Crestwood Advisors Group, LLC
Top Portfolio Positions
607 positions ·
$4,206,211,216 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,392,748 | $353,465,514 | 8.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
728,002 | $209,344,254 | 4.98% | |
| MSFT |
Microsoft Corp
Technology
|
535,920 | $198,381,506 | 4.72% | |
| NVDA |
Nvidia Corp
Technology
|
1,022,886 | $178,391,318 | 4.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
828,403 | $172,531,492 | 4.10% | |
| V |
Visa Inc.
Financial Services
|
324,344 | $98,029,730 | 2.33% | |
| AMAT |
Applied Materials Inc /De
Technology
|
284,991 | $97,407,073 | 2.32% | |
| AVGO |
Broadcom Inc.
Technology
|
311,286 | $96,346,129 | 2.29% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
196,174 | $94,006,580 | 2.23% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
266,925 | $78,518,657 | 1.87% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CCCC
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $174,989 | 66,536 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $127,083 | 66,536 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $147,709 | 66,536 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $41,470 | 29,000 | Shares | Sole | 2025-08-05 | |
| No 13F history on record for this holder in this stock. | ||||||