SILVERCREST ASSET MANAGEMENT GROUP LLC
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
SILVERCREST ASSET MANAGEMENT GROUP LLC manages $13.8B across 832 positions as of Q1 2026. Top holdings: AVGO (1.9%), MSFT (1.7%), GOOG (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Q1 2026 Summary
Active quarter - 47 new positions, 74 exits, 198 increased. Top move: CSCO (INCREASED, conviction 52). Portfolio: $13.8B across 832 positions.
Top holdings by portfolio weight
AVGO1.91%
MSFT1.74%
GOOG1.71%
AAPL1.43%
CSCO1.10%
ESI1.08%
GOOGL1.06%
IWF1.05%
WMB1.02%
JNJ1.00%
Other0.94%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings832 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
BROADCOM INC | 852,991 | $264M | 1.9% | $159.90 | +167.46% | 29 qtrssince 2019-Q1 | Increased 50 | |
MICROSOFT CORP | 649,012 | $240.2M | 1.7% | $156.57 | +172.90% | 29 qtrssince 2019-Q1 | Increased 50 | |
ALPHABET INC | 825,344 | $236.8M | 1.7% | $107.92 | +264.36% | 29 qtrssince 2019-Q1 | Decreased 0 | |
APPLE INC | 778,332 | $197.5M | 1.4% | $100.63 | +198.35% | 29 qtrssince 2019-Q1 | Decreased 0 | |
CISCO SYS INC | 2M | $152.3M | 1.1% | $46.97 | +151.67% | 29 qtrssince 2019-Q1 | Increased 52 | |
ELEMENT SOLUTIONS INC | 4.4M | $149.1M | 1.1% | $20.83 | +103.30% | 21 qtrssince 2021-Q1 | Decreased 0 | |
ALPHABET INC | 510,008 | $146.7M | 1.1% | $97.39 | +307.68% | 29 qtrssince 2019-Q1 | Increased 48 | |
ISHARES TR | 340,757 | $145.3M | 1.0% | $200.14 | -37.39% | 29 qtrssince 2019-Q1 | Decreased 0 | |
WILLIAMS COS INC | 1.9M | $141M | 1.0% | $18.89 | +311.45% | 29 qtrssince 2019-Q1 | Decreased 0 | |
JOHNSON & JOHNSON | 563,286 | $137.7M | 1.0% | $120.60 | +89.19% | 29 qtrssince 2019-Q1 | Increased 42 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer