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Portfolio (Quarterly) Guide ↗

Crestwood Advisors Group, LLC

· CIK 0001426853
13F Portfolio $6.0B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 694 New
Page 15 of 35  ·  694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 T AT&T INC COM Communication Services 41,006.0 $1.0M 0.02% NEW $24.84 +0.4%
282 ASML ASML HLDG NV N Y REGISTRY SHS Technology 948.0 $1.0M 0.02% NEW $1070.10 +48.8%
283 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 32,036.0 $992K 0.02% NEW $30.96 +0.5%
284 STE STERIS PLC SHS USD Healthcare 3,898.0 $988K 0.02% NEW $253.52 -14.8%
285 AVT AVNET INC COM Technology 20,399.0 $981K 0.02% NEW $48.08 +73.5%
286 VIRT VIRTU FINL INC CL A Financial Services 29,369.0 $979K 0.02% NEW $33.32 +61.4%
287 IEI ISHARES 3-7 YEAR TREASURY BOND ETF 8,196.0 $978K 0.02% NEW $119.34 -1.8%
288 PHM PULTE GROUP INC COM Consumer Cyclical 8,335.0 $977K 0.02% NEW $117.26 -0.9%
289 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 11,128.0 $960K 0.02% NEW $86.28 -0.3%
290 UBER UBER TECHNOLOGIES INC COM Technology 11,569.0 $945K 0.02% NEW $81.71 -8.7%
291 IRM IRON MTN INC DEL COM Real Estate 11,243.0 $933K 0.02% NEW $82.95 +53.5%
292 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 3,175.0 $932K 0.02% NEW $293.59 +4.3%
293 EFIV STATE STREET SPDR S&P 500 ESG ETF 13,840.0 $916K 0.01% NEW $66.15 +8.6%
294 EEM ISHARES MSCI EMERGING MARKETS ETF 16,615.0 $909K 0.01% NEW $54.71 +20.7%
295 LNG CHENIERE ENERGY INC COM NEW Energy 4,604.0 $895K 0.01% NEW $194.39 +23.7%
296 RJF RAYMOND JAMES FINL INC COM Financial Services 5,562.0 $893K 0.01% NEW $160.59 -5.3%
297 DUK DUKE ENERGY CORP NEW COM NEW Utilities 7,615.0 $893K 0.01% NEW $117.21 +6.4%
298 QQQM INVESCO NASDAQ 100 ETF 3,496.0 $884K 0.01% NEW $252.93 +16.3%
299 AMJB ALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044 Financial Services 29,224.0 $874K 0.01% NEW $29.91 +23.8%
300 CEG CONSTELLATION ENERGY CORP COM Utilities 2,448.0 $865K 0.01% NEW $353.26 -19.1%
Page 15 of 35  ·  694 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 36.2%
Financial Services 16.6%
Consumer Cyclical 12.4%
Communication Services 10.5%
Healthcare 8.4%
Industrials 7.1%
Consumer Defensive 4.4%
Energy 2.3%
Basic Materials 0.8%
Real Estate 0.6%