Crestwood Advisors Group, LLC
Top Portfolio Positions
606 positions ·
$4,113,524,319 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,392,748 | $353,465,514 | 8.59% |
| GOOGL |
Alphabet Inc.
Communication Services
|
728,002 | $209,344,254 | 5.09% |
| MSFT |
Microsoft Corp
Technology
|
535,920 | $198,381,506 | 4.82% |
| NVDA |
Nvidia Corp
Technology
|
1,022,886 | $178,391,318 | 4.34% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
828,403 | $172,531,492 | 4.19% |
| V |
Visa Inc.
Financial Services
|
324,344 | $98,029,730 | 2.38% |
| AMAT |
Applied Materials Inc /De
Technology
|
284,991 | $97,407,073 | 2.37% |
| AVGO |
Broadcom Inc.
Technology
|
311,286 | $96,346,129 | 2.34% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
266,925 | $78,518,657 | 1.91% |
| META |
Meta Platforms, Inc.
Communication Services
|
135,675 | $77,623,737 | 1.89% |
Holdings in ARCC
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,855,546 | 380,441 | Shares | Other | 2026-05-05 | |
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