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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 5 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QQQM Invesco Nasdaq 100 ETF 7,996.0 $2.0M 0.19% NEW $252.91 +19.8%
82 VWO Vanguard FTSE Emerging Mkts ETF 37,571.0 $2.0M 0.19% NEW $53.76 +11.7%
83 SPMD SPDR Portfolio S&P (400 Mid Cap Etf) 34,668.0 $2.0M 0.19% NEW $57.91 +13.0%
84 FG F&G Annuities & Life Financial Services 64,280.0 $2.0M 0.18% NEW $30.85 -9.3%
85 BANC Banc Calif Inc Financial Services 101,750.0 $2.0M 0.18% NEW $19.39 -2.1%
86 PAA Plains All American Energy 109,604.0 $2.0M 0.18% NEW $17.96 +27.5%
87 VIG Vanguard Dividend Appreciation Index ETF 8,717.0 $1.9M 0.18% NEW $219.79 +6.5%
88 MPLX MPLX LP Energy 35,765.0 $1.9M 0.18% NEW $53.37 +4.6%
89 DTH Wisdomtree TR (intl High Divid FD) 36,426.0 $1.9M 0.17% NEW $51.60 +9.6%
90 PG Procter & Gamble Consumer Defensive 12,612.0 $1.8M 0.17% NEW $143.30 +2.2%
91 MAN Manpowergroup Inc Industrials 60,239.0 $1.8M 0.17% NEW $29.73 +1.1%
92 MGK Vanguard Mega Cap (growth Index Fund) 4,335.0 $1.8M 0.17% NEW $412.77 -78.1%
93 BX Blackstone Group Inc Financial Services 11,454.0 $1.8M 0.16% NEW $154.14 -24.4%
94 SPSM SPDR Portfolio S&P (600 Small Cap Etf) 35,732.0 $1.7M 0.15% NEW $46.86 +16.1%
95 IHAK iShares Cybersecurity and Tech ETF 34,290.0 $1.7M 0.15% NEW $48.12 +16.5%
96 Exact Sciences Corp 16,005.0 $1.6M 0.15% NEW $101.56
97 IGM iShares Expanded Tech Sector ETF 12,140.0 $1.6M 0.15% NEW $129.16 +26.2%
98 IEF iShares 7-10 Year Treasury ETF 16,288.0 $1.6M 0.14% NEW $96.16 -1.7%
99 IJJ iShares S&P Mid Cap 400 Value ETF 11,806.0 $1.6M 0.14% NEW $131.58 +8.4%
100 IXJ iShares Global Healthcare ETF 15,940.0 $1.6M 0.14% NEW $97.40 -2.5%
Page 5 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%