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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 9 of 72  ·  1,429 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HALO HALOZYME THERAPEUTICS INC Healthcare 289,657.0 $15.1M 0.07% NEW $52.02 +44.1%
162 GLW CORNING INC Technology 282,061.0 $14.8M 0.07% NEW $52.59 +324.0%
163 XLK SELECT SECTOR SPDR TR 58,270.0 $14.8M 0.07% NEW $253.23 -28.6%
164 RBC RBC BEARINGS INC Industrials 37,755.0 $14.5M 0.07% NEW $384.80 +63.8%
165 SHOP SHOPIFY INC Technology 125,840.0 $14.5M 0.07% NEW $115.35 +1.3%
166 BCI ABRDN ETFS 698,472.0 $14.5M 0.07% NEW $20.77 +7.3%
167 NUE NUCOR CORP Basic Materials 109,667.0 $14.3M 0.07% NEW $130.09 +84.3%
168 GOOG PUT ALPHABET INC Communication Services 80,000.0 $14.2M 0.07% NEW $177.39 +88.7%
169 INGR INGREDION INC Consumer Defensive 104,618.0 $14.2M 0.07% NEW $135.62 -28.1%
170 HSIC HENRY SCHEIN INC Healthcare 194,212.0 $14.2M 0.07% NEW $73.05 +16.3%
171 HD HOME DEPOT INC Consumer Cyclical 38,653.0 $14.2M 0.07% NEW $366.64 -4.8%
172 VB VANGUARD INDEX FDS 59,323.0 $14.1M 0.07% NEW $237.77 +26.0%
173 EOG EOG RES INC Energy 116,559.0 $13.9M 0.07% NEW $119.61 +10.9%
174 PSEP INNOVATOR ETFS TRUST 333,628.0 $13.6M 0.07% NEW $40.89 +11.8%
175 VYM VANGUARD WHITEHALL FDS 101,823.0 $13.6M 0.07% NEW $133.31 +18.7%
176 MDT MEDTRONIC PLC Healthcare 153,108.0 $13.5M 0.07% NEW $87.88 -7.9%
177 TMO THERMO FISHER SCIENTIFIC INC Healthcare 32,879.0 $13.3M 0.07% NEW $405.89 +26.4%
178 PYPL PAYPAL HLDGS INC Financial Services 178,810.0 $13.3M 0.07% NEW $74.32 -40.4%
179 DUOL DUOLINGO INC Technology 32,374.0 $13.3M 0.07% NEW $410.02 -70.4%
180 J P MORGAN EXCHANGE TRADED F 260,854.0 $13.2M 0.07% NEW $50.68
Page 9 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%