Institutional manager
Cresset Asset Management, LLC
Holds positions in 411 of the S&P 500, worth $11.0bn as reported for the quarter ended 31-mar-2026.
Positions held411of 488 index companies covered
Reported value$11.0bnS&P 500 positions only
Top ten weight66%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 411 held. The rest are smaller than every one of these.
Arista NetworksANET20.7m$2.54bnInformation TechnologyState Street CorporationSTT5.8m$2.50bnFinancialsAlphabet Inc. (Class A)GOOGL1.9m$552mCommunication ServicesApple Inc.AAPL1.8m$465mInformation TechnologyMeta PlatformsMETA549,776$315mCommunication ServicesMicrosoftMSFT579,611$215mInformation TechnologyPalantir TechnologiesPLTR1.3m$189mInformation TechnologyNvidiaNVDA1.1m$188mInformation TechnologyC.H. RobinsonCHRW1.1m$178mIndustrialsAmazonAMZN668,912$139mConsumer DiscretionaryBerkshire HathawayBRK.B188,516$113mFinancialsJPMorgan ChaseJPM351,216$103mFinancialsInvescoIVZ172,934$100mFinancialsJohnson & JohnsonJNJ337,210$82mHealth CareOracle CorporationORCL531,826$78mInformation TechnologyWalmartWMT618,758$77mConsumer StaplesTesla, Inc.TSLA191,173$71mConsumer DiscretionaryCaterpillar Inc.CAT95,768$68mIndustrialsVisa Inc.V197,400$60mFinancialsBank of AmericaBAC1.2m$59mFinancialsChevron CorporationCVX279,886$58mEnergyExxonMobilXOM335,383$57mEnergyEquinixEQIX57,485$56mReal EstateBroadcomAVGO158,218$49mInformation TechnologyLilly (Eli)LLY51,989$48mHealth CareUnitedHealth GroupUNH176,642$48mHealth CareMastercardMA93,711$47mFinancialsAnalog DevicesADI146,629$47mInformation TechnologyTexas InstrumentsTXN233,545$45mInformation TechnologyPepsiCoPEP290,275$45mConsumer StaplesCiscoCSCO578,417$45mInformation TechnologyCharles Schwab CorporationSCHW442,836$42mFinancialsAbbVieABBV181,586$39mHealth CareBio-TechneTECH739,191$39mHealth CareUberUBER495,169$36mIndustrialsGoldman SachsGS82,810$35mFinancialsMcDonald'sMCD110,573$34mConsumer DiscretionaryCostcoCOST33,947$34mConsumer StaplesIBMIBM137,138$33mInformation TechnologyRTX CorporationRTX170,415$33mIndustrialsMerck & Co.MRK263,545$32mHealth CareApplied MaterialsAMAT92,497$32mInformation TechnologyCorning Inc.GLW231,928$32mInformation TechnologyNextEra EnergyNEE303,929$28mUtilitiesAmetekAME131,104$28mIndustrialsDeere & CompanyDE49,111$28mIndustrialsIntercontinental ExchangeICE169,483$27mFinancialsProcter & GamblePG184,529$27mConsumer StaplesCoca-Cola Company (The)KO340,449$26mConsumer StaplesQualcommQCOM197,597$25mInformation TechnologyAmphenolAPH199,107$25mInformation TechnologyBristol Myers SquibbBMY412,464$25mHealth CareEOG ResourcesEOG172,648$25mEnergyPhilip Morris InternationalPM148,906$25mConsumer StaplesCentene CorporationCNC754,319$25mHealth CareNucorNUE136,609$23mMaterialsWells FargoWFC285,123$23mFinancialsTJX CompaniesTJX140,094$22mConsumer DiscretionaryBrown & BrownBRO337,486$22mFinancialsIntuitINTU50,699$22mInformation Technology
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.