FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,134.58-0.20%
XLE56.73-0.25%
STOXX50E5,860.32-0.39%
XLF51.740.61%
FTSE10,321.09-0.56%
IXIC24,869.850.13%
RUT2,790.070.11%
GSPC7,171.360.09%
Temp29.4°C
UV12.5
Feels33.5°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:39 PM

Institutional Manager · CIK 0001232395

Silvercrest Asset Management Group LLC

NEW YORK, NY · File #028-10472

Latest AUM
$14.55B
Positions
860
Top-10 Concentration
33.1%
Filings
10

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
NEWDELTA AIR LINES INC DEL COM NEWDAL+1,793,145+$124.4M$0
REDUCECADENCE BANK COM12740C103-2,029,370-$86.9M+$21.1M
EXITEDISHARES TR FTSE CHINA25 IDX464287184-1,227,000-$50.5M$0
NEWATMUS FILTRATION TECHNOLOGIES COMATMU+750,650+$39.0M$0
ADDJBT MAREL CORPORATIONJBTM+231,361+$34.9M+$1.3M
REDUCEGIBRALTAR INDS INC374689107-665,598-$32.9M-$9.1M
REDUCEABM INDS INC000957100-764,283-$32.3M-$3.0M
REDUCEKBR INCKBR-708,926-$28.5M-$5.2M
NEWWILEY JOHN & SONS INC CL A968223206+921,289+$28.2M$0
NEWPROSHARES TR S&P 500 DV ARIST74348A467+258,167+$26.9M$0

Sector Allocation

Technology
15.5%$2.25B
Industrials
14.1%$2.06B
Healthcare
10.9%$1.59B
Financials
4.2%$616.9M
Energy
3.2%$469.1M
Consumer Staples
3.1%$452.8M
Materials
2.4%$351.5M
Utilities
1.5%$213.9M
Real Estate
0.5%$78.9M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1MICROSOFT CORPMSFT630,514$304.9M5.20%
2BROADCOM INC COMAVGO834,859$288.9M4.93%
3ALPHABET INC CAP STK CL CGOOG834,486$261.9M4.47%
4APPLE INCAAPL793,890$215.8M3.68%
5ISHARES TR RUS 1000 GRW ETF464287614365,273$172.9M2.95%
6ALPHABET INC CAP STK CL AGOOG508,550$159.2M2.72%
7ABBOTT LABSABLZF1,121,935$140.6M2.40%
8CISCO SYS INCCSCO1,815,556$139.9M2.39%
9CASELLA WASTE SYS INC CL ACWST1,348,555$132.1M2.25%
10DELTA AIR LINES INC DEL COM NEWDAL1,793,145$124.4M2.12%
11ATMOS ENERGY CORP COMATO725,203$121.6M2.07%
12COLUMBIA BKG SYS INC COM1972361024,306,986$120.4M2.05%
13WILLIAMS COS INC DEL COM9694571001,985,619$119.4M2.04%
14ELEMENT SOLUTIONS INC COMESI4,679,533$116.9M2.00%
15ARCOSA INC COMACA1,095,608$116.5M1.99%
16VANGUARD SCOTTSDALE FDS VNG RUS1000GRW92206C680956,277$116.4M1.99%
17JOHNSON & JOHNSON COMJNJ562,405$116.4M1.99%
18AMAZON COM INCAMZN502,565$116.0M1.98%
19NVIDIA CORPNVDA617,938$115.2M1.97%
20HOME DEPOT INC COMHD334,640$115.1M1.96%