NorthCrest Asset Manangement, LLC Q2 2023 Filing

Filed July 21, 2023

Portfolio Value

$2.5T

Holdings

497

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (497 positions)

StockValue
MSFTMICROSOFT CORP
$89.8B
AAPLAPPLE INC
$85.4B
AMATAPPLIED MATLS INC
$49.7B
NVDANVIDIA CORPORATION
$46.1B
JPMJPMORGAN CHASE & CO
$40.1B
AMZNAMAZON COM INC
$38.7B
JNJJOHNSON & JOHNSON
$38.4B
GOOGLALPHABET INC
$34.7B
HONHONEYWELL INTL INC
$33.1B
AVGOBROADCOM INC
$32.3B
BACVERIZON COMMUNICATIONS INC
$31.6B
INTUINTUIT
$30.6B
BACBANK AMERICA CORP
$29.9B
CSCOCISCO SYS INC
$28.3B
CBCHUBB LIMITED
$28.3B
ORCLORACLE CORP
$28.2B
TMOTHERMO FISHER SCIENTIFIC INC
$27.4B
LMTLOCKHEED MARTIN CORP
$27.1B
MAMASTERCARD INCORPORATED
$26.9B
TSMTAIWAN SEMICONDUCTOR MFG LTD
$25.3B
BILSPDR SER TR
$24.7B
MDTMEDTRONIC PLC
$23.9B
ADIANALOG DEVICES INC
$23.7B
PGPROCTER AND GAMBLE CO
$23.0B
COSTCOSTCO WHSL CORP NEW
$22.9B
SPYSPDR S&P 500 ETF TR
$22.2B
PEPPEPSICO INC
$22.0B
AXPAMERICAN EXPRESS CO
$21.2B
LOWLOWES COS INC
$21.2B
AMGNAMGEN INC
$20.6B
DEDEERE & CO
$20.4B
LINLINDE PLC
$19.7B
RTXRAYTHEON TECHNOLOGIES CORP
$19.4B
PFEPFIZER INC
$19.1B
CMCSACOMCAST CORP NEW
$19.1B
GDGENERAL DYNAMICS CORP
$18.9B
MRKMERCK & CO INC
$18.8B
UNPUNION PAC CORP
$18.6B
CRMSALESFORCE INC
$18.1B
CATCATERPILLAR INC
$17.8B
CSXCSX CORP
$17.7B
AMDADVANCED MICRO DEVICES INC
$17.1B
HDHOME DEPOT INC
$17.0B
BLKCHFBLACKROCK INC
$16.8B
ELVELEVANCE HEALTH INC
$16.7B
EMREMERSON ELEC CO
$16.4B
CPCANADIAN PACIFIC KANSAS CITY
$16.1B
UPSUNITED PARCEL SERVICE INC
$16.0B
IAU*ISHARES GOLD TR
$15.7B
NSCNORFOLK SOUTHN CORP
$15.4B
SBUXSTARBUCKS CORP
$15.4B
ICEINTERCONTINENTAL EXCHANGE IN
$15.4B
DISDISNEY WALT CO
$15.2B
DWDMORGAN STANLEY
$15.2B
DUKDUKE ENERGY CORP NEW
$15.1B
EPDENTERPRISE PRODS PARTNERS L
$15.0B
IEIISHARES TR
$14.7B
ITWILLINOIS TOOL WKS INC
$14.4B
METAMETA PLATFORMS INC
$14.1B
SYKSTRYKER CORPORATION
$14.0B
GISGENERAL MLS INC
$13.9B
8CWCROWN CASTLE INC
$13.6B
VMWEURVMWARE INC
$13.4B
GSKGSK PLC
$13.1B
PHPARKER-HANNIFIN CORP
$12.9B
FCXFREEPORT-MCMORAN INC
$12.7B
MLMMARTIN MARIETTA MATLS INC
$12.5B
NDAQNASDAQ INC
$12.4B
XOMEXXON MOBIL CORP
$12.4B
APDAIR PRODS & CHEMS INC
$12.0B
GSGOLDMAN SACHS GROUP INC
$11.9B
BABOEING CO
$11.9B
VLOVALERO ENERGY CORP
$11.6B
ADBEADOBE SYSTEMS INCORPORATED
$11.2B
APHAMPHENOL CORP NEW
$11.0B
AGGISHARES TR
$10.9B
LHXL3HARRIS TECHNOLOGIES INC
$10.9B
IJHISHARES TR
$10.7B
RMERESMED INC
$10.7B
MLB1MERCADOLIBRE INC
$10.3B
BMYBRISTOL-MYERS SQUIBB CO
$10.2B
SAPSAP SE
$10.2B
FISFIDELITY NATL INFORMATION SV
$10.0B
COFCAPITAL ONE FINL CORP
$9.9B
ROKROCKWELL AUTOMATION INC
$9.8B
DEODIAGEO PLC
$9.6B
PHMPULTE GROUP INC
$9.4B
NOBLPROSHARES TR
$9.4B
IBMINTERNATIONAL BUSINESS MACHS
$9.2B
LABORATORY CORP AMER HLDGS
$9.2B
CHKPCHECK POINT SOFTWARE TECH LT
$9.0B
BIIBBIOGEN INC
$8.9B
NSYNICE LTD
$8.9B
CTVACORTEVA INC
$8.8B
VVISA INC
$8.6B
GILDGILEAD SCIENCES INC
$8.5B
ZBHZIMMER BIOMET HOLDINGS INC
$8.5B
ATVIEURACTIVISION BLIZZARD INC
$8.4B
AWMSKYWORKS SOLUTIONS INC
$8.4B
INTCINTEL CORP
$8.1B
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