Stock Taper 
CRESTWOOD ADVISORS GROUP LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 KKR & Co. Inc. | KKR | 5.63K | $516.42K |
 First Industrial Realty Trust, Inc. | FR | 5.62K | $344.38K |
 Chubb Limited | CB | 5.58K | $1.9M |
 NiSource Inc | NI | 5.52K | $262.33K |
 HSBC Holdings plc | HSBC | 5.5K | $523.35K |
 H&R Block, Inc. | HRB | 5.5K | $209.46K |
 Otis Worldwide Corporation | OTIS | 5.47K | $391.87K |
 CenterPoint Energy, Inc. | CNP | 5.45K | $239.97K |
 Novartis AG | NVS | 5.43K | $850.62K |
 Aflac Incorporated | AFL | 5.37K | $629.87K |
 Comfort Systems USA, Inc. | FIX | 5.37K | $10.64M |
 CrowdStrike Holdings, Inc. | CRWD | 5.33K | $4.07M |
 Zimmer Biomet Holdings, Inc. | ZBH | 5.33K | $458.6K |
 Constellation Brands, Inc. | STZ | 5.32K | $740.57K |
 Intuitive Surgical, Inc. | ISRG | 5.31K | $2.11M |
 Robinhood Markets, Inc. | HOOD | 5.3K | $531.09K |
 Lockheed Martin Corporation | LMT | 5.23K | $2.66M |
 Microchip Technology Incorporated | MCHP | 5.18K | $472.83K |
 Fidelity National Information Services, Inc. | FIS | 5.15K | $200.23K |
 Snap-on Incorporated | SNA | 5.14K | $2.07M |