Stock Taper 
CRESTWOOD ADVISORS GROUP LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Intuitive Surgical, Inc. | ISRG | 5.31K | $2.11M |
 Constellation Brands, Inc. | STZ | 5.32K | $740.57K |
 Zimmer Biomet Holdings, Inc. | ZBH | 5.33K | $458.6K |
 CrowdStrike Holdings, Inc. | CRWD | 5.33K | $4.07M |
 Comfort Systems USA, Inc. | FIX | 5.37K | $10.64M |
 Aflac Incorporated | AFL | 5.37K | $629.87K |
 Novartis AG | NVS | 5.43K | $850.62K |
 CenterPoint Energy, Inc. | CNP | 5.45K | $239.97K |
 Otis Worldwide Corporation | OTIS | 5.47K | $391.87K |
 H&R Block, Inc. | HRB | 5.5K | $209.46K |
 HSBC Holdings plc | HSBC | 5.5K | $523.35K |
 NiSource Inc | NI | 5.52K | $262.33K |
 Chubb Limited | CB | 5.58K | $1.9M |
 First Industrial Realty Trust, Inc. | FR | 5.62K | $344.38K |
 KKR & Co. Inc. | KKR | 5.63K | $516.42K |
 Citizens Financial Group, Inc. | CFG | 5.64K | $395.31K |
 Dover Corporation | DOV | 5.65K | $1.27M |
 Marvell Technology, Inc. | MRVL | 5.83K | $1.74M |
 Main Street Capital Corporation | MAIN | 5.85K | $303.34K |
 BP p.l.c. | BP | 5.86K | $216.48K |