RS CRUM INC.

CIK

1401459

Location

Newport Beach, CA

Portfolio Value

Small $533,378,835

Diversification

Highly concentrated

Filing Date

Global Rank

#3,673 / 8,794 ▼ 274 · as of Jun 2026

Top Industry

Internet Retail 16.7%

Period ended 3 months ago

Filed Aug 10, 2026 · 55d

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

79 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

50.9%

+1.0 pts

Top 5

82.2%

−0.9 pts

Top 10

89.5%

−1.1 pts

HHI

3,024

Highly concentrated+48

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	88.5%	$472,019,771	22
Technology	3.4%	$17,920,915	13
Consumer Cyclical	2.2%	$11,581,417	4
Industrials	1.9%	$10,051,172	7
Energy	1.1%	$5,675,061	4
Communication Services	0.9%	$5,004,126	6
Healthcare	0.7%	$3,471,110	6
Financial Services	0.6%	$2,939,450	7
Consumer Defensive	0.4%	$2,222,411	6
Real Estate	0.3%	$1,496,774	3
Utilities	0.2%	$996,628	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	+80,602	5,657,693	$271,583,370
BIV	Vanguard Intermediate-Term Bond ETF	+63,847	1,308,495	$101,853,874
VB	Vanguard Morningstar Small-Cap ETF	+29,285	109,918	$28,613,999
BCD	abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	+16,230	411,352	$9,189,603
CLDI	Calidi Biotherapeutics, Inc.	+2,983	43,239	$7,350
—		+2,420	4,840	$271,814
GLD	Spdr Gold Trust	+1,858	52,122	$19,200,702
AAPL	Apple Inc.	+990	21,493	$6,219,214
BAC	Bank Of America Corp /De/	+897	9,924	$565,469
DIS	Walt Disney Co	+487	14,826	$1,427,002
UL	Unilever PLC	+349	8,100	$486,972
SPY	Spdr S&P 500 ETF Trust	+177	1,131	$844,596
CAT	Caterpillar Inc	+159	4,589	$4,886,826
META	Meta Platforms, Inc.	+111	1,167	$657,359
NFLX	Netflix Inc	+100	3,030	$216,342
XOM	ExxonMobil Holdings Corp	+65	5,770	$788,874
MU	Micron Technology Inc	+60	2,110	$2,435,551
NVDA	Nvidia Corp	+55	6,193	$1,239,157
AMD	Advanced Micro Devices Inc	+50	2,050	$1,190,865
AVGO	Broadcom Inc.	+43	712	$268,958
RTX	RTX Corp	+40	3,803	$721,543
AMZN	Amazon Com Inc	+33	43,089	$10,269,832
BNDW	Vanguard Total World Bond ETF	+14	27,944	$1,626,340
WMT	Walmart Inc.	+7	1,979	$224,141
QQQ	Invesco Qqq Trust, Series 1	+4	447	$329,170
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−341,898	105,533	$3,129,408
VEA	Vanguard FTSE Developed Markets ETF	−2,653	120,847	$8,610,348
VEU	Vanguard FTSE All-World Ex-US ETF	−2,431	62,720	$4,629,157
ACES	ALPS Clean Energy ETF	−1,626	331,386	$17,182,364
SO	Southern Co	−832	10,413	$996,628
BKF	iShares MSCI BIC ETF	−738	2,334	$238,768
CMCSA	Comcast Corp	−590	28,341	$695,771
F	Ford Motor Co	−457	16,200	$225,180
—		−340	9,111	$1,732,821
TSLA	Tesla, Inc.	−150	1,560	$656,136
GOOGL	Alphabet Inc.	−120	4,301	$1,529,634
MSFT	Microsoft Corp	−64	5,780	$2,156,055
VIG	Vanguard Dividend Appreciation ETF	−60	6,605	$988,796
LLY	ELI LILLY & Co	−10	417	$500,162
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	1,795	$250,635
SHOP	Shopify Inc.	2,069	$236,238
HWM	Howmet Aerospace Inc.	878	$236,059
ETN	Eaton Corp plc	539	$229,678
RY	Royal Bank Of Canada	1,060	$219,388
TSM	Taiwan Semiconductor Manufacturing Co Ltd	454	$216,816
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	1,673	$244,726
PFE	Pfizer Inc	7,679	$215,626
FBTC	Fidelity Wise Origin Bitcoin Fund	3,400	$200,702
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

79 tracked positions · $533,378,835 total · filing declares 103 positions · $533,379,716 · as of Jun 30, 2026

