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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Crescent Grove Advisors, LLC

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0000892712-25-000095

Total Value
$1.03B
Positions
289
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (289)

#IssuerTicker / CUSIPSharesValue% of Filing
1Zurn Water Solutions98983L1082,435,447$89.1M8.63%
2iShares S&P 500 ETF464287200103,233$64.1M6.21%
3Dun & Bradstreet Holdings, Inc.26484T1066,602,252$60.0M5.82%
4Vanguard 500 Index Fund ETF92290836383,312$47.5M4.60%
5SPDR S&P 500 ETFSPY58,963$36.5M3.54%
6Intercontinental45866F104152,541$28.0M2.71%
7CDW CorporationCDW155,694$27.8M2.69%
8Vanguard Total Stock Market ETF92290876988,293$26.9M2.61%
9iShares Core MSCI Emerging Markets ETF46434G103345,793$20.8M2.01%
10Invesco Powershares QQQ ETFIVZ37,283$20.6M2.00%
11iShares Short Treasury ETF464288679182,560$20.2M1.95%
12iShares Core S&P Small-Cap ETF464287804181,902$19.9M1.93%
13Angel Oak Ultrashort Income ETF03463K752366,664$18.7M1.81%
14iShares Core S&P Mid-Cap ETF464287507295,058$18.3M1.77%
15iShares Russell 1000 Growth ETF46428761442,327$18.0M1.74%
16Fidelity National Financial, Inc.FNF304,657$17.1M1.65%
17iShares Core MSCI EAFE ETF46432F842201,256$16.8M1.63%
18AppleAAPL78,196$16.0M1.55%
19NCR AtleosNATL549,275$15.7M1.52%
20iShares Core S&P US Value ETF464287663160,119$15.2M1.47%
21iShares 0-3 Month Treasury ETF46436E718148,874$15.0M1.45%
22Fidelity National Info Srvcs, Inc.31620M106176,668$14.4M1.39%
23iShares Core S&P Total US Stock Market ETF46428715091,007$12.3M1.19%
24Angel Oak Income ETF03463K760521,598$10.8M1.05%
25Vanguard High Dividend Yield ETF92194640678,452$10.5M1.01%
26NCR VoyixNCRRP838,101$9.8M0.95%
27Financial Sector SPDR ETF81369Y605185,432$9.7M0.94%
28Energy Sector SPDR ETF81369Y506113,907$9.7M0.94%
29iShares Russell Mid Cap Growth ETF46428748161,386$8.5M0.82%
30iShares 1-3 Year Treasury ETF46428745793,044$7.7M0.75%
31Carrier GlobalCARR104,643$7.7M0.74%
32Alliance ResourceARLP260,081$6.8M0.66%
33Cannae HLDGS Inc ComCNNE325,479$6.8M0.66%
34MicrosoftMSFT13,558$6.7M0.65%
35SPDR S&P Biotech ETF78464A87079,675$6.6M0.64%
36Invesco S&P 500 Top 50 ETFIVZ117,638$6.1M0.59%
37iShares Russell 1000 Value ETF46428759831,487$6.1M0.59%
38Vanguard FTSE Developed Markets ETF921943858106,820$6.1M0.59%
39SPDR Portfolio S&P (500 High Dividend Etf)78468R788139,789$5.9M0.57%
40iShares Gold TRIAU93,287$5.8M0.56%
41Nvidia CorpNVDA35,877$5.7M0.55%
42ARK Next Generation Internet ETF00214Q40136,906$5.4M0.53%
43Enterprise Products293792107161,383$5.0M0.48%
44iShares 1-5yr Investment Grade Bond ETF46428864692,222$4.9M0.47%
45Energy Transfer LPET-PI268,097$4.9M0.47%
46iShares MSCI EAFE46428746553,397$4.8M0.46%
47iShares Russell 2000 ETF46428765521,908$4.7M0.46%
48iShares S&P Core Small Cap Value ETF46428787946,790$4.7M0.45%
49MPLX LPMPLXP88,095$4.5M0.44%
50iShares Core MSCI Total International Stock ETF46432F83458,085$4.5M0.44%
51SPDR Bloomberg 1-3 Month T-Bill ETF78468R66347,833$4.4M0.43%
