Crestwood Advisors Group LLC
Top Portfolio Positions
487 positions ·
$4,166,477,334 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,381,107 | $375,467,748 | 9.01% |
| MSFT |
Microsoft Corp
Technology
|
539,282 | $260,807,560 | 6.26% |
| GOOGL |
Alphabet Inc.
Communication Services
|
724,637 | $226,811,381 | 5.44% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
854,405 | $197,213,761 | 4.73% |
| NVDA |
Nvidia Corp
Technology
|
845,143 | $157,619,169 | 3.78% |
| V |
Visa Inc.
Financial Services
|
318,852 | $111,824,584 | 2.68% |
| AVGO |
Broadcom Inc.
Technology
|
286,039 | $98,998,097 | 2.38% |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
18,195 | $97,440,231 | 2.34% |
| META |
Meta Platforms, Inc.
Communication Services
|
146,279 | $96,557,304 | 2.32% |
| AMAT |
Applied Materials Inc /De
Technology
|
308,190 | $79,201,747 | 1.90% |
Portfolio Trend
Holdings in AB
Export CSVShares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $8,416,614 | 218,727 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $622,068 | 16,276 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,078,891 | 26,424 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,012,265 | 26,423 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,683,106 | 288,032 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $9,802,729 | 280,961 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $847,892 | 25,093 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $878,644 | 25,292 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $71,598,497 | 2,307,396 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $85,507,938 | 2,817,395 | Shares | Sole | 2023-11-15 | |
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