NorthCrest Asset Manangement, LLC Q2 2022 Filing

Filed July 18, 2022

Portfolio Value

$2.0B

Holdings

435

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (435 positions)

#StockSharesValue% PortfolioType
101
BABOEING CO
54,511$7.5M0.38%
102
ADBEADOBE SYS INC COM
19,920$7.3M0.37%
103
TRVCCITIGROUP INC NEW
155,565$7.2M0.37%
104
CVSCVS CORP
76,882$7.1M0.36%
105
GILDGILEAD SCIENCES INC
112,902$7.0M0.36%
106
AMDADVANCED MICRO DEVICES INC
89,251$6.8M0.35%
107
APDAIR PRODUCTS AND CHEMICALS INC
27,889$6.7M0.34%
108
BIIBBIOGEN INC
32,668$6.7M0.34%
109
AWMSKYWORKS SOLUTIONS INC
71,165$6.6M0.34%
110
SAPS A P AG ADR F SPONSORED ADR 1
72,350$6.6M0.34%
111
ABTABBOTT LABORATORIES
59,296$6.4M0.33%
112
ZBHZIMMER BIOMET HOLDINGS INC
59,768$6.3M0.32%
113
WFCWELLS FARGO & CO NEW
157,937$6.2M0.32%
114
REGNREGENERON PHARMACEUTICALS
10,320$6.1M0.31%
115
ULUNILEVER PLC SPON ADR NEW
131,804$6.0M0.31%
116
STIPISHARES TR
59,462$6.0M0.31%
117
MLB1MERCADOLIBRE INC
9,409$6.0M0.31%
118
IJRISHARES TR
64,799$6.0M0.31%
119
ROKROCKWELL AUTOMATION INC
29,728$5.9M0.30%
120
QRVOQORVO INC
62,267$5.9M0.30%
121
IJSISHARES TR
65,354$5.8M0.30%
122
QUANTA SERVICES INC
45,663$5.7M0.29%
123
GOOGALPHABET INC CL C
2,548$5.6M0.29%
124
TSLATESLA MOTORS INC
7,639$5.1M0.26%
125
PHMPULTEGROUP INC
128,288$5.1M0.26%
126
LNGCHENIERE ENERGY INC
37,974$5.1M0.26%
127
JDJD.COM, INC.
78,261$5.0M0.26%
128
COPCONOCOPHILLIPS
55,913$5.0M0.26%
129
DYHTARGET CORPORATION
33,920$4.8M0.25%
130
DOWDOW INC COM
92,173$4.8M0.24%
131
QCOMQUALCOMM INC
36,232$4.6M0.24%
132
IJJISHARES TR
48,630$4.6M0.23%
133
DELLDELL INC
97,321$4.5M0.23%
134
QLTAISHARES TR
91,095$4.4M0.22%
135
CFCF INDUSTRIES HOLDINGS INC
45,132$3.9M0.20%
136
VVISA INC COM CL A
19,209$3.8M0.19%
137
BABAALIBABA GROUP HOLDING LTD
32,740$3.7M0.19%
138
XSOEWISDOMTREE TR
127,494$3.7M0.19%
139
VTIVANGUARD TOTAL STOCK MKT
19,092$3.6M0.18%
140
ABJAABB LTD (ADS)
119,923$3.2M0.16%
141
VANGUARD INFORMATION TECHNOLOG
9,142$3.0M0.15%
142
SHOPSHOPIFY INC CL A
95,440$3.0M0.15%
143
CMACOMERICA INC
40,236$3.0M0.15%
144
PANWPALO ALTO NETWORKS INC
5,882$2.9M0.15%
145
MGKVANGUARD WORLD FD
15,492$2.8M0.14%
146
BRK/BBERKSHIRE HATHAWAY B NEW CLASS
10,105$2.8M0.14%
147
ALBALBEMARLE CORP COM
12,462$2.6M0.13%
148
MDLZMONDELEZ INTL INC CL A
39,888$2.5M0.13%
149
EWBCEAST WEST BANCORP
37,701$2.4M0.12%
150
VFCVF CORP
