Crescent Grove Advisors, LLC - Portfolio overview

Crescent Grove Advisors, LLC has 337 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - iShares S&P 500 ETF, 6.24%
2. ZWS - Zurn Elkay Water Solutions, 5.85%
3. VOO - Vanguard 500 Index Fund ETF, 4.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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