SILVERCREST ASSET MANAGEMENT GROUP LLC Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$13.2B

Holdings

794

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (794 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP COM
775,756$223.7M1.70%
2
HDHOME DEPOT INC COM
566,364$167.1M1.27%
3
AVGOBROADCOM INC COM
246,694$158.3M1.20%
4
MTDRMATADOR RES CO COM
3,311,703$157.8M1.20%
5
ATOATMOS ENERGY CORP COM
1,306,145$146.8M1.11%
6
AMEAMETEK INC COM
931,988$135.4M1.03%
7
CSCOCISCO SYS INC COM
2,563,409$134.0M1.02%
8
AAPLAPPLE INC COM
808,497$133.3M1.01%
9
ABTABBOTT LABS COM
1,306,846$132.3M1.00%
10
DYHTARGET CORP COM
776,531$128.6M0.98%
11
CVXCHEVRON CORP NEW COM
787,994$128.6M0.98%
12
UBSIUNITED BANKSHARES INC WEST VA
3,605,896$126.9M0.96%
13
FWRDUSDFORWARD AIR CORP COM
1,166,484$125.7M0.95%
14
CSLCARLISLE COS INC COM
535,318$121.0M0.92%
15
CWSTCASELLA WASTE SYS INC CL A
1,454,994$120.3M0.91%
16
HUMHUMANA INC COM
239,368$116.2M0.88%
17
CADECADENCE BANK COM
5,575,191$115.7M0.88%
18
ORCLORACLE CORP COM
1,237,429$115.0M0.87%
19
GOOGALPHABET INC CAP STK CL C
1,104,224$114.8M0.87%
20
A4SAMERIPRISE FINL INC COM
370,095$113.4M0.86%
21
GBCIGLACIER BANCORP INC NEW COM
2,681,425$112.6M0.86%
22
BWABORGWARNER INC COM
2,273,957$111.7M0.85%
23
ICFIICF INTL INC COM
1,011,495$111.0M0.84%
24
AVYAVERY DENNISON CORP COM
618,040$110.6M0.84%
25
TXNTEXAS INSTRS INC COM
593,712$110.4M0.84%
26
MZTILANCASTER COLONY CORP COM
541,497$109.9M0.83%
27
EOGEOG RES INC COM
937,628$107.5M0.82%
28
SKYSKYLINE CHAMPION CORP
1,408,358$106.0M0.80%
29
FULFULLER H B CO COM
1,529,116$104.7M0.79%
30
SMPLSIMPLY GOOD FOODS CO COM
2,629,605$104.6M0.79%
31
MGYMAGNOLIA OIL & GAS CORP CL A
4,754,004$104.0M0.79%
32
CNXCCONCENTRIX CORP COM
837,673$101.8M0.77%
33
MCHPMICROCHIP TECHNOLOGY INC COM
1,201,482$100.7M0.76%
34
CVSCVS HEALTH CORP COM
1,345,925$100.0M0.76%
35
WMBWILLIAMS COS INC DEL COM
3,269,216$97.6M0.74%
36
MDLZMONDELEZ INTL INC CL A
1,396,095$97.3M0.74%
37
JNJJOHNSON & JOHNSON COM
617,868$95.8M0.73%
38
IPGINTERPUBLIC GROUP COS INC COM
2,529,114$94.2M0.72%
39
INDBINDEPENDENT BANK CORP MASS COM
1,423,109$93.4M0.71%
40
IWFISHARES TR
371,658$90.8M0.69%
41
SYU1SYNOVUS FINL CORP COM NEW
2,933,306$90.4M0.69%
42
LNTHLANTHEUS HLDGS INC COM
1,092,073$90.2M0.68%
43
SFSTIFEL FINL CORP COM
1,495,842$88.4M0.67%
44
UNPUNION PACIFIC CORP COM
437,295$88.0M0.67%
45
TRVCCITIGROUP INC COM NEW
1,820,854$85.4M0.65%
46
PFEPFIZER INC COM
2,059,119$84.0M0.64%
47
FMCF M C CORP COM NEW
680,300$83.1M0.63%
48
CWCURTISS WRIGHT CORP COM
457,357$80.6M0.61%
49
