Arkolith/Funds/Crescent Grove Advisors, LLC

Crescent Grove Advisors, LLC

CIK 1713520
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Crescent Grove Advisors, LLC holds a diversified book of 297 stocks worth $1.2B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Barrick Mining Corp and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Zurn Elkay Water Solutions C at 10% of the equity book. They also disclosed $16.5M in put options (a bearish bet), shown separately below and excluded from the equity book.

Opened
24
bought for the first time
Added to
110
already held, bought more
Trimmed
87
sold some, still holds it
Sold out
27
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
38%
Top 20 holdings
54%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

36% mapped to company sectors

ETF / fund or unclassified
64%
Industrials
14%
Financials
7%
Information Technology
6%
Consumer Discretionary
4%
Materials
2%
Energy
1%
Health Care
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Crescent Grove Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$428.0B
WELLS FARGO & COMPANY/MN79 / 80$139.8B
ROYAL BANK OF CANADA79 / 80$115.3B
OSAIC HOLDINGS, INC.79 / 80$16.6B
JPMORGAN CHASE & CO78 / 80$353.4B
UBS Group AG78 / 80$112.6B
ENVESTNET ASSET MANAGEMENT INC78 / 80$93.0B
LPL Financial LLC78 / 80$89.7B

Ranked by how many of Crescent Grove Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

