NorthCrest Asset Manangement, LLC Q2 2023 Filing

Filed July 21, 2023

Portfolio Value

$2.5B

Holdings

497

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (497 positions)

StockValue
PWRQUANTA SVCS INC
$8.1B
CNCCENTENE CORP DEL
$7.8B
CVSCVS HEALTH CORP
$7.7B
ALBALBEMARLE CORP
$7.6B
PYPLPAYPAL HLDGS INC
$7.6B
REGNREGENERON PHARMACEUTICALS
$7.5B
UNHUNITEDHEALTH GROUP INC
$7.2B
TRVCCITIGROUP INC
$7.2B
VEEVVEEVA SYS INC
$7.1B
WFCWELLS FARGO CO NEW
$7.0B
ULUNILEVER PLC
$7.0B
ABTABBOTT LABS
$6.9B
TIPISHARES TR
$6.8B
IJRISHARES TR
$6.6B
RSGREPUBLIC SVCS INC
$6.5B
GOOGALPHABET INC
$6.5B
SHOPSHOPIFY INC
$6.4B
ASTHAPOLLO MED HLDGS INC
$6.3B
DGDOLLAR GEN CORP NEW
$6.2B
MOATVANECK ETF TRUST
$6.1B
QRVOQORVO INC
$6.1B
CARRCARRIER GLOBAL CORPORATION
$6.1B
TSLATESLA INC
$6.1B
IJSISHARES TR
$6.0B
PANWPALO ALTO NETWORKS INC
$5.7B
STIPISHARES TR
$5.6B
NVSNNOVARTIS AG
$5.5B
MPWRMONOLITHIC PWR SYS INC
$5.4B
IJJISHARES TR
$5.1B
SMCIUSDSUPER MICRO COMPUTER INC
$5.1B
COPCONOCOPHILLIPS
$5.1B
DOWDOW INC
$5.1B
LNGCHENIERE ENERGY INC
$5.0B
VGTVANGUARD WORLD FDS
$5.0B
HUBBHUBBELL INC
$4.7B
QCOMQUALCOMM INC
$4.7B
FDXFEDEX CORP
$4.6B
QLTAISHARES TR
$4.4B
DYHTARGET CORP
$4.3B
FISVFISERV INC
$4.3B
VTIVANGUARD INDEX FDS
$4.3B
CBRECBRE GROUP INC
$4.2B
XSOEWISDOMTREE TR
$4.2B
ZTSZOETIS INC
$4.0B
MKLMARKEL GROUP INC
$4.0B
EAELECTRONIC ARTS INC
$4.0B
RWRSPDR SER TR
$3.9B
PKWINVESCO EXCHANGE TRADED FD T
$3.9B
SPIBSPDR SER TR
$3.9B
XLISELECT SECTOR SPDR TR
$3.9B
BSVVANGUARD BD INDEX FDS
$3.9B
OTXOPEN TEXT CORP
$3.9B
NTRNUTRIEN LTD
$3.8B
PLDPROLOGIS INC.
$3.8B
TELTE CONNECTIVITY LTD
$3.8B
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.6B
KMIKINDER MORGAN INC DEL
$3.4B
MGKVANGUARD WORLD FD
$3.3B
ASMLASML HOLDING N V
$3.2B
DC4DEXCOM INC
$3.1B
ORLYOREILLY AUTOMOTIVE INC
$3.1B
CFCF INDS HLDGS INC
$3.0B
EEMISHARES TR
$3.0B
DELLDELL TECHNOLOGIES INC
$3.0B
IWDISHARES TR
$2.9B
EOGEOG RES INC
$2.9B
LLYLILLY ELI & CO
$2.8B
MDLZMONDELEZ INTL INC
$2.8B
ZBRAZEBRA TECHNOLOGIES CORPORATI
$2.7B
CITHE CIGNA GROUP
$2.6B
BUNGE LIMITED
$2.3B
VTEBVANGUARD MUN BD FDS
$2.2B
WMWASTE MGMT INC DEL
$2.2B
LRCXEURLAM RESEARCH CORP
$2.1B
PSXPHILLIPS 66
$2.1B
A4SAMERIPRISE FINL INC
$2.1B
BRK-BBERKSHIRE HATHAWAY INC DEL
$2.1B
NDQINVESCO QQQ TR
$2.1B
IRMIRON MTN INC DEL
$2.0B
VISVANGUARD WORLD FDS
$2.0B
PGRPROGRESSIVE CORP
$2.0B
IVVISHARES TR
$2.0B
BXBLACKSTONE INC
$2.0B
VHTVANGUARD WORLD FDS
$2.0B
BDXBECTON DICKINSON & CO
$1.9B
4I1PHILIP MORRIS INTL INC
$1.9B
WBSWEBSTER FINL CORP
$1.9B
BNDVANGUARD BD INDEX FDS
$1.9B
NEENEXTERA ENERGY INC
$1.9B
PLABPHOTRONICS INC
$1.9B
OCOWENS CORNING NEW
$1.9B
TOLTOLL BROTHERS INC
$1.9B
AZNASTRAZENECA PLC
$1.8B
RSRELIANCE STEEL & ALUMINUM CO
$1.8B
VXUSVANGUARD STAR FDS
$1.8B
CMECME GROUP INC
$1.8B
EWBCEAST WEST BANCORP INC
$1.8B
UFPIUFP INDUSTRIES INC
$1.8B
AEPAMERICAN ELEC PWR CO INC
$1.8B
ACNACCENTURE PLC IRELAND
$1.7B
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