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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 44 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 AMG AFFILIATED MANAGERS GROUP IN Financial Services 3,127.0 $746K 0.00% $238.43 +48.0%
862 REET ISHARES TR 29,087.0 $743K 0.00% $25.56 +5.9%
863 BWX SPDR SERIES TRUST 32,300.0 $743K 0.00% +489.0 +1.5% $23.00 -5.1%
864 DGX QUEST DIAGNOSTICS INC Healthcare 3,897.0 $743K 0.00% +444.0 +12.9% $190.57 +2.3%
865 AAXJ ISHARES TR 8,129.0 $742K 0.00% $91.22 +35.2%
866 BOCT INNOVATOR ETFS TRUST 15,290.0 $740K 0.00% $48.42 +9.4%
867 HR HEALTHCARE RLTY TR Real Estate 40,881.0 $737K 0.00% +2K +6.5% $18.03 +9.8%
868 IYG ISHARES TR 8,217.0 $737K 0.00% +3K +53.3% $89.64 +1.1%
869 DFAS DIMENSIONAL ETF TRUST 10,748.0 $736K 0.00% +1K +13.0% $68.46 +17.4%
870 DCI DONALDSON INC Industrials 8,953.0 $733K 0.00% +515.0 +6.1% $81.85 +4.5%
871 WAB WABTEC Industrials 3,640.0 $730K 0.00% +86.0 +2.4% $200.50 +36.6%
872 TLN TALEN ENERGY CORP Utilities 1,712.0 $728K 0.00% -327.0 -16.0% $425.38 +2.6%
873 PAYX PAYCHEX INC Industrials 5,729.0 $726K 0.00% +391.0 +7.3% $126.77 -22.5%
874 MDB MONGODB INC Technology 2,338.0 $726K 0.00% +777.0 +49.8% $310.38 +7.2%
875 IAUI NEOS ETF TRUST 13,863.0 $725K 0.00% NEW $52.33 -2.7%
876 TPR TAPESTRY INC Consumer Cyclical 6,338.0 $718K 0.00% -210.0 -3.2% $113.22 +26.7%
877 CANADIAN PACIFIC KANSAS CITY 9,559.0 $713K 0.00% $74.54
878 URI UNITED RENTALS INC Industrials 746.0 $712K 0.00% +27.0 +3.8% $954.66 +12.8%
879 FLEX FLEX LTD Technology 12,263.0 $711K 0.00% +330.0 +2.8% $57.97 +154.6%
880 EW EDWARDS LIFESCIENCES CORP Healthcare 9,122.0 $709K 0.00% +488.0 +5.7% $77.77 +12.3%
Page 44 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%