Crescent Grove Advisors, LLC

CIK
1713520
City
LAKE FOREST
State / Country
IL

Top Portfolio Positions

149 positions · $410,415,473 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
94,683 $61,576,142 15.00%
ZWS
Zurn Elkay Water Solutions Corp
Industrials
1,334,775 $59,851,311 14.58%
QQQ
Invesco Qqq Trust, Series 1
37,122 $21,426,075 5.22%
CDW
CDW Corp
Technology
171,968 $20,811,567 5.07%
ICE
Intercontinental Exchange, Inc.
Financial Services
127,363 $20,031,652 4.88%
AAPL
Apple Inc.
Technology
73,863 $18,745,690 4.57%
NATL
NCR Atleos Corp
Technology
401,456 $17,495,452 4.26%
FNF
Fidelity National Financial, Inc.
Financial Services
369,613 $17,142,650 4.18%
FIS
Fidelity National Information Services, Inc.
Technology
253,950 $11,912,794 2.90%
IAU
Ishares Gold Trust
99,418 $8,764,690 2.14%

Holdings in QUAD

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Report Date Value (USD) Shares
2026-03-31 $532,038 80,490