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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 39 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 CERT CERTARA INC COM Healthcare 12,257.0 $70K 0.00% NEW $5.70 -9.3%
762 DAKT Daktari Technology 40,989.0 $41K 0.00% $1.00 +1873.0%
763 ABEV AMBEV SA SPONSORED ADR Consumer Defensive 12,254.0 $36K 0.00% NEW $2.92 +12.0%
764 ONCOLYTICS BIOTECH INC COM NEW 10,000.0 $8K NEW $0.85
765 VERDE CLEAN FUELS INC WT EXP 021528 62,222.0 $1K $0.02
766 NFE CALL NEW FORTRESS ENERGY INC COM CL A Utilities 1,000.0 $590.0 $0.59 +1.6%
Page 39 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%