Crestmont Private Wealth LLC

13F filer · CIK 0001873372

Reported May 8, 2026

Net buyer this quarter

13F portfolio value$352MU.S. long equity reported on 13F

Positions8512 new · 2 closed

Net flow last quarter+$6.36MBuys minus sells

Top 10 positions weight3.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported May 8, 202685 positions
IBTGInternational Building Technologies Group, Inc.	$2.15M	0.68%	Not reported	New	Q1 2026
GOOGLAlphabet Inc.	$1.53M	0.48%	0.00%	+1.7%	Q4 2022
THTarget Hospitality Corp.	$1.36M	0.43%	0.15%	+216.8%	Q2 2023
LRCXLam Research Corp	$1.14M	0.36%	0.00%	+1.0%	Q2 2024
MLIMueller Industries Inc	$1.07M	0.34%	0.01%	+2.3%	Q2 2023
ITWIllinois Tool Works Inc	$1.07M	0.34%	0.00%	+8.4%	Q4 2022
CVXChevron Corp	$1.07M	0.34%	0.00%	Not reported	Q2 2022
AAPLApple Inc.	$1.03M	0.32%	0.00%	+5.0%	Q1 2022
VLOValero Energy Corp	$973K	0.31%	0.00%	-48.2%	Q3 2025
VVisa Inc.	$963K	0.30%	0.00%	+5.1%	Q4 2022
NDAQNasdaq, Inc.	$941K	0.30%	0.00%	+6.9%	Q4 2022
DGXQuest Diagnostics Inc	$925K	0.29%	0.00%	+2.4%	Q4 2022
SPGIS&P Global Inc.	$909K	0.29%	0.00%	+16.3%	Q4 2022
BRK.BBerkshire Hathaway Inc	$898K	0.28%	Not reported	+8.6%	Q1 2022
NFLXNetflix Inc	$882K	0.28%	0.00%	+37.0%	Q2 2024
VRSNVerisign Inc	$881K	0.28%	0.00%	+11.4%	Q1 2023
MKLMarkel Group Inc.	$852K	0.27%	0.00%	+6.7%	Q4 2022
ICEIntercontinental Exchange, Inc.	$850K	0.27%	0.00%	+10.4%	Q4 2022
COPConocophillips	$760K	0.24%	0.00%	+3.5%	Q4 2021
HDHome Depot, Inc.	$752K	0.24%	0.00%	+16.3%	Q4 2022
CATCaterpillar Inc	$751K	0.24%	0.00%	+6.3%	Q1 2024
NVDANvidia Corp	$746K	0.24%	0.00%	+0.2%	Q1 2022
