Slice of Stock

Institutional manager

Crestwood Advisors Group, LLC

Holds positions in 392 of the S&P 500, worth $4.18bn as reported for the quarter ended 31-mar-2026.

Positions held392of 488 index companies covered
Reported value$4.18bnS&P 500 positions only
Top ten weight44%how concentrated the book is
Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 392 held. The rest are smaller than every one of these.

Apple Inc.AAPL1.4m$353mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.1m$308mCommunication ServicesMicrosoftMSFT535,920$198mInformation TechnologyState Street CorporationSTT2.8m$184mFinancialsNvidiaNVDA1.0m$178mInformation TechnologyAmazonAMZN828,403$173mConsumer DiscretionaryBerkshire HathawayBRK.B196,229$134mFinancialsVisa Inc.V324,344$98mFinancialsApplied MaterialsAMAT284,991$97mInformation TechnologyBroadcomAVGO311,286$96mInformation TechnologyJPMorgan ChaseJPM266,925$79mFinancialsMeta PlatformsMETA135,675$78mCommunication ServicesCostcoCOST74,073$74mConsumer StaplesBooking HoldingsBKNG17,244$73mConsumer DiscretionaryTJX CompaniesTJX447,690$71mConsumer DiscretionaryHilton WorldwideHLT227,207$69mConsumer DiscretionaryJohnson & JohnsonJNJ255,496$62mHealth CareKLA CorporationKLAC40,834$60mInformation TechnologyLam ResearchLRCX277,765$59mInformation TechnologyBlackstone Inc.BX500,188$58mFinancialsHome Depot (The)HD170,788$56mConsumer DiscretionaryQuanta ServicesPWR100,192$55mIndustrialsDanaher CorporationDHR286,536$54mHealth CareAmphenolAPH424,055$54mInformation TechnologyXylem Inc.XYL405,001$48mIndustrialsThermo Fisher ScientificTMO93,303$46mHealth CareCME GroupCME153,459$45mFinancialsKinder MorganKMI1.3m$43mEnergyBank of AmericaBAC828,190$40mFinancialsMastercardMA71,388$36mFinancialsQualcommQCOM254,382$33mInformation TechnologyLilly (Eli)LLY35,348$33mHealth CarePepsiCoPEP201,439$31mConsumer StaplesMettler ToledoMTD23,933$30mHealth CareEOG ResourcesEOG199,009$29mEnergyS&P GlobalSPGI66,005$28mFinancialsOracle CorporationORCL188,312$28mInformation TechnologyTexas InstrumentsTXN138,541$27mInformation TechnologyAbbVieABBV120,097$26mHealth CareExxonMobilXOM152,549$26mEnergyUnited RentalsURI35,298$26mIndustrialsInvescoIVZ43,946$25mFinancialsU.S. BancorpUSB483,857$25mFinancialsSalesforceCRM130,681$24mInformation TechnologyProcter & GamblePG161,215$23mConsumer StaplesSherwin-WilliamsSHW72,220$23mMaterialsAccentureACN101,189$20mInformation TechnologyNXP SemiconductorsNXPI96,513$19mInformation TechnologyIntuitINTU39,548$17mInformation TechnologyCaterpillar Inc.CAT24,130$17mIndustrialsChevron CorporationCVX82,490$17mEnergyMarsh McLennanMRSH96,736$17mFinancialsWilliams CompaniesWMB213,213$16mEnergyCiscoCSCO197,317$15mInformation TechnologyStryker CorporationSYK43,295$14mHealth CareMerck & Co.MRK115,212$14mHealth CareGoldman SachsGS16,357$14mFinancialsIQVIAIQV80,051$14mHealth CareEdwards LifesciencesEW170,149$14mHealth CareServiceNowNOW127,373$13mInformation Technology

What this page is not

Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.