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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 $1,197,629,536
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Zurn Elkay Water Solutions Corp
 ZWS 2,349,563 $118,723,418 9.91%
2.
Ishares Trust
 IEF 99,058 $74,183,206 6.19%
3.
Vanguard 500 Index Fund Etf - ETF
 87,946 $60,401,915 5.04%
4.
Spdr S & P 500 Etf Trust
 SPY 48,022 $35,952,641 3%
5.
Vanguard Total Stock Market Etf - ETF
 87,864 $32,513,267 2.71%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.