Fund HoldingsSILVERCREST ASSET MANAGEMENT GROUP LLC

Total Portfolio Value
$13.97B
Total Bought
$1.63B
Total Sold
$2.30B
Net Transaction
-$679.12M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SYNOVUS FINL CORP02,334,237+2,334,2370109,1020.78%+109,102
VANGUARD INDEX FDS0129,141+129,141047,8880.34%+47,888
ZEBRA TECHNOLOGIES CORPORATION CL A(ZBRA)0163,731+163,731046,2640.33%+46,264
LITTELFUSE INC(LFUS)0215,246+215,246042,3480.30%+42,348
BECTON DICKINSON & CO(BDX)0174,323+174,323039,9300.29%+39,930
PATRICK INDS INC(PATK)0454,636+454,636038,4440.28%+38,444
ISHARES TR0920,500+920,500032,9910.24%+32,991
DORMAN PRODUCTS INC(DORM)0256,461+256,461030,9140.22%+30,914
POTLATCHDELTIC CORPORATION01,911,875+1,911,875086,2640.62%+86,264
CVS HEALTH CORP(CVS)01,008,238+1,008,238068,3080.49%+68,308
STRYKER CORP(SYK)0207,044+207,044077,0720.55%+77,072
KKR & CO INC(KKR)0218,542+218,542025,2660.18%+25,266
ISHARES TR20,95664,390+43,43412,33736,1810.26%+23,844
VERTEX INC(VERX)0631,811+631,811022,1200.16%+22,120
TD SYNNEX CORPORATION(SNX)0310,487+310,487032,2780.23%+32,278
ABBOTT LABS01,243,548+1,243,5480164,9571.18%+164,957
MIRION TECHNOLOGIES INC(MIR)01,310,960+1,310,960019,0090.14%+19,009
NEWMONT MINING CORP(NEM)0389,330+389,330018,7970.13%+18,797
PINTEREST INC(PINS)0569,051+569,051017,6410.13%+17,641
MARSH & MCLENNAN COS INC(MRSH)0348,798+348,798085,1170.61%+85,117
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
055,461+55,461017,3060.12%+17,306
LOAR HOLDINGS INC(LOAR)0276,598+276,598019,5420.14%+19,542
LANTHEUS HLDGS INC(LNTH)01,063,035+1,063,0350103,7520.74%+103,752
JD.COM INC(JD)0731,600+731,600015,1200.11%+15,120
SERVICE CORP INTL(SCI)373,398551,900+178,50229,80544,2620.32%+14,458
SALESFORCE COM INC(CRM)068,569+68,569018,4010.13%+18,401
ACADIA HEALTHCARE COMPANY INC(ACHC)0464,063+464,063014,0700.10%+14,070
JOHNSON & JOHNSON(JNJ)0631,306+631,3060104,6960.75%+104,696
SPS COMM INC(SPSC)099,377+99,377013,1900.09%+13,190
PRIVIA HEALTH GROUP INC(PRVA)0572,329+572,329012,8490.09%+12,849
MICHELIN (CGDE)0366,988+366,988012,8480.09%+12,848
ESCO TECHNOLOGIES INC(ESE)0543,780+543,780086,5260.62%+86,526
WASTE CONNECTIONS INC(WCN)0691,048+691,0480134,8860.97%+134,886
FLOOR & DECOR HLDGS INC CL A(FND)0154,314+154,314012,4180.09%+12,418
CHEVRON CORP NEW(CVX)0679,679+679,6790113,7040.81%+113,704
ARTIVION INC(AORT)0481,241+481,241011,8290.08%+11,829
PROSHARES TR II(AGQ)0225,000+225,000011,3090.08%+11,309
VANGUARD INTL EQUITY INDEX0246,594+246,594011,1610.08%+11,161
NOVARTIS AG(NVS)099,028+99,028010,9510.08%+10,951
ATMOS ENERGY CORP(ATO)0812,116+812,1160125,5370.90%+125,537
FIRST WATCH RESTAURANT GROUP I0628,114+628,114010,4580.07%+10,458
KBR INC(KBR)01,512,089+1,512,089075,3170.54%+75,317
WORKIVA INC(WK)0135,012+135,012010,2490.07%+10,249
SAP SE(SAP)037,411+37,411010,0430.07%+10,043
BERKSHIRE HATHAWAY INC DEL116,496117,349+85352,80562,4980.45%+9,692
MOOG INC(MOG-A)0112,274+112,274019,4630.14%+19,463
NVIDIA CORP(NVDA)0485,147+485,147052,5800.38%+52,580
WILLIAMS COS INC DEL(WMB)2,663,7152,558,523-105,192144,160152,8971.09%+8,737
