account_balance
Investment manager · 13F filer · SEC CIK 1893159
NorthCrest Asset Manangement, LLC
Reported value$4.24Bas of Sep 30, 2026
Positions991 141 new, 78 sold out
Top 10 weight29.4%NVDA alone is 6%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
6.2%Added +9%
AVGOBroadcom Inc.
4.5%Added +7%
AAPLApple Inc.
4.0%Added +7%
MSFTMicrosoft Corp
3.2%Added +10%
GOOGLAlphabet Inc.
2.3%Added +10%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.2%
AMATApplied Materials Inc
2.2%Trimmed −3%
AMZNAmazon.com Inc
1.9%Added +15%
AMDAdvanced Micro Devices Inc
1.7%Added +3%
JPMJPMorgan Chase & Co
1.2%+2%
METAMeta Platforms, Inc.
1.1%
CAT1.1%NVDANVIDIA Corp
6.2%Added +9%
AVGOBroadcom Inc.
4.5%Added +7%
AAPLApple Inc.
4.0%+7%
MSFTMicrosoft Corp
3.2%+10%
GOOGLAlphabet Inc.
2.3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.2%
AMATApplied Materials Inc
2.2%
AMZNAmazon.com Inc
1.9%
AMD1.7%JPM1.2%METACATBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 6.2% Added +9%AVGO Broadcom Inc. 4.5% Added +7%AAPL Apple Inc. 4.0% Added +7%MSFT Microsoft Corp 3.2% Added +10%GOOGL Alphabet Inc. 2.3% Added +10%TSM Taiwan Semiconductor Manufacturing Co Ltd 2.2% HeldAMAT Applied Materials Inc 2.2% Trimmed −3%AMZN Amazon.com Inc 1.9% Added +15%AMD Advanced Micro Devices Inc 1.7% Added +3%JPM JPMorgan Chase & Co 1.2% Added +2%META Meta Platforms, Inc. 1.1% Added +25%CAT Caterpillar Inc 1.1% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.