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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 9 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IBM Intl Business Mach Technology 2,814.0 $682K 0.07% $242.39 +8.2%
162 TECL Direxion Daily Technology Bull 3x Shares 7,858.0 $680K 0.07% $86.55 +167.6%
163 VB Vanguard Small Cap ETF 2,352.0 $616K 0.06% +820.0 +53.5% $261.92 +12.3%
164 HDEF Xtrackers MSCI EAFE Hi Div Yield 18,968.0 $615K 0.06% $32.41 +1.4%
165 UPS United Parcel SVC Industrials 6,208.0 $611K 0.06% -492.0 -7.3% $98.38 +8.1%
166 ETN Eaton Corp PLC Com Industrials 1,700.0 $608K 0.06% -512.0 -23.1% $357.77 +12.8%
167 GEV GE Vernova LLC Utilities 684.0 $598K 0.06% -198.0 -22.4% $873.93 +15.0%
168 BCD Abrdn Etfs BBRG All (commdy) 16,371.0 $586K 0.06% $35.78 +3.4%
169 GS Goldman Sachs Group Financial Services 680.0 $575K 0.06% -294.0 -30.2% $845.59 +18.7%
170 Anglogold Ashanti 5,880.0 $572K 0.06% NEW $97.36
171 AA Alcoa Corp Com Basic Materials 8,378.0 $556K 0.05% NEW $66.33 +14.2%
172 CMC Commercial Metals Co Basic Materials 8,896.0 $546K 0.05% +3K +48.5% $61.43 +25.2%
173 EFV iShares MSCI EAFE Value ETF 7,312.0 $544K 0.05% +2K +39.0% $74.35 +6.0%
174 IWB iShares Russell 1000 1,522.0 $543K 0.05% +72.0 +5.0% $356.56 +15.5%
175 CDE Coeur Mining Inc Basic Materials 28,350.0 $532K 0.05% -7K -19.9% $18.77 -0.9%
176 QUAD Quad / Graphics Inc Industrials 80,490.0 $532K 0.05% $6.61 +13.9%
177 VGK Vanguard European Stock ETF 6,418.0 $529K 0.05% -100.0 -1.5% $82.43 +8.2%
178 BMO Bank Of Montreal Com Financial Services 3,839.0 $520K 0.05% $135.34 +20.1%
179 BKNG Booking Holdings Inc Consumer Cyclical 123.0 $518K 0.05% $4210.32 -96.0%
180 SCHW Schwab Charles Corp Financial Services 5,450.0 $512K 0.05% +30.0 +0.6% $93.98 -9.9%
Page 9 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%