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Portfolio (Quarterly) Guide ↗

Crestwood Advisors Group, LLC

· CIK 0001426853
13F Portfolio $6.7B AUM 985 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 157 New 416 Added 240 Reduced 43 Exited
Page 4 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN Financial Services 214,633.0 $7.6M 0.11% -4K -1.7% $35.22 +2.6%
62 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 294,425.0 $7.5M 0.11% -4K -1.5% $25.52 -1.5%
63 TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 154,646.0 $7.1M 0.10% -8K -5.2% $45.80 -2.0%
64 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 82,109.0 $6.8M 0.10% -573.0 -0.7% $83.07 +2.7%
65 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 335,922.0 $6.0M 0.09% -5K -1.3% $17.73 -2.6%
66 GE GE AEROSPACE COM NEW Industrials 15,578.0 $5.8M 0.09% -214.0 -1.4% $373.72 -6.0%
67 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 28,790.0 $5.5M 0.08% -3K -8.8% $190.52 -3.3%
68 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 141,940.0 $5.4M 0.08% -2K -1.3% $37.94 -5.2%
69 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 46,910.0 $5.4M 0.08% -2K -3.4% $114.18 +26.9%
70 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 7,419.0 $5.2M 0.08% -302.0 -3.9% $703.35 -0.4%
71 SCHB SCHWAB U.S. BROAD MARKET ETF 179,026.0 $5.2M 0.08% -14K -7.1% $28.96 +2.4%
72 AMGN AMGEN INC COM Healthcare 14,249.0 $5.2M 0.08% -353.0 -2.4% $362.12 +19.7%
73 IWM ISHARES RUSSELL 2000 ETF 16,864.0 $5.1M 0.07% -202.0 -1.2% $300.45 -0.5%
74 CMCSA COMCAST CORP NEW CL A Communication Services 205,887.0 $5.1M 0.07% -10K -4.5% $24.55 +7.1%
75 INTU INTUIT COM Technology 17,055.0 $4.5M 0.07% -22K -56.9% $261.02 +38.4%
76 ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF 41,992.0 $4.4M 0.07% -298.0 -0.7% $103.65 +2.6%
77 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 77,316.0 $4.1M 0.06% -4K -5.0% $53.12 +21.3%
78 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 42,051.0 $4.1M 0.06% -531.0 -1.2% $96.45 +4.9%
79 SBUX STARBUCKS CORP COM Consumer Cyclical 39,146.0 $4.0M 0.06% -4K -8.6% $102.19 +1.1%
80 ECL ECOLAB INC COM Basic Materials 14,147.0 $3.9M 0.06% -2K -14.3% $278.62 +2.0%
Page 4 of 12  ·  240 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 15.4%
Consumer Cyclical 10.5%
Communication Services 10.1%
Healthcare 8.9%
Industrials 7.4%
Consumer Defensive 3.9%
Energy 2.5%
Utilities 1.0%
Real Estate 0.8%