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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 39 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 EGHT 8X8 INC NEW Technology 13,514.0 $24K 0.00% +722.0 +5.6% $1.74 +28.7%
762 SABR SABRE CORP Consumer Cyclical 15,465.0 $22K 0.00% NEW $1.45 +9.0%
763 NXDR NEXTDOOR HOLDINGS INC Communication Services 10,269.0 $14K NEW $1.41 +47.5%
764 RXT RACKSPACE TECHNOLOGY INC Technology 14,011.0 $13K NEW $0.96 +661.3%
765 GOSS GOSSAMER BIO INC Healthcare 24,686.0 $9K +13K +115.0% $0.37 -8.1%
766 QSI QUANTUM SI INC Healthcare 12,144.0 $9K NEW $0.75 +24.8%
Page 39 of 39  ·  766 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
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%