Crescent Grove Advisors, LLC
Annual return '25
+13.6%
SPY '25
+17.7%
Alpha
-4.1ptsvs SPY
Invested
$1B
Holdings
300
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
iShares S&P 500 ETF
Held since at least Q1 2024
6.1%
02
$SPY
SPDR S&P 500 ETF
Held since at least Q1 2024
6.0%
03
$ZWS
Zurn Elkay Water Solutions
Held since at least Q1 2024
5.8%
04
$VOO
Vanguard 500 Index Fund ETF
Held since at least Q1 2024
4.8%
05
$VTI
Vanguard Total Stock Market ETF
Held since at least Q1 2024
2.7%
06
$IEMG
iShares Core MSCI Emerging Markets ETF
Held since at least Q1 2024
2.5%
07
$IEF
iShares 7-10 Year Treasury ETF
Held since at least Q1 2024
2.3%
08
$NDQ
Invesco Powershares QQQ ETF
Held since at least Q1 2024
2.1%
09
$IJR
iShares Core S&P Small-Cap ETF
Held since at least Q1 2024
2.0%
10
$CDW
CDW Corporation
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:22 UTC.