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Portfolio (Quarterly) Guide ↗

Cresset Asset Management, LLC

· CIK 0001761013
13F Portfolio $20.1B AUM 1,429 positions Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 1429 New
Page 47 of 72  ·  1,429 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 WDAY WORKDAY INC Technology 2,134.0 $512K 0.00% NEW $240.05 -48.3%
922 GSK GSK PLC Healthcare 13,146.0 $511K 0.00% NEW $38.83 +35.2%
923 MUSA MURPHY USA INC Consumer Cyclical 1,253.0 $510K 0.00% NEW $406.80 +29.4%
924 NVR NVR INC Consumer Cyclical 69.0 $510K 0.00% NEW $7385.67 -7.5%
925 CPT CAMDEN PPTY TR Real Estate 4,478.0 $509K 0.00% NEW $113.74 +2.3%
926 OLP ONE LIBERTY PPTYS INC Real Estate 20,910.0 $508K 0.00% NEW $24.31 +0.6%
927 FXI ISHARES TR 13,810.0 $508K 0.00% NEW $36.76 -14.1%
928 ASTRAZENECA PLC 7,258.0 $507K 0.00% NEW $69.88
929 PBA PEMBINA PIPELINE CORP Energy 13,502.0 $506K 0.00% NEW $37.51 +25.8%
930 WTM WHITE MTNS INS GROUP LTD Financial Services 282.0 $506K 0.00% NEW $1795.72 +16.8%
931 PIPER SANDLER COMPANIES 1,820.0 $506K 0.00% NEW $277.94
932 DFEM DIMENSIONAL ETF TRUST 16,989.0 $504K 0.00% NEW $29.68 +34.2%
933 MATX MATSON INC Industrials 4,526.0 $504K 0.00% NEW $111.36 +74.7%
934 DT DYNATRACE INC Technology 9,112.0 $503K 0.00% NEW $55.21 -21.4%
935 NSIT INSIGHT ENTERPRISES INC Technology 3,636.0 $502K 0.00% NEW $138.08 -13.5%
936 LOCAL BOUNTI CORP 214,233.0 $501K 0.00% NEW $2.34
937 DBC INVESCO DB COMMDY INDX TRCK Financial Services 22,965.0 $501K 0.00% NEW $21.81 +21.8%
938 NN NEXTNAV INC Communication Services 32,948.0 $501K 0.00% NEW $15.20 +13.2%
939 IHF ISHARES TR 10,280.0 $500K 0.00% NEW $48.65 +14.3%
940 DXCM DEXCOM INC Healthcare 5,715.0 $499K 0.00% NEW $87.29 -19.6%
Page 47 of 72  ·  1,429 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 37.8%
Financial Services 33.1%
Communication Services 8.8%
Industrials 5.3%
Healthcare 4.4%
Consumer Cyclical 3.5%
Consumer Defensive 2.9%
Energy 1.7%
Utilities 1.0%
Real Estate 0.9%