RS CRUM INC.
Filing Date
Global Rank
#5,904
/ 8,232
▲ 262
Top Industry
Internet Retail
17.5%
3Y Alpha vs SPY
+1.4%
Period ended 2 months ago
Filed Apr 15, 2026 · 2mo
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+82.4%
SPY
+76.3%
Annualised alpha
+1.4%
Max drawdown
−14.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
59 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
29.1%
+0.3 pts
Top 5
55.9%
−1.1 pts
Top 10
67.6%
−1.0 pts
HHI
1,127
Diversified−18
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 31.2% | $23,233,691 |
| Technology | 16.9% | $12,596,388 |
| Consumer Cyclical | 13.7% | $10,196,431 |
| Industrials | 10.0% | $7,455,586 |
| Energy | 8.3% | $6,164,946 |
| Communication Services | 5.9% | $4,408,302 |
| Healthcare | 4.6% | $3,456,756 |
| Financial Services | 3.2% | $2,355,998 |
| Consumer Defensive | 2.9% | $2,150,749 |
| Real Estate | 1.7% | $1,256,734 |
| Utilities | 1.5% | $1,085,367 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Exxon Mobil 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. | |||||
6 positions ·
$4,408,302 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 14,339 | $1,381,992 | 31.35% | |
| CMCSA |
Comcast Corp
Communication Services
|
Reduced | 28,931 | $830,609 | 18.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,584 | $743,055 | 16.86% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,056 | $604,169 | 13.71% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 11,290 | $566,758 | 12.86% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 2,930 | $281,719 | 6.39% |