NORTHCREST ASSET MANANGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LRCX | 54K | $7.51M |
 | TMO | 53K | $28.83M |
 | MTG | 52K | $1.40M |
 | DE | 52K | $23.80M |
 | COP | 51K | $4.87M |
 | WBS | 51K | $3.05M |
 | SYK | 51K | $18.71M |
 | DEO | 50K | $4.82M |
 | SWKS | 50K | $3.68M |
 | PANW | 49K | $10.27M |
 | LYFT | 47K | $985.95K |
 | V | 46K | $16.19M |
 | TJX | 45K | $6.43M |
 | NEE | 44K | $3.69M |
 | MU | 44K | $8.17M |
 | COST | 44K | $40.16M |
 | NICE | 43K | $5.86M |
 | GLW | 43K | $3.65M |
 | CF | 43K | $3.92M |
 | ADBE | 42K | $14.57M |
Lam Research Corporation
LRCX
Shares Held
54K
Value
$7.51M
Thermo Fisher Scientific Inc.
TMO
Shares Held
53K
Value
$28.83M
MGIC Investment Corporation
MTG
Shares Held
52K
Value
$1.40M
Deere & Company
DE
Shares Held
52K
Value
$23.80M
ConocoPhillips
COP
Shares Held
51K
Value
$4.87M
Webster Financial Corporation
WBS
Shares Held
51K
Value
$3.05M
Stryker Corporation
SYK
Shares Held
51K
Value
$18.71M
Diageo plc
DEO
Shares Held
50K
Value
$4.82M
Skyworks Solutions, Inc.
SWKS
Shares Held
50K
Value
$3.68M
Palo Alto Networks, Inc.
PANW
Shares Held
49K
Value
$10.27M
Lyft, Inc.
LYFT
Shares Held
47K
Value
$985.95K
Visa Inc.
V
Shares Held
46K
Value
$16.19M
The TJX Companies, Inc.
TJX
Shares Held
45K
Value
$6.43M
NextEra Energy, Inc.
NEE
Shares Held
44K
Value
$3.69M
Micron Technology, Inc.
MU
Shares Held
44K
Value
$8.17M
Costco Wholesale Corporation
COST
Shares Held
44K
Value
$40.16M
NICE Ltd.
NICE
Shares Held
43K
Value
$5.86M
Corning Incorporated
GLW
Shares Held
43K
Value
$3.65M
CF Industries Holdings, Inc.
CF
Shares Held
43K
Value
$3.92M
Adobe Inc.
ADBE
Shares Held
42K
Value
$14.57M