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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 3 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPYD SPDR Portfolio S&P (500 High Dividend Etf) 138,334.0 $6.0M 0.56% NEW $43.25 +10.3%
42 IWM iShares Russell 2000 ETF 23,535.0 $5.8M 0.54% NEW $246.16 +18.0%
43 CARR Carrier Global Industrials 104,631.0 $5.5M 0.51% NEW $52.84 +22.1%
44 FISV Fiserv Inc Technology 79,755.0 $5.4M 0.50% NEW $67.17 -17.2%
45 IXUS iShares Core MSCI Total International Stock ETF 62,851.0 $5.3M 0.49% NEW $84.64 +14.0%
46 GSL Global Ship Lease Industrials 149,471.0 $5.2M 0.49% NEW $35.04 +4.9%
47 XLI Industrial Sector SPDR ETF 32,929.0 $5.1M 0.47% NEW $155.12 +12.4%
48 EFA iShares MSCI EAFE 52,963.0 $5.1M 0.47% NEW $96.03 +9.1%
49 IGSB iShares 1-5yr Investment Grade Bond ETF 94,239.0 $5.0M 0.46% NEW $52.88 -0.9%
50 ARKW ARK Next Generation Internet ETF 33,158.0 $4.9M 0.46% NEW $147.73 -1.1%
51 IBB iShares Biotechnology ETF 28,398.0 $4.8M 0.45% NEW $168.77 +0.7%
52 AMZN Amazon.Com Inc Consumer Cyclical 19,802.0 $4.6M 0.42% NEW $230.82 +17.8%
53 VXUS Vanguard Total International Stock Index Fund ETF 59,465.0 $4.5M 0.42% NEW $75.44 +13.8%
54 EMXC iShares MSCI EM ex China ETF 60,131.0 $4.4M 0.41% NEW $72.68 +38.2%
55 DVYE iShares EM Dividend ETF 139,341.0 $4.3M 0.40% NEW $31.16 +10.3%
56 IWO iShares Russell 2000 Growth ETF 13,422.0 $4.3M 0.40% NEW $323.01 +17.6%
57 SHY iShares 1-3 Year Treasury ETF 52,184.0 $4.3M 0.40% NEW $82.82 -0.7%
58 Berkshire Hathaway 8,524.0 $4.3M 0.40% NEW $502.65
59 GDX Vaneck Vectors Gold Miners ETF 49,623.0 $4.3M 0.40% NEW $85.77 -0.4%
60 SIL Global X FDS Global (X Silver) 47,940.0 $4.0M 0.38% NEW $84.43 +5.1%
Page 3 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%