Crescent Grove Advisors
$1.2B 13F equity value
324 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Crescent Grove Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ZWS | Zurn Elkay Water Solutions | 2,349,563 | $119M | 10.1% |
| IVV | iShares S&P 500 ETF | 99,058 | $74M | 6.3% |
| VOO | Vanguard 500 Index Fund ETF | 87,946 | $60M | 5.1% |
| SPY | SPDR S&P 500 ETF | 48,022 | $36M | 3.0% |
| VTI | Vanguard Total Stock Market ETF | 87,864 | $33M | 2.8% |
| IEMG | iShares Core MSCI Emerging Markets ETF | 382,246 | $32M | 2.7% |
| QQQ | Invesco Powershares QQQ ETF | 36,276 | $27M | 2.3% |
| IJR | iShares Core S&P Small-Cap ETF | 168,109 | $25M | 2.1% |
| CDW | 2024 PSU (Target) | 176,298 | $25M | 2.1% |
| IJH | iShares Core S&P Mid-Cap ETF | 309,593 | $24M | 2.0% |
Track Crescent Grove Advisors's 13F portfolio: $1.2B in reported holdings, 324 positions. Top holdings and quarterly changes on SentiSense.
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