Fund Holdings

NorthCrest Asset Manangement, LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLIED MATLS INC164,724185,724+21,00057,401,456109,328,4792.81%+51,927,023
APPLE INC(AAPL)388,351470,482+82,13199,386,871148,775,9113.82%+49,389,040
BROADCOM INC(AVGO)483,032489,461+6,429151,937,831196,327,8005.05%+44,389,969
NVIDIA CORPORATION(NVDA)973,9791,049,749+75,770172,774,088212,868,0895.47%+40,094,001
ADVANCED MICRO DEVICES INC(AMD)108,033112,078+4,04523,497,27261,275,3391.57%+37,778,067
MICRON TECHNOLOGY INC(MU)25,50831,324+5,8169,342,23231,062,2420.80%+21,720,010
TAIWAN SEMICONDUCTOR MANUFAC(TSM)201,857204,347+2,49068,437,52989,291,5352.30%+20,854,006
ALPHABET INC(GOOG)241,870254,371+12,50171,537,93291,291,0762.35%+19,753,144
AMAZON COM INC(AMZN)248,289273,469+25,18052,083,55367,557,7511.74%+15,474,198
CATERPILLAR INC(CAT)55,34957,682+2,33339,697,32954,128,4341.39%+14,431,105
PALO ALTO NETWORKS INC(PANW)141,467104,272-37,19523,088,76235,276,4080.91%+12,187,646
SPDR SERIES TRUST0119,868+119,868010,604,7220.27%+10,604,722
META PLATFORMS INC(META)37,81851,034+13,21621,724,84432,226,8260.83%+10,501,982
SPDR SERIES TRUST0158,018+158,018010,482,9100.27%+10,482,910
SPDR SERIES TRUST0313,094+313,094010,416,6460.27%+10,416,646
HONEYWELL INTL INC039,219+39,21908,762,3090.23%+8,762,309
MORGAN STANLEY(MS)140,158143,969+3,81123,239,53031,979,9440.82%+8,740,414
GOLDMAN SACHS GROUP INC(GS)42,50142,867+36636,680,39945,266,6771.16%+8,586,278
JPMORGAN CHASE & CO(JPM)148,628153,504+4,87643,785,67151,495,9461.32%+7,710,275
MICROSOFT CORP(MSFT)224,004237,680+13,67683,656,49991,354,7102.35%+7,698,211
HONEYWELL AEROSPACE INC033,260+33,26007,420,9710.19%+7,420,971
ANALOG DEVICES INC(ADI)83,47885,975+2,49726,574,31933,843,1770.87%+7,268,858
DELL TECHNOLOGIES INC(DELL)27,78526,391-1,3944,844,80411,881,5490.31%+7,036,745
LAM RESEARCH CORP(LRCX)74,91765,453-9,46416,364,92423,116,1180.59%+6,751,194
BANK OF AMER CORP705,325701,051-4,27434,828,93141,537,2771.07%+6,708,346
AMPHENOL CORP239,752228,372-11,38030,688,26437,051,1370.95%+6,362,873
ELI LILLY & CO(LLY)16,52317,429+90615,458,57821,210,2450.55%+5,751,667
STATE STR SPDR S&P 500 ETF T(SPY)29,84533,134+3,28919,573,07924,906,9800.64%+5,333,901
VANGUARD INDEX FDS25,98536,222+10,2378,412,90413,454,6620.35%+5,041,758
ABBVIE INC(ABBV)96,500100,564+4,06420,153,12125,132,0250.65%+4,978,904
ALPHABET INC(GOOG)42,03048,304+6,27412,376,01517,207,8390.44%+4,831,824
JOHNSON & JOHNSON(JNJ)154,290162,603+8,31337,498,61442,130,4291.08%+4,631,815
INVESCO EXCH TRD SLF IDX FD0216,837+216,83704,545,9860.12%+4,545,986
INTEL CORP(INTC)86,49278,759-7,7334,357,4888,863,5370.23%+4,506,049
VISA INC(V)65,22769,171+3,94419,620,17124,085,3190.62%+4,465,148
INTERNATIONAL BUSINESS MACHS(IBM)70,08073,319+3,23917,390,98021,651,0130.56%+4,260,033
CISCO SYS INC(CSCO)103,972103,062-9108,215,85612,193,3180.31%+3,977,462
FORTINET INC(FTNT)49,35449,144-2104,073,2018,046,3150.21%+3,973,114
CITIGROUP INC(C)127,814133,229+5,41514,730,56618,594,7860.48%+3,864,220
CSX CORP(CSX)405,751416,577+10,82616,725,04820,558,0660.53%+3,833,018
VANGUARD WORLD FD7,92279,084+71,1625,645,7749,308,9830.24%+3,663,209
VANECK FDS070,857+70,85703,621,5010.09%+3,621,501
TEXAS INSTRS INC(TXN)2,35212,890+10,538458,3113,976,9690.10%+3,518,658
VALERO ENERGY CORP(VLO)79,72981,617+1,88819,460,94822,954,7040.59%+3,493,756
UNITEDHEALTH GROUP INC(UNH)15,54517,624+2,0794,310,1237,608,0620.20%+3,297,939
UNION PAC CORP(UNP)67,05169,017+1,96616,408,03619,672,7430.51%+3,264,707
CHUBB LIMITED47,26653,733+6,46715,518,85718,688,3730.48%+3,169,516
ROCKWELL AUTOMATION INC(ROK)24,72226,044+1,3229,024,18912,175,2590.31%+3,151,070
SELECT SECTOR SPDR TR016,647+16,64703,014,9380.08%+3,014,938
