NorthCrest Asset Manangement, LLC Q1 2023 Filing

Filed April 25, 2023

Portfolio Value

$2.4B

Holdings

486

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (486 positions)

StockValue
FSLRFIRST SOLAR INC
$1.5B
NTESNETEASE INC
$1.5B
EXPDEXPEDITORS INTL WASH INC
$1.5B
UFPIUFP INDUSTRIES INC
$1.5B
IWBISHARES TR
$1.4B
VXUSVANGUARD STAR FDS
$1.4B
TOLTOLL BROTHERS INC
$1.4B
KRKROGER CO
$1.4B
AONAON PLC
$1.4B
OCOWENS CORNING NEW
$1.4B
BIDUNBAIDU INC
$1.4B
HALOHALOZYME THERAPEUTICS INC
$1.4B
EWCISHARES INC
$1.4B
LLYLILLY ELI & CO
$1.4B
TXNTEXAS INSTRS INC
$1.4B
ULTAULTA BEAUTY INC
$1.4B
BABAALIBABA GROUP HLDG LTD
$1.4B
AYIACUITY BRANDS INC
$1.3B
MPCMARATHON PETE CORP
$1.3B
AGZISHARES TR
$1.3B
PIPRPIPER SANDLER COMPANIES
$1.3B
AGGYWISDOMTREE TR
$1.3B
MTRNMATERION CORP
$1.3B
SLBSCHLUMBERGER LTD
$1.3B
VRSKVERISK ANALYTICS INC
$1.3B
HALHALLIBURTON CO
$1.3B
DHID R HORTON INC
$1.3B
ACNACCENTURE PLC IRELAND
$1.3B
SHYGISHARES TR
$1.3B
ALSALLSTATE CORP
$1.3B
PLABPHOTRONICS INC
$1.2B
ONTOONTO INNOVATION INC
$1.2B
TAT&T INC
$1.2B
MTZMASTEC INC
$1.2B
UTHUNITED THERAPEUTICS CORP DEL
$1.2B
AMEAMETEK INC
$1.2B
CATYCATHAY GEN BANCORP
$1.2B
NOCNORTHROP GRUMMAN CORP
$1.2B
CTSCTS CORP
$1.2B
TRTN-PATRITON INTL LTD
$1.2B
EOGEOG RES INC
$1.1B
VCSHVANGUARD SCOTTSDALE FDS
$1.1B
GATXGATX CORP
$1.1B
SAIASAIA INC
$1.1B
NSPINSPERITY INC
$1.1B
WNCWABASH NATL CORP
$1.1B
SNOWSNOWFLAKE INC
$1.1B
MEIMETHODE ELECTRS INC
$1.1B
ERICERICSSON
$1.1B
WINGWINGSTOP INC
$1.1B
VFHVANGUARD WORLD FDS
$1.1B
MATWMATTHEWS INTL CORP
$1.1B
AKXANSYS INC
$1.1B
SCHWSCHWAB CHARLES CORP
$1.1B
VCRVANGUARD WORLD FDS
$1.0B
SAHSONIC AUTOMOTIVE INC
$1.0B
PRFTUSDPERFICIENT INC
$1.0B
WHRWHIRLPOOL CORP
$1.0B
OSISOSI SYSTEMS INC
$1.0B
HEESEURH & E EQUIPMENT SERVICES INC
$1.0B
REEVEREST RE GROUP LTD
$998.9M
ENSGENSIGN GROUP INC
$995.5M
ASGNASGN INC
$995.3M
JBLJABIL INC
$977.9M
VFCV F CORP
$972.2M
FRCBFIRST REP BK SAN FRANCISCO C
$966.3M
GJANFIRST TR EXCHNG TRADED FD VI
$961.6M
CMGCHIPOTLE MEXICAN GRILL INC
$960.1M
AEISADVANCED ENERGY INDS
$950.6M
AMRCAMERESCO INC
$949.9M
SPXCSPX TECHNOLOGIES INC
$945.8M
HCAHCA HEALTHCARE INC
$944.0M
HIGHARTFORD FINL SVCS GROUP INC
$936.1M
AIGAMERICAN INTL GROUP INC
$930.7M
BUSDBARNES GROUP INC
$913.5M
CROXCROCS INC
$910.4M
NFLXNETFLIX INC
$909.0M
PKNPERKINELMER INC
$899.8M
COHRCOHERENT CORP
$897.7M
PWIPOWER INTEGRATIONS INC
$887.9M
SYNASYNAPTICS INC
$885.9M
DYDYCOM INDS INC
$880.3M
ONON SEMICONDUCTOR CORP
$850.0M
IWFISHARES TR
$849.0M
IARTINTEGRA LIFESCIENCES HLDGS C
$842.8M
EDCONSOLIDATED EDISON INC
$842.0M
JCIJOHNSON CTLS INTL PLC
$824.0M
HSYHERSHEY CO
$810.2M
VWOVANGUARD INTL EQUITY INDEX F
$805.6M
DLTRDOLLAR TREE INC
$803.7M
NVONOVO-NORDISK A S
$799.2M
OFGOFG BANCORP
$798.1M
JPSTJ P MORGAN EXCHANGE TRADED F
$789.1M
INGRINGREDION INC
$783.3M
SAICSCIENCE APPLICATIONS INTL CO
$776.0M
CNMDCONMED CORP
$756.1M
WNSNWNS HLDGS LTD
$753.7M
VEAVANGUARD TAX-MANAGED FDS
$744.2M
AALAMERICAN AIRLS GROUP INC
$729.3M
BBYBEST BUY INC
$724.0M
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