Stock Taper

CRESCENT GROVE ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A1$748.85K
MercadoLibre, Inc.MELI129$218.96K
Sandisk CorporationSNDK160$363.8K
Bank of America CorporationBAC-PL212$265.95K
Caterpillar Inc.CAT256$273.12K
CrowdStrike Holdings, Inc.CRWD295$225.13K
BlackRock, Inc.BLK300$288.47K
TransDigm Group IncorporatedTDG311$413.6K
Cummins Inc.CMI344$245.34K
United Rentals, Inc.URI486$550.59K
Rockwell Automation, Inc.ROK568$281.32K
GE Vernova Inc.GEV572$672.82K
Broadcom Inc.AVGO619$233.67K
Amgen Inc.AMGN647$234.29K
The Goldman Sachs Group, Inc.GS660$667.16K
Talen Energy CorporationTLN697$267.83K
Taiwan Semiconductor Manufacturing Company LimitedTSM721$345.54K
Vulcan Materials CompanyVMC731$215.62K
McDonald's CorporationMCD788$213.01K
Corning IncGLW810$206.9K