SELECT SECTOR SPDR TR053,624+53,62402,978,2850.08%+2,978,285
HOME DEPOT INC(HD)72,09177,053+4,96223,186,76026,100,0160.67%+2,913,256
SPDR SERIES TRUST030,569+30,56902,795,8410.07%+2,795,841
QUANTA SVCS INC24,89024,958+6813,954,08616,675,9930.43%+2,721,907
CROWDSTRIKE HLDGS INC(CRWD)6,39026,472+20,0822,550,4535,252,0610.13%+2,701,608
WESTERN DIGITAL CORP(WDC)7,5618,401+8402,230,1874,855,9190.12%+2,625,732
MONOLITHIC PWR SYS INC(MPWR)10,18810,135-5311,395,60113,926,3270.36%+2,530,726
DIMENSIONAL ETF TRUST035,853+35,85302,481,7420.06%+2,481,742
ISHARES TR15,05716,384+1,3279,921,86512,370,6300.32%+2,448,765
CANADIAN PACIFIC KANSAS CITY(CP)170,935176,265+5,33013,498,73715,922,0180.41%+2,423,281
SANDISK CORP(SNDK)2,0402,074+341,431,2443,853,9590.10%+2,422,715
NORFOLK SOUTHN CORP(NSC)51,38453,035+1,65114,798,68217,171,1210.44%+2,372,439
PIPER SANDLER COMPANIES(PIPR)032,079+32,07902,355,8820.06%+2,355,882
THERMO FISHER SCIENTIFIC INC(TMO)38,41140,344+1,93318,877,57121,169,0400.54%+2,291,469
MASTERCARD INCORPORATED(MA)50,24051,737+1,49724,790,55127,069,0580.70%+2,278,507
TESLA INC(TSLA)9,29213,758+4,4663,350,6125,593,5170.14%+2,242,905
VICTORY PORTFOLIOS II80,09190,648+10,5577,662,1789,832,6840.25%+2,170,506
SCHWAB STRATEGIC TR214,845241,460+26,61510,574,67112,741,8700.33%+2,167,199
INVESCO QQQ TR9,17310,415+1,2425,366,2457,532,9790.19%+2,166,734
WELLS FARGO & CO(WFC)126,991141,913+14,92210,235,44512,333,6560.32%+2,098,211
PARKER-HANNIFIN CORP(PH)25,66526,738+1,07323,305,56225,379,1370.65%+2,073,575
CENTENE CORP DEL(CNC)62,11161,921-1902,180,7004,185,8860.11%+2,005,186
AMGEN INC(AMGN)71,15773,601+2,44424,758,21026,762,9710.69%+2,004,761
YUM BRANDS INC(YUM)74,37383,713+9,34011,608,92213,594,1970.35%+1,985,275
MOODYS CORP(MCO)23,12324,829+1,70610,192,53712,092,3610.31%+1,899,824
STATE STR SPDR S&P 500 ETF T(SPY)(Call)02,500+2,50001,879,275+1,879,275
VANGUARD INTL EQUITY INDEX F82,638105,579+22,9414,447,5746,280,8970.16%+1,833,323
ISHARES TR9,27019,071+9,8011,331,9733,146,5930.08%+1,814,620
BOEING CO(BA)46,76051,686+4,9269,736,29111,531,6780.30%+1,795,387
STARBUCKS CORP(SBUX)86,84590,543+3,6987,848,2229,634,6410.25%+1,786,419
LINDE PLC(LIN)45,37346,721+1,34822,804,59824,554,5020.63%+1,749,904
BERKSHIRE HATHAWAY INC DEL17,12520,032+2,9078,174,8429,924,6820.26%+1,749,840
BLACKROCK INC(BLK)20,22920,863+63419,552,43321,273,9530.55%+1,721,520
CAPITAL ONE FINL CORP(COF)72,37273,737+1,36513,165,83714,754,8180.38%+1,588,981
HALOZYME THERAPEUTICS INC(HALO)30,50445,150+14,6461,967,2033,549,6930.09%+1,582,490
TJX COS INC NEW(TJX)40,29053,456+13,1666,498,4358,066,5460.21%+1,568,111
MERCK & CO INC(MRK)130,205138,092+7,88715,737,91217,271,1500.44%+1,533,238
ACM RESH INC(ACMR)33,40227,216-6,1861,354,1172,885,9850.07%+1,531,868
DEERE & CO(DE)37,73739,141+1,40421,725,59623,206,9350.60%+1,481,339
VANGUARD SPECIALIZED FUNDS9966,859+5,863215,1561,636,7370.04%+1,421,581
PULTE GROUP INC(PHM)102,211108,205+5,99411,988,31313,387,1080.34%+1,398,795
GE VERNOVA INC(GEV)5,1265,542+4164,606,5105,958,8010.15%+1,352,291
HSBC HLDGS PLC(HSBC)013,453+13,45301,318,6490.03%+1,318,649
DIMENSIONAL ETF TRUST015,999+15,99901,315,9180.03%+1,315,918
VEEVA SYS INC(VEEV)39,59743,144+3,5476,889,0568,184,3850.21%+1,295,329
ONTO INNOVATION INC(ONTO)14,01713,592-4253,021,0844,308,9360.11%+1,287,852
VERTIV HOLDINGS CO(VRT)7,5139,958+2,4451,963,0253,225,7130.08%+1,262,688
WESTERN ALLIANCE BANCORP(WAL)015,625+15,62501,250,1560.03%+1,250,156
CORNING INC(GLW)26,76827,076+3083,959,5085,208,7890.13%+1,249,281
VANGUARD STAR FDS23,35735,849+12,4921,809,6963,043,5750.08%+1,233,879
VANGUARD INDEX FDS3,6264,952+1,3262,186,7303,420,4450.09%+1,233,715
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