NorthCrest Asset Manangement, LLC Q4 2023 Filing

Filed January 30, 2024

Portfolio Value

$2.6T

Holdings

510

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (510 positions)

StockValue
MSFTMICROSOFT CORP
$99.3B
AAPLAPPLE INC
$81.6B
NVDANVIDIA CORPORATION
$53.1B
AVGOBROADCOM INC
$52.9B
AMATAPPLIED MATLS INC
$48.8B
INTUINTUIT
$43.8B
AMZNAMAZON COM INC
$43.0B
GOOGLALPHABET INC
$39.8B
JPMJPMORGAN CHASE & CO
$38.9B
JNJJOHNSON & JOHNSON
$34.1B
BACBANK AMERICA CORP
$33.1B
HONHONEYWELL INTL INC
$31.3B
CVXCHEVRON CORP NEW
$29.9B
BACVERIZON COMMUNICATIONS INC
$29.7B
NDAQNASDAQ INC
$27.8B
MAMASTERCARD INCORPORATED
$27.8B
COSTCOSTCO WHSL CORP NEW
$27.1B
CSCOCISCO SYS INC
$27.0B
TMOTHERMO FISHER SCIENTIFIC INC
$26.5B
TSMTAIWAN SEMICONDUCTOR MFG LTD
$26.4B
AMGNAMGEN INC
$26.4B
CBCHUBB LIMITED
$24.6B
SPYSPDR S&P 500 ETF TR
$24.3B
ORCLORACLE CORP
$24.3B
LMTLOCKHEED MARTIN CORP
$24.0B
ADIANALOG DEVICES INC
$23.9B
AMDADVANCED MICRO DEVICES INC
$23.1B
CRMSALESFORCE INC
$22.4B
PGPROCTER AND GAMBLE CO
$21.8B
LINLINDE PLC
$21.4B
CATCATERPILLAR INC
$21.2B
UNPUNION PAC CORP
$21.2B
PEPPEPSICO INC
$20.8B
LOWLOWES COS INC
$20.7B
BLKCHFBLACKROCK INC
$19.6B
ABBVABBVIE INC
$19.4B
AXPAMERICAN EXPRESS CO
$19.3B
DEDEERE & CO
$19.0B
ELVELEVANCE HEALTH INC
$18.0B
HDHOME DEPOT INC
$18.0B
CSXCSX CORP
$18.0B
EMREMERSON ELEC CO
$17.6B
MRKMERCK & CO INC
$17.5B
CMCSACOMCAST CORP NEW
$17.2B
METAMETA PLATFORMS INC
$17.2B
RTXRTX CORPORATION
$16.9B
ICEINTERCONTINENTAL EXCHANGE IN
$16.8B
DUKDUKE ENERGY CORP NEW
$16.6B
DWDMORGAN STANLEY
$16.3B
CPCANADIAN PACIFIC KANSAS CITY
$16.0B
IAU*ISHARES GOLD TR
$15.9B
NSCNORFOLK SOUTHN CORP
$15.6B
GDGENERAL DYNAMICS CORP
$15.2B
PHPARKER-HANNIFIN CORP
$15.2B
ITWILLINOIS TOOL WKS INC
$15.0B
SBUXSTARBUCKS CORP
$14.9B
DISDISNEY WALT CO
$14.9B
BABOEING CO
$14.8B
GSGOLDMAN SACHS GROUP INC
$14.3B
YUMYUM BRANDS INC
$14.3B
UPSUNITED PARCEL SERVICE INC
$14.3B
ADBEADOBE INC
$14.1B
SYKSTRYKER CORPORATION
$14.0B
GSKGSK PLC
$13.7B
FCXFREEPORT-MCMORAN INC
$13.6B
MCOMOODYS CORP
$13.6B
MLMMARTIN MARIETTA MATLS INC
$13.4B
IBMINTERNATIONAL BUSINESS MACHS
$13.2B
GISGENERAL MLS INC
$13.0B
MLB1MERCADOLIBRE INC
$12.8B
VLOVALERO ENERGY CORP
$12.8B
APHAMPHENOL CORP NEW
$12.7B
PHMPULTE GROUP INC
$12.2B
EPDENTERPRISE PRODS PARTNERS L
$12.1B
INTCINTEL CORP
$12.0B
LHXL3HARRIS TECHNOLOGIES INC
$11.8B
SAPSAP SE
$11.5B
COFCAPITAL ONE FINL CORP
$11.4B
VCITVANGUARD SCOTTSDALE FDS
$11.3B
XOMEXXON MOBIL CORP
$11.1B
APDAIR PRODS & CHEMS INC
$11.0B
CHKPCHECK POINT SOFTWARE TECH LT
$10.7B
IJHISHARES TR
$10.5B
BILSPDR SER TR
$10.4B
VVISA INC
$9.4B
AGGISHARES TR
$9.4B
ROKROCKWELL AUTOMATION INC
$9.3B
REGNREGENERON PHARMACEUTICALS
$9.1B
MDTMEDTRONIC PLC
$8.9B
GILDGILEAD SCIENCES INC
$8.8B
RMERESMED INC
$8.8B
LABORATORY CORP AMER HLDGS
$8.6B
CNCCENTENE CORP DEL
$8.5B
AWMSKYWORKS SOLUTIONS INC
$8.5B
UNHUNITEDHEALTH GROUP INC
$8.4B
NSYNICE LTD
$8.4B
CVSCVS HEALTH CORP
$8.4B
VEEVVEEVA SYS INC
$8.2B
PWRQUANTA SVCS INC
$8.2B
BIIBBIOGEN INC
$8.0B
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