Crescent Grove Advisors, LLC Q2 2020 Filing

Filed August 3, 2020

Portfolio Value

$473.1M

Holdings

152

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (152 positions)

#StockSharesValue% PortfolioType
101
VVisa Inc Com CL A
2,090$404K0.09%
102
BIIBBiogen Inc Com
1,500$401K0.08%
103
NTESNetease Inc ADR
900$386K0.08%
104
NEENextera Energy
1,585$381K0.08%
105
XLVHealth Care Select SPDR ETF
3,741$374K0.08%
106
SCHPSchwab Strategic TR (us TIPS Etf)
6,210$373K0.08%
107
4I1Philip Morris Intl
5,216$372K0.08%
108
T7DTransdigm Group Inc
840$371K0.08%
109
EXASExact Sciences Corp
4,260$370K0.08%
110
IEFiShares 7-10 Year Treasury ETF
2,845$347K0.07%
111
DOVDover Corp
3,543$342K0.07%
112
LMTLockheed Martin Corp
935$341K0.07%
113
GQ9SPDR Gold Trust
2,034$340K0.07%
114
NOCNorthrop Grumman
1,100$338K0.07%
115
7HPHP Inc Com
18,206$321K0.07%
116
Endurance Intl Group
78,929$318K0.07%
117
WEPMagellan Midstream
7,276$314K0.07%
118
HEIHeico Corporation
3,000$299K0.06%
119
ABBVAbbvie Inc Com
2,943$289K0.06%
120
WDAYWorkday Inc CL A
1,500$281K0.06%
121
COSTCostco Wholesale
921$279K0.06%
122
GDGeneral Dynamics CRP
1,825$273K0.06%
123
VWOVanguard FTSE Emerging Mkts ETF
6,864$272K0.06%
124
BRK-BBerkshire Hathaway Class A
1$267K0.06%
125
CVXChevron
2,968$265K0.06%
126
HDHome Depot Inc Com
1,056$264K0.06%
127
IPIntl Paper Co
7,500$264K0.06%
128
BACVerizon
4,775$263K0.06%
129
XLRESPDR Real Estate ETF
7,418$258K0.05%
130
ROKRockwell Automation
1,192$254K0.05%
131
VGKVanguard Intl Equity
5,007$252K0.05%
132
PYPLPaypal HLDGS Inc Com
1,351$235K0.05%
133
CATCaterpillar Inc
1,832$232K0.05%
134
LOWLowe's Companies
1,700$230K0.05%
135
INDAiShares MSCI India ETF
7,770$225K0.05%
136
MCDMcDonalds Corp
1,190$220K0.05%
137
NOKNokia Corp Spons ADR Finland ADR
50,000$220K0.05%
138
KHCKraft Heinz Co Com
6,865$219K0.05%
139
ULUnilever PLC Spon
3,853$211K0.04%
140
XLUUtilities Sector SPDR ETF
3,692$208K0.04%
141
CRWDCrowdstrike HLDGS
2,072$208K0.04%
142
PEPPepsico
1,548$205K0.04%
143
UNHUnitedhealth Group
690$204K0.04%
144
FMCFMC Corp New
2,000$200K0.04%
145
ETEnergy Transfer Equity L P
27,658$197K0.04%
146
GEGeneral Electric
19,915$136K0.03%
147
ANFAbercrombie & Fitch
12,000$128K0.03%
148
QUADQuad / Graphics Inc
38,050$124K0.03%
149
THL CR Inc Com
32,001$104K0.02%
150
Stonemor Inc
105,693$82K0.02%
151
VERUEURVeru Inc Com
15,000$50K0.01%
152
ONCOncolytics Biotech
10,000$19K0.00%
153
SSI3EURStage Stores Inc Com
129,611$9K0.00%
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