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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 7 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MATX MATSON INC Industrials 4,115.0 $406K 0.00% -411.0 -9.1% $98.59 +94.0%
122 TDY TELEDYNE TECHNOLOGIES INC Technology 690.0 $404K 0.00% -4.0 -0.6% $586.04 +5.7%
123 AER AERCAP HOLDINGS NV Industrials 3,135.0 $379K 0.00% -2K -44.4% $121.00 +19.9%
124 ATRC ATRICURE INC Healthcare 10,423.0 $367K 0.00% -543.0 -5.0% $35.25 -18.3%
125 FLUTTER ENTMT PLC 1,397.0 $355K 0.00% -42.0 -2.9% $254.00
126 CBT CABOT CORP Basic Materials 4,435.0 $337K 0.00% -531.0 -10.7% $76.06 +20.7%
127 DMAR FIRST TR EXCHNG TRADED FD VI 8,015.0 $327K 0.00% -248.0 -3.0% $40.77 +9.6%
128 JXI ISHARES TR 4,191.0 $325K 0.00% -1K -23.4% $77.65 +7.2%
129 GEN GEN DIGITAL INC Technology 11,037.0 $313K 0.00% -2K -14.2% $28.39 -14.8%
130 DOW DOW INC Basic Materials 13,456.0 $309K 0.00% -118.0 -0.9% $22.93 +38.4%
131 YOU CLEAR SECURE INC Technology 9,222.0 $308K 0.00% -5K -36.3% $33.38 +52.1%
132 XPEV XPENG INC Consumer Cyclical 12,992.0 $304K 0.00% -6K -33.2% $23.42 -42.6%
133 ICSH ISHARES TR 5,994.0 $304K 0.00% -7K -52.0% $50.75 -0.5%
134 IDA IDACORP INC Utilities 2,297.0 $304K 0.00% -13.0 -0.6% $132.14 +7.7%
135 DFEM DIMENSIONAL ETF TRUST 9,453.0 $303K 0.00% -8K -44.4% $32.07 +31.3%
136 BB BLACKBERRY LTD Technology 58,276.0 $284K 0.00% -23K -28.1% $4.88 +71.7%
137 RIOT RIOT PLATFORMS INC Financial Services 14,894.0 $283K 0.00% -3K -16.3% $19.03 +47.7%
138 ULS UL SOLUTIONS INC Industrials 3,960.0 $281K 0.00% -55.0 -1.4% $70.86 +28.9%
139 CCL CARNIVAL CORP Consumer Cyclical 9,160.0 $265K 0.00% -353.0 -3.7% $28.91 +6.8%
140 CSW INDUSTRIALS INC 1,035.0 $251K 0.00% -8.0 -0.8% $242.76
Page 7 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%