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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 19 of 35  ·  694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 HCA HCA HEALTHCARE INC COM Healthcare 1,261.0 $589K 0.01% NEW $466.86 -15.9%
362 THC TENET HEALTHCARE CORP COM NEW Healthcare 2,952.0 $587K 0.01% NEW $198.72 -5.7%
363 IWR ISHARES RUSSELL MIDCAP ETF 5,956.0 $573K 0.01% NEW $96.27 +9.1%
364 TEL TE CONNECTIVITY PLC ORD SHS Technology 2,513.0 $572K 0.01% NEW $227.55 -11.5%
365 BK BANK NEW YORK MELLON CORP COM Financial Services 4,904.0 $569K 0.01% NEW $116.09 +19.7%
366 HAS HASBRO INC COM Consumer Cyclical 6,936.0 $569K 0.01% NEW $82.00 +9.9%
367 MCO MOODYS CORP COM Financial Services 1,107.0 $566K 0.01% NEW $511.02 -12.8%
368 LH LABCORP HOLDINGS INC COM SHS Healthcare 2,233.0 $560K 0.01% NEW $250.88 +1.9%
369 MPC MARATHON PETE CORP COM Energy 3,426.0 $557K 0.01% NEW $162.63 +52.8%
370 VFH VANGUARD FINANCIALS ETF 4,152.0 $554K 0.01% NEW $133.49 -4.9%
371 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 4,019.0 $554K 0.01% NEW $137.80 -1.3%
372 ESGD ISHARES ESG AWARE MSCI EAFE ETF 5,778.0 $549K 0.01% NEW $95.09 +8.1%
373 REGN REGENERON PHARMACEUTICALS COM Healthcare 711.0 $549K 0.01% NEW $771.66 -15.8%
374 NVS NOVARTIS AG SPONSORED ADR Healthcare 3,979.0 $549K 0.01% NEW $137.87 +10.1%
375 AZO AUTOZONE INC COM Consumer Cyclical 161.0 $547K 0.01% NEW $3395.29 +1.3%
376 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 1,132.0 $544K 0.01% NEW $480.57 +4.7%
377 SWK STANLEY BLACK & DECKER INC COM Industrials 7,316.0 $543K 0.01% NEW $74.28 +0.9%
378 BALL BALL CORP COM Consumer Cyclical 10,160.0 $538K 0.01% NEW $52.97 +6.4%
379 ED CONSOLIDATED EDISON INC COM Utilities 5,348.0 $531K 0.01% NEW $99.32 +8.1%
380 A AGILENT TECHNOLOGIES INC COM Healthcare 3,882.0 $528K 0.01% NEW $136.08 -15.6%
Page 19 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%