BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

NorthCrest Asset Manangement, LLC

· CIK 0001893159
13F Portfolio $3.2B AUM 766 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New 141 Added 503 Reduced 116 Exited
Page 2 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 PINS PINTEREST INC Communication Services 25,848 $685K 0.01% SOLD
22 TFX TELEFLEX INCORPORATED Healthcare 5,379 $669K 0.01% SOLD
23 HPQ HP INC Technology 28,211 $611K 0.01% SOLD
24 ONB OLD NATL BANCORP IND Financial Services 26,215 $600K 0.01% SOLD
25 ZS ZSCALER INC Technology 2,581 $575K 0.01% SOLD
26 AJG GALLAGHER ARTHUR J & CO Financial Services 2,083 $548K 0.01% SOLD
27 ADSK AUTODESK INC Technology 1,877 $542K 0.01% SOLD
28 RGTI RIGETTI COMPUTING INC Technology 20,603 $515K 0.01% SOLD
29 FDS FACTSET RESH SYS INC Financial Services 1,781 $510K 0.01% SOLD
30 NVO NOVO-NORDISK A S Healthcare 9,249 $510K 0.01% SOLD
31 MSTR STRATEGY INC Technology 2,938 $484K 0.01% SOLD
32 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 6,658 $477K 0.01% SOLD
33 W WAYFAIR INC Consumer Cyclical 4,477 $472K 0.01% SOLD
34 CRBG COREBRIDGE FINL INC Financial Services 14,990 $465K 0.01% SOLD
35 RKLB ROCKET LAB CORP Industrials 5,670 $443K 0.01% SOLD
36 ETSY INC 7,540 $442K 0.01% SOLD
37 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,562 $438K 0.01% SOLD
38 EVRG EVERGY INC Utilities 5,710 $413K 0.01% SOLD
39 UBSI UNITED BANKSHARES INC WEST V Financial Services 9,820 $383K 0.01% SOLD
40 GPN GLOBAL PMTS INC Industrials 4,957 $382K 0.01% SOLD
Page 2 of 6  ·  116 positions
Sector Allocation
Technology 36.9%
Financial Services 14.6%
Industrials 13.5%
Healthcare 9.9%
Consumer Cyclical 6.7%
Communication Services 6.2%
Energy 4.0%
Basic Materials 3.2%
Consumer Defensive 3.0%
Utilities 1.6%