RS CRUM INC.

CIK

1401459

Location

Newport Beach, CA

Portfolio Value

Micro $74,360,948

Diversification

Diversified

Filing Date

Global Rank

#6,273 / 8,623 ▲ 128 · as of Mar 2026

Top Industry

Internet Retail 17.5%

3Y Alpha vs SPY

+2.1%

Period ended 4 months ago

Filed Apr 15, 2026 · 4mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+77.4%

SPY

+65.3%

Annualised alpha

+2.8%

Max drawdown

−14.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

59 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

29.1%

+0.3 pts

Top 5

55.9%

−1.0 pts

Top 10

67.6%

−1.0 pts

HHI

1,127

Diversified−16

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	31.2%	$23,233,691	6
Technology	16.9%	$12,596,388	11
Consumer Cyclical	13.7%	$10,196,431	4
Industrials	10.0%	$7,455,586	5
Energy	8.3%	$6,164,946	4
Communication Services	5.9%	$4,408,302	6
Healthcare	4.6%	$3,456,756	7
Financial Services	3.2%	$2,355,998	6
Consumer Defensive	2.9%	$2,150,749	6
Real Estate	1.7%	$1,256,734	3
Utilities	1.5%	$1,085,367	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
CLDI	Calidi Biotherapeutics, Inc.	+20,000	40,256	$9,621
GOOGL	Alphabet Inc.	+555	2,584	$743,055
PLTR	Palantir Technologies Inc.	+190	1,673	$244,726
F	Ford Motor Co	+177	16,657	$192,221
JNJ	Johnson & Johnson	+100	4,700	$1,148,868
MSFT	Microsoft Corp	+91	5,844	$2,163,273
TSLA	Tesla, Inc.	+79	1,710	$635,692
NVDA	Nvidia Corp	+65	6,138	$1,070,467
QQQ	Invesco Qqq Trust, Series 1	+51	443	$255,690
MU	Micron Technology Inc	+50	2,050	$692,572
NFLX	Netflix Inc	+40	2,930	$281,719
BAC	Bank Of America Corp /De/	+6	9,027	$440,066
SO	Southern Co	+1	11,245	$1,085,367
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	−4,221	50,264	$21,628,096
DOC	Healthpeak Properties, Inc.	−2,000	17,269	$283,729
CMCSA	Comcast Corp	−1,426	28,931	$830,609
AAPL	Apple Inc.	−975	20,503	$5,203,456
DIS	Walt Disney Co	−737	14,339	$1,381,992
EPD	Enterprise Products Partners L.P.	−150	68,553	$2,594,045
AMD	Advanced Micro Devices Inc	−75	2,000	$406,860
XOM	ExxonMobil Holdings Corp	−49	5,705	$967,910
META	Meta Platforms, Inc.	−25	1,056	$604,169
AMZN	Amazon Com Inc	−17	43,056	$8,967,273
COST	Costco Wholesale Corp /New	−14	459	$457,361
AVGO	Broadcom Inc.	−10	669	$207,062
LLY	ELI LILLY & Co	−6	427	$392,741
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
WMT	Walmart Inc.	1,972	$245,080
PFE	Pfizer Inc	7,679	$215,626
CWBC	Community West Bancshares	8,873	$206,740
FBTC	Fidelity Wise Origin Bitcoin Fund	3,400	$200,702
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
BA	Boeing Co	1,964	$426,423
WFC	Wells Fargo & Company/Mn	2,267	$211,284
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