52Industrial Sector SPDR ETF81369Y70428,818$4.3M0.41%
53Amazon.Com IncAMZN19,076$4.2M0.41%
54iShares Russell 2000 Growth ETF46428764814,550$4.2M0.40%
55Plains All American726503105220,540$4.0M0.39%
56iShares Biotechnology ETF46428755631,672$4.0M0.39%
57iShares MSCI USA Quality ETF46432F33921,614$4.0M0.38%
58Berkshire HathawayBRK-A7,923$3.8M0.37%
59iShares EM Dividend ETF464286319131,280$3.8M0.36%
60JPMorgan Equity Premium Income ETF46641Q33261,161$3.5M0.34%
61Vanguard Total International Stock Index Fund ETF92190976848,586$3.4M0.33%
62Global Ship LeaseGSL-PB123,718$3.3M0.32%
63iShares MSCI EM ex China ETF46434G76447,463$3.0M0.29%
64JPMorgan Nasdaq Equity Prem Income ETF46654Q20355,052$3.0M0.29%
65VerizonVZ65,426$2.8M0.27%
66Tesla Motors Inc ComTSLA8,874$2.8M0.27%
67Associated Banc CorpASBA115,371$2.8M0.27%
68iShares Intl Select Div ETF46428844880,298$2.8M0.27%
69JP Morgan Chase & Co.VYLD9,468$2.7M0.27%
70SPDR Gold TrustGLD8,989$2.7M0.27%
71Vanguard Dividend Appreciation Index ETF92190884413,000$2.7M0.26%
72iShares Select Dividend ETF46428716819,504$2.6M0.25%
73First Trust NASDAQ Cybersecurity ETF33734X84634,247$2.6M0.25%
74SPDR S&P Global (natural Resources Etf)78463X54146,808$2.5M0.25%
75Sherwin Williams CoSHW7,198$2.5M0.24%
76ARK Innovation ETF00214Q10433,859$2.4M0.23%
77Sunoco LP Com UnitSUN43,419$2.3M0.23%
78Manpowergroup IncMAN53,418$2.2M0.21%
79Procter & Gamble74271810913,337$2.1M0.21%
80SPDR Portfolio S&P (400 Mid Cap Etf)78464A84737,099$2.0M0.20%
81Invesco Nasdaq 100 ETFIVZ8,829$2.0M0.19%
82iShares Russell Mid Cap ETF46428749920,451$1.9M0.18%
83Vanguard FTSE Emerging Mkts ETF92204285837,688$1.9M0.18%
84Blackstone Group IncBX11,679$1.7M0.17%
85LantheusLNTH21,073$1.7M0.17%
86iShares Cybersecurity and Tech ETF46435U13532,138$1.7M0.17%
87Wisdomtree TR (intl High Divid FD)WT36,426$1.7M0.16%
88SPDR Portfolio S&P (600 Small Cap Etf)78468R85338,017$1.6M0.16%
89iShares Expanded Tech Sector ETF46428754914,340$1.6M0.16%
90Vanguard Mega Cap (growth Index Fund)9219108164,335$1.6M0.15%
91Consumer Staples SPDR ETF81369Y30818,629$1.5M0.15%
92iShares 2026 IG Corporate Bond ETF46435GAA060,812$1.5M0.14%
93iShares S&P Mid Cap 400 Value ETF46428770511,694$1.4M0.14%
94Banc Calif IncBANC-PF100,428$1.4M0.14%
95iShares Russell 3000 ETF4642876894,023$1.4M0.14%
96iShares Global Healthcare ETF46428732515,940$1.4M0.13%
97Iron MTN Inc New Com46284V10113,255$1.4M0.13%
98iShares Global Consumer Staples ETF46428873720,700$1.4M0.13%
99iShares 7-10 Year Treasury ETF46428744013,646$1.3M0.13%
100Exxon MobilXOM11,745$1.3M0.12%
101iShares S&P 500 Value ETF4642874086,330$1.2M0.12%
102iShares MSCI Emerging Markets ETF46428723425,487$1.2M0.12%
103ARK Autonomous Technology & Robotics ETF00214Q20313,088$1.2M0.11%
104Invesco Exch Traded (FD TR II S&P500 HDL Vol)IVZ24,268$1.2M0.11%
105iShares Exponential Technologies ETF46434V38117,435$1.1M0.11%
106iShares Aerospace/Defense ETF4642887605,904$1.1M0.11%
107Textron Inc.TXT13,626$1.1M0.11%
108Vanguard Value Index Fund ETF9229087446,149$1.1M0.11%
109F&G Annuities & LifeFGSN33,494$1.1M0.10%