MAMastercard Inc	$737K	0.23%	0.00%	+6.1%	Q4 2022
MCOMoodys Corp	$734K	0.23%	0.00%	+6.3%	Q4 2022
AZOAutozone Inc	$713K	0.22%	0.00%	+15.3%	Q4 2022
AVGOBroadcom Inc.	$705K	0.22%	0.00%	+12.3%	Q1 2024
QCOMQualcomm Inc	$647K	0.20%	0.00%	+13.9%	Q2 2024
IDXXIdexx Laboratories Inc	$627K	0.20%	0.00%	+6.7%	Q2 2024
GLDSPDR Gold Trust	$619K	0.20%	0.00%	Not reported	Q4 2021
MSCIMSCI Inc.	$611K	0.19%	0.00%	+8.9%	Q1 2023
PHParker-Hannifin Corp	$604K	0.19%	0.00%	+7.8%	Q1 2024
NVRNVR Inc	$600K	0.19%	0.00%	+21.3%	Q4 2022
ADSKAutodesk, Inc.	$587K	0.19%	0.00%	+12.4%	Q2 2023
EOGEog Resources Inc	$559K	0.18%	0.00%	+65.6%	Q4 2021
VRSKVerisk Analytics, Inc.	$549K	0.17%	0.00%	+27.2%	Q4 2022
ROPRoper Technologies Inc	$539K	0.17%	0.00%	+34.9%	Q4 2022
STXSeagate Technology Holdings plc	$532K	0.17%	0.00%	Not reported	Q2 2024
GLWCorning Inc	$512K	0.16%	0.00%	Not reported	Q2 2024
GILDGilead Sciences, Inc.	$507K	0.16%	0.00%	+9.1%	Q2 2024
LYBLyondellBasell Industries N.V.	$503K	0.16%	0.00%	Not reported	Q2 2024
HASHasbro, Inc.	$502K	0.16%	0.00%	+12.2%	Q2 2024
NEMNEWMONT Corp	$488K	0.15%	0.00%	-30.6%	Q4 2021
LMTLockheed Martin Corp	$487K	0.15%	0.00%	+14.5%	Q2 2024
SNASnap-on Inc	$471K	0.15%	0.00%	+18.0%	Q2 2024
AMGNAmgen Inc	$433K	0.14%	0.00%	+13.9%	Q2 2024
RLRalph Lauren Corp	$420K	0.13%	Not reported	+14.4%	Q1 2025
PSAPublic Storage	$406K	0.13%	0.00%	+74.3%	Q3 2024
XOMExxonMobil Holdings Corp	$396K	0.12%	0.00%	Not reported	Q4 2021
PKGPackaging Corp of America	$393K	0.12%	0.00%	+14.0%	Q2 2024
PGPROCTER & GAMBLE Co	$392K	0.12%	0.00%	+44.2%	Q2 2024