59 tracked positions · $74,360,948 total · filing declares 102 positions · $516,938,258 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 59 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Reduced	50,264	-4,221	$21,628,096	+0.2%	29.09%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	43,056	-17	$8,967,273	−9.8%	12.06%
AAPL	Apple Inc. Technology	Reduced	20,503	-975	$5,203,456	−10.9%	7.00%
CAT	Caterpillar Inc Industrials	Held	4,430	0	$3,138,477	+23.7%	4.22%
EPD	Enterprise Products Partners L.P. Energy	Reduced	68,553	-150	$2,594,045	+17.8%	3.49%
EMR	Emerson Electric Co Industrials	Held	17,763	0	$2,327,308	−1.3%	3.13%
MSFT	Microsoft Corp Technology	Added	5,844	+91	$2,163,273	−22.2%	2.91%
OKE	Oneok Inc /New/ Energy	Held	19,321	0	$1,746,425	+23.0%	2.35%
DIS	Walt Disney Co Communication Services	Reduced	14,339	-737	$1,381,992	−19.4%	1.86%
JNJ	Johnson & Johnson Healthcare	Added	4,700	+100	$1,148,868	+20.7%	1.54%
SO	Southern Co Utilities	Added	11,245	+1	$1,085,367	+10.7%	1.46%
NVDA	Nvidia Corp Technology	Added	6,138	+65	$1,070,467	−5.5%	1.44%
CSCO	Cisco Systems, Inc. Technology	Held	13,129	0	$1,018,679	+0.7%	1.37%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,705	-49	$967,910	+39.8%	1.30%
CVX	Chevron Corp Energy	Held	4,140	0	$856,566	+35.8%	1.15%
CMCSA	Comcast Corp Communication Services	Reduced	28,931	-1,426	$830,609	−8.5%	1.12%
AMGN	Amgen Inc Healthcare	Held	2,300	0	$809,255	+7.5%	1.09%
CNI	Canadian National Railway Co Industrials	Held	7,490	0	$769,747	+4.0%	1.04%
GOOGL	Alphabet Inc. Communication Services	Added	2,584	+555	$743,055	+17.0%	1.00%
RTX	RTX Corp Industrials	Held	3,763	0	$725,882	+5.2%	0.98%
SPG	Simon Property Group Inc. Real Estate	Held	3,726	0	$695,010	+0.8%	0.93%
MU	Micron Technology Inc Technology	Added	2,050	+50	$692,572	+21.3%	0.93%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,710	+79	$635,692	−13.3%	0.85%
QCOM	Qualcomm Inc/De Technology	Held	4,930	0	$634,885	−24.7%	0.85%
SPY	Spdr S&P 500 ETF Trust	Held	954	0	$620,424	−4.6%	0.83%
META	Meta Platforms, Inc. Communication Services	Reduced	1,056	-25	$604,169	−15.3%	0.81%
CINF	Cincinnati Financial Corp Financial Services	Held	3,710	0	$583,768	−3.7%	0.79%
VZ	Verizon Communications Inc Communication Services	Held	11,290	0	$566,758	+23.3%	0.76%
IBM	International Business Machines Corp Technology	Held	2,326	0	$563,799	−18.2%	0.76%
PH	Parker-Hannifin Corp Industrials	Held	552	0	$494,172	+1.9%	0.66%
ABBV	AbbVie Inc. Healthcare	Held	2,217	0	$482,175	−4.8%	0.65%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	459	-14	$457,361	+12.1%	0.62%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,507	0	$443,299	−8.7%	0.60%
UL	Unilever PLC Consumer Defensive	Held	7,751	0	$441,574	−12.9%	0.59%
BAC	Bank Of America Corp /De/ Financial Services	Added	9,027	+6	$440,066	−11.3%	0.59%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,000	-75	$406,860	−8.4%	0.55%
PM	Philip Morris International Inc. Consumer Defensive	Held	2,453	0	$405,579	+3.1%	0.55%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,220	0	$401,245	−4.4%	0.54%
BMY	Bristol Myers Squibb Co Healthcare	Held	6,570	0	$398,470	+12.4%	0.54%
LLY	ELI LILLY & Co Healthcare	Reduced	427	-6	$392,741	−15.6%	0.53%
TXN	Texas Instruments Inc Technology	Held	2,012	0	$390,609	+11.9%	0.53%
PFN	PIMCO Income Strategy Fund II Financial Services	Held	55,750	0	$384,117	−8.1%	0.52%
MO	Altria Group, Inc. Consumer Defensive	Held	5,588	0	$368,752	+14.4%	0.50%
V	Visa Inc. Financial Services	Held	986	0	$298,008	−13.8%	0.40%
DOC	Healthpeak Properties, Inc. Real Estate	Reduced	17,269	-2,000	$283,729	−8.4%	0.38%
NFLX	Netflix Inc Communication Services	Added	2,930	+40	$281,719	+4.0%	0.38%
NLY	Annaly Capital Management Inc Real Estate	Held	13,144	0	$277,995	−5.4%	0.37%
BAR	GraniteShares Gold Trust	Held	5,740	0	$264,786	+8.6%	0.36%
OUNZ	VanEck Merk Gold ETF	Held	5,860	0	$263,993	+8.6%	0.36%
QQQ	Invesco Qqq Trust, Series 1	Added	443	+51	$255,690	+6.2%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.