NorthCrest Asset Manangement, LLC: 13F holdings
CIK 18931592026Q2
| Positions | 928 |
|---|---|
| Reported value | $3.9bn |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 1,049,749 | $212.9m | 5.5% |
| AVGO BROADCOM INC | 489,461 | $196.3m | 5.0% |
| AAPL APPLE INC | 470,482 | $148.8m | 3.8% |
| AMAT APPLIED MATLS INC | 185,724 | $109.3m | 2.8% |
| MSFT MICROSOFT CORP | 237,680 | $91.4m | 2.3% |
| GOOGL ALPHABET INC | 254,371 | $91.3m | 2.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 204,347 | $89.3m | 2.3% |
| AMZN AMAZON COM INC | 273,469 | $67.6m | 1.7% |
| AMD ADVANCED MICRO DEVICES INC | 112,078 | $61.3m | 1.6% |
| CAT CATERPILLAR INC | 57,682 | $54.1m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1893159")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.