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Crescent Grove Advisors, LLC

All holdings · as of Dec 31, 2025

296 positions

CompanyClassValueShares% of portfolio
SPDR S&P Bank ETF$270.9K4,4630.0%
Comcast Corp.$272.6K9,1210.0%
Invesco Exchange (traded FD TR S&P Midcap 400)$276.0K2,3000.0%
Schwab US Small Cap ETF$276.7K9,7160.0%
CISCO SYSTEMS, INC.$281.2K3,6510.0%
Materials Sector SPDR ETF$285.9K6,3040.0%
Accenture plc$288.2K1,0740.0%
iShares TR Intl DIV (GRWTH)$291.0K3,5160.0%
INTERNATIONAL PAPER CO /NEW$295.4K7,5000.0%
iShares Preferreds ETF$298.6K9,6460.0%
INTEL CORP$299.6K8,1200.0%
VERIZON COMMUNICATIONS INC$302.2K7,4200.0%
FREEPORT-MCMORAN INC$309.6K6,0950.0%
Schwab US Broad Market ETF$314.8K12,0000.0%
Broadcom Inc.$315.7K9120.0%
SPDR S&P Aerospace & Defense ETF$316.0K1,3100.0%
iShares TR US HLTHCR (PR Etf)$316.0K6,5910.0%
ALLSTATE CORP$322.9K1,5440.0%
Xtant Medical Holdings, Inc.XTNTCommon Stock$323.0K412,0240.0%
TARGET CORP$323.5K3,3090.0%
CUMMINS INC$328.7K6440.0%
iShares Micro-Cap ETF$329.6K2,0900.0%
TJX Cos Inc/The$332.1K2,1620.0%
Vanguard Small Cap Growth Index Fund ETF$335.0K1,1090.0%
iShares Core (10 Year Usd Bond Etf)$336.2K6,7650.0%
BLACKROCK MUNIYIELD QUALITY FUND III, INC.MYIClosed-End Fund$340.8K31,3500.0%
Schwab US Dividend Equity ETF$342.3K12,4790.0%
ARCH CAPITAL GROUP LTD.$344.4K3,5900.0%
iShares MSCI Asia ex Japan ETF$347.9K3,7360.0%
iShares TR EAFE SML$349.3K4,5050.0%
iShares TR Intl Dev (SML CP)$350.0K7,3550.0%
ARK 3D Printing ETF$356.7K15,9680.0%
SPDR S&P Emerging Markets Dividend ETF$357.3K9,1270.0%
Vaneck ETF Trust (rare Earth/STRTG)$358.1K4,8450.0%
NXP Semiconductors N.V.$360.9K1,6550.0%
MASCO CORP /DE$361.7K5,7000.0%
Unilever PLC$362.3K5,5400.0%
Paysafe Ltd$365.0K45,1130.0%
CINTAS CORP$371.6K1,9760.0%
iShares MSCI EAFE Value ETF$375.8K5,2620.0%
iShares S&P Small Cap 600 Growth ETF$376.8K2,6690.0%
Nuveen Quality Municipal Income FundNADClosed-End Fund$381.5K31,7350.0%
3M CO$391.4K2,4450.0%
Walmart Inc.$392.6K3,5160.0%
Vanguard Small Cap ETF$395.2K1,5320.0%
Vanguard Large Cap ETF$396.7K1,2600.0%
Vanguard Health Care (etf)$399.0K1,3860.0%
TransDigm Group Inc.$406.9K3060.0%
iShares Core (S&P US Growth ETF)$410.5K2,4440.0%
CVS HEALTH Corp$413.1K5,2060.0%
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