SILVERCREST ASSET MANAGEMENT GROUP LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$14.6B

Total Positions

859

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

MSFT2.10%

AVGO1.99%

GOOG1.80%

AAPL1.48%

IWF1.19%

GOOGL1.09%

ABT0.97%

CSCO0.96%

CWST0.91%

DAL0.86%

Other11.94%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

PLTR10Q held

Palantir Technologies Inc

Avg $23.20 · $900,144 est. P&L

Est. P&L

+679.60%

RMBS24Q held

Rambus Inc

Avg $14.77 · $20M est. P&L

Est. P&L

+541.14%

KGC10Q held

KINROSS GOLD CORP

Avg $4.47 · $340,583 est. P&L

Est. P&L

+539.71%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 857 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT Microsoft Corp	630,514	$304.9M	2.1%	—	$149.31	+226.49%	28 qtrs	Decreased 0
AVGO Broadcom Inc	834,859	$288.9M	2.0%	—	$156.55	+123.47%	28 qtrs	Decreased 0
GOOG Alphabet Inc	834,486	$261.9M	1.8%	—	$107.92	+191.48%	28 qtrs	Increased 51
AAPL Apple Inc	793,890	$215.8M	1.5%	—	$100.63	+171.11%	28 qtrs	Increased 49
IWF ISHARES TR	365,273	$172.9M	1.2%	—	$200.14	+138.31%	28 qtrs	Increased 52
GOOGL Alphabet Inc	508,550	$159.2M	1.1%	—	$96.80	+224.22%	28 qtrs	Decreased 0
ABT Abbott Laboratories	1.1M	$140.6M	1.0%	—	$81.56	+53.45%	28 qtrs	Decreased 0
CSCO Cisco Systems Inc	1.8M	$139.9M	1.0%	—	$44.37	+73.53%	28 qtrs	Decreased 0
CWST CASELLA WASTE SYS INC	1.3M	$132.1M	0.9%	—	$53.33	+88.06%	28 qtrs	Increased 46
DAL Delta Air Lines Inc	1.8M	$124.4M	0.9%	—	$69.34	0.00%	1 qtr	New 59
ATO Atmos Energy Corp	725,203	$121.6M	0.8%	—	$89.99	+87.34%	28 qtrs	Decreased 0
COLB Columbia Banking System Inc	4.3M	$120.4M	0.8%	—	$22.34	+26.45%	26 qtrs	Decreased 0
WMB Williams Cos Inc/The	2M	$119.4M	0.8%	—	$18.89	+218.49%	28 qtrs	Decreased 0
ESI ELEMENT SOLUTIONS INC	4.7M	$116.9M	0.8%	—	$20.83	+21.34%	20 qtrs	Decreased 0
ACA ARCOSA INC	1.1M	$116.5M	0.8%	—	$61.31	+76.14%	24 qtrs	Decreased 0
VONG VANGUARD SCOTTSDALE FDS	956,277	$116.4M	0.8%	—	$69.69	+76.14%	28 qtrs	Decreased 0
JNJ Johnson & Johnson	562,405	$116.4M	0.8%	—	$120.40	+71.85%	28 qtrs	Decreased 0
AMZN Amazon.com Inc	502,565	$116M	0.8%	—	$171.85	+35.31%	28 qtrs	Decreased 0
NVDA NVIDIA Corp	617,938	$115.2M	0.8%	—	$127.75	+46.80%	28 qtrs	Decreased 0
HD Home Depot Inc/The	334,640	$115.1M	0.8%	—	$174.33	+98.67%	28 qtrs	Decreased 0
WCN WASTE CONNECTIONS INC	649,592	$113.9M	0.8%	—	$118.76	+50.00%	28 qtrs	Decreased 0
AME AMETEK Inc	553,790	$113.7M	0.8%	—	$82.31	+151.54%	28 qtrs	Decreased 0
GBCI Glacier Bancorp Inc	2.6M	$113.5M	0.8%	—	$37.98	+17.01%	28 qtrs	Decreased 0
PNC PNC Financial Services Group Inc/The	540,803	$112.9M	0.8%	—	$115.62	+81.15%	28 qtrs	Decreased 0
C Citigroup Inc	941,819	$109.9M	0.8%	—	$50.29	+131.86%	28 qtrs	Decreased 0
Showing 25 of 857 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

TECHBio-Techne Corp

Q1 2024 → Q4 2025+5,732 shares+$234,265

DKNGDraftKings Inc

Q2 2024 → Q4 2025+13,681 shares+$367,159

VONVVANGUARD SCOTTSDALE FDS

Q2 2024 → Q4 2025+263,506 shares+$25.7M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer