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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 47 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 RC READY CAPITAL CORP Real Estate 13,290.0 $23K 0.00% NEW $1.70 +17.1%
922 GPRO GOPRO INC Technology 23,015.0 $17K NEW $0.76 -19.9%
923 TELO TELOMIR PHARMACEUTICALS INC Healthcare 12,119.0 $15K NEW $1.27 -7.1%
924 JELD JELD-WEN HLDG INC Industrials 10,033.0 $12K NEW $1.24 +93.5%
925 QSI QUANTUM SI INC Healthcare 11,218.0 $11K -926.0 -7.6% $0.96 -12.0%
926 PSQH PSQ HOLDINGS INC Technology 23,885.0 $10K NEW $0.43 +1485.3%
927 WWR WESTWATER RES INC Basic Materials 12,128.0 $6K NEW $0.48 +24.0%
928 BURU NUBURU INC Industrials 35,254.0 $5K NEW $0.14 -48.5%
929 GOSS GOSSAMER BIO INC Healthcare 23,783.0 $4K -903.0 -3.7% $0.17 +16.9%
930 ARAY ACCURAY INC DEL Healthcare 14,265.0 $4K NEW $0.26 +0.8%
931 FFAI FARADAY FUTURE INTLGT ELEC I Consumer Cyclical 14,125.0 $3K NEW $0.21 +1196.0%
Page 47 of 47  ·  931 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%