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Portfolio (Quarterly) Guide ↗

NorthCrest Asset Manangement, LLC

· CIK 0001893159
13F Portfolio $3.9B AUM 932 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 216 New 484 Added 160 Reduced 51 Exited
Page 11 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BDN BRANDYWINE RLTY TR Real Estate 12,302.0 $38K 0.00% NEW $3.06 +7.2%
202 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 26,961.0 $33K 0.00% NEW $1.23 -18.7%
203 FATE FATE THERAPEUTICS INC Healthcare 10,359.0 $32K 0.00% NEW $3.11 -18.0%
204 EVEX EVE HLDG INC Industrials 10,873.0 $27K 0.00% NEW $2.44 +0.8%
205 KOS KOSMOS ENERGY LTD Energy 12,142.0 $26K 0.00% NEW $2.18 +25.2%
206 BTBT BIT DIGITAL INC Financial Services 15,596.0 $26K 0.00% NEW $1.68 -6.0%
207 PALISADE BIO INC 12,203.0 $24K 0.00% NEW $1.97
208 RC READY CAPITAL CORP Real Estate 13,290.0 $23K 0.00% NEW $1.70 +17.1%
209 GPRO GOPRO INC Technology 23,015.0 $17K NEW $0.76 -19.9%
210 TELO TELOMIR PHARMACEUTICALS INC Healthcare 12,119.0 $15K NEW $1.27 -7.1%
211 JELD JELD-WEN HLDG INC Industrials 10,033.0 $12K NEW $1.24 +93.5%
212 PSQH PSQ HOLDINGS INC Technology 23,885.0 $10K NEW $0.43 +1485.3%
213 WWR WESTWATER RES INC Basic Materials 12,128.0 $6K NEW $0.48 +24.0%
214 BURU NUBURU INC Industrials 35,254.0 $5K NEW $0.14 -48.5%
215 ARAY ACCURAY INC DEL Healthcare 14,265.0 $4K NEW $0.26 +0.8%
216 FFAI FARADAY FUTURE INTLGT ELEC I Consumer Cyclical 14,125.0 $3K NEW $0.21 +1196.0%
Page 11 of 11  ·  216 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.8%
Financial Services 14.5%
Industrials 12.5%
Healthcare 9.4%
Consumer Cyclical 6.5%
Communication Services 5.5%
Energy 3.4%
Basic Materials 2.7%
Consumer Defensive 2.6%
Utilities 1.6%