IE
Insider Edges

CRESSET ASSET MANAGEMENT, LLC 13F portfolio summary

CRESSET ASSET MANAGEMENT, LLC of CRESSET ASSET MANAGEMENT, LLC has 1747 current stock holdings with a reported portfolio value of $27.64B. The portfolio 1 year return is +23.74%. Top holdings include ANET (11.90%), SPY (10.10%), IVV (6.41%), RSP (3.38%), VOO (3.21%).

Back to investors

CRESSET ASSET MANAGEMENT, LLC

CRESSET ASSET MANAGEMENT, LLC
Latest filing: 2026-06-30

CRESSET ASSET MANAGEMENT, LLC runs CRESSET ASSET MANAGEMENT, LLC and currently holds 1,747 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $27.64B. Their top holdings are ANET, SPY, IVV, RSP, VOO. The top five represent 35.0% of reported portfolio weight. CRESSET ASSET MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 73 existing positions. They trimmed 26 positions. Their current best-performing preview position is BB with returns of +290.43%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
ANET11.9%
SPY10.1%
IVV6.4%
RSP3.4%
VOO3.2%
Top 5: 35.0%
Portfolio Returns
1 Year
+23.74%
#0/1000
3 Year
+72.46%
#0/1000
5 Year
+79.25%
#0/1000

Portfolio Value

$27.64B

Alpha Score

59.7

#0 of 1000

Holdings

1,747

Showper page

1,747 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
ANET
ARISTA NETWORKS INC
11.90%$110.49$188.67+70.76%
Trimmed
-6.40%
SPY
STATE STR SPDR S&P 500 ETF T
10.10%$484.00$765.62+58.19%
Added
+4.67%
IVV
ISHARES TR
6.41%$486.11$769.30+58.26%
Added
+0.46%
RSP
INVESCO EXCHANGE TRADED FD T
3.38%$159.56$221.67+38.92%
Trimmed
-1.80%
VOO
VANGUARD INDEX FDS
3.21%$557.75$703.77+26.18%
Added
+8.22%
IEFA
ISHARES TR
2.02%$73.85$100.87+36.58%
Added
+3.69%
AAPL
APPLE INC
1.99%$165.07$309.35+87.41%
Added
+3.83%
IJR
ISHARES TR
1.80%$101.10$147.28+45.67%
Added
+2.14%
GOOGL
ALPHABET INC
1.55%$134.07$344.82+157.19%
Trimmed
-2.68%
VEU
VANGUARD INTL EQUITY INDEX F
1.45%$57.86$85.70+48.12%
Added
+4.00%

Showing 1-10 of 1,747