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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 16 of 43  ·  841 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 XLV SELECT SECTOR SPDR TR 26,892.0 $3.7M 0.02% +412.0 +1.6% $139.17 +7.4%
302 WMB WILLIAMS COS INC Energy 59,008.0 $3.7M 0.02% +2K +3.0% $63.35 +15.4%
303 WPC WP CAREY INC Real Estate 54,586.0 $3.7M 0.02% +1K +2.0% $68.48 +4.0%
304 PJT PJT PARTNERS INC Financial Services 21,019.0 $3.7M 0.02% +573.0 +2.8% $177.73 -12.5%
305 COF CAPITAL ONE FINL CORP Financial Services 17,455.0 $3.7M 0.02% +4K +32.3% $212.57 -5.2%
306 WES WESTERN MIDSTREAM PARTNERS L Energy 92,387.0 $3.6M 0.02% +13K +15.8% $39.29 +9.3%
307 MAS MASCO CORP Industrials 50,931.0 $3.6M 0.02% +1K +2.1% $70.39 +5.7%
308 CMCSA COMCAST CORP NEW Communication Services 113,503.0 $3.6M 0.02% +4K +4.0% $31.42 -28.6%
309 NULV NUSHARES ETF TR 79,186.0 $3.5M 0.01% +4K +5.2% $43.83 +13.5%
310 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 31,912.0 $3.4M 0.01% +572.0 +1.8% $107.81 -19.5%
311 FDX FEDEX CORP Industrials 14,265.0 $3.4M 0.01% +2K +16.3% $237.28 +37.5%
312 UEC URANIUM ENERGY CORP Energy 252,443.0 $3.4M 0.01% +64K +34.0% $13.34 -10.0%
313 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 65,271.0 $3.4M 0.01% +2K +3.1% $51.43 -23.9%
314 QGRO AMERICAN CENTY ETF TR 29,253.0 $3.3M 0.01% +2K +6.7% $114.40 +2.7%
315 DFAT DIMENSIONAL ETF TRUST 57,317.0 $3.3M 0.01% +8K +17.3% $58.21 +17.6%
316 EME EMCOR GROUP INC Industrials 5,123.0 $3.3M 0.01% +241.0 +4.9% $649.55 +28.8%
317 ARKG ARK ETF TR 118,588.0 $3.3M 0.01% +46K +63.6% $27.77 +32.7%
318 DHI D R HORTON INC Consumer Cyclical 19,406.0 $3.3M 0.01% +5K +33.5% $169.47 -6.9%
319 AMT AMERICAN TOWER CORP NEW Real Estate 16,878.0 $3.3M 0.01% +710.0 +4.4% $194.03 -9.3%
320 C CITIGROUP INC Financial Services 32,220.0 $3.3M 0.01% +6K +22.3% $101.50 +40.9%
Page 16 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%