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Crescent Grove Advisors, LLC

All holdings · as of Dec 31, 2025

296 positions

CompanyClassValueShares% of portfolio
Zurn Elkay Water Solutions Corp$108.07M2,324,64710.3%
iShares S&P 500 ETF$68.85M100,5136.5%
Vanguard 500 Index Fund ETF$52.40M83,5555.0%
SPDR S&P 500 ETF$36.39M53,2123.5%
Vanguard Total Stock Market ETF$29.38M87,6172.8%
Intercontinental Exchange, Inc.$24.70M152,5002.3%
iShares Core MSCI Emerging Markets ETF$23.84M354,7282.3%
Invesco Powershares QQQ ETF$22.62M36,8142.2%
CDW Corp$21.89M160,7102.1%
iShares Short Treasury ETF$21.65M196,5892.1%
iShares Core S&P Small-Cap ETF$20.71M172,3342.0%
iShares 0-3 Month Treasury ETF$20.59M205,1562.0%
iShares Core S&P Mid-Cap ETF$20.37M308,5941.9%
Fidelity National Financial Inc$20.15M369,2051.9%
Apple Inc.$19.88M73,1121.9%
iShares Russell 1000 Growth ETF$19.44M41,0731.8%
iShares Core MSCI EAFE ETF$18.60M207,8691.8%
Angel Oak Ultrashort Income ETF$17.92M348,6781.7%
iShares Core S&P US Value ETF$16.74M163,2111.6%
NCR Atleos Corp$14.80M388,4081.4%
iShares MSCI UAE ETF$12.48M83,9241.2%
Vanguard High Dividend Yield ETF$11.60M80,8391.1%
Angel Oak Income ETF$11.00M523,6391.0%
Financial Sector SPDR ETF$10.15M185,3791.0%
Fidelity National Information Services Inc$10.03M150,9301.0%
Energy Sector SPDR ETF$9.00M201,2600.9%
iShares Russell Mid Cap Growth ETF$8.40M61,3320.8%
iShares Currency Hedged EAFE ETF$8.39M202,9510.8%
SPDR S&P Biotech ETF$8.17M67,0240.8%
iShares Gold TR$7.75M95,4330.7%
Invesco S&P 500 Top 50 ETF$6.97M117,6380.7%
SPDR Bloomberg 1-3 Month T-Bill ETF$6.78M74,1740.6%
NVIDIA Corp$6.59M35,3240.6%
Vanguard FTSE Developed Markets ETF$6.51M104,2450.6%
NCR Voyix Corp$6.29M616,6820.6%
MICROSOFT CORP$6.23M12,8900.6%
SPDR Gold Trust$6.23M15,7190.6%
iShares Russell 1000 Value ETF$6.22M29,5770.6%
iShares S&P Core Small Cap Value ETF$6.09M53,5490.6%
SPDR Portfolio S&P (500 High Dividend Etf)$5.98M138,3340.6%
iShares Russell 2000 ETF$5.79M23,5350.6%
CARRIER GLOBAL Corp$5.53M104,6310.5%
FISERV INC$5.36M79,7550.5%
iShares MSCI UAE ETF$5.32M62,8510.5%
Global Ship Lease$5.24M149,4710.5%
Industrial Sector SPDR ETF$5.11M32,9290.5%
iShares MSCI EAFE$5.09M52,9630.5%
iShares 1-5yr Investment Grade Bond ETF$4.98M94,2390.5%
ARK Next Generation Internet ETF$4.90M33,1580.5%
iShares Biotechnology ETF$4.79M28,3980.5%
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