NorthCrest Asset Manangement, LLC Q4 2023 Filing

Filed January 30, 2024

Portfolio Value

$2.6B

Holdings

510

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (510 positions)

#StockSharesValue% PortfolioType
101
DEODIAGEO PLC
55,014$8.0T303134.16%
102
TRVCCITIGROUP INC
154,923$8.0T301467.72%
103
WFCWELLS FARGO CO NEW
160,645$7.9T299110.42%
104
ASTHAPOLLO MED HLDGS INC
203,583$7.8T294960.55%
105
BMYBRISTOL-MYERS SQUIBB CO
149,969$7.7T291090.35%
106
GOOGALPHABET INC
53,315$7.5T284231.74%
107
ZBHZIMMER BIOMET HOLDINGS INC
57,348$7.0T264017.38%
108
IJRISHARES TR
63,882$6.9T261595.80%
109
ABTABBOTT LABS
62,587$6.9T260601.06%
110
PYPLPAYPAL HLDGS INC
111,398$6.8T258785.61%
111
CARRCARRIER GLOBAL CORPORATION
118,376$6.8T257262.73%
112
RSGREPUBLIC SVCS INC
40,780$6.7T254398.40%
113
PANWPALO ALTO NETWORKS INC
22,750$6.7T253772.68%
114
QRVOQORVO INC
59,166$6.7T252041.93%
115
SHOPSHOPIFY INC
83,077$6.5T244817.18%
116
NOBLPROSHARES TR
67,691$6.4T243775.86%
117
HUBBHUBBELL INC
19,577$6.4T243597.76%
118
IJSISHARES TR
62,089$6.4T242086.61%
119
ULUNILEVER PLC
131,846$6.4T241799.11%
120
MPWRMONOLITHIC PWR SYS INC
10,000$6.3T238617.10%
121
CTVACORTEVA INC
125,507$6.0T227513.90%
122
MOATVANECK ETF TRUST
70,143$6.0T225196.05%
123
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
76,879$5.8T219659.94%
124
VGTVANGUARD WORLD FDS
11,874$5.7T217407.38%
125
COPCONOCOPHILLIPS
49,119$5.7T215673.19%
126
STIPISHARES TR
57,087$5.6T212909.26%
127
QCOMQUALCOMM INC
38,209$5.5T209049.81%
128
DGDOLLAR GEN CORP NEW
40,461$5.5T208084.38%
129
TIPISHARES TR
51,063$5.5T207635.08%
130
NVSNNOVARTIS AG
54,292$5.5T207371.72%
131
LNGCHENIERE ENERGY INC
31,814$5.4T205447.51%
132
DOWDOW INC
98,121$5.4T203555.61%
133
IJJISHARES TR
44,834$5.1T193414.18%
134
IEIISHARES TR
43,170$5.1T191281.31%
135
BSCUINVESCO EXCH TRD SLF IDX FD
297,390$4.9T187142.83%
136
ALBALBEMARLE CORP
34,202$4.9T186932.73%
137
CBRECBRE GROUP INC
52,965$4.9T186515.82%
138
SHYISHARES TR
58,641$4.8T181992.84%
139
VTIVANGUARD INDEX FDS
19,784$4.7T177540.72%
140
FDXFEDEX CORP
18,493$4.7T176970.56%
141
QLTAISHARES TR
94,455$4.5T171974.65%
142
FISVFISERV INC
34,157$4.5T171645.43%
143
BSVVANGUARD BD INDEX FDS
58,692$4.5T171002.68%
144
ZTSZOETIS INC
22,620$4.5T168884.52%
145
FTNTFORTINET INC
75,478$4.4T167117.73%
146
EAELECTRONIC ARTS INC
30,905$4.2T159942.61%
147
PKWINVESCO EXCHANGE TRADED FD T
42,017$4.2T157388.85%
148
XLBSELECT SECTOR SPDR TR
48,598$4.2T157257.47%
149
PLDPROLOGIS INC.
