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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 27 of 43  ·  841 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 UPS UNITED PARCEL SERVICE INC Industrials 11,689.0 $976K 0.00% +256.0 +2.2% $83.53 +25.5%
522 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 28,471.0 $976K 0.00% +2K +6.8% $34.27 -59.8%
523 SANM SANMINA CORPORATION Technology 8,419.0 $969K 0.00% +46.0 +0.6% $115.11 +109.8%
524 DAL DELTA AIR LINES INC DEL Industrials 16,943.0 $961K 0.00% +2K +16.9% $56.75 +48.3%
525 PSA PUBLIC STORAGE OPER CO Real Estate 3,299.0 $953K 0.00% +141.0 +4.5% $288.83 +10.1%
526 OTIS OTIS WORLDWIDE CORP Industrials 10,418.0 $953K 0.00% +453.0 +4.5% $91.43 -19.9%
527 TEAM ATLASSIAN CORPORATION Technology 5,944.0 $949K 0.00% +34.0 +0.6% $159.71 -48.2%
528 PAAS PAN AMERN SILVER CORP Basic Materials 24,392.0 $945K 0.00% +9K +59.1% $38.73 +26.5%
529 HDB HDFC BANK LTD Financial Services 27,586.0 $942K 0.00% +14K +100.8% $34.16 -26.6%
530 CCJ CAMECO CORP Energy 11,045.0 $926K 0.00% +957.0 +9.5% $83.86 +27.0%
531 KXI ISHARES TR 14,320.0 $922K 0.00% +4K +34.0% $64.37 +4.0%
532 VXF VANGUARD INDEX FDS 4,394.0 $920K 0.00% +337.0 +8.3% $209.35 +15.2%
533 RDVY FIRST TR EXCHANGE TRADED FD 13,609.0 $915K 0.00% +2K +21.5% $67.26 +17.7%
534 TER TERADYNE INC Technology 6,514.0 $897K 0.00% +2K +31.4% $137.64 +218.2%
535 NORW GLOBAL X FDS 29,630.0 $895K 0.00% +596.0 +2.0% $30.21 +16.8%
536 XLRE SELECT SECTOR SPDR TR 21,208.0 $893K 0.00% +12K +119.2% $42.13 +4.1%
537 AJG GALLAGHER ARTHUR J & CO Financial Services 2,882.0 $892K 0.00% +185.0 +6.9% $309.66 -30.9%
538 GDXJ VANECK ETF TRUST 8,989.0 $890K 0.00% +1K +17.8% $99.03 +8.3%
539 MOH MOLINA HEALTHCARE INC Healthcare 4,628.0 $886K 0.00% +214.0 +4.8% $191.36 +2.1%
540 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 10,547.0 $874K 0.00% +395.0 +3.9% $82.91 +32.2%
Page 27 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%