Crescent Grove Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $980 Million distributed in 289 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Zurn Water Solutions Corp with a value of $89.1M, Ishares Core S&P 500 ETF with a value of $64.1M, Dun & Bradstreet Holdings, Inc. with a value of $60M, Vanguard Index Fds S&P 500 ETF with a value of $47.3M, and Spdr S&P 500 ETF Trust with a value of $36.4M.
Examining the 13F form we can see an increase of $70M in the current position value, from $910M to 980M.
Below you can find more details about Crescent Grove Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$980 Million
ETFs: $580 Million
Financial Services: $125 Million
Industrials: $109 Million
Technology: $91 Million
Energy: $31.3 Million
Consumer Cyclical: $17.6 Million
Healthcare: $7.46 Million
Communication Services: $6.84 Million
Other: $11.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