SHELL PLC(SHEL)1,381,2771,298,104-83,17386,53795,1250.68%+8,588
EXXON MOBIL CORP0672,450+672,450079,9740.57%+79,974
DUKE ENERGY CORP NEW(DUK)0151,194+151,194018,4410.13%+18,441
PARSONS CORPORATION(PSN)0313,726+313,726018,5760.13%+18,576
INFINITY NAT RES INC0385,797+385,79707,2340.05%+7,234
CAREDX INC(CDNA)0381,937+381,93706,7790.05%+6,779
MAGNOLIA OIL & GAS CORP(MGY)3,823,2173,801,297-21,92089,38796,0210.69%+6,634
COMFORT SYS USA INC(FIX)020,423+20,42306,5830.05%+6,583
ATLAS ENERGY SOLUTIONS INC(AESI)0367,673+367,67306,5590.05%+6,559
BERKSHIRE HATHAWAY INC DEL3538+323,83230,3410.22%+6,509
ACV AUCTIONS INC(ACVA)0458,295+458,29506,4570.05%+6,457
GENEDX HOLDINGS CORP(WGS)071,298+71,29806,3150.05%+6,315
PULMONX CORP0930,557+930,55706,2630.04%+6,263
PENGUIN SOLUTIONS INC0357,026+357,02606,2020.04%+6,202
QUEST DIAGNOSTICS INC(DGX)80,721108,070+27,34912,17818,2850.13%+6,108
GOLD FIELDS LTD NEW(GFI)0679,414+679,414015,0080.11%+15,008
AMERICAN ELEC PWR INC0160,575+160,575017,5460.13%+17,546
DAVE INC(DAVE)070,114+70,11405,7960.04%+5,796
HESS CORP0208,464+208,464033,2980.24%+33,298
EZCORP INC(EZPW)2,002,1972,035,459+33,26224,46729,9620.21%+5,495
CROCS INC(CROX)0283,570+283,570030,1150.22%+30,115
NEUROPACE INC0416,537+416,53705,1190.04%+5,119
ABBVIE INC(ABBV)0130,943+130,943027,4350.20%+27,435
CERIBELL INC0262,516+262,51605,0430.04%+5,043
ASTRAZENECA PLC(AZN)288,071322,208+34,13718,87423,6820.17%+4,808
COCA COLA CO(KO)0428,411+428,411030,6830.22%+30,683
ADVANCED MICRO DEVICES INC(AMD)059,248+59,24806,0870.04%+6,087
LABCORP HOLDINGS(LH)020,419+20,41904,7520.03%+4,752
CONSTRUCTION PARTNERS INC(ROAD)066,104+66,10404,7510.03%+4,751
ARISTA NETWORKS INC(ANET)061,268+61,26804,7470.03%+4,747
NPK INTERNATIONAL INC(NPKI)0810,515+810,51504,7090.03%+4,709
UNITEDHEALTH GROUP INC(UNH)046,377+46,377024,2900.17%+24,290
HDFC BANK LTD(HDB)208,520268,893+60,37313,31617,8650.13%+4,549
CENCORA INC083,097+83,097023,1080.17%+23,108
URBAN OUTFITTERS INC(URBN)0303,653+303,653015,9110.11%+15,911
HCA HEALTHCARE INC(HCA)041,152+41,152014,2200.10%+14,220
NOVO-NORDISK A S(NVO)0221,418+221,418015,3750.11%+15,375
VISA INC(V)164,443160,625-3,81851,97056,2930.40%+4,322
NU HLDGS LTD(NU)0419,848+419,84804,2990.03%+4,299
ISHARES TR047,626+47,62609,5010.07%+9,501
GE HEALTHCARE TECHNOLOGIES INC(GEHC)721,643751,262+29,61956,41860,6340.43%+4,216
VIAVI SOLUTIONS INC(VIAV)0376,173+376,17304,2090.03%+4,209
PUTNAM ETF TRUST0102,225+102,22503,8930.03%+3,893
WABASH NATL CORP0346,020+346,02003,8240.03%+3,824
INTERNATIONAL BUSINESS MACHS(IBM)0238,818+238,818059,3850.43%+59,385
ELEVANCE HEALTH INC(ELV)39,11941,735+2,61614,43118,1530.13%+3,722
ISHARES TR158,730191,467+32,73712,00215,6490.11%+3,647
GENUINE PARTS CO(GPC)0327,371+327,371039,0030.28%+39,003
PERELLA WEINBERG PARTNERS(PWP)0193,431+193,43103,5590.03%+3,559
DOMINION ENERGY INC(D)0331,296+331,296018,5760.13%+18,576
ENCOMPASS HEALTH CORP(EHC)340,091344,749+4,65831,40734,9160.25%+3,509
POWERFLEET INC0623,059+623,05903,4210.02%+3,421
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