Crestmont Private Wealth LLC
Top Portfolio Positions
85 positions ·
$45,466,245 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
5,333 | $1,533,557 | 3.37% | |
| TH |
Target Hospitality Corp.
Industrials
|
146,566 | $1,360,132 | 2.99% | |
| LRCX |
Lam Research Corp
Technology
|
5,324 | $1,137,525 | 2.50% | |
| MLI |
Mueller Industries Inc
Industrials
|
9,696 | $1,074,316 | 2.36% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
4,125 | $1,073,696 | 2.36% | |
| CVX |
Chevron Corp
Energy
|
5,160 | $1,067,604 | 2.35% | |
| AAPL |
Apple Inc.
Technology
|
4,063 | $1,031,148 | 2.27% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
3,936 | $972,506 | 2.14% | |
| V |
Visa Inc.
Financial Services
|
3,187 | $963,238 | 2.12% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
11,089 | $941,345 | 2.07% |
Portfolio Trend
18 quarters · across all stocks
Holdings in TH
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,360,132 | 146,566 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $370,542 | 46,260 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $659,031 | 77,716 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $640,600 | 89,972 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $592,015 | 89,972 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $869,579 | 89,972 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $699,982 | 89,972 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $783,656 | 89,972 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $502,194 | 46,200 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $449,526 | 46,200 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $733,656 | 46,200 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $620,004 | 46,200 | Shares | Sole | 2023-07-07 | |
| No 13F history on record for this holder in this stock. | ||||||