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SILVERCREST ASSET MANAGEMENT GROUP LLC

Q2 2026 13F filing

Updated 27 days ago

845 disclosed positions worth $15.3B

Portfolio value
$15.3B
Total holdings
845
New positions
65
Closed positions
53
Increased
180
Decreased
485
Turnover
14.0%
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

A

BROADCOM INC COM

-3.8%
Value
$309.9M
Shares
820.3K
% Port
2.03%
G

ALPHABET INC CAP STK CL C

-0.6%
Value
$289.8M
Shares
820.1K
% Port
1.90%
M

MICROSOFT CORP COM

-2.2%
Value
$236.8M
Shares
634.8K
% Port
1.55%
A

APPLE INC COM

+3.1%
Value
$232.1M
Shares
802.2K
% Port
1.52%
C

CISCO SYS INC

-8.3%
Value
$211.5M
Shares
1.80M
% Port
1.39%
G

ALPHABET INC CAP STK CL A

+7.5%
Value
$196M
Shares
548.5K
% Port
1.28%
E
7.ESI

ELEMENT SOLUTIONS INC COM

-13.3%
Value
$180.8M
Shares
3.79M
% Port
1.18%
S
8.SNX

TD SYNNEX CORP

-12.1%
Value
$170.8M
Shares
638.9K
% Port
1.12%
L

LITTELFUSE INC COM

-2.1%
Value
$156.4M
Shares
343.5K
% Port
1.03%
D
10.DAL

DELTA AIR LINES INC DEL COM NEW

-7.6%
Value
$151.9M
Shares
1.62M
% Port
1.00%
E
11.ETHA

ISHARES TR

+258.2%
Value
$151.6M
Shares
1.22M
% Port
0.99%
E
12.ETN

EATON CORP PLC SHS

+0.8%
Value
$147.3M
Shares
345.7K
% Port
0.97%
B
13.BWA

BORGWARNER INC COM

-12.0%
Value
$139M
Shares
2.09M
% Port
0.91%
J
14.JNJ

JOHNSON & JOHNSON COM

-2.9%
Value
$138.9M
Shares
546.9K
% Port
0.91%
A
15.ACA

ARCOSA INC COM

-5.2%
Value
$138.4M
Shares
952.6K
% Port
0.91%
F
16.FBTC

WILLIAMS COS INC DEL COM

-4.2%
Value
$137.9M
Shares
1.86M
% Port
0.90%
A
17.AME

AMETEK INC COM

-2.6%
Value
$131.5M
Shares
543.4K
% Port
0.86%
C
18.COLB

COLUMBIA BKG SYS INC COM

-3.4%
Value
$128.4M
Shares
4.01M
% Port
0.84%
N
19.NVDA

NVIDIA CORP COM

+0.9%
Value
$124.8M
Shares
623.6K
% Port
0.82%
P
20.PNC

PNC FINL SVCS GROUP INC COM

-3.8%
Value
$124.6M
Shares
506.2K
% Port
0.82%
U
21.USFD

US FOODS HLDG CORP COM

-3.1%
Value
$122.1M
Shares
1.19M
% Port
0.80%
E
22.ESE

ESCO TECHNOLOGIES INC COM

-15.4%
Value
$120.4M
Shares
343.9K
% Port
0.79%
A
23.AMZN

AMAZON COM INC COM

+1.6%
Value
$119.2M
Shares
500.2K
% Port
0.78%
A
24.ATO

ATMOS ENERGY CORP COM

-3.5%
Value
$117.6M
Shares
682.4K
% Port
0.77%
M
25.META

META PLATFORMS INC CL A

+41.9%
Value
$117.4M
Shares
208.4K
% Port
0.77%
G
26.GBCI

GLACIER BANCORP INC NEW COM

-6.6%
Value
$116.6M
Shares
2.26M
% Port
0.76%
C
27.CWST

CASELLA WASTE SYS INC CL A

-5.6%
Value
$114.6M
Shares
1.18M
% Port
0.75%
H
28.HD

HOME DEPOT INC COM

-4.4%
Value
$109M
Shares
309.1K
% Port
0.71%
C
29.C-PR

CITIGROUP INC COM NEW

-5.6%
Value
$104.8M
Shares
748.9K
% Port
0.69%
A
30.AMAT

APPLIED MATLS INC COM

-20.9%
Value
$97.9M
Shares
135.5K
% Port
0.64%
C
31.CSL

CARLISLE COS INC COM

-3.5%
Value
$94.6M
Shares
260.7K
% Port
0.62%
C
32.CAH

CARDINAL HEALTH INC COM

-3.2%
Value
$94.5M
Shares
397.9K
% Port
0.62%
E
33.EOG

EOG RES INC COM

+0.7%
Value
$92.7M
Shares
714.8K
% Port
0.61%
I
34.IBM

INTERNATIONAL BUSINESS MACHS COM

+50.0%
Value
$91.8M
Shares
326.4K
% Port
0.60%
V
35.VGES

VANGUARD INDEX FDS

+514.2%
Value
$91.6M
Shares
1.06M
% Port
0.60%
R

SHELL PLC SPON ADS

-2.1%
Value
$89.7M
Shares
1.16M
% Port
0.59%
V
37.VGES

VANGUARD SCOTTSDALE FDS

-11.8%
Value
$87.4M
Shares
683.7K
% Port
0.57%
S
38.SXI

STANDEX INTL CORP COM

-23.4%
Value
$86.1M
Shares
240.7K
% Port
0.56%
W
39.WCN

WASTE CONNECTIONS INC COM

-2.7%
Value
$85.6M
Shares
513.2K
% Port
0.56%
A
40.ABT

ABBOTT LABS COM

-14.1%
Value
$85.3M
Shares
940.4K
% Port
0.56%
P
41.PLXS

PLEXUS CORP COM

-29.1%
Value
$83.2M
Shares
276.7K
% Port
0.55%
J

JPMORGAN CHASE & CO COM

+5.0%
Value
$81.1M
Shares
247.9K
% Port
0.53%
T

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR

-2.6%
Value
$80M
Shares
167.5K
% Port
0.52%
A
44.AVY

AVERY DENNISON CORP COM

-10.3%
Value
$79.9M
Shares
492.0K
% Port
0.52%
S
45.SPY

SPDR S&P 500 ETF TR

+52.4%
Value
$79.1M
Shares
105.9K
% Port
0.52%
U
46.UNP

UNION PACIFIC CORP COM

-3.4%
Value
$78M
Shares
286.7K
% Port
0.51%
C
47.CVX

CHEVRON CORP NEW COM

-4.3%
Value
$77.3M
Shares
466.5K
% Port
0.51%
A
48.AEIS

ADVANCED ENERGY INDS COM

-31.9%
Value
$77.3M
Shares
207.3K
% Port
0.51%
C
49.CVS

CVS HEALTH CORP COM

-7.9%
Value
$74.3M
Shares
717.9K
% Port
0.49%
B
50.BCO

BRINKS CO COM

-4.9%
Value
$73.6M
Shares
778.8K
% Port
0.48%