Crescent Grove Advisors, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $910 Million distributed in 264 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Zurn Water Solutions Corp with a value of $80.3M, Dun & Bradstreet Holdings, Inc. with a value of $59.7M, Ishares Core S&P 500 ETF with a value of $58.4M, Vanguard Index Fds S&P 500 ETF with a value of $42.2M, and Spdr S&P 500 ETF Trust with a value of $30.8M.
Examining the 13F form we can see an decrease of $53.8M in the current position value, from $964M to 910M.
Below you can find more details about Crescent Grove Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$910 Million
ETFs: $536 Million
Financial Services: $126 Million
Industrials: $97.9 Million
Technology: $82.5 Million
Energy: $27.8 Million
Consumer Cyclical: $15.7 Million
Healthcare: $8.87 Million
Consumer Defensive: $5.39 Million
Other: $9.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