Q4 2025Reported Feb 10, 202675 positions
MSIMotorola Solutions, Inc.	$1.91M	0.62%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$1.64M	0.53%	0.00%	-6.1%	Q4 2022
VLOValero Energy Corp	$1.24M	0.40%	0.00%	Not reported	Q3 2025
MLIMueller Industries Inc	$1.09M	0.35%	0.00%	-9.4%	Q2 2023
VVisa Inc.	$1.06M	0.35%	0.00%	+3.1%	Q4 2022
AAPLApple Inc.	$1.05M	0.34%	0.00%	+0.5%	Q1 2022
NDAQNasdaq, Inc.	$1.01M	0.33%	0.00%	+2.0%	Q4 2022
SPGIS&P Global Inc.	$961K	0.31%	0.00%	-3.1%	Q4 2022
ITWIllinois Tool Works Inc	$937K	0.30%	0.00%	+7.5%	Q4 2022
LRCXLam Research Corp	$903K	0.29%	0.00%	-7.0%	Q2 2024
MKLMarkel Group Inc.	$896K	0.29%	0.00%	+2.0%	Q4 2022
BRK.BBerkshire Hathaway Inc	$867K	0.28%	Not reported	-1.0%	Q1 2022
MCOMoodys Corp	$808K	0.26%	0.00%	+2.4%	Q4 2022
DGXQuest Diagnostics Inc	$799K	0.26%	0.00%	+5.2%	Q4 2022
NVDANvidia Corp	$796K	0.26%	0.00%	-0.2%	Q1 2022
MAMastercard Inc	$794K	0.26%	0.00%	+4.4%	Q4 2022
ICEIntercontinental Exchange, Inc.	$793K	0.26%	0.00%	-1.1%	Q4 2022
CVXChevron Corp	$786K	0.26%	0.00%	Not reported	Q2 2022
VRSNVerisign Inc	$774K	0.25%	0.00%	-0.9%	Q1 2023
QCOMQualcomm Inc	$755K	0.25%	0.00%	+8.3%	Q2 2024
IDXXIdexx Laboratories Inc	$707K	0.23%	0.00%	+1.5%	Q2 2024
AVGOBroadcom Inc.	$702K	0.23%	0.00%	-6.6%	Q1 2024
HDHome Depot, Inc.	$677K	0.22%	0.00%	-2.6%	Q4 2022
NEMNEWMONT Corp	$649K	0.21%	0.00%	Not reported	Q4 2021
ADSKAutodesk, Inc.	$646K	0.21%	0.00%	+0.6%	Q2 2023
NFLXNetflix Inc	$628K	0.20%	0.00%	+214.4%	Q2 2024
AZOAutozone Inc	$621K	0.20%	0.00%	-2.7%	Q4 2022
MSCIMSCI Inc.	$597K	0.19%	0.00%	+4.0%	Q1 2023
CATCaterpillar Inc	$571K	0.19%	0.00%	+1.8%	Q1 2024
GLDSPDR Gold Trust	$570K	0.19%	0.00%	Not reported	Q4 2021
PHParker-Hannifin Corp	$550K	0.18%	0.00%	+3.1%	Q1 2024
NVRNVR Inc	$547K	0.18%	0.00%	-5.1%	Q4 2022
COPConocophillips	$521K	0.17%	0.00%	0.0%	Q4 2021
VRSKVerisk Analytics, Inc.	$509K	0.17%	0.00%	-10.8%	Q4 2022
ROPRoper Technologies Inc	$503K	0.16%	0.00%	-7.1%	Q4 2022
GILDGilead Sciences, Inc.	$409K	0.13%	0.00%	+5.1%	Q2 2024
HASHasbro, Inc.	$392K	0.13%	0.00%	+5.8%	Q2 2024
SNASnap-on Inc	$378K	0.12%	0.00%	+5.6%	Q2 2024
RLRalph Lauren Corp	$378K	0.12%	Not reported	+4.8%	Q1 2025
STXSeagate Technology Holdings plc	$374K	0.12%	0.00%	-1.5%	Q2 2024
THTarget Hospitality Corp.	$371K	0.12%	0.05%	-40.5%	Q2 2023
EMREmerson Electric Co	$364K	0.12%	0.00%	+6.2%	Q2 2024
AMGNAmgen Inc	$354K	0.11%	0.00%	+5.6%	Q2 2024
TSLATesla, Inc.	$345K	0.11%	0.00%	-0.7%	Q2 2024
LMTLockheed Martin Corp	$340K	0.11%	0.00%	+7.0%	Q2 2024
PKGPackaging Corp of America	$335K	0.11%	0.00%	-0.7%	Q2 2024
GLWCorning Inc	$330K	0.11%	0.00%	-1.2%	Q2 2024
PRUPrudential Financial Inc	$320K	0.10%	0.00%	+7.0%	Q2 2024
UALUnited Airlines Holdings, Inc.	$296K	0.10%	0.00%	Not reported	Q3 2024
CMICummins Inc	$283K	0.09%	0.00%	+5.3%	Q3 2025

