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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 22 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FDX FEDEX CORP Industrials 14,265.0 $3.4M 0.01% +2K +16.3% $237.28 +37.5%
422 UEC URANIUM ENERGY CORP Energy 252,443.0 $3.4M 0.01% +64K +34.0% $13.34 -10.0%
423 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 65,271.0 $3.4M 0.01% +2K +3.1% $51.43 -23.9%
424 QGRO AMERICAN CENTY ETF TR 29,253.0 $3.3M 0.01% +2K +6.7% $114.40 +2.7%
425 DFAT DIMENSIONAL ETF TRUST 57,317.0 $3.3M 0.01% +8K +17.3% $58.21 +17.6%
426 EME EMCOR GROUP INC Industrials 5,123.0 $3.3M 0.01% +241.0 +4.9% $649.55 +28.8%
427 ARKG ARK ETF TR 118,588.0 $3.3M 0.01% +46K +63.6% $27.77 +32.7%
428 DHI D R HORTON INC Consumer Cyclical 19,406.0 $3.3M 0.01% +5K +33.5% $169.47 -6.9%
429 AMT AMERICAN TOWER CORP NEW Real Estate 16,878.0 $3.3M 0.01% +710.0 +4.4% $194.03 -9.3%
430 C CITIGROUP INC Financial Services 32,220.0 $3.3M 0.01% +6K +22.3% $101.50 +40.9%
431 IGV ISHARES TR 27,972.0 $3.2M 0.01% +926.0 +3.4% $115.01 -22.5%
432 BA BOEING CO Industrials 14,903.0 $3.2M 0.01% +526.0 +3.7% $215.83 +3.2%
433 ROK ROCKWELL AUTOMATION INC Industrials 9,103.0 $3.2M 0.01% -232.0 -2.5% $349.56 +35.5%
434 ROST ROSS STORES INC Consumer Cyclical 20,879.0 $3.2M 0.01% +182.0 +0.9% $152.39 +52.8%
435 CONFLUENT INC 160,513.0 $3.2M 0.01% +5K +3.3% $19.80
436 MELI MERCADOLIBRE INC Consumer Cyclical 1,334.0 $3.1M 0.01% +57.0 +4.5% $2336.94 -30.0%
437 IDEV ISHARES TR 38,559.0 $3.1M 0.01% +10K +36.9% $80.17 +11.7%
438 AXR AMREP CORP Real Estate 129,230.0 $3.1M 0.01% $23.92 +4.0%
439 BK BANK NEW YORK MELLON CORP Financial Services 28,353.0 $3.1M 0.01% +915.0 +3.3% $108.96 +30.8%
440 TPL TEXAS PACIFIC LAND CORPORATI Energy 3,294.0 $3.1M 0.01% +283.0 +9.4% $933.56 -62.0%
Page 22 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%