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Home > Institutional Investor > Crescent Grove Advisors, Llc > Profile

Instuitional Investor - Crescent Grove Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Crescent Grove Advisors, Llc
Portfolio Value $1,031,981,446
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Zurn Water Solutions
 2,435,447 $89,064,297 8.63%
2.
Ishares Trust
 IEF 103,233 $64,097,259 6.21%
3.
Dun & Bradstreet Holdings Inc.
 DNB 6,602,252 $60,014,474 5.82%
4.
Vanguard 500 Index Fund Etf - ETF
 83,312 $47,469,250 4.6%
5.
Spdr S & P 500 Etf Trust
 SPY 58,963 $36,534,736 3.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)