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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 7 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ARKG ARK Genomic Revolution ETF 38,989.0 $1.1M 0.10% NEW $28.97 +15.9%
122 KSS Kohls Corp Com Consumer Cyclical 55,000.0 $1.1M 0.10% NEW $20.41 -25.4%
123 ABBV Abbvie Inc Com Healthcare 4,873.0 $1.1M 0.10% NEW $228.49 -4.4%
124 IRM Iron MTN Inc New Com Real Estate 13,255.0 $1.1M 0.10% NEW $83.81 +53.4%
125 DFAI DFA International Core ETF 29,112.0 $1.1M 0.10% NEW $38.11 +9.8%
126 IWN iShares Russell 2000 Value ETF 5,835.0 $1.1M 0.10% NEW $181.21 +18.9%
127 Ingersoll Rand Inc 13,344.0 $1.1M 0.10% NEW $79.22
128 VUG Vanguard Growth Index Fund ETF 2,130.0 $1.0M 0.10% NEW $487.86 -81.8%
129 MGV Vanguard Mega Cap (300 Value Index Fund) 7,056.0 $996K 0.09% NEW $141.16 +11.9%
130 FBTC Fidelity Wise Origin (bitcoin Fund) Financial Services 13,005.0 $991K 0.09% NEW $76.23 -16.4%
131 EUSA iShares Inc MSCI (usa Equal Weighted ETF Index FD) 9,043.0 $935K 0.09% NEW $103.37 +8.7%
132 TECL Direxion Daily Technology Bull 3x Shares 7,843.0 $921K 0.09% NEW $117.49 +97.7%
133 HACK Amplify ETF TR (cybersecurity Etf) 11,252.0 $904K 0.08% NEW $80.37 +17.0%
134 SPHQ Invesco Exchange (traded FD TR S&P500 Quality) 12,035.0 $903K 0.08% NEW $75.05 +14.2%
135 RSP Invesco S&P 500 Equal Weight ETF 4,683.0 $897K 0.08% NEW $191.56 +9.0%
136 MRK Merck & Co Inc New Healthcare 8,180.0 $868K 0.08% NEW $106.11 +13.2%
137 GS Goldman Sachs Group Financial Services 974.0 $856K 0.08% NEW $879.07 +14.1%
138 JEPI JPMorgan Equity Premium Income ETF 14,798.0 $850K 0.08% NEW $57.42 -2.0%
139 IBM Intl Business Mach Technology 2,814.0 $834K 0.08% NEW $296.21 -11.2%
140 PM Philip Morris Intl Consumer Defensive 5,133.0 $831K 0.08% NEW $161.87 +11.1%
Page 7 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%