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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 40 of 43  ·  841 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 OC OWENS CORNING NEW Industrials 2,046.0 $289K 0.00% +76.0 +3.9% $141.46 -9.4%
782 ITT ITT INC Industrials 1,615.0 $289K 0.00% +135.0 +9.1% $178.75 +10.1%
783 DTM DT MIDSTREAM INC Energy 2,509.0 $286K 0.00% +29.0 +1.2% $113.88 +25.8%
784 HQY HEALTHEQUITY INC Healthcare 3,014.0 $286K 0.00% +443.0 +17.2% $94.77 -10.1%
785 IHI ISHARES TR 4,730.0 $284K 0.00% +342.0 +7.8% $60.08 -18.3%
786 JBL JABIL INC Technology 1,301.0 $283K 0.00% +104.0 +8.7% $217.17 +71.2%
787 EWBC EAST WEST BANCORP INC Financial Services 2,651.0 $282K 0.00% +332.0 +14.3% $106.46 +19.1%
788 TXG 10X GENOMICS INC Healthcare 23,629.0 $276K 0.00% +877.0 +3.9% $11.69 +197.3%
789 FDS FACTSET RESH SYS INC Financial Services 953.0 $273K 0.00% +14.0 +1.5% $286.49 -22.8%
790 JKHY HENRY JACK & ASSOC INC Technology 1,812.0 $270K 0.00% +127.0 +7.5% $148.93 -15.2%
791 PCTY PAYLOCITY HLDG CORP Technology 1,689.0 $269K 0.00% +192.0 +12.8% $159.27 -36.5%
792 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,629.0 $267K 0.00% +126.0 +5.0% $101.37 +7.6%
793 NI NISOURCE INC Utilities 6,077.0 $263K 0.00% +174.0 +3.0% $43.30 +9.2%
794 FPE FIRST TR EXCH TRADED FD III 14,216.0 $259K 0.00% +76.0 +0.5% $18.24 -1.4%
795 VMI VALMONT INDS INC Industrials 664.0 $258K 0.00% +43.0 +6.9% $388.41 +46.8%
796 MLM MARTIN MARIETTA MATLS INC Basic Materials 407.0 $257K 0.00% +30.0 +8.0% $630.43 -3.4%
797 INGERSOLL RAND INC 3,034.0 $251K 0.00% +530.0 +21.2% $82.62
798 GERN GERON CORP Healthcare 182,844.0 $250K 0.00% +6K +3.1% $1.37 -8.0%
799 JBHT HUNT J B TRANS SVCS INC Industrials 1,867.0 $250K 0.00% +187.0 +11.1% $134.14 +102.2%
800 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 3,013.0 $250K 0.00% +200.0 +7.1% $83.10 +31.8%
Page 40 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%