NorthCrest Asset Manangement, LLC
Top Portfolio Positions
641 positions ·
$2,929,290,147 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
973,979 | $169,861,937 | 5.80% |
| AVGO |
Broadcom Inc.
Technology
|
483,032 | $149,503,234 | 5.10% |
| AAPL |
Apple Inc.
Technology
|
388,351 | $98,559,600 | 3.36% |
| MSFT |
Microsoft Corp
Technology
|
224,004 | $82,919,560 | 2.83% |
| GOOGL |
Alphabet Inc.
Communication Services
|
241,870 | $69,552,137 | 2.37% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
201,857 | $68,217,573 | 2.33% |
| AMAT |
Applied Materials Inc /De
Technology
|
164,724 | $56,301,015 | 1.92% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
248,289 | $51,711,150 | 1.77% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
148,628 | $43,720,412 | 1.49% |
| CAT |
Caterpillar Inc
Industrials
|
55,349 | $39,212,552 | 1.34% |
Holdings in PLAB
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,749,617 | 68,043 | Shares | Sole | 2026-04-08 | |
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