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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 59 of 72  ·  1,429 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 3,318.0 $279K 0.00% NEW $84.19 -0.7%
1162 CSM PROSHARES TR 3,929.0 $278K 0.00% NEW $70.67 +18.7%
1163 ACM AECOM Industrials 2,459.0 $278K 0.00% NEW $112.88 -37.1%
1164 CSL CARLISLE COS INC Industrials 743.0 $277K 0.00% NEW $373.40 +4.0%
1165 URA GLOBAL X FDS 7,107.0 $276K 0.00% NEW $38.81 +12.3%
1166 FIX COMFORT SYS USA INC Industrials 513.0 $275K 0.00% NEW $536.18 +245.8%
1167 IHI ISHARES TR 4,388.0 $275K 0.00% NEW $62.64 -18.5%
1168 FSK FS KKR CAP CORP Financial Services 12,811.0 $275K 0.00% NEW $21.45 -51.5%
1169 DTM DT MIDSTREAM INC Energy 2,480.0 $275K 0.00% NEW $110.73 +36.1%
1170 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,256.0 $274K 0.00% NEW $217.93 -1.9%
1171 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 15,000.0 $274K 0.00% NEW $18.24 +9.9%
1172 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 2,813.0 $272K 0.00% NEW $96.73 +10.7%
1173 FNV FRANCO NEV CORP Basic Materials 1,659.0 $272K 0.00% NEW $163.92 +31.2%
1174 PCTY PAYLOCITY HLDG CORP Technology 1,497.0 $271K 0.00% NEW $181.19 -41.3%
1175 OC OWENS CORNING NEW Industrials 1,970.0 $271K 0.00% NEW $137.52 -1.6%
1176 EWG ISHARES INC 6,378.0 $270K 0.00% NEW $42.31 -4.0%
1177 HQY HEALTHEQUITY INC Healthcare 2,571.0 $269K 0.00% NEW $104.76 -15.6%
1178 GLPI GAMING & LEISURE PPTYS INC Real Estate 5,754.0 $269K 0.00% NEW $46.68 -1.7%
1179 CPNG COUPANG INC Consumer Cyclical 8,960.0 $268K 0.00% NEW $29.96 -41.3%
1180 CCL CARNIVAL CORP Consumer Cyclical 9,513.0 $268K 0.00% NEW $28.12 +3.4%
Page 59 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%