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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 13 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HUM HUMANA INC Healthcare 39,450.0 $10.3M 0.04% NEW $261.06 +38.2%
242 PNR PENTAIR PLC Industrials 91,836.0 $10.2M 0.04% +2K +2.3% $110.76 -32.9%
243 XEL XCEL ENERGY INC Utilities 123,248.0 $10.0M 0.04% +3K +2.5% $81.22 -4.7%
244 SPYV SPDR SERIES TRUST 180,796.0 $10.0M 0.04% +159K +736.0% $55.33 +10.0%
245 XLF SELECT SECTOR SPDR TR 185,162.0 $10.0M 0.04% +1K +0.8% $53.87 -0.6%
246 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 2,516,380.0 $9.7M 0.04% $3.87 -32.3%
247 MSTR STRATEGY INC Technology 30,222.0 $9.7M 0.04% +1K +4.4% $322.21 -65.1%
248 CEG CONSTELLATION ENERGY CORP Utilities 29,590.0 $9.7M 0.04% +3K +10.0% $329.07 -16.7%
249 AMD ADVANCED MICRO DEVICES INC Technology 59,825.0 $9.7M 0.04% +3K +5.5% $161.79 +232.1%
250 IUSG ISHARES TR 58,429.0 $9.6M 0.04% -2K -3.1% $164.54 +14.7%
251 PPL PPL CORP Utilities 256,461.0 $9.6M 0.04% +6K +2.4% $37.43 -5.5%
252 CINF CINCINNATI FINL CORP Financial Services 60,126.0 $9.6M 0.04% +2K +3.8% $158.96 +7.1%
253 TFC TRUIST FINL CORP Financial Services 205,864.0 $9.4M 0.04% +17K +8.8% $45.72 +5.7%
254 GE GE AEROSPACE Industrials 30,987.0 $9.3M 0.04% +812.0 +2.7% $301.18 +18.7%
255 NTR NUTRIEN LTD Basic Materials 156,568.0 $9.3M 0.04% $59.29 +6.0%
256 AIG AMERICAN INTL GROUP INC Financial Services 116,795.0 $9.2M 0.04% +3K +2.9% $78.54 -5.8%
257 XME SPDR SERIES TRUST 97,930.0 $9.1M 0.04% -11K -10.5% $93.19 +25.6%
258 GWW GRAINGER W W INC Industrials 9,512.0 $9.1M 0.04% +170.0 +1.8% $952.96 +43.3%
259 NDSN NORDSON CORP Industrials 39,309.0 $8.9M 0.04% +1K +2.6% $226.95 +30.4%
260 SCHB SCHWAB STRATEGIC TR 345,299.0 $8.9M 0.04% -2K -0.6% $25.71 +12.7%
Page 13 of 79  ·  1,571 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%