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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 42 of 43  ·  841 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 IQ IQIYI INC Communication Services 75,503.0 $193K 0.00% +32K +72.1% $2.56 -60.2%
822 CROX CROCS INC Consumer Cyclical 2,305.0 $193K 0.00% +161.0 +7.5% $83.55 +49.7%
823 RXRX RECURSION PHARMACEUTICALS IN Healthcare 39,288.0 $192K 0.00% +15K +62.6% $4.88 -33.8%
824 AUR AURORA INNOVATION INC Technology 31,685.0 $171K 0.00% +1K +3.9% $5.39 +16.5%
825 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 10,499.0 $170K 0.00% +489.0 +4.9% $16.16 +30.4%
826 RFI COHEN & STEERS TOTAL RETURN Financial Services 13,209.0 $160K 0.00% +905.0 +7.4% $12.10 -9.1%
827 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 18,918.0 $159K 0.00% +244.0 +1.3% $8.42 +35.2%
828 NML NEUBERGER BERMAN ENERGY INFR Financial Services 16,534.0 $144K 0.00% +329.0 +2.0% $8.72 +10.0%
829 MASS 908 DEVICES INC Healthcare 15,666.0 $137K 0.00% +4K +33.4% $8.76 +1.0%
830 UTZ UTZ BRANDS INC Consumer Defensive 10,709.0 $131K 0.00% +142.0 +1.3% $12.21 -42.3%
831 VTEX VTEX Technology 29,151.0 $128K 0.00% +13K +75.2% $4.38 -17.6%
832 PNNT PENNANTPARK INVT CORP Financial Services 18,616.0 $125K 0.00% +669.0 +3.7% $6.71 -48.7%
833 HD PUT HOME DEPOT INC Consumer Cyclical 300.0 $122K 0.00% +200.0 +200.0% $405.19 -17.5%
834 NXDR NEXTDOOR HOLDINGS INC Communication Services 52,533.0 $110K +19K +58.5% $2.09 +5.3%
835 ICL ICL GROUP LTD Basic Materials 11,808.0 $74K +238.0 +2.1% $6.23 -17.5%
836 PEP PUT PEPSICO INC Consumer Defensive 500.0 $70K +100.0 +25.0% $140.44 +1.1%
837 CLX PUT CLOROX CO DEL Consumer Defensive 500.0 $62K +300.0 +150.0% $123.30 -22.3%
838 PVL PERMIANVILLE RTY TR Energy 24,806.0 $45K +195.0 +0.8% $1.83 -1.8%
839 CSCO PUT CISCO SYS INC Technology 600.0 $41K +300.0 +100.0% $68.42 +74.7%
840 CRON CRONOS GROUP INC Healthcare 10,939.0 $30K +227.0 +2.1% $2.78 -2.5%
Page 42 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%