Crescent Grove Advisors, LLC Q1 2022 Filing

Filed May 4, 2022

Portfolio Value

$1.0B

Holdings

292

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (292 positions)

#StockSharesValue% PortfolioType
1
FISFidelity National Info Srvcs, Inc.
1,610,989$161.8M15.84%
2
ZWSZurn Water Solutions
2,186,725$77.4M7.58%
3
VYXNCR Corp
1,745,334$70.1M6.87%
4
BKIEURBlack Knight Inc Com
857,499$49.7M4.87%
5
SPYSPDR S&P 500 ETF
105,645$47.9M4.69%
6
IVViShares S&P 500 ETF
74,802$33.9M3.32%
7
MANManpowergroup Inc
341,441$32.1M3.14%
8
GPIGroup 1 Automotive
175,297$29.4M2.88%
9
VTIVanguard Total Stock Market ETF
99,228$22.6M2.21%
10
ARKKARK Innovation ETF
326,322$21.6M2.12%
11
NDQPowershares QQQ ETF
58,181$21.1M2.07%
12
AAPLApple
115,657$20.2M1.98%
13
XLFFinancial Sector SPDR ETF
418,188$16.0M1.57%
14
IJRiShares Core S&P Small-Cap ETF
139,470$15.0M1.47%
15
FNFFidelity National Financial, Inc.
292,032$14.3M1.40%
16
CDWCDW Corporation
75,651$13.5M1.33%
17
AQLTiShares Core MSCI EAFE ETF
192,422$13.4M1.31%
18
XBISPDR S&P Biotech ETF
131,188$11.8M1.15%
19
IJHiShares Core S&P Mid-Cap ETF
43,119$11.6M1.13%
20
XTiShares Exponential Technologies ETF
178,663$10.5M1.03%
21
DNBDun & Bradstreet Holdings, Inc.
538,028$9.4M0.92%
22
RRXRegal Rexnord Corp
56,116$8.4M0.82%
23
IBBiShares Biotechnology ETF
60,758$7.9M0.78%
24
IEMGiShares Core MSCI Emerging Markets ETF
132,979$7.4M0.72%
25
CNNECannae HLDGS Inc Com
304,989$7.3M0.71%
26
VYMVanguard High Dividend Yield ETF
63,011$7.1M0.69%
27
ITOTiShares Core S&P Total US Stock Market ETF
63,146$6.4M0.62%
28
XLIIndustrial Sector SPDR ETF
61,527$6.3M0.62%
29
IWFiShares Russell 1000 Growth ETF
20,897$5.8M0.57%
30
EFAiShares MSCI EAFE
77,215$5.7M0.56%
31
IWPiShares Russell Mid Cap Growth ETF
56,208$5.6M0.55%
32
XLGInvesco S&P 500 Top 50 ETF
15,559$5.5M0.54%
33
IWOiShares Russell 2000 Growth ETF
21,202$5.4M0.53%
34
MSFTMicrosoft
17,315$5.3M0.52%
35
BRK/BBerkshire Hathaway
14,923$5.3M0.52%
36
TLTiShares 20 Year Treasury ETF
39,500$5.2M0.51%
37
SCHDSchwab US Dividend Equity ETF
60,607$4.8M0.47%
38
IJSiShares S&P Core Small Cap Value ETF
45,795$4.7M0.46%
39
VEAVanguard FTSE
85,735$4.1M0.40%
40
FISVFiserv Inc
37,461$3.8M0.37%
41
TSLATesla Motors Inc Com
3,500$3.8M0.37%
42
IHAKiShares Cybersecurity and Tech ETF
76,905$3.3M0.32%
43
AMZNAmazon.Com Inc
1,007$3.3M0.32%
44
GNWGenworth Financial
813,818$3.1M0.30%
45
IWMiShares Russell 2000 ETF
14,923$3.1M0.30%
46
IAU*iShares Gold TR
83,122$3.1M0.30%
47
AGGiShares Core U.S. Aggregate Bond ETF
28,061$3.0M0.29%
48
