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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 15 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VLO VALERO ENERGY CORP Energy 43,294.0 $7.4M 0.03% +1K +2.9% $170.26 +38.8%
282 META PUT META PLATFORMS INC Communication Services 10,000.0 $7.3M 0.03% $734.38 -21.4%
283 LEN LENNAR CORP Consumer Cyclical 58,252.0 $7.3M 0.03% +2K +4.3% $126.04 -28.8%
284 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 597,876.0 $7.3M 0.03% +259K +76.4% $12.17 -7.1%
285 SMH VANECK ETF TRUST 22,238.0 $7.3M 0.03% +969.0 +4.6% $326.35 +102.2%
286 ED CONSOLIDATED EDISON INC Utilities 71,585.0 $7.2M 0.03% +2K +2.4% $100.52 +5.8%
287 NKE NIKE INC Consumer Cyclical 102,286.0 $7.2M 0.03% +1K +1.3% $70.13 -35.5%
288 DFAI DIMENSIONAL ETF TRUST 197,243.0 $7.2M 0.03% +149K +305.3% $36.35 +15.4%
289 MLPX GLOBAL X FDS 114,106.0 $7.2M 0.03% -2K -1.5% $62.71 +15.2%
290 EXPD EXPEDITORS INTL WASH INC Industrials 57,646.0 $7.1M 0.03% +727.0 +1.3% $122.59 +31.6%
291 SCHM SCHWAB STRATEGIC TR 236,489.0 $7.0M 0.03% -11K -4.3% $29.64 +21.8%
292 MNSB MAINSTREET BANCSHARES INC Financial Services 335,723.0 $7.0M 0.03% $20.83 +14.5%
293 IVE ISHARES TR 33,859.0 $7.0M 0.03% -828.0 -2.4% $206.51 +9.6%
294 USFR WISDOMTREE TR 138,764.0 $7.0M 0.03% -67K -32.4% $50.27 +0.4%
295 ADBE ADOBE INC Technology 19,708.0 $7.0M 0.03% +2K +9.4% $352.75 -44.7%
296 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 303,638.0 $6.9M 0.03% +2K +0.5% $22.86 -27.3%
297 UNP UNION PAC CORP Industrials 29,057.0 $6.9M 0.03% +3K +10.8% $236.38 +8.7%
298 IXN ISHARES TR 66,307.0 $6.8M 0.03% -13K -15.9% $103.21 +41.8%
299 SPGI S&P GLOBAL INC Financial Services 14,014.0 $6.8M 0.03% +404.0 +3.0% $486.71 -15.6%
300 WULF TERAWULF INC Financial Services 596,091.0 $6.8M 0.03% -249K -29.5% $11.42 +153.8%
Page 15 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%