NorthCrest Asset Manangement, LLC Q4 2023 Filing

Filed January 30, 2024

Portfolio Value

$2.6T

Holdings

510

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (510 positions)

StockValue
4I1PHILIP MORRIS INTL INC
$1.9B
RSRELIANCE STEEL & ALUMINUM CO
$1.9B
EWBCEAST WEST BANCORP INC
$1.9B
VFHVANGUARD WORLD FDS
$1.8B
SAIASAIA INC
$1.8B
CMACOMERICA INC
$1.8B
DHID R HORTON INC
$1.8B
BDXBECTON DICKINSON & CO
$1.8B
DFUSDIMENSIONAL ETF TRUST
$1.7B
AZNASTRAZENECA PLC
$1.7B
EXPDEXPEDITORS INTL WASH INC
$1.7B
PIPRPIPER SANDLER COMPANIES
$1.6B
MGAMAGNA INTL INC
$1.6B
IWBISHARES TR
$1.6B
AEPAMERICAN ELEC PWR CO INC
$1.6B
PFEPFIZER INC
$1.5B
ALSALLSTATE CORP
$1.5B
FISFIDELITY NATL INFORMATION SV
$1.5B
AYIACUITY BRANDS INC
$1.5B
WINGWINGSTOP INC
$1.5B
DYHTARGET CORP
$1.5B
MTRNMATERION CORP
$1.4B
VRSKVERISK ANALYTICS INC
$1.4B
VCRVANGUARD WORLD FDS
$1.4B
NFLXNETFLIX INC
$1.4B
EWCISHARES INC
$1.4B
JBLJABIL INC
$1.4B
SNOWSNOWFLAKE INC
$1.4B
HALOHALOZYME THERAPEUTICS INC
$1.4B
SPXCSPX TECHNOLOGIES INC
$1.4B
AONAON PLC
$1.3B
GLWCORNING INC
$1.3B
SCHISCHWAB STRATEGIC TR
$1.3B
AGGYWISDOMTREE TR
$1.3B
CMGCHIPOTLE MEXICAN GRILL INC
$1.3B
OSISOSI SYSTEMS INC
$1.3B
AGZISHARES TR
$1.3B
AIGAMERICAN INTL GROUP INC
$1.3B
SHYGISHARES TR
$1.3B
ULTAULTA BEAUTY INC
$1.2B
GATXGATX CORP
$1.2B
VCSHVANGUARD SCOTTSDALE FDS
$1.2B
HEESEURH & E EQUIPMENT SERVICES INC
$1.2B
OFGOFG BANCORP
$1.2B
UTHUNITED THERAPEUTICS CORP DEL
$1.2B
ENSGENSIGN GROUP INC
$1.2B
WNCWABASH NATL CORP
$1.2B
HALHALLIBURTON CO
$1.2B
SCHCSCHWAB STRATEGIC TR
$1.1B
ASGNASGN INC
$1.1B
FSLRFIRST SOLAR INC
$1.1B
MPCMARATHON PETE CORP
$1.1B
KRKROGER CO
$1.1B
MATWMATTHEWS INTL CORP
$1.1B
NSPINSPERITY INC
$1.1B
SAHSONIC AUTOMOTIVE INC
$1.1B
DYDYCOM INDS INC
$1.1B
GJANFIRST TR EXCHNG TRADED FD VI
$1.1B
HIGHARTFORD FINL SVCS GROUP INC
$1.1B
CDNSCADENCE DESIGN SYSTEM INC
$1.1B
NVONOVO-NORDISK A S
$1.0B
AEISADVANCED ENERGY INDS
$1.0B
SNOVFIRST TR EXCHNG TRADED FD VI
$1.0B
CTSCTS CORP
$1.0B
IWFISHARES TR
$1.0B
SCHWSCHWAB CHARLES CORP
$1.0B
NEENEXTERA ENERGY INC
$1.0B
TAT&T INC
$990.6M
HCAHCA HEALTHCARE INC
$972.0M
REEVEREST GROUP LTD
$968.8M
MTZMASTEC INC
$967.7M
LRNSTRIDE INC
$947.0M
SLBSCHLUMBERGER LTD
$928.2M
PRFTUSDPERFICIENT INC
$927.7M
SYNASYNAPTICS INC
$909.2M
VEAVANGUARD TAX-MANAGED FDS
$904.7M
GDDYGODADDY INC
$902.4M
SAICSCIENCE APPLICATIONS INTL CO
$897.7M
SPGIS&P GLOBAL INC
$892.1M
ANDEANDERSONS INC
$891.9M
ERICTELEFONAKTIEBOLAGET LM ERICS
$874.9M
ONON SEMICONDUCTOR CORP
$863.1M
PWIPOWER INTEGRATIONS INC
$861.3M
AZTAAZENTA INC
$847.5M
FMFFORMFACTOR INC
$844.6M
INGRINGREDION INC
$835.7M
MTGMGIC INVT CORP WIS
$835.3M
SUBISHARES TR
$819.5M
NOWSERVICENOW INC
$815.6M
VUGVANGUARD INDEX FDS
$807.7M
CATYCATHAY GEN BANCORP
$803.9M
JCIJOHNSON CTLS INTL PLC
$798.5M
CNMDCONMED CORP
$797.2M
TXNTEXAS INSTRS INC
$796.1M
WHRWHIRLPOOL CORP
$794.0M
OBTORANGE CNTY BANCORP INC
$782.5M
PROPROS HOLDINGS INC
$775.8M
BBYBEST BUY INC
$773.6M
DLTRDOLLAR TREE INC
$773.2M
PKNREVVITY INC
$771.4M
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