33 +0.9%
269 TSLQ Investment Managers 13,000.0 $236K 0.02% NEW $18.16 -10.8%
270 SPYM SPDR Portfolio S&P (500 Etf) 2,929.0 $235K 0.02% NEW $80.22 +10.7%
271 WM Waste Management Inc Industrials 1,067.0 $234K 0.02% NEW $219.71 -1.7%
272 UBER Uber Technologies Inc Technology 2,846.0 $233K 0.02% NEW $81.72 -14.2%
273 BP BP PLC Spons ADR Energy 6,644.0 $231K 0.02% NEW $34.73 +19.3%
274 VOE Vanguard Mid-Cap Value Idx.FD. 1,273.0 $226K 0.02% NEW $177.33 +10.0%
275 FNDE Schwab Fundamental Emerging Markets 6,245.0 $225K 0.02% NEW $36.06 +14.0%
276 IYG iShares Dowjones US Finl 2,379.0 $219K 0.02% NEW $92.25 -6.4%
277 COF Capital One Financial Services 900.0 $218K 0.02% NEW $242.36 -23.3%
278 NFLX Netflix Com Inc Com Communication Services 2,295.0 $215K 0.02% NEW $93.76 -8.0%
279 XME Materials Sector SPDR ETF 2,070.0 $214K 0.02% NEW $103.61 +21.6%
280 VIS Vanguard Sector 717.0 $214K 0.02% NEW $298.38 +15.0%
Page 14 of 15  ·  297 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.0%
Industrials 29.6%
Technology 22.8%
Consumer Cyclical 3.6%
Energy 3.4%
Basic Materials 3.1%
Healthcare 1.5%
Communication Services 1.2%
Consumer Defensive 1.1%
Utilities 0.6%