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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 8 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XT iShares Exponential Technologies ETF 13,285.0 $905K 0.09% -3K -18.3% $68.15 +20.6%
142 SPHQ Invesco Exchange (traded FD TR S&P500 Quality) 12,035.0 $905K 0.09% $75.19 +13.7%
143 PM Philip Morris Intl Consumer Defensive 5,274.0 $880K 0.09% +141.0 +2.8% $166.82 +9.1%
144 KGC Kinross Gold Corp Basic Materials 28,385.0 $866K 0.08% NEW $30.52 -6.6%
145 IWS iShares Russell Mid Cap Value ETF 5,814.0 $847K 0.08% $145.74 +9.6%
146 BUSE First Busey Corp Com Financial Services 33,264.0 $841K 0.08% $25.27 +7.5%
147 JNJ Johnson & Johnson Healthcare 3,415.0 $835K 0.08% $244.45 -5.4%
148 HACK Amplify ETF TR (cybersecurity Etf) 10,787.0 $810K 0.08% -465.0 -4.1% $75.09 +22.2%
149 IJK iShares S&P Mid Cap 400 Growth ETF 7,866.0 $791K 0.08% $100.62 +12.7%
150 ISCG iShares Morningstar Small-Cap Growth ETF 14,337.0 $786K 0.08% $54.80 +14.2%
151 ALKT Alkami Technology Technology 50,000.0 $784K 0.07% $15.67 +7.2%
152 GSLC Goldman Sachs ETF TR (activebeta US LG) 6,179.0 $773K 0.07% $125.13 +13.9%
153 META Facebook Inc Com Communication Services 1,303.0 $745K 0.07% +199.0 +18.0% $572.03 +11.1%
154 SPCZ RiverNorth Enhanced Pre-Merger SPAC ETF 29,131.0 $743K 0.07% $25.51 +1.5%
155 CVX Chevron Energy 3,588.0 $742K 0.07% -262.0 -6.8% $206.90 -11.8%
156 SCHG Schwab US Large Cap Growth ETF 25,306.0 $737K 0.07% $29.13 +18.7%
157 Berkshire Hathaway Class A 1.0 $718K 0.07% $718140.00
158 KSS Kohls Corp Com Consumer Cyclical 55,000.0 $716K 0.07% $13.03 -0.7%
159 SIRI Siriusxm Holdings Communication Services 30,606.0 $706K 0.07% NEW $23.08 +28.6%
160 OBIL RBB FD Inc US (treasry 12 MT) 14,055.0 $704K 0.07% +4K +40.3% $50.07 +0.2%
Page 8 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%