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Portfolio (Quarterly) Guide ↗

Crestwood Advisors Group, LLC

· CIK 0001426853
13F Portfolio $5.9B AUM 869 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 107 New 390 Added 188 Reduced 35 Exited
Page 15 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 COP CONOCOPHILLIPS COM Energy 9,433.0 $1.2M 0.02% +1K +16.2% $132.01 -8.7%
282 AEP AMERICAN ELEC PWR CO INC COM Utilities 9,477.0 $1.2M 0.02% +217.0 +2.3% $131.08 -1.1%
283 QLV FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND 17,276.0 $1.2M 0.02% -417.0 -2.4% $71.87 +5.8%
284 EBC EASTERN BANKSHARES INC COM Financial Services 63,465.0 $1.2M 0.02% +30K +91.4% $19.56 +1.5%
285 DUK DUKE ENERGY CORP NEW COM NEW Utilities 9,275.0 $1.2M 0.02% +2K +21.8% $130.93 -4.8%
286 VIRT VIRTU FINL INC CL A Financial Services 27,516.0 $1.2M 0.02% -2K -6.3% $43.98 +22.3%
287 COF CAPITAL ONE FINL CORP COM Financial Services 6,395.0 $1.2M 0.02% -140.0 -2.1% $182.44 +2.3%
288 ESGD ISHARES ESG AWARE MSCI EAFE ETF 12,162.0 $1.2M 0.02% +6K +110.5% $95.62 +7.5%
289 ITW ILLINOIS TOOL WKS INC COM Industrials 4,446.0 $1.2M 0.02% -910.0 -17.0% $260.28 -4.0%
290 WM WASTE MGMT INC DEL COM Industrials 4,998.0 $1.1M 0.02% -809.0 -13.9% $229.81 -4.4%
291 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 3,324.0 $1.1M 0.02% +149.0 +4.7% $345.19 -11.3%
292 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 18,762.0 $1.1M 0.02% +4K +28.3% $60.65 -1.8%
293 UBER UBER TECHNOLOGIES INC COM Technology 15,622.0 $1.1M 0.02% +4K +35.0% $71.93 +3.7%
294 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 13,835.0 $1.1M 0.02% +8K +137.0% $80.95 -3.1%
295 DOV DOVER CORP COM Industrials 5,366.0 $1.1M 0.02% -69.0 -1.3% $208.45 -0.3%
296 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 9,154.0 $1.1M 0.02% $118.44 +8.3%
297 BND VANGUARD TOTAL BOND MARKET ETF 14,486.0 $1.1M 0.02% +514.0 +3.7% $73.64 -1.0%
298 BA BOEING CO COM Industrials 5,182.0 $1.0M 0.02% +1K +30.4% $199.01 +10.3%
299 DVY ISHARES SELECT DIVIDEND ETF 6,624.0 $1.0M 0.02% +2K +39.8% $151.41 +1.8%
300 NKE NIKE INC CL B Consumer Cyclical 18,983.0 $1.0M 0.02% -2K -11.1% $52.82 -16.0%
Page 15 of 39  ·  766 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 34.4%
Financial Services 16.1%
Consumer Cyclical 11.6%
Communication Services 9.8%
Healthcare 9.7%
Industrials 7.6%
Consumer Defensive 4.7%
Energy 3.6%
Basic Materials 0.9%
Utilities 0.9%