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  Name: Crescent Grove Advisors LLC
  City: LAKE FOREST
  State: IL
  Zip: 60045
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $959,109,000
  Total Value Change : $62,162,000
  Securities Held Change : 16
   
All Securities Held : 300
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 18     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (CARR)1 Year Chart         CARR Carrier Global Corp New $64.06 $4,346,000 74,771 % 4,346,000 74,771 0    N/A
   (MYI)1 Year Chart         MYI Blackrock Muniyield Insured... New $11.11 $677,000 58,890 % 677,000 58,890 0    N/A
   (NAD)1 Year Chart         NAD Nuveen Dividend Advantage M... New $11.15 $677,000 58,890 % 677,000 58,890 0    N/A
   (RIO)1 Year Chart         RIO Rio Tinto Plc (ADR) New $69.82 $515,000 8,070 % 515,000 8,070 0    N/A
   (EQT)1 Year Chart         EQT EQT Corp New $40.09 $377,000 10,180 % 377,000 10,180 0    N/A
   (BIP)1 Year Chart         BIP Brookfield Infrastructure P... New $30.21 $312,000 10,005 % 312,000 10,005 0    N/A
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc New $350.24 $287,000 735 % 287,000 735 0    N/A
   (EWMC)1 Year Chart         EWMC Invesco S&P Midcap 400 Equa... New $116.74 $277,000 2,300 % 277,000 2,300 0    N/A
   (AXP)1 Year Chart         AXP American Express Co New $234.33 $275,000 1,209 % 275,000 1,209 0    N/A
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc New $201.52 $260,000 1,261 % 260,000 1,261 0    N/A
   (BLK)1 Year Chart         BLK BlackRock Inc A New $774.64 $250,000 300 % 250,000 300 0    N/A
   (HDV)1 Year Chart         HDV Ishares High Dividend Equit... New $108.61 $237,000 2,149 % 237,000 2,149 0    N/A
   (AES)1 Year Chart         AES AES Corporation New $18.88 $228,000 12,725 % 228,000 12,725 0    N/A
   (GS)1 Year Chart         GS Goldman Sachs Group Inc New $443.67 $209,000 501 % 209,000 501 0    N/A
   (EW)1 Year Chart         EW Edwards Lifesciences Corp New $29.12 $208,000 2,179 % 208,000 2,179 0    N/A
   (LOW)1 Year Chart         LOW Lowes Companies Inc New $231.70 $205,000 804 % 205,000 804 0    N/A
   (ANY)1 Year Chart         ANY Sphere 3D Corporation New $1.06 $26,000 17,005 % 26,000 17,005 0    N/A
   (HTOO)1 Year Chart         HTOO Fusion Fuel Green PLC New $1.31 $21,000 12,500 % 21,000 12,500 0    N/A
      18 Records Found
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