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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 8 of 72  ·  1,429 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AME AMETEK INC Industrials 100,480.0 $18.2M 0.09% NEW $180.96 +31.3%
142 HON HONEYWELL INTL INC Industrials 77,238.0 $18.0M 0.09% NEW $232.88 -0.3%
143 TJX TJX COS INC NEW Consumer Cyclical 144,134.0 $17.8M 0.09% NEW $123.49 +25.8%
144 CAE CAE INC Industrials 598,858.0 $17.5M 0.09% NEW $29.27 -12.9%
145 SPHQ INVESCO EXCHANGE TRADED FD T 245,343.0 $17.5M 0.09% NEW $71.26 +21.9%
146 EFG ISHARES TR 155,992.0 $17.5M 0.09% NEW $112.00 +8.7%
147 PAUG INNOVATOR ETFS TRUST 416,419.0 $16.8M 0.08% NEW $40.46 +12.1%
148 KMI KINDER MORGAN INC DEL Energy 567,258.0 $16.7M 0.08% NEW $29.40 +12.9%
149 IWB ISHARES TR 48,923.0 $16.6M 0.08% NEW $339.57 +17.9%
150 CB CHUBB LIMITED Financial Services 57,154.0 $16.6M 0.08% NEW $290.58 +17.5%
151 MGV VANGUARD WORLD FD 125,180.0 $16.5M 0.08% NEW $131.88 +23.7%
152 MO ALTRIA GROUP INC Consumer Defensive 273,774.0 $16.3M 0.08% NEW $59.65 +23.7%
153 JEPI J P MORGAN EXCHANGE TRADED F 286,355.0 $16.3M 0.08% NEW $56.85 -1.2%
154 WCN WASTE CONNECTIONS INC Industrials 87,171.0 $16.3M 0.08% NEW $186.46 -10.0%
155 SPY PUT SPDR S&P 500 ETF TR Financial Services 26,200.0 $16.2M 0.08% NEW $617.85 +18.1%
156 PFE PFIZER INC Healthcare 649,758.0 $15.8M 0.08% NEW $24.24 +0.2%
157 CRM SALESFORCE INC Technology 57,604.0 $15.7M 0.08% NEW $273.11 -42.0%
158 DELL DELL TECHNOLOGIES INC Technology 127,005.0 $15.6M 0.08% NEW $122.60 +225.8%
159 AXP AMERICAN EXPRESS CO Financial Services 48,584.0 $15.5M 0.08% NEW $318.98 +6.7%
160 BMY BRISTOL-MYERS SQUIBB CO Healthcare 329,083.0 $15.2M 0.08% NEW $46.29 +24.3%
Page 8 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%