110Facebook Inc ComMETA1,445$1.1M0.10%
111Alphabet Inc Cap STKGOOG5,820$1.0M0.10%
112Northern TR CorpNTRSO8,028$1.0M0.10%
113iShares S&P 500 Growth ETF4642873099,291$1.0M0.10%
114Abbvie Inc ComABBV5,470$1.0M0.10%
115Amplify ETF TR (cybersecurity Etf)03210866411,252$971,8350.09%
116Philip Morris Intl7181721095,131$941,4110.09%
117Alphabet Inc Cap STKGOOG5,282$936,9450.09%
118Vanguard Growth Index Fund ETF9229087362,130$934,8660.09%
119Vanguard Mega Cap (300 Value Index Fund)9219108407,056$930,5330.09%
120Vaneck Vectors Gold Miners ETF92189F10617,564$914,3820.09%
121CDWCDW5,046$901,1790.09%
122iShares Russell 2000 Value ETF4642876305,698$898,9160.09%
123ARK Genomic Revolution ETF00214Q30236,595$891,0880.09%
124Energy Transfer Equity L PET-PI48,792$884,5990.09%
125Weave CommunicationsWEAV103,101$857,8000.08%
126Invesco Exchange (traded FD TR S&P500 Quality)IVZ12,035$857,6140.08%
127Eaton Corp PLC ComETN2,328$831,0050.08%
128Intl Business MachINTR2,814$829,5110.08%
129Invesco S&P 500 Equal Weight ETFIVZ4,558$828,3710.08%
130Costco Wholesale22160K105836$827,6040.08%
131Advanced MicroAMD5,626$798,3290.08%
132Elevation Series (trust Rivernrt Enh Pre)21032269929,131$787,8010.08%
133iShares Russell Mid Cap Value ETF4642874735,814$768,2620.07%
134First Busey Corp ComBUSEP33,264$761,2470.07%
135Goldman Sachs ETF TR (activebeta US LG)NVGLF6,179$750,0070.07%
136Direxion Daily Technology Bull 3x Shares25459W1027,843$735,5200.07%
137Schwab US Large Cap Growth ETF80852430024,969$729,3580.07%
138Berkshire Hathaway Class ABRK-A1$728,8000.07%
139Nuveen Quality MunicipalNU63,596$722,8000.07%
140iShares Global Infrastructure ETF46428837212,200$722,2400.07%
141iShares S&P Mid Cap 400 Growth ETF4642876067,916$720,1980.07%
142Exact Sciences Corp30063P10513,505$717,6560.07%
143iShares Morningstar Small-Cap Growth ETF46428860414,337$713,4090.07%
144Booking Holdings IncBKNG123$712,0770.07%
145United Parcel SVCUPS6,918$698,3090.07%
146General Electric Company Common Stock3696043012,608$671,3470.07%
147BlackRock Muniyield (quality FD Com)BLK63,059$664,9890.06%
148Merck & Co Inc NewMRK8,301$663,8440.06%
149Draftkings Inc NewDKNG15,022$644,2940.06%
150Goldman Sachs GroupGSCE901$637,7290.06%
151Abbott LaboratoriesABLZF4,575$622,2760.06%
152Dimensional International Core ETF25434V20317,355$599,9620.06%
153Paysafe LTD ComPSFE45,113$569,3260.06%
154Schwab Charles CorpSCHW-PJ6,169$562,8600.05%
155iShares Bitcoin Trust ETFIBIT9,010$551,5020.05%
156Xtrackers MSCI EAFE Hi Div Yield23305163018,968$547,4160.05%
157Abrdn Etfs BBRG All (commdy)00326120316,371$542,6990.05%
158Johnson & JohnsonJNJ3,459$528,3280.05%
159SPDR Blmbg Brclys High Yield Bond ETF78468R6225,308$516,3090.05%
160GE Vernova LLCGEV974$515,4100.05%
161Vanguard European Stock ETF9220428746,518$505,1450.05%
162Coca Cola CoKO7,015$499,8990.05%
163BlackRock Inc ComBLK475$498,3940.05%
164Visa Inc Com CL AV1,384$491,5120.05%
165iShares (us Technology Etf)4642877212,817$488,1020.05%
166Vanguard Small Cap ETF9229087511,978$470,3050.05%