MAAMID AMER APT CMNTYS INC COM
522,193$78.9M0.60%
50
ADUSADDUS HOMECARE CORP COM
733,653$78.3M0.59%
51
ITGRINTEGER HLDGS CORP COM
997,294$77.3M0.59%
52
OXMOXFORD INDS INC COM
728,440$76.9M0.58%
53
BDCBELDEN INC COM
854,710$74.2M0.56%
54
AMGNAMGEN INC COM
298,302$72.1M0.55%
55
OGSONE GAS INC COM
908,416$72.0M0.55%
56
VONGVANGUARD SCOTTSDALE FDS
1,120,457$70.5M0.54%
57
WCNWASTE CONNECTIONS INC COM
503,164$70.0M0.53%
58
PCHPOTLATCH CORP NEW COM
1,402,593$69.4M0.53%
59
ETNEATON CORP PLC SHS
403,056$69.1M0.52%
60
ACNACCENTURE PLC IRELAND SHS CLAS
240,983$68.9M0.52%
61
GOOGLALPHABET INC CAP STK CL A
658,078$68.3M0.52%
62
XOMEXXON MOBIL CORP COM
619,932$68.0M0.52%
63
SXISTANDEX INTL CORP COM
554,824$67.9M0.52%
64
FISFIDELITY NATL INFORMATION SVCS
1,242,305$67.5M0.51%
65
AVTRAVANTOR INC COM
3,172,732$67.1M0.51%
66
BCBRUNSWICK CORP COM
811,111$66.5M0.51%
67
PNCPNC FINL SVCS GROUP INC COM
514,408$65.4M0.50%
68
FSSFEDERAL SIGNAL CORP COM
1,184,274$64.2M0.49%
69
CBZCBIZ INC COM
1,275,077$63.1M0.48%
70
MTRNMATERION CORP COM
539,813$62.6M0.48%
71
SHELSHELL PLC SPON ADS
1,074,873$61.8M0.47%
72
ESEESCO TECHNOLOGIES INC COM
638,883$61.0M0.46%
73
MGRCMCGRATH RENTCORP COM
645,691$60.2M0.46%
74
PLXSPLEXUS CORP COM
615,117$60.0M0.46%
75
PGPROCTER & GAMBLE CO COM
403,216$60.0M0.46%
76
SSBUSDSOUTHSTATE CORPORATION COM
840,884$59.9M0.45%
77
ROCKGIBRALTAR INDS INC COM
1,234,567$59.9M0.45%
78
RMBS*RAMBUS INC DEL COM
1,165,340$59.7M0.45%
79
DDDUPONT DE NEMOURS INC COM
819,881$58.8M0.45%
80
PRFTUSDPERFICIENT INC COM
800,582$57.8M0.44%
81
EMEEMCOR GROUP INC COM
354,367$57.6M0.44%
82
HASHASBRO INC COM
1,067,139$57.3M0.44%
83
JCIJOHNSON CTLS INTL PLC SHS
945,311$56.9M0.43%
84
HBANHUNTINGTON BANCSHARES INC COM
5,034,676$56.4M0.43%
85
MRSHMARSH & MCLENNAN COS INC COM
337,944$56.3M0.43%
86
LZBLA Z BOY INC COM
1,928,966$56.1M0.43%
87
PEPPEPSICO INC COM
305,816$55.8M0.42%
88
CVBFCVB FINL CORP COM
3,318,559$55.4M0.42%
89
GISGENERAL MLS INC COM
640,563$54.7M0.42%
90
MODVQMODIVCARE INC COM
645,263$54.3M0.41%
91
ACAARCOSA INC COM
857,469$54.1M0.41%
92
SIGISELECTIVE INS GROUP INC COM
555,063$52.9M0.40%
93
PLYMPLYMOUTH INDL REIT INC COM
2,512,614$52.8M0.40%
94
CDWCDW CORP COM
270,710$52.8M0.40%
95
AVNTAVIENT CORPORATION COM
1,270,278$52.3M0.40%
96
8INSYNEOS HEALTH INC CL A
1,461,571$52.1M0.40%
97
LFUSLITTELFUSE INC COM
193,154$51.8M0.39%
98
PAHUSDELEMENT SOLUTIONS INC COM
2,601,333$50.2M0.38%
99
ICUIICU MED INC COM
299,308$49.4M0.37%
100
PEBPEBBLEBROOK HOTEL TR COM
3,507,338$49.2M0.37%
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