54,007$2.4M0.12%
151
VTEBVANGUARD MUN BD FDS
47,671$2.4M0.12%
152
RSGREPUBLIC SERVICES INC
17,821$2.3M0.12%
153
CICIGNA CORP
8,801$2.3M0.12%
154
BUNGE LIMITED F
24,925$2.3M0.12%
155
WMWASTE MANAGEMENT INC DEL
14,718$2.3M0.12%
156
IVVISHARES TRUST S&P 500 S&P 500
5,877$2.2M0.11%
157
BIDUNBAIDU INC ADR F SPONSORED ADR
14,457$2.1M0.11%
158
DGXQUEST DIAGNOSTICS INC
16,013$2.1M0.11%
159
PGRPROGRESSIVE CORP OHIO
18,248$2.1M0.11%
160
AWNADVANCE AUTO PARTS INC COM
11,575$2.0M0.10%
161
AEPAMERICAN ELEC PWR INC
20,515$2.0M0.10%
162
PSXPHILLIPS 66
23,164$1.9M0.10%
163
4I1PHILIP MORRIS INTL INC
18,766$1.9M0.09%
164
PGPROCTER & GAMBLE
12,668$1.8M0.09%
165
UPSUNITED PARCEL SERVICE INC
9,928$1.8M0.09%
166
CMECME GROUP INC
8,697$1.8M0.09%
167
SUBISHARES TR
16,804$1.8M0.09%
168
DC4DEXCOM INC
23,591$1.8M0.09%
169
BDXBECTON DICKINSON & CO
7,100$1.8M0.09%
170
SIEBSIEMENS AG ADR EACH CNV INTO 1
34,313$1.7M0.09%
171
MGAMAGNA INTL INC CL A
31,198$1.7M0.09%
172
AZNASTRAZENECA PLC -SPON ADR
25,844$1.7M0.09%
173
NTESNETEASE.COM INC SPONSORED ADR
18,186$1.7M0.09%
174
NVSNNOVARTIS AG
19,711$1.7M0.09%
175
HALHALLIBURTON CO HLDG CO
52,176$1.6M0.08%
176
GDGENERAL DYNAMICS CORP
7,076$1.6M0.08%
177
CARRCARRIER GLOBAL CORPORATION
42,898$1.5M0.08%
178
ASMLASML HOLDING NV
3,211$1.5M0.08%
179
LRCXEURLAM RESEARCH CORP
3,583$1.5M0.08%
180
ERICL.M. ERICSSON TELEPHON CO (ADS
198,287$1.5M0.08%
181
CATYCATHAY BANK
37,276$1.5M0.07%
182
MTORMERITOR INC
39,700$1.4M0.07%
183
DFUSDIMENSIONAL ETF TRUST
34,498$1.4M0.07%
184
EXPDEXPEDITORS INTL OF WASHINGTON
14,342$1.4M0.07%
185
PLABPHOTRONICS INC
71,200$1.4M0.07%
186
VHTVANGUARD HEALTH CARE INDEX FUN
5,889$1.4M0.07%
187
KRKROGER CO
29,277$1.4M0.07%
188
IWBISHARES TR RUSSELL 1000 RUSSEL
6,423$1.3M0.07%
189
WHRWHIRLPOOL CORP
8,559$1.3M0.07%
190
GLWCORNING INC
41,100$1.3M0.07%
191
VISVANGUARD INDUSTRIALS INDEX FUN
7,918$1.3M0.07%
192
UFPIUFP INDUSTRIES INC
18,850$1.3M0.07%
193
LLYLILLY ELI & COMPANY
3,928$1.3M0.07%
194
UTHUNITED THERAPEUTICS CORP
5,335$1.3M0.06%
195
RSRELIANCE STEEL & ALUMINUM CO
7,303$1.2M0.06%
196
VXUSVANGUARD TOTAL INTL STOCK ET
23,962$1.2M0.06%
197
AONAON PLC CL A
4,540$1.2M0.06%
198
PRFTUSDPERFICIENT INC
13,300$1.2M0.06%
199
8INSYNEOS HEALTH INC CL A
16,700$1.2M0.06%
200
BNDVANGUARD BD INDEX FDS
15,808$1.2M0.06%
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