167Kohls Corp ComKSS55,200$468,0960.05%
168SPDR Ser TR S&P 400 (MDCP Val)78464A8395,864$465,7780.05%
169ProShares S&P 500 (dividend Aristocrats Etf)74348A4674,574$463,1180.04%
170Transdigm Group IncTDG302$459,2330.04%
171Micron TechnologyMU3,705$456,6410.04%
172Vanguard Extended (markets Index Fund)9229086522,308$444,7750.04%
173Cintas CorpCTAS1,976$440,3910.04%
174Home Depot Inc ComHD1,193$437,2470.04%
175CVS Health CorpCVS6,306$434,9880.04%
176ChevronCVX2,992$428,4240.04%
177Bank Of Montreal Com0636711013,839$424,7090.04%
178Boeing CoBA-PA1,961$410,9620.04%
179iShares MSCI ACWI ex USA ETF4642882406,677$406,8960.04%
180ARK 3D Printing ETF00214Q50018,588$406,4270.04%
181NXP Semiconductors NNXPI1,838$403,4480.04%
182Royal Dutch Shell PLC ADRRYDAF5,727$403,2300.04%
183iShares Inc MSCI (usa Equal Weighted ETF Index FD)4642866814,043$400,7420.04%
184Masco CorpMAS6,170$397,1010.04%
185iShares Core (S&P US Growth ETF)4642876712,638$396,8100.04%
186SPDR S&P Regional Banking ETF78464A6986,659$395,4780.04%
187Unitedhealth GroupUNH1,262$393,8120.04%
188Manulife Financial56501R10612,216$390,4220.04%
189Fidelity High (dividend Etf)3160928407,367$383,2310.04%
190Unilever PLC SponUNLYF6,229$381,0310.04%
191Utilities Sector SPDR ETF81369Y8864,636$378,5690.04%
1923M CompanyMMM2,451$373,1420.04%
193iShares Core (10 Year Usd Bond Etf)4642894797,360$363,7310.04%
194Intl Paper Co4601461037,750$362,9330.04%
195Netflix Com Inc ComNFLX270$361,5650.04%
196Vanguard Large Cap ETF9229086371,260$360,5920.03%
197iShares S&P Small Cap 600 Growth ETF4642878872,669$355,0840.03%
198Mercadolibre IncMELI134$350,2260.03%
199SPDR S&P Emerging Markets Dividend ETF78463X5339,127$347,9210.03%
200AccentureACN1,156$345,5170.03%
201Broadcom IncAVGO1,251$344,8480.03%
202Wal Mart StoresWMT3,515$343,7320.03%
203Quad / Graphics IncQUAD60,490$341,7690.03%
204Rio Tinto ADR EachRTNTF5,821$339,5390.03%
205iShares Russell 1000464287622994$337,5330.03%
206Arch Capital GroupG0450A1053,702$337,0670.03%
207Oklo Inc CL AOKLO5,988$335,2680.03%
208iShares MSCI EAFE Value ETF4642888775,262$334,0320.03%
209Roper TechnologiesROP575$325,9870.03%
210Comcast Corp NewCCZ9,118$325,4230.03%
211Oaktree SpecialtyOCSL23,765$324,6300.03%
212FIDELITY NATL INFORMATION SV CALL31620M9063,800$323,0000.03%
213iShares TR EAFE SML4642882734,419$321,1700.03%
214Allstate Corp Del ComALL-PJ1,544$312,3670.03%
215Vanguard Small Cap Growth Index Fund ETF9229085951,117$309,8020.03%
216iShares Core U.S. Aggregate Bond ETF4642872263,091$306,5870.03%
217iShares MSCI Asia ex Japan ETF4642881823,690$304,8870.03%
218Xtant Medical Holdings98420P308412,024$304,4860.03%
219Vistra Energy Corp.VST1,564$303,1190.03%
220Taiwan Semiconductor8740391001,322$300,1590.03%
221ARK Fintech Innovation ETF00214Q7085,962$299,5310.03%
222Crowdstrike HLDGSCRWD580$295,4000.03%
223AT&TT-PC10,201$295,2290.03%
224Commercial Metals CoCMC5,990$294,0490.03%
225Schwab US Dividend Equity ETF80852479711,021$292,0630.03%
226Newmont MNG CorpNEMCL4,923$286,8140.03%
227McDonalds CorpMCD979$285,9910.03%
