Crewe Advisors LLC
CIK
1730033
Location
SALT LAKE CITY, UT
Portfolio Value
Small
$434,880,041
Diversification
Diversified
Filing Date
Global Rank
#2,527
/ 8,232
▲ 125
Top Industry
Medical Care Facilities
27.4%
3Y Alpha vs SPY
+1.5%
Period ended 2 months ago
Filed May 7, 2026 · 37d
25 quarters · since Mar 2020
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
+83.5%
SPY
+76.5%
Annualised alpha
+1.6%
Max drawdown
−25.9%
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
754 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.3%
+1.6 pts
Top 5
55.7%
+1.6 pts
Top 10
69.3%
−0.4 pts
HHI
838
Diversified+43
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 25.4% | $110,645,408 |
| Healthcare | 22.4% | $97,297,423 |
| Technology | 20.9% | $90,696,936 |
| Energy | 8.6% | $37,535,715 |
| Financial Services | 8.5% | $36,893,174 |
| Consumer Cyclical | 4.0% | $17,472,022 |
| Communication Services | 3.8% | $16,689,952 |
| Industrials | 2.1% | $9,321,867 |
| Consumer Defensive | 1.6% | $6,956,782 |
| Basic Materials | 1.3% | $5,633,423 |
| Utilities | 1.2% | $5,174,856 |
| Real Estate | 0.1% | $562,483 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PACS | PACS Group, Inc. | +606,364 | 2,754,179 | $88,464,229 | |
| NRDY | Nerdy Inc. | +35,000 | 50,000 | $40,800 | |
| DLPN | Dolphin Entertainment, Inc. | +35,000 | 50,000 | $73,500 | |
| MSFT | Microsoft Corp | +24,042 | 83,595 | $30,944,361 | |
| EXE | EXPAND ENERGY Corp | +23,701 | 33,134 | $3,637,450 | |
| BOF | BranchOut Food Inc. | +12,000 | 25,000 | $82,500 | |
| ORCL | Oracle Corp | +11,822 | 18,244 | $2,683,874 | |
| OBDC | Blue Owl Capital Corp | +8,000 | 20,432 | $225,977 | |
| AMZN | Amazon Com Inc | +2,331 | 28,228 | $5,879,045 | |
| AAPL | Apple Inc. | +2,327 | 105,084 | $26,669,268 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +2,015 | 2,620 | $885,429 | |
| XOM | Exxon Mobil Corp | +1,650 | 24,760 | $4,200,781 | |
| IAU | Ishares Gold Trust | +1,212 | 2,227 | $196,332 | |
| AGNC | AGNC Investment Corp. | +1,086 | 2,291 | $22,978 | |
| NEWT | NewtekOne, Inc. | +1,000 | 3,000 | $32,850 | |
| NKE | NIKE, Inc. | +807 | 2,197 | $116,045 | |
| ZION | Zions Bancorporation, National Association /Ut/ | +647 | 4,698 | $270,698 | |
| PSEC | Prospect Capital Corp | +623 | 3,516 | $9,176 | |
| KKR | KKR & Co. Inc. | +553 | 714 | $66,045 | |
| NLY | Annaly Capital Management Inc | +551 | 649 | $13,726 | |
| NFLX | Netflix Inc | +539 | 43,438 | $4,176,563 | |
| SNAP | Snap Inc | +500 | 850 | $3,910 | |
| XYZ | Block, Inc. | +488 | 1,212 | $72,938 | |
| SCHW | Schwab Charles Corp | +463 | 1,159 | $108,922 | |
| WU | Western Union CO | +397 | 469 | $4,094 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TSLA | Tesla, Inc. | −25,735 | 13,573 | $5,045,762 | |
| CVX | Chevron Corp | −10,156 | 104,185 | $21,555,876 | |
| GOOGL | Alphabet Inc. | −7,286 | 20,729 | $5,960,831 | |
| TJX | Tjx Companies Inc /De/ | −5,276 | 8,121 | $1,296,923 | |
| HD | Home Depot, Inc. | −1,793 | 1,998 | $657,122 | |
| ENSG | Ensign Group, Inc | −1,500 | 1,788 | $360,282 | |
| LCID | Lucid Group, Inc. | −1,380 | 231 | $2,201 | |
| SHW | Sherwin Williams Co | −1,062 | 1,223 | $392,032 | |
| CPRT | Copart Inc | −858 | 1,120 | $37,184 | |
| ADBE | Adobe Inc. | −716 | 355 | $86,293 | |
| FOUR | Shift4 Payments, Inc. | −536 | 779 | $34,065 | |
| SBUX | Starbucks Corp | −528 | 1,063 | $95,234 | |
| INTU | Intuit Inc. | −512 | 205 | $88,637 | |
| SPY | Spdr S&P 500 ETF Trust | −488 | 100,267 | $65,207,640 | |
| MCO | Moodys Corp