Q3 2025Reported Nov 13, 202574 positions
GOOGLAlphabet Inc.	$1.36M	0.45%	0.00%	+4.8%	Q4 2022
VLOValero Energy Corp	$1.29M	0.43%	0.00%	New	Q3 2025
MLIMueller Industries Inc	$1.06M	0.35%	0.01%	+7.9%	Q2 2023
VVisa Inc.	$1M	0.33%	0.00%	+5.3%	Q4 2022
AAPLApple Inc.	$981K	0.32%	0.00%	+6.0%	Q1 2022
SPGIS&P Global Inc.	$923K	0.31%	0.00%	+12.8%	Q4 2022
ITWIllinois Tool Works Inc	$923K	0.31%	0.00%	+13.2%	Q4 2022
NDAQNasdaq, Inc.	$900K	0.30%	0.00%	+4.6%	Q4 2022
VRSNVerisign Inc	$899K	0.30%	0.00%	+4.8%	Q1 2023
BRK.BBerkshire Hathaway Inc	$876K	0.29%	Not reported	+8.8%	Q1 2022
DGXQuest Diagnostics Inc	$834K	0.28%	0.00%	+6.1%	Q4 2022
ICEIntercontinental Exchange, Inc.	$834K	0.28%	0.00%	+10.3%	Q4 2022
HDHome Depot, Inc.	$818K	0.27%	0.00%	+6.7%	Q4 2022
AZOAutozone Inc	$807K	0.27%	0.00%	+5.6%	Q4 2022
CVXChevron Corp	$801K	0.26%	0.00%	+19.1%	Q2 2022
NVDANvidia Corp	$798K	0.26%	0.00%	-2.3%	Q1 2022
MKLMarkel Group Inc.	$782K	0.26%	0.00%	+5.4%	Q4 2022
LRCXLam Research Corp	$759K	0.25%	0.00%	+12.3%	Q2 2024
MAMastercard Inc	$758K	0.25%	0.00%	+13.9%	Q4 2022
MCOMoodys Corp	$736K	0.24%	0.00%	+10.8%	Q4 2022
AVGOBroadcom Inc.	$716K	0.24%	0.00%	-5.3%	Q1 2024
ADSKAutodesk, Inc.	$689K	0.23%	0.00%	+15.3%	Q2 2023
QCOMQualcomm Inc	$678K	0.22%	0.00%	+22.5%	Q2 2024
THTarget Hospitality Corp.	$659K	0.22%	0.08%	-13.6%	Q2 2023
IDXXIdexx Laboratories Inc	$658K	0.22%	0.00%	+13.4%	Q2 2024
VRSKVerisk Analytics, Inc.	$641K	0.21%	0.00%	+13.5%	Q4 2022
NVRNVR Inc	$635K	0.21%	0.00%	+11.3%	Q4 2022
ROPRoper Technologies Inc	$606K	0.20%	0.00%	+10.3%	Q4 2022
MSCIMSCI Inc.	$567K	0.19%	0.00%	+10.7%	Q1 2023
NEMNEWMONT Corp	$548K	0.18%	0.00%	Not reported	Q4 2021
ADBEAdobe Inc.	$527K	0.17%	0.00%	+25.5%	Q2 2024
COPConocophillips	$526K	0.17%	0.00%	Not reported	Q4 2021
GLDSPDR Gold Trust	$511K	0.17%	0.00%	Not reported	Q4 2021
CATCaterpillar Inc	$467K	0.15%	0.00%	+8.2%	Q1 2024
PHParker-Hannifin Corp	$460K	0.15%	0.00%	+7.4%	Q1 2024
SNASnap-on Inc	$360K	0.12%	0.00%	+9.5%	Q2 2024
PKGPackaging Corp of America	$357K	0.12%	0.00%	+9.8%	Q2 2024
GILDGilead Sciences, Inc.	$352K	0.12%	0.00%	+9.4%	Q2 2024
TSLATesla, Inc.	$344K	0.11%	0.00%	-0.8%	Q2 2024
HASHasbro, Inc.	$343K	0.11%	0.00%	+8.9%	Q2 2024
EMREmerson Electric Co	$339K	0.11%	0.00%	+9.5%	Q2 2024
LMTLockheed Martin Corp	$328K	0.11%	0.00%	+11.7%	Q2 2024
STXSeagate Technology Holdings plc	$326K	0.11%	0.00%	Not reported	Q2 2024
RLRalph Lauren Corp	$320K	0.11%	Not reported	+10.0%	Q1 2025
GLWCorning Inc	$313K	0.10%	0.00%	Not reported	Q2 2024
PSAPublic Storage	$311K	0.10%	0.00%	+11.7%	Q3 2024
EOGEog Resources Inc	$305K	0.10%	0.00%	+9.7%	Q4 2021
AMGNAmgen Inc	$289K	0.10%	0.00%	+11.7%	Q2 2024
PGPROCTER & GAMBLE Co	$284K	0.09%	0.00%	+12.0%	Q2 2024
PRUPrudential Financial Inc	$274K	0.09%	0.00%	+12.3%	Q2 2024