228Schwab US Broad Market ETF80852410212,000$285,9600.03%
229Agnico Eagle MinesAEM2,384$283,5290.03%
230Uber Technologies IncUBER3,015$281,3250.03%
231PalantirPLTR2,048$279,1830.03%
232Pan American Silver6979001089,777$277,6670.03%
233Donnelley Finl Solutions25787G1004,501$277,4870.03%
234iShares TR Intl DIV (GRWTH)46435G5243,516$277,3770.03%
235Materials Sector SPDR ETF81369Y1003,152$276,7770.03%
236Autodesk Inc ComADSK886$274,2790.03%
237EQT Corp ComEQT4,685$273,2290.03%
238Rockwell AutomationROK822$273,0980.03%
239Coinbase Global IncCOIN777$272,3310.03%
240iShares TR US HLTHCR (PR Etf)4642888285,530$269,0350.03%
241SPDR S&P Dividend ETF78464A7631,972$267,6600.03%
242Dicks Sporting Goods2533931021,351$267,2410.03%
243TJX Cos Inc New Com8725401092,162$266,9850.03%
244SPDR Real Estate ETF81369Y8606,442$266,8280.03%
245iShares Micro-Cap ETF4642888692,090$266,8090.03%
246Schwab US Small Cap ETF80852460710,540$266,6620.03%
247Artisan Partners Asset Mgmt04316A1086,000$265,9800.03%
248Cheniere Energy IncLNG1,073$261,2970.03%
249Bank Amer Corp Non060505682212$257,1560.02%
250Vanguard Whitehall (FDS Intl DVD Etf)9219468102,850$256,8420.02%
251Invesco Exchange (traded FD TR S&P Midcap 400)IVZ2,300$251,3670.02%
252Schwab Fundamental US Large80852477110,216$250,7010.02%
253SPDR S&P Bank ETF78464A7974,463$248,8570.02%
254Constellation EnergyCEG741$239,1650.02%
255Technology Sector SPDR ETF81369Y803928$235,0560.02%
256Eli Lilly & CoLLY300$233,8590.02%
257SPDR S&P Aerospace & Defense ETF78464A6311,107$233,4530.02%
258iShares Preferreds ETF4642886877,525$230,8670.02%
259Cisco SYS Inc ComCSCO3,307$229,4210.02%
260Talen Energy CorpTLN772$224,4740.02%
261iShares Trust S&P 100464287101734$223,3260.02%
262iShares National Muni Bond ETF4642884142,136$223,1690.02%
263Amgen IncAMGN797$222,5300.02%
264Brookfield Asset1130041053,957$218,7430.02%
265Salesforce Com IncCRM794$216,8560.02%
266Fidelity Wise Origin (bitcoin Fund)FBTC2,300$216,1770.02%
267Sba CommunicationsSBAC914$214,6440.02%
268Health Care Select SPDR ETF81369Y2091,592$214,5860.02%
269Oneok IncOKE2,621$213,9520.02%
270SPDR Portfolio S&P (500 Etf)78464A8542,929$212,9090.02%
271Cummins IncCMI644$210,9100.02%
272Vanguard Mid-Cap Value Idx.FD.9229085121,263$208,8220.02%
273Dexcom IncDXCM2,388$208,4490.02%
274Newell RubbermaidNWL38,415$207,4410.02%
275Schwab Fundamental Emerging Markets8085247306,245$206,1470.02%
276Bristol Myers SquibbCELG-RI4,430$205,0650.02%
277Vanguard FTSE All-World Ex-US ETF9220427753,040$204,3490.02%
278iShares Dowjones US Finl4642877702,379$203,6420.02%
279Emerson ElectricEMR1,513$201,7660.02%
280Vanguard Sector92204A603717$200,8100.02%
281Vale On ADR 1:1VALE17,049$165,5460.02%
282BlackRock Credit AllocationBLK13,500$147,4200.01%
283Carecloud Inc ComCCLDO60,000$141,6000.01%
284Alight Inc Com CL AALIT19,800$112,0680.01%
285Noodles & Co ComNDLS35,085$25,0090.00%
286Veru Inc ComVERU15,000$8,7270.00%
287Immunic Inc.IMUX10,000$6,9750.00%
288Fusion Fuel GreenHTOO15,000$3,0000.00%
289Paysafe LTDPSFE33,333$5500.00%