Portfolio (Quarterly) Guide ↗

Crestwood Advisors Group, LLC

· CIK 0001426853

13F Portfolio $6.7B AUM 985 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 157 New 416 Added 240 Reduced 43 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	CCC	CCC INTELLIGENT SOLUTIONS HLD COM	Technology	19,142	$115K	0.00%	SOLD
42	CERT	CERTARA INC COM	Healthcare	12,257	$70K	0.00%	SOLD
43	—	ONCOLYTICS BIOTECH INC COM NEW	—	10,000	$8K	—	SOLD

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Sector Allocation

Technology 40.0%

Financial Services 15.8%

Consumer Cyclical 10.7%

Healthcare 9.1%

Industrials 7.6%

Communication Services 7.6%

Consumer Defensive 4.0%

Energy 2.6%

Utilities 1.0%

Real Estate 0.9%