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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 $1,008,779,515
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Zurn Water Solutions
 2,435,447 $90,842,173 9%
2.
Dun & Bradstreet Holdings Inc.
 DNB 6,179,504 $76,996,624 7.63%
3.
Ishares Trust
 IEF 106,722 $62,825,151 6.22%
4.
Vanguard 500 Index Fund Etf
 81,964 $44,162,861 4.37%
5.
Spdr S & P 500 Etf Trust
 SPY 56,255 $33,080,735 3.27%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)