Stock Taper

CRESSET ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Vicor CorporationVICR1.59K$605.37K
Waters CorporationWAT1.61K$604.94K
Expedia Group, Inc.EXPE1.66K$425.02K
Royal Caribbean Cruises Ltd.RCL1.67K$529.45K
Applied Optoelectronics, Inc.AAOI1.69K$249.95K
Quanta Services, Inc.PWR1.7K$1.22M
Southern Copper CorporationSCCO1.71K$298.16K
Cavco Industries, Inc.CVCO1.72K$1.05M
Packaging Corporation of AmericaPKG1.72K$412.13K
Lumentum Holdings Inc.LITE1.72K$1.48M
LPL Financial Holdings Inc.LPLA1.73K$488.05K
Guidewire Software, Inc.GWRE1.75K$215.21K
Jack Henry & Associates, Inc.JKHY1.75K$241.32K
ITT Inc.ITT1.77K$351.61K
J.B. Hunt Transport Services, Inc.JBHT1.78K$514.33K
Cencora, Inc.COR1.81K$510.95K
McKesson CorporationMCK1.82K$1.38M
Genuine Parts CompanyGPC1.83K$217.39K
Houlihan Lokey, Inc.HLI1.83K$245.92K
Applied Industrial Technologies, Inc.AIT1.85K$626.44K