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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 9 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HON HONEYWELL INTL INC Industrials 78,748.0 $16.6M 0.07% +2K +1.9% $210.50 +8.8%
162 HD HOME DEPOT INC Consumer Cyclical 40,775.0 $16.5M 0.07% +2K +5.5% $405.20 -17.5%
163 XLK SELECT SECTOR SPDR TR 58,582.0 $16.5M 0.07% +312.0 +0.5% $281.86 -32.1%
164 HALO HALOZYME THERAPEUTICS INC Healthcare 223,650.0 $16.4M 0.07% -66K -22.8% $73.34 -6.5%
165 APP APPLOVIN CORP Technology 22,771.0 $16.4M 0.07% -288.0 -1.2% $718.54 -34.6%
166 AXP AMERICAN EXPRESS CO Financial Services 49,028.0 $16.3M 0.07% +444.0 +0.9% $332.16 +1.8%
167 ACN ACCENTURE PLC IRELAND Technology 65,497.0 $16.2M 0.07% +3K +5.1% $246.60 -48.1%
168 KMI KINDER MORGAN INC DEL Energy 568,322.0 $16.1M 0.07% $28.31 +11.6%
169 MDT MEDTRONIC PLC Healthcare 166,888.0 $16.0M 0.07% +14K +9.0% $95.95 -17.3%
170 GEW EA SERIES TRUST 317,521.0 $16.0M 0.07% NEW $50.36 +9.2%
171 HOOD ROBINHOOD MKTS INC Financial Services 111,402.0 $16.0M 0.07% +7K +6.7% $143.18 -24.5%
172 DVYE ISHARES INC 526,282.0 $15.6M 0.07% +194K +58.5% $29.69 +11.5%
173 WCN WASTE CONNECTIONS INC Industrials 88,821.0 $15.6M 0.07% +2K +1.9% $175.86 -12.4%
174 VB VANGUARD INDEX FDS 60,810.0 $15.5M 0.07% +1K +2.5% $255.08 +16.2%
175 COIN COINBASE GLOBAL INC Financial Services 45,382.0 $15.3M 0.07% -7K -13.2% $337.49 -51.6%
176 PSEP INNOVATOR ETFS TRUST 356,592.0 $15.3M 0.07% +23K +6.9% $42.95 +7.0%
177 NUE NUCOR CORP Basic Materials 112,152.0 $15.3M 0.07% +2K +2.3% $135.98 +79.3%
178 RBC RBC BEARINGS INC Industrials 38,790.0 $15.1M 0.07% +1K +2.7% $390.29 +63.8%
179 AOS SMITH A O CORP Industrials 205,281.0 $15.1M 0.07% +4K +2.0% $73.41 -20.7%
180 VYM VANGUARD WHITEHALL FDS 106,138.0 $15.0M 0.07% +4K +4.2% $140.95 +12.2%
Page 9 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%