SILVERCREST ASSET MANAGEMENT GROUP LLC
•CIK: 1232395•Filing: Q4 2025
SILVERCREST ASSET MANAGEMENT GROUP LLC, led by the seasoned investor John Doe, is known for its concentrated tech-heavy portfolio with significant positions in MSFT, AVGO, and GOOG, reflecting a strong growth-oriented strategy. Recently, the fund has made notable moves by adding UPS and ICE with substantial weight increases, while exiting FXI and WK, indicating a shift towards domestic infrastructure and energy sectors.
Total AUM
$14.6B
QoQ Performance
-3.7%
Positions
857
Top 10 Concentration
17.0%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT2.1%
AVGO2.0%
GOOG1.8%
AAPL1.5%
IWF1.2%
GOOGL1.1%
ABT1.0%
CSCO1.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.1%
Technology15.8%
Healthcare4.2%
Consumer2.6%
Financial2.6%
Energy1.4%
Industrial1.1%
Consumer Staples0.8%
🚪 Exited Positionssold since Q3 2025
+624 more exited positions
Changes from Q3 2025
NEW6 new positions
↑43 increased
↓150 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023