EPDEnterprise Products
109,914$2.8M0.28%
49
AQLTiShares Select Dividend ETF
22,098$2.8M0.28%
50
VXUSVanguard Total International Stock Index Fund ETF
47,250$2.8M0.28%
51
ADUnited States Cellular
85,789$2.6M0.25%
52
PGProcter & Gamble
16,289$2.5M0.24%
53
SMARGBPSmartsheet Inc
45,000$2.5M0.24%
54
IXUSiShares Core MSCI Total International Stock ETF
33,408$2.2M0.22%
55
ABNBAirbnb Inc CL A
12,660$2.2M0.21%
56
SHWSherwin Williams Co
8,701$2.2M0.21%
57
LNTHLantheus
38,348$2.1M0.21%
58
BXBlackstone Group Inc
16,379$2.1M0.20%
59
IUSViShares Core S&P US Value ETF
27,247$2.1M0.20%
60
ASBAssociated Banc Corp
90,016$2.0M0.20%
61
IWDiShares Russell 1000 Value ETF
12,278$2.0M0.20%
62
UNHUnitedhealth Group
3,881$2.0M0.19%
63
Computer Task Group
190,412$1.9M0.18%
64
SMBKSmartfinancial Inc
72,573$1.9M0.18%
65
EEMiShares MSCI Emerging Markets ETF
41,007$1.9M0.18%
66
INTCIntel Corp
36,070$1.8M0.18%
67
LVLNSPDR S&P Regional Banking ETF
25,171$1.7M0.17%
68
NWLNewell Rubbermaid
80,080$1.7M0.17%
69
BABoeing Co
8,821$1.7M0.17%
70
MRKMerck & Co Inc New
20,136$1.7M0.16%
71
SCHWSchwab Charles Corp
19,671$1.7M0.16%
72
BMTABritish American
38,223$1.6M0.16%
73
CIBRFirst Trust NASDAQ Cybersecurity ETF
29,923$1.6M0.16%
74
IGFiShares Global Infrastructure ETF
31,053$1.6M0.15%
75
REETiShares Trust Global (REIT ETF)
52,500$1.5M0.15%
76
IJJiShares S&P Mid Cap 400 Value ETF
26,774$1.5M0.15%
77
MPLXMPLX LP
44,850$1.5M0.15%
78
VVVanguard LGCP.ETF
7,136$1.5M0.15%
79
BMOBank Of Montreal Com
12,604$1.5M0.15%
80
ARKTARK Next Generation Internet ETF
16,896$1.5M0.14%
81
DGDollar Gen Corp New
6,539$1.5M0.14%
82
XOMExxon Mobil
17,601$1.5M0.14%
83
IWRiShares Russell Mid Cap ETF
18,545$1.4M0.14%
84
IXJiShares S&P GLBL Health
16,000$1.4M0.14%
85
JPMJP Morgan Chase & Co.
10,262$1.4M0.14%
86
XLEEnergy Sector SPDR ETF
18,041$1.4M0.14%
87
MUMicron Technology
17,273$1.3M0.13%
88
KXIiShares Global Consumer Staples ETF
21,550$1.3M0.13%
89
XLKTechnology Sector SPDR ETF
8,324$1.3M0.13%
90
ARGO Common Stock
32,000$1.3M0.13%
91
MOAltria Group Inc
24,747$1.3M0.13%
92
GRMNGarmin LTD Com
10,705$1.3M0.12%
93
PFEPfizer Inc.
24,463$1.3M0.12%
94
BMYBristol Myers Squibb
16,745$1.2M0.12%
95
IEFiShares 7-10 Year Treasury ETF
11,376$1.2M0.12%
96
ISCGiShares Morningstar Small-Cap Growth ETF
27,282$1.2M0.12%
97
IGMiShares Expanded Tech Sector ETF
3,008$1.2M0.11%
98
BFCBank First Natl Corp
15,880$1.1M0.11%
99
NTRSNorthern TR Corp
9,732$1.1M0.11%
100
BKNGBooking Holdings Inc
482$1.1M0.11%
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