Long-term investor

Crestwood Advisors Group, LLC @crestwoodadvisorsgroupll

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001426853).

Record

  • Tracked since 2025-06-30 (431 days), 49 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.7% · 6 months +6.4% · 1 year +11.8% · all +11.8%
  • Max drawdown -4.9% · Sharpe 0.53 · win rate 21% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 5.9% · long · since 2025-06-30
  • 464287200 · 5.3% · long · since 2025-06-30
  • GOOGL · 3.7% · long · since 2025-06-30
  • NVDA · 3.0% · long · since 2025-06-30
  • MSFT · 3.0% · long · since 2025-06-30
  • AMZN · 2.8% · long · since 2025-06-30
  • AMAT · 2.6% · long · since 2025-06-30
  • 26923N405 · 2.0% · long · since 2025-06-30
  • 02079K107 · 1.8% · long · since 2025-06-30
  • 464287226 · 1.8% · long · since 2025-06-30
  • AVGO · 1.8% · long · since 2025-06-30
  • 512807306 · 1.7% · long · since 2025-06-30

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