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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 22 of 72  ·  1,429 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PGR PROGRESSIVE CORP Financial Services 11,161.0 $3.0M 0.01% NEW $266.85 -15.9%
422 IGV ISHARES TR 27,046.0 $3.0M 0.01% NEW $109.50 -19.5%
423 DFAC DIMENSIONAL ETF TRUST 81,254.0 $2.9M 0.01% NEW $35.84 +22.2%
424 FDN FIRST TR EXCHANGE-TRADED FD 10,651.0 $2.9M 0.01% NEW $269.33 -4.0%
425 ENTG ENTEGRIS INC Technology 35,212.0 $2.8M 0.01% NEW $80.65 +100.2%
426 URTH ISHARES INC 16,684.0 $2.8M 0.01% NEW $169.38 +16.5%
427 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 31,340.0 $2.8M 0.01% NEW $90.13 -0.6%
428 COF CAPITAL ONE FINL CORP Financial Services 13,197.0 $2.8M 0.01% NEW $212.77 -4.1%
429 FDX FEDEX CORP Industrials 12,261.0 $2.8M 0.01% NEW $228.77 +39.2%
430 PAPR INNOVATOR ETFS TRUST 75,126.0 $2.8M 0.01% NEW $37.29 +12.8%
431 SPGM SPDR INDEX SHS FDS 39,970.0 $2.8M 0.01% NEW $69.00 +22.0%
432 NLR VANECK ETF TRUST 24,680.0 $2.7M 0.01% NEW $111.18 +4.6%
433 ENB ENBRIDGE INC Energy 60,511.0 $2.7M 0.01% NEW $45.30 +24.1%
434 MU MICRON TECHNOLOGY INC Technology 22,195.0 $2.7M 0.01% NEW $123.25 +818.7%
435 DDOG DATADOG INC Technology 20,321.0 $2.7M 0.01% NEW $134.33 +78.5%
436 ABNB AIRBNB INC Consumer Cyclical 20,506.0 $2.7M 0.01% NEW $132.34 +10.0%
437 ISRG INTUITIVE SURGICAL INC Healthcare 4,979.0 $2.7M 0.01% NEW $543.41 -25.6%
438 AXR AMREP CORP Real Estate 129,230.0 $2.7M 0.01% NEW $20.93 +18.9%
439 OWLET INC 316,411.0 $2.7M 0.01% NEW $8.40
440 ROST ROSS STORES INC Consumer Cyclical 20,697.0 $2.6M 0.01% NEW $127.58 +67.2%
Page 22 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%