| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Fidelity National Info Srvcs, Inc. | 29 | Q2 2024 | 36.1% |
| SPDR S&P 500 ETF | 29 | Q2 2024 | 5.3% |
| Manpowergroup Inc | 29 | Q2 2024 | 5.5% |
| iShares S&P 500 ETF | 29 | Q2 2024 | 6.8% |
| Vanguard Total Stock Market ETF | 29 | Q2 2024 | 3.6% |
| SPDR S&P Biotech ETF | 29 | Q2 2024 | 3.2% |
| Financial Sector SPDR ETF | 29 | Q2 2024 | 2.6% |
| Fidelity National Financial, Inc. | 29 | Q2 2024 | 2.2% |
| Apple | 29 | Q2 2024 | 2.3% |
| iShares Russell 2000 Growth ETF | 29 | Q2 2024 | 2.4% |
View Crescent Grove Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-22 |
| N-PX | 2024-07-22 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-20 |
View Crescent Grove Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.