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Portfolio (Quarterly) Guide ↗

Crescent Grove Advisors, LLC

· CIK 0001713520
13F Portfolio $1.0B AUM 304 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New 77 Added 76 Reduced 33 Exited
Page 3 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWD iShares Russell 1000 Value ETF 27,883.0 $6.0M 0.57% -2K -5.7% $213.67 +11.4%
42 CARR Carrier Global Industrials 104,631.0 $5.9M 0.57% $56.31 +14.6%
43 NVDA Nvidia Corp Technology 33,084.0 $5.8M 0.56% -2K -6.3% $174.41 +21.9%
44 EMXC iShares MSCI EM ex China ETF 72,069.0 $5.7M 0.55% +12K +19.9% $78.66 +27.7%
45 XLI Industrial Sector SPDR ETF 34,880.0 $5.6M 0.54% +2K +5.9% $161.73 +7.8%
46 IWM iShares Russell 2000 ETF 22,353.0 $5.5M 0.53% -1K -5.0% $248.00 +17.1%
47 IXUS iShares Core MSCI Total International Stock ETF 62,210.0 $5.4M 0.52% -641.0 -1.0% $86.64 +11.4%
48 IGSB iShares 1-5yr Investment Grade Bond ETF 99,420.0 $5.2M 0.50% +5K +5.5% $52.56 -0.2%
49 DVYE iShares EM Dividend ETF 151,258.0 $5.2M 0.50% +12K +8.6% $34.38 +0.0%
50 EFA iShares MSCI EAFE 53,111.0 $5.2M 0.50% $97.13 +7.9%
51 IBB iShares Biotechnology ETF 28,392.0 $4.8M 0.46% $168.85 +0.6%
52 GNR SPDR S&P Global (natural Resources Etf) 62,504.0 $4.7M 0.45% +7K +12.9% $74.67 -1.7%
53 MSFT Microsoft Technology 12,584.0 $4.7M 0.45% -306.0 -2.4% $370.16 +11.5%
54 VYX NCR Voyix Technology 727,002.0 $4.6M 0.44% +110K +17.9% $6.33 +3.6%
55 VXUS Vanguard Total International Stock Index Fund ETF 59,610.0 $4.6M 0.44% $77.11 +11.3%
56 FISV Fiserv Inc Technology 82,289.0 $4.6M 0.44% +3K +3.2% $55.80 -0.3%
57 IDV iShares Intl Select Div ETF 98,851.0 $4.2M 0.41% +6K +6.2% $42.56 +5.1%
58 ASB Associated Banc Corp Financial Services 162,344.0 $4.2M 0.40% +20K +14.0% $25.86 +8.6%
59 AMZN Amazon.Com Inc Consumer Cyclical 20,087.0 $4.2M 0.40% +285.0 +1.4% $208.27 +30.5%
60 ET Energy Transfer Equity L P Energy 216,186.0 $4.2M 0.40% +16K +8.1% $19.30 +0.2%
Page 3 of 16  ·  302 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 34.3%
Technology 25.3%
Industrials 19.7%
Basic Materials 7.5%
Energy 4.3%
Consumer Cyclical 3.5%
Healthcare 1.7%
Communication Services 1.6%
Consumer Defensive 1.4%
Real Estate 0.4%