Crescent Grove Advisors, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $964 Million distributed in 278 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Zurn Water Solutions Corp with a value of $90.8M, Dun & Bradstreet Holdings, Inc. with a value of $77M, Ishares Core S&P 500 ETF with a value of $62.8M, Vanguard Index Fds S&P 500 ETF with a value of $44.2M, and Spdr S&P 500 ETF Trust with a value of $33M.
Examining the 13F form we can see an increase of $29.2M in the current position value, from $934M to 964M.
Below you can find more details about Crescent Grove Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$964 Million
ETFs: $559 Million
Financial Services: $136 Million
Industrials: $106 Million
Technology: $94.5 Million
Energy: $24.1 Million
Consumer Cyclical: $19.3 Million
Healthcare: $8.45 Million
Communication Services: $5.34 Million
Other: $9.47 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
