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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 12 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SCHD Schwab US Dividend Equity ETF 12,479.0 $342K 0.03% NEW $27.43 +18.9%
222 MYI BlackRock Muniyield (quality FD Com) Financial Services 31,350.0 $341K 0.03% NEW $10.87 +0.6%
223 ILTB iShares Core (10 Year Usd Bond Etf) 6,765.0 $336K 0.03% NEW $49.70 -1.2%
224 VBK Vanguard Small Cap Growth Index Fund ETF 1,109.0 $335K 0.03% NEW $302.04 +17.8%
225 TJX TJX Cos Inc New Com Consumer Cyclical 2,162.0 $332K 0.03% NEW $153.61 +0.8%
226 IWC iShares Micro-Cap ETF 2,090.0 $330K 0.03% NEW $157.70 +22.5%
227 CMI Cummins Inc Industrials 644.0 $329K 0.03% NEW $510.45 +30.8%
228 TGT Target Corp Com Consumer Defensive 3,309.0 $323K 0.03% NEW $97.76 +32.0%
229 XTNT Xtant Medical Holdings Healthcare 412,024.0 $323K 0.03% NEW $0.78 -39.7%
230 ALL Allstate Corp Del Com Financial Services 1,544.0 $323K 0.03% NEW $209.15 -0.3%
231 IHF iShares TR US HLTHCR (PR Etf) 6,591.0 $316K 0.03% NEW $47.94 +5.2%
232 XAR SPDR S&P Aerospace & Defense ETF 1,310.0 $316K 0.03% NEW $241.21 +20.2%
233 AVGO Broadcom Inc Technology 912.0 $316K 0.03% NEW $346.12 +23.9%
234 SCHB Schwab US Broad Market ETF 12,000.0 $315K 0.03% NEW $26.23 +11.0%
235 FCX Freeport-Mcmor.CPR.& GD. Basic Materials 6,095.0 $310K 0.03% NEW $50.79 +28.9%
236 VZ Verizon Communication Services 7,420.0 $302K 0.03% NEW $40.73 +17.9%
237 INTC Intel Corp Technology 8,120.0 $300K 0.03% NEW $36.90 +227.1%
238 PFF iShares Preferreds ETF 9,646.0 $299K 0.03% NEW $30.96 +1.7%
239 IP Intl Paper Co Consumer Cyclical 7,500.0 $295K 0.03% NEW $39.39 -15.4%
240 IGRO iShares TR Intl DIV (GRWTH) 3,516.0 $291K 0.03% NEW $82.77 +6.9%
Page 12 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%