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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 3 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NTNX NUTANIX INC Technology 76,228.0 $5.7M 0.03% -41K -35.0% $74.39 -37.0%
42 GDX VANECK ETF TRUST 68,045.0 $5.2M 0.02% -2K -2.5% $76.40 +8.1%
43 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 73,052.0 $4.8M 0.02% -28K -27.6% $66.01 +8.4%
44 SCHA SCHWAB STRATEGIC TR 170,674.0 $4.8M 0.02% -10K -5.5% $27.90 +26.1%
45 CORZ CORE SCIENTIFIC INC NEW Technology 254,277.0 $4.6M 0.02% -357K -58.4% $17.94 +62.5%
46 MPLX MPLX LP Energy 89,030.0 $4.4M 0.02% -1K -1.1% $49.95 +13.8%
47 FNDA SCHWAB STRATEGIC TR 138,018.0 $4.3M 0.02% -31K -18.5% $31.16 +18.7%
48 IWL ISHARES TR 24,731.0 $4.1M 0.02% -8K -25.5% $166.10 +11.4%
49 SNOW SNOWFLAKE INC Technology 17,311.0 $3.9M 0.02% -3K -13.2% $225.55 +3.0%
50 DFUS DIMENSIONAL ETF TRUST 50,100.0 $3.6M 0.02% -1K -2.4% $72.44 +13.2%
51 GEV GE VERNOVA INC Utilities 5,697.0 $3.5M 0.01% -402.0 -6.6% $614.85 +80.5%
52 ROK ROCKWELL AUTOMATION INC Industrials 9,103.0 $3.2M 0.01% -232.0 -2.5% $349.56 +35.5%
53 VRTX VERTEX PHARMACEUTICALS INC Healthcare 7,592.0 $3.0M 0.01% -5K -37.9% $391.64 +17.2%
54 DDOG DATADOG INC Technology 20,001.0 $2.8M 0.01% -320.0 -1.6% $142.40 +56.6%
55 IDCC INTERDIGITAL INC Technology 7,940.0 $2.7M 0.01% -928.0 -10.5% $345.26 -14.3%
56 IUSV ISHARES TR 25,035.0 $2.5M 0.01% -946.0 -3.6% $99.95 +9.8%
57 BRZE BRAZE INC Technology 80,901.0 $2.3M 0.01% -10K -10.7% $28.44 -29.5%
58 BLUE OWL TECHNOLOGY FIN CORP 149,298.0 $2.1M 0.01% -450K -75.1% $14.22
59 ACHR ARCHER AVIATION INC Industrials 208,250.0 $2.0M 0.01% -115K -35.6% $9.58 -41.9%
60 PAA PLAINS ALL AMERN PIPELINE L Energy 114,727.0 $2.0M 0.01% -1K -0.9% $17.06 +25.1%
Page 3 of 8  ·  154 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%