CRESTWOOD ADVISORS GROUP LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 1.39M | $353.45M |
 | KMI | 1.29M | $43.19M |
 | NVDA | 1.02M | $178.39M |
 | AMZN | 828K | $172.53M |
 | BAC | 828K | $40.37M |
 | III | 819K | $3.15M |
 | GOOGL | 728K | $209.33M |
 | MFC | 580K | $19.98M |
 | MSFT | 536K | $198.38M |
 | BX | 500K | $57.52M |
 | USB | 484K | $25.17M |
 | TJX | 448K | $71.49M |
 | APH | 424K | $53.58M |
 | XYL | 405K | $48.40M |
 | ARCC | 380K | $6.86M |
 | GOOG | 345K | $99.09M |
 | HBAN | 340K | $5.33M |
 | V | 324K | $98.03M |
 | AVGO | 311K | $96.35M |
 | STAG | 293K | $10.55M |
Apple Inc.
AAPL
Shares Held
1.39M
Value
$353.45M
Kinder Morgan, Inc.
KMI
Shares Held
1.29M
Value
$43.19M
NVIDIA Corporation
NVDA
Shares Held
1.02M
Value
$178.39M
Amazon.com, Inc.
AMZN
Shares Held
828K
Value
$172.53M
Bank of America Corporation
BAC
Shares Held
828K
Value
$40.37M
Information Services Group, Inc.
III
Shares Held
819K
Value
$3.15M
Alphabet Inc.
GOOGL
Shares Held
728K
Value
$209.33M
Manulife Financial Corporation
MFC
Shares Held
580K
Value
$19.98M
Microsoft Corporation
MSFT
Shares Held
536K
Value
$198.38M
Blackstone Inc.
BX
Shares Held
500K
Value
$57.52M
U.S. Bancorp
USB
Shares Held
484K
Value
$25.17M
The TJX Companies, Inc.
TJX
Shares Held
448K
Value
$71.49M
Amphenol Corporation
APH
Shares Held
424K
Value
$53.58M
Xylem Inc.
XYL
Shares Held
405K
Value
$48.40M
Ares Capital Corporation
ARCC
Shares Held
380K
Value
$6.86M
Alphabet Inc.
GOOG
Shares Held
345K
Value
$99.09M
Huntington Bancshares Incorporated
HBAN
Shares Held
340K
Value
$5.33M
Visa Inc.
V
Shares Held
324K
Value
$98.03M
Broadcom Inc.
AVGO
Shares Held
311K
Value
$96.35M
STAG Industrial, Inc.
STAG
Shares Held
293K
Value
$10.55M