Crescent Grove Advisors, LLC

CIK: 0001713520Latest portfolio: $1.1B · Q4 2025

Holdings

297

Total Value

$1.1B

New Positions

23

Closed Positions

18

#StockSharesValue% PortfolioChangeType
1
ZWSZurn Elkay Water Solutions
2,324,647$108.0M10.03%-110,800
2
IVViShares S&P 500 ETF
100,513$68.0M6.31%-1,480
3
VOOVanguard 500 Index Fund ETF
83,555$52.0M4.83%+148
4
SPYSPDR S&P 500 ETF
53,212$36.0M3.34%-5,579
5
VTIVanguard Total Stock Market ETF
87,617$29.0M2.69%+471
6
SPYSPDR S&P 500 ETF
43,900$25.0M2.32%NEWPut
7
ICEIntercontinental
152,500$24.0M2.23%
8
IEMGiShares Core MSCI Emerging Markets ETF
354,728$23.0M2.14%+3K
9
NDQInvesco Powershares QQQ ETF
36,814$22.0M2.04%-381
10
CDWCDW Corporation
160,710$21.0M1.95%+156K
11
SHViShares Short Treasury ETF
196,589$21.0M1.95%+19K
12
IJRiShares Core S&P Small-Cap ETF
172,334$20.0M1.86%-2,944
13
FNFFidelity National Financial, Inc.
369,205$20.0M1.86%+64K
14
IJHiShares Core S&P Mid-Cap ETF
308,594$20.0M1.86%+9K
15
SGOViShares 0-3 Month Treasury ETF
205,156$20.0M1.86%+68K
16
AAPLApple
73,112$19.0M1.76%-5,518
17
IWFiShares Russell 1000 Growth ETF
41,073$19.0M1.76%-840
18
AQLTiShares Core MSCI EAFE ETF
207,869$18.0M1.67%+4K
19
UYLDAngel Oak Ultrashort Income ETF
348,678$17.0M1.58%+38K
20
IUSViShares Core S&P US Value ETF
163,211$16.0M1.49%-460
21
NATLNCR Atleos
388,408$14.0M1.30%-62,686
22
ITOTiShares Core S&P Total US Stock Market ETF
83,924$12.0M1.11%-6,697
23
VYMVanguard High Dividend Yield ETF
80,839$11.0M1.02%+1K
24
FISFidelity National Info Srvcs, Inc.
150,930$10.0M0.93%-19,037
25
CARYAngel Oak Income ETF
523,639$10.0M0.93%-16,632

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
XLE201K+89K
SGOV205K+68K
FNF369K+64K
HEFA203K+45K
UYLD349K+38K
SIL48K+35K
SLV63K+32K
FG64K+30K
ASB142K+27K
PAAS64K+25K

Decreased Positions

NameSharesChange
ZWS2.3M-110800
NATL388K-62686
PAA110K-29056
FIS151K-19037
CARY524K-16632
IBDR49K-9215
NAD32K-8560
MYI31K-8515
ITOT84K-6697
SPY53K-5579

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.100019000140001e+58T)
Unknown0.0% ($2.20001800070006e+44T)
Industrials0.0% ($1.08000500050001e+30T)
Energy0.0% ($30002000200010002432.0T)
Basic Materials0.0% ($30002000200020.0T)
Healthcare0.0% ($10001000100000.0T)
Consumer Cyclical0.0% ($4000300030001.0T)
Communication Services0.0% ($200.0T)
Consumer Defensive0.0% ($10.0B)
Real Estate0.0% ($1.0M)
Utilities0.0% ($0)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 11, 2026$1.1B297
Q3 2025Nov 13, 2025$1.1T295
Q2 2025Aug 13, 2025$1.0T0
Q1 2025Apr 24, 2025$959.8B264
Q4 2024Jan 21, 2025$1.0T278
Q3 2024Oct 30, 2024$980.3B278
Q2 2024Jul 22, 2024$912.7B277
Q1 2024Apr 29, 2024$959.1B301
Q4 2023Jan 30, 2024$896.9B285
Q3 2023Oct 25, 2023$802.7B272
Q2 2023Jul 13, 2023$931.7B292
Q1 2023May 3, 2023$861.6B282
Q4 2022Jan 12, 2023$961.7B275
Q3 2022Nov 8, 2022$865.5M259
Q2 2022Jul 20, 2022$949.9M259
Q1 2022May 4, 2022$1.0B295
Q4 2021Jan 24, 2022$1.1B292
Q3 2021Oct 26, 2021$941.3M269
Q2 2021Jul 26, 2021$951.0M263
Q1 2021May 7, 2021$853.5M211
Q4 2020Feb 1, 2021$765.3M184
Q3 2020Nov 6, 2020$501.7M170
Q2 2020Aug 3, 2020$473.1M153
Q1 2020Apr 27, 2020$449.7M145
Q4 2019Feb 3, 2020$576.3M161
Q3 2019Oct 31, 2019$521.4M156
Q2 2019Aug 6, 2019$530.7M160
Q1 2019May 13, 2019$487.7M154
Q4 2018Jan 29, 2019$469.1M157
Q3 2018Nov 5, 2018$462.8M141
Q2 2018Jul 16, 2018$403.2M143
Q1 2018May 3, 2018$407.9M146
Q4 2017Feb 6, 2018$397.9M148
Q3 2017Nov 6, 2017$389.9M141
Q2 2017Aug 2, 2017$346.9M145

Fund Information

CIK0001713520
Most Recent FilingFeb 11, 2026
Number of Filings35

Crescent Grove Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.1B across 297 holdings. The largest position is Zurn Elkay Water Solutions (ZWS), representing 10.0% of the portfolio. Compared to the previous quarter, the fund opened 25 new positions and closed 21 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.