Q2 2025Reported Aug 14, 202562 positions
VVisa Inc.	$992K	0.36%	0.00%	+7.1%	Q4 2022
GOOGLAlphabet Inc.	$939K	0.34%	0.00%	+6.5%	Q4 2022
SPGIS&P Global Inc.	$887K	0.32%	0.00%	+2.2%	Q4 2022
VRSNVerisign Inc	$886K	0.32%	0.00%	+7.8%	Q1 2023
NDAQNasdaq, Inc.	$869K	0.31%	0.00%	+5.9%	Q4 2022
ICEIntercontinental Exchange, Inc.	$823K	0.30%	0.00%	+6.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$778K	0.28%	Not reported	+9.4%	Q1 2022
MKLMarkel Group Inc.	$775K	0.28%	0.00%	+10.5%	Q4 2022
ITWIllinois Tool Works Inc	$773K	0.28%	0.00%	+6.8%	Q4 2022
MLIMueller Industries Inc	$771K	0.28%	0.01%	+2.0%	Q2 2023
AAPLApple Inc.	$745K	0.27%	0.00%	+8.4%	Q1 2022
DGXQuest Diagnostics Inc	$741K	0.27%	0.00%	+10.4%	Q4 2022
VRSKVerisk Analytics, Inc.	$699K	0.25%	0.00%	+10.2%	Q4 2022
MCOMoodys Corp	$699K	0.25%	0.00%	+8.5%	Q4 2022
HDHome Depot, Inc.	$694K	0.25%	0.00%	+7.1%	Q4 2022
NVDANvidia Corp	$691K	0.25%	0.00%	-37.1%	Q1 2022
AZOAutozone Inc	$661K	0.24%	0.00%	+9.9%	Q4 2022
MAMastercard Inc	$657K	0.24%	0.00%	+4.5%	Q4 2022
THTarget Hospitality Corp.	$641K	0.23%	0.09%	Not reported	Q2 2023
AVGOBroadcom Inc.	$632K	0.23%	0.00%	+1.7%	Q1 2024
ROPRoper Technologies Inc	$625K	0.23%	0.00%	+14.1%	Q4 2022
CVXChevron Corp	$621K	0.22%	0.00%	Not reported	Q2 2022
ADSKAutodesk, Inc.	$583K	0.21%	0.00%	+2.3%	Q2 2023
QCOMQualcomm Inc	$530K	0.19%	0.00%	+4.5%	Q2 2024
NVRNVR Inc	$524K	0.19%	0.00%	+10.9%	Q4 2022
MSCIMSCI Inc.	$521K	0.19%	0.00%	+12.0%	Q1 2023
COPConocophillips	$499K	0.18%	0.00%	0.0%	Q4 2021
LRCXLam Research Corp	$491K	0.18%	0.00%	+6.3%	Q2 2024
IDXXIdexx Laboratories Inc	$487K	0.18%	0.00%	+5.5%	Q2 2024
ADBEAdobe Inc.	$461K	0.17%	0.00%	+3.9%	Q2 2024
GLDSPDR Gold Trust	$438K	0.16%	0.00%	-2.5%	Q4 2021
PHParker-Hannifin Corp	$395K	0.14%	0.00%	Not reported	Q1 2024
NEMNEWMONT Corp	$379K	0.14%	0.00%	-2.4%	Q4 2021
CATCaterpillar Inc	$351K	0.13%	0.00%	+0.3%	Q1 2024
GILDGilead Sciences, Inc.	$321K	0.12%	0.00%	-19.5%	Q2 2024
EMREmerson Electric Co	$315K	0.11%	0.00%	+0.5%	Q2 2024
HASHasbro, Inc.	$306K	0.11%	0.00%	+1.2%	Q2 2024
NFLXNetflix Inc	$301K	0.11%	0.00%	+4.7%	Q2 2024
EOGEog Resources Inc	$296K	0.11%	0.00%	+0.9%	Q4 2021
SNASnap-on Inc	$296K	0.11%	0.00%	+0.6%	Q2 2024
PSAPublic Storage	$283K	0.10%	0.00%	+0.3%	Q3 2024
PKGPackaging Corp of America	$281K	0.10%	0.00%	+0.5%	Q2 2024
LMTLockheed Martin Corp	$273K	0.10%	0.00%	+0.5%	Q2 2024
PGPROCTER & GAMBLE Co	$263K	0.10%	0.00%	+1.7%	Q2 2024
AMGNAmgen Inc	$256K	0.09%	0.00%	+0.6%	Q2 2024
RLRalph Lauren Corp	$254K	0.09%	Not reported	Not reported	Q1 2025
PRUPrudential Financial Inc	$253K	0.09%	0.00%	-0.9%	Q2 2024
XOMExxonMobil Holdings Corp	$252K	0.09%	0.00%	Not reported	Q4 2021
TSLATesla, Inc.	$247K	0.09%	0.00%	Not reported	Q2 2024
METAMeta Platforms, Inc.	$234K	0.08%	Not reported	Not reported	Q3 2024

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