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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 8 of 43  ·  841 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NOC NORTHROP GRUMMAN CORP Industrials 23,713.0 $14.4M 0.06% +1K +6.6% $609.33 -14.4%
142 GM GENERAL MTRS CO Consumer Cyclical 236,354.0 $14.4M 0.06% +2K +0.9% $60.97 +30.0%
143 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 23,950.0 $14.3M 0.06% +2K +11.0% $597.64 +15.6%
144 J P MORGAN EXCHANGE TRADED F 280,724.0 $14.2M 0.06% +20K +7.6% $50.73
145 TGT TARGET CORP Consumer Defensive 157,742.0 $14.1M 0.06% +62K +64.6% $89.70 +45.8%
146 LMT LOCKHEED MARTIN CORP Industrials 28,019.0 $14.0M 0.06% +487.0 +1.8% $499.21 +2.4%
147 NVS NOVARTIS AG Healthcare 108,372.0 $13.9M 0.06% +3K +3.3% $128.24 +14.7%
148 FAST FASTENAL CO Industrials 278,858.0 $13.7M 0.06% +4K +1.6% $49.04 -6.4%
149 LOW LOWES COS INC Consumer Cyclical 53,524.0 $13.5M 0.06% +885.0 +1.7% $251.31 -11.6%
150 EOG EOG RES INC Energy 118,452.0 $13.3M 0.06% +2K +1.6% $112.12 +15.9%
151 HSIC HENRY SCHEIN INC Healthcare 197,878.0 $13.1M 0.06% +4K +1.9% $66.37 +20.4%
152 VTWO VANGUARD SCOTTSDALE FDS 134,164.0 $13.1M 0.06% +20K +17.5% $97.82 +22.0%
153 AMGN AMGEN INC Healthcare 46,138.0 $13.0M 0.06% +731.0 +1.6% $282.20 +19.6%
154 INGR INGREDION INC Consumer Defensive 105,719.0 $12.9M 0.06% +1K +1.1% $122.11 -19.8%
155 DVY ISHARES TR 89,007.0 $12.6M 0.06% +2K +2.7% $142.10 +7.9%
156 BIIB BIOGEN INC Healthcare 89,322.0 $12.5M 0.05% +3K +3.9% $140.08 +40.3%
157 UBER PUT UBER TECHNOLOGIES INC Technology 127,500.0 $12.5M 0.05% +28K +27.5% $97.97 -26.9%
158 BLOCK INC 171,426.0 $12.4M 0.05% +52K +43.2% $72.27
159 PYPL PAYPAL HLDGS INC Financial Services 182,306.0 $12.2M 0.05% +3K +2.0% $67.06 -36.6%
160 VLUE ISHARES TR 96,183.0 $12.0M 0.05% +15K +18.0% $125.05 +59.9%
Page 8 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%