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Portfolio (Quarterly) Guide ↗

Cresset Asset Management, LLC

· CIK 0001761013
13F Portfolio $23.0B AUM 1,571 positions Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 167 New 841 Added 154 Reduced 25 Exited
Page 14 of 43  ·  841 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AVB AVALONBAY CMNTYS INC Real Estate 27,037.0 $5.3M 0.02% +681.0 +2.6% $194.92 -9.0%
262 O REALTY INCOME CORP Real Estate 85,859.0 $5.2M 0.02% +2K +2.8% $60.79 -0.9%
263 BEN FRANKLIN RESOURCES INC Financial Services 218,772.0 $5.1M 0.02% +8K +3.8% $23.45 +40.9%
264 MS MORGAN STANLEY Financial Services 32,018.0 $5.1M 0.02% +3K +11.4% $158.96 +40.4%
265 PJUL INNOVATOR ETFS TRUST 111,430.0 $5.1M 0.02% +18K +19.2% $45.60 +6.8%
266 TRV TRAVELERS COMPANIES INC Financial Services 18,073.0 $5.0M 0.02% +1K +8.4% $279.22 +10.2%
267 VSGX VANGUARD WORLD FD 72,600.0 $5.0M 0.02% +37K +103.4% $69.37 +20.3%
268 CRWV COREWEAVE INC Technology 36,652.0 $5.0M 0.02% +35K +1868.4% $136.85 -13.8%
269 GPC GENUINE PARTS CO Consumer Cyclical 35,280.0 $4.9M 0.02% +956.0 +2.8% $139.62 -22.1%
270 BKNG BOOKING HOLDINGS INC Consumer Cyclical 911.0 $4.9M 0.02% +32.0 +3.6% $5398.20 -96.8%
271 ASML ASML HOLDING N V Technology 4,998.0 $4.8M 0.02% +92.0 +1.9% $968.19 +99.3%
272 SBUX STARBUCKS CORP Consumer Cyclical 56,726.0 $4.8M 0.02% +861.0 +1.5% $84.60 +19.0%
273 DIA SPDR DOW JONES INDL AVERAGE Financial Services 10,295.0 $4.8M 0.02% +87.0 +0.8% $465.05 +10.9%
274 NVDA CALL NVIDIA CORPORATION Technology 24,700.0 $4.6M 0.02% +24K +10000.0% $186.58 +12.9%
275 KKR KKR & CO INC Financial Services 35,450.0 $4.6M 0.02% +824.0 +2.4% $129.95 -25.3%
276 CLX CLOROX CO DEL Consumer Defensive 37,140.0 $4.6M 0.02% +800.0 +2.2% $123.30 -22.3%
277 BROWN FORMAN CORP 166,125.0 $4.5M 0.02% +4K +2.3% $27.31
278 ROP ROPER TECHNOLOGIES INC Industrials 9,038.0 $4.5M 0.02% +184.0 +2.1% $498.71 -33.8%
279 DFAX DIMENSIONAL ETF TRUST 142,755.0 $4.5M 0.02% +109K +317.3% $31.38 +20.9%
280 SGOL ETFS GOLD TR Financial Services 120,176.0 $4.4M 0.02% +3K +2.3% $36.81 +9.1%
Page 14 of 43  ·  841 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.9%
Financial Services 31.6%
Communication Services 10.2%
Industrials 5.1%
Healthcare 4.1%
Consumer Cyclical 3.4%
Consumer Defensive 2.5%
Energy 1.6%
Utilities 1.0%
Real Estate 0.8%