297 positions
#SecurityValueShares% PortLast moveHistory
1Zurn Elkay Water Solutions
COMM
$118.7M2.35M
10.1%
+76%
Added · +1.0M sh
2iShares S&P 500 ETF
ETF
$74.2M99.1K
6.3%
+1.3%
Added · +1K sh
3Vanguard 500 Index Fund ETF
ETF
$60.4M87.9K
5.1%
+5.2%
Added · +4K sh
4SPDR S&P 500 ETF
ETF
$36.0M48.0K
3.0%
−1.4%
Reduced · −661 sh
5Vanguard Total Stock Market ETF
ETF
$32.5M87.9K
2.8%
+0.2%
Added · +147 sh
6iShares Core MSCI Emerging Markets ETF
ETF
$31.7M382.2K
2.7%
+4.1%
Added · +15K sh
7Invesco Powershares QQQ ETF
ETF
$26.7M36.3K
2.3%
−2.3%
Reduced · −846 sh
8iShares Core S&P Small-Cap ETF
ETF
$24.9M168.1K
2.1%
−1.4%
Reduced · −2K sh
9CDW Corporation (Computershare - Pre-IPO Shares)
COMM
$24.8M176.3K
2.1%
+2.5%
Added · +4K sh
10iShares Core S&P Mid-Cap ETF
ETF
$23.9M309.6K
2.0%
+1.2%
Added · +4K sh
11Manpowergroup Inc
COMM
$23.1M685.0K
2.0%
10×
Added · +619K sh
12Apple
COMM
$21.3M73.6K
1.8%
−0.4%
Reduced · −269 sh
13iShares Core MSCI EAFE ETF
ETF
$20.7M214.7K
1.8%
+2.8%
Added · +6K sh
14iShares Russell 1000 Growth ETF
ETF
$20.2M162.3K
1.7%
+296%
Added · +121K sh
15iShares Core S&P US Value ETF
ETF
$18.1M164.6K
1.5%
+1.3%
Added · +2K sh
16iShares 7-10 Year Treasury ETF
ETF
$18.0M190.7K
1.5%
−25%
Reduced · −65K sh
17Fidelity National Financial, Inc.
COMM
$17.4M370.0K
1.5%
+0.1%
Added · +388 sh
18Intercontinental Exchange
COMM
$15.7M127.4K
1.3%
Held
19NCR Atleos
COMM
$14.7M338.9K
1.2%
−16%
Reduced · −63K sh
20iShares 0-3 Month Treasury ETF
ETF
$14.1M139.7K
1.2%
−22%
Reduced · −40K sh
21iShares Core S&P Total US Stock Market ETF
ETF
$13.2M80.1K
1.1%
−0.9%
Reduced · −745 sh
22Vanguard High Dividend Yield ETF
ETF
$12.9M81.9K
1.1%
+1.7%
Added · +1K sh
23Angel Oak Ultrashort Income ETF
ETF
$12.0M233.4K
1.0%
−4.3%
Reduced · −10K sh
24Allspring Smid Core ETF
ETF
$11.8M335.6K
1.0%
+127%
Added · +188K sh
25Angel Oak Income ETF
ETF
$11.7M561.8K
1.0%
+3.4%
Added · +19K sh
26Energy Sector SPDR ETF
ETF
$10.7M201.6K
0.9%
−0.1%
Reduced · −224 sh
27Financial Sector SPDR ETF
ETF
$10.2M191.2K
0.9%
−0.4%
Reduced · −812 sh
28SPDR S&P Biotech ETF
ETF
$10.0M63.4K
0.8%
−1.3%
Reduced · −808 sh
29Fidelity National Info Srvcs, Inc.
COMM
$9.6M248.1K
0.8%
−2.3%
Reduced · −6K sh
30iShares Currency Hedged EAFE ETF
ETF
$9.3M198.9K
0.8%
−8.9%
Reduced · −19K sh
31iShares Short Treasury ETF
ETF
$9.1M82.4K
0.8%
−1.2%
Reduced · −998 sh
32iShares Russell Mid Cap Growth ETF
ETF
$8.9M60.8K
0.8%
−0.8%
Reduced · −522 sh
33iShares MSCI EM ex China ETF
ETF
$8.1M79.4K
0.7%
+10%
Added · +7K sh
34Carrier Global
COMM
$7.7M104.7K
0.7%
~0%
Added · +44 sh
35Vanguard FTSE Developed Markets ETF
ETF
$7.6M106.0K
0.6%
+0.3%
Added · +352 sh
36SPDR Bloomberg 1-3 Month T-Bill ETF
ETF
$7.5M81.7K
0.6%
−30%
Reduced · −34K sh
37SPDR Portfolio S&P (500 High Dividend Etf)
ETF
$7.3M154.0K
0.6%
+6.3%
Added · +9K sh
38iShares Gold TR
ETF
$7.3M96.5K
0.6%
−3.0%
Reduced · −3K sh
39iShares Russell 1000 Value ETF
ETF
$7.2M29.9K
0.6%
+7.1%
Added · +2K sh
40iShares S&P Core Small Cap Value ETF
ETF
$7.2M52.8K
0.6%
−1.4%
Reduced · −740 sh
41Invesco S&P 500 Top 50 ETF
ETF
$7.2M117.6K
0.6%
Held
42iShares Core MSCI Total International Stock ETF
ETF
$6.9M72.2K
0.6%
+16%
Added · +10K sh
43Nvidia Corp
COMM
$6.8M33.8K
0.6%
+2.3%
Added · +747 sh
44iShares Russell 2000 ETF
ETF
$6.7M22.2K
0.6%
−0.6%
Reduced · −126 sh
45Industrial Sector SPDR ETF
ETF
$6.4M34.7K
0.5%
−0.5%
Reduced · −157 sh
46iShares 1-3 Year Treasury ETF
ETF
$6.0M73.3K
0.5%
+50%
Added · +25K sh
47Fiserv Inc
COMM
$5.7M115.9K
0.5%
+41%
Added · +34K sh
48NCR Voyix
COMM
$5.6M685.5K
0.5%
−5.7%
Reduced · −41K sh
49iShares MSCI EAFE
ETF
$5.5M53.1K
0.5%
~0%
Reduced · −19 sh
50iShares Biotechnology ETF
ETF
$5.4M28.6K
0.5%
+0.8%
Added · +228 sh
Showing 50 of 297 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$16.5M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$16.5M27K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026300$1.2B13F-HR
Q1 2026Mar 31, 2026May 6, 2026304$1.0B13F-HR
Q4 2025Dec 31, 2025Feb 11, 2026297$1.1B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025295$1.1B13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025289$1.0B13F-HR
Q1 2025Mar 31, 2025Apr 24, 2025264$959.8M13F-HR
Q4 2024Dec 31, 2024Jan 21, 2025278$1.0B13F-HR
Q3 2024Sep 30, 2024Oct 30, 2024278$980.3M13F-HR
Q2 2024Jun 30, 2024Jul 22, 2024277$912.7M13F-HR
Q1 2024Mar 31, 2024Apr 29, 2024301$959.1M13F-HR
Q4 2023Dec 31, 2023Jan 30, 2024285$896.9M13F-HR
Q3 2023Sep 30, 2023Oct 25, 2023272$802.7M13F-HR
Q2 2023Jun 30, 2023Jul 13, 2023292$931.7M13F-HR
Q1 2023Mar 31, 2023May 3, 2023282$861.6M13F-HR
Q4 2022Dec 31, 2022Jan 12, 2023275$961.7M13F-HR
Q3 2022Sep 30, 2022Nov 8, 2022259$865.5M13F-HR
Q2 2022Jun 30, 2022Jul 20, 2022259$949.9M13F-HR
Q1 2022Mar 31, 2022May 4, 2022295$1.0B13F-HR
Q4 2021Dec 31, 2021Jan 24, 2022292$1.1B13F-HR
Q3 2021Sep 30, 2021Oct 26, 2021269$941.3M13F-HR
Q2 2021Jun 30, 2021Jul 26, 2021263$951.0M13F-HR
Q1 2021Mar 31, 2021May 7, 2021211$853.5M13F-HR
Q4 2020Dec 31, 2020Feb 1, 2021184$765.3M13F-HR
Q3 2020Sep 30, 2020Nov 6, 2020170$501.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.