30,912$4.1T155874.18%
150
XLISELECT SECTOR SPDR TR
35,566$4.1T153362.76%
151
BRK/BBERKSHIRE HATHAWAY INC DEL
11,173$4.0T150740.50%
152
OTXOPEN TEXT CORP
92,438$3.9T146936.69%
153
TELTE CONNECTIVITY LTD
26,935$3.8T143158.46%
154
DELLDELL TECHNOLOGIES INC
49,046$3.8T141934.73%
155
SMCIUSDSUPER MICRO COMPUTER INC
13,130$3.7T141190.07%
156
NTRNUTRIEN LTD
64,808$3.7T138133.23%
157
MGKVANGUARD WORLD FD
14,029$3.6T137722.37%
158
LLYELI LILLY & CO
6,232$3.6T137429.57%
159
CFCF INDS HLDGS INC
44,792$3.6T134706.08%
160
KMIKINDER MORGAN INC DEL
191,917$3.4T128066.69%
161
ASMLASML HOLDING N V
4,458$3.4T127647.89%
162
ORLYOREILLY AUTOMOTIVE INC
3,212$3.1T115440.81%
163
DC4DEXCOM INC
23,731$2.9T111397.77%
164
SPHQINVESCO EXCHANGE TRADED FD T
53,807$2.9T110077.66%
165
CITHE CIGNA GROUP
9,709$2.9T109987.28%
166
EZUISHARES INC
59,689$2.8T107118.04%
167
SPIBSPDR SER TR
85,899$2.8T106680.43%
168
SPLVINVESCO EXCH TRADED FD TR II
43,985$2.8T104260.44%
169
MDLZMONDELEZ INTL INC
37,407$2.7T102491.86%
170
PSXPHILLIPS 66
20,201$2.7T101743.12%
171
EOGEOG RES INC
21,714$2.6T99349.34%
172
IVVISHARES TR
5,457$2.6T98598.25%
173
WBSWEBSTER FINL CORP
51,283$2.6T98473.34%
174
BXBLACKSTONE INC
19,774$2.6T97931.29%
175
LRCXEURLAM RESEARCH CORP
3,184$2.5T94340.99%
176
TOLTOLL BROTHERS INC
24,010$2.5T93361.26%
177
BGBUNGE GLOBAL SA
23,945$2.4T91441.82%
178
A4SAMERIPRISE FINL INC
6,330$2.4T90952.50%
179
EEMISHARES TR
59,716$2.4T90834.10%
180
VNQVANGUARD INDEX FDS
27,049$2.4T90412.95%
181
VISVANGUARD WORLD FDS
10,460$2.3T87225.83%
182
PLABPHOTRONICS INC
73,150$2.3T86806.57%
183
UFPIUFP INDUSTRIES INC
18,250$2.3T86676.89%
184
XSOEWISDOMTREE TR
77,179$2.2T84318.11%
185
PGRPROGRESSIVE CORP
13,935$2.2T83963.76%
186
VTEBVANGUARD MUN BD FDS
42,756$2.2T82568.90%
187
BRK-BBERKSHIRE HATHAWAY INC DEL
4$2.2T82107.61%
188
VHTVANGUARD WORLD FDS
8,565$2.1T81223.44%
189
OCOWENS CORNING NEW
14,163$2.1T79419.95%
190
ONTOONTO INNOVATION INC
13,650$2.1T78952.12%
191
TSLATESLA INC
8,335$2.1T78345.30%
192
WMWASTE MGMT INC DEL
11,545$2.1T78218.27%
193
VXUSVANGUARD STAR FDS
35,275$2.0T77341.93%
194
NOCNORTHROP GRUMMAN CORP
4,309$2.0T76303.75%
195
NDQINVESCO QQQ TR
4,857$2.0T75247.46%
196
ACNACCENTURE PLC IRELAND
5,555$1.9T73746.56%
197
CMECME GROUP INC
9,242$1.9T73627.06%
198
SPABSPDR SER TR
74,771$1.9T72522.83%
199
IEIINSIGHT ENTERPRISES INC
10,700$1.9T71721.05%
200
BNDVANGUARD BD INDEX FDS
25,735$1.9T71602.87%
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