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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 $1,184,694,974
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Zurn Elkay Water Solutions Corp
 ZWS 2,347,403 $109,083,817 9.21%
2.
Ishares Trust
 IEF 95,340 $73,016,056 6.16%
3.
Vanguard 500 Index Fund Etf - ETF
 88,005 $61,679,034 5.21%
4.
Spdr S & P 500 Etf Trust
 SPY 47,588 $36,382,520 3.07%
5.
Ishares Core Msci Emerging Markets Etf - ETF
 408,430 $33,148,198 2.8%
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.