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

Showing 1–50 of 79 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Added	5,657,693	+80,602	$271,583,370	+13.8%	50.92%
BIV	Vanguard Intermediate-Term Bond ETF	Added	1,308,495	+63,847	$101,853,874	+4.5%	19.10%
VB	Vanguard Morningstar Small-Cap ETF	Added	109,918	+29,285	$28,613,999	+30.7%	5.36%
GLD	Spdr Gold Trust	Added	52,122	+1,858	$19,200,702	−11.2%	3.60%
ACES	ALPS Clean Energy ETF	Reduced	331,386	-1,626	$17,182,364	−2.0%	3.22%
AMZN	Amazon Com Inc Consumer Cyclical	Added	43,089	+33	$10,269,832	+14.5%	1.93%
BCD	abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	Added	411,352	+16,230	$9,189,603	−4.3%	1.72%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	120,847	-2,653	$8,610,348	+8.8%	1.61%
AAPL	Apple Inc. Technology	Added	21,493	+990	$6,219,214	+19.5%	1.17%
CAT	Caterpillar Inc Industrials	Added	4,589	+159	$4,886,826	+55.7%	0.92%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	62,720	-2,431	$4,629,157	+7.6%	0.87%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	105,533	-341,898	$3,129,408	—	0.59%
EMR	Emerson Electric Co Industrials	Added	17,765	+2	$2,543,059	+9.3%	0.48%
EPD	Enterprise Products Partners L.P. Energy	Held	68,553	0	$2,520,008	−2.9%	0.47%
MU	Micron Technology Inc Technology	Added	2,110	+60	$2,435,551	+251.7%	0.46%
MSFT	Microsoft Corp Technology	Reduced	5,780	-64	$2,156,055	−0.3%	0.40%
		Reduced	9,111	-340	$1,732,821	+8.6%	0.32%
OKE	Oneok Inc /New/ Energy	Held	19,321	0	$1,679,767	−3.8%	0.31%
BNDW	Vanguard Total World Bond ETF	Added	27,944	+14	$1,626,340	−0.5%	0.30%
CSCO	Cisco Systems, Inc. Technology	Added	13,133	+4	$1,542,602	+51.4%	0.29%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,301	-120	$1,529,634	+20.4%	0.29%
DIS	Walt Disney Co Communication Services	Added	14,826	+487	$1,427,002	+3.3%	0.27%
NVDA	Nvidia Corp Technology	Added	6,193	+55	$1,239,157	+15.8%	0.23%
JNJ	Johnson & Johnson Healthcare	Added	4,701	+1	$1,193,912	+3.9%	0.22%
AMD	Advanced Micro Devices Inc Technology	Added	2,050	+50	$1,190,865	+192.7%	0.22%
SO	Southern Co Utilities	Reduced	10,413	-832	$996,628	−8.2%	0.19%
VIG	Vanguard Dividend Appreciation ETF	Reduced	6,605	-60	$988,796	+8.9%	0.19%
QCOM	Qualcomm Inc/De Technology	Held	4,930	0	$911,014	+43.5%	0.17%
CNI	Canadian National Railway Co Industrials	Held	7,490	0	$893,107	+16.0%	0.17%
SPY	Spdr S&P 500 ETF Trust	Added	1,131	+177	$844,596	+36.1%	0.16%
SPG	Simon Property Group Inc. Real Estate	Held	3,726	0	$833,319	+19.9%	0.16%
AMGN	Amgen Inc Healthcare	Added	2,301	+1	$833,238	+3.0%	0.16%
XOM	ExxonMobil Holdings Corp Energy	Added	5,770	+65	$788,874	−18.5%	0.15%
RTX	RTX Corp Industrials	Added	3,803	+40	$721,543	−0.6%	0.14%
CMCSA	Comcast Corp Communication Services	Reduced	28,341	-590	$695,771	−16.2%	0.13%
CINF	Cincinnati Financial Corp Financial Services	Held	3,710	0	$686,869	+17.7%	0.13%
CVX	Chevron Corp Energy	Added	4,141	+1	$686,412	−19.9%	0.13%
META	Meta Platforms, Inc. Communication Services	Added	1,167	+111	$657,359	+8.8%	0.12%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,560	-150	$656,136	+3.2%	0.12%
IBM	International Business Machines Corp Technology	Held	2,326	0	$654,094	+16.0%	0.12%
TXN	Texas Instruments Inc Technology	Held	2,012	0	$599,716	+53.5%	0.11%
BAC	Bank Of America Corp /De/ Financial Services	Added	9,924	+897	$565,469	+28.5%	0.11%
ABBV	AbbVie Inc. Healthcare	Held	2,217	0	$557,885	+15.7%	0.10%
PH	Parker-Hannifin Corp Industrials	Added	553	+1	$540,900	+9.5%	0.10%
EDV	Vanguard World Funds Extended Duration ETF	Held	6,325	0	$520,800	+14.8%	0.10%
LLY	ELI LILLY & Co Healthcare	Reduced	417	-10	$500,162	+27.4%	0.09%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,508	+1	$493,613	+11.3%	0.09%
UL	Unilever PLC Consumer Defensive	Added	8,100	+349	$486,972	+10.3%	0.09%
VZ	Verizon Communications Inc Communication Services	Held	11,290	0	$478,018	−15.7%	0.09%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Held	3,415	0	$447,808	+13.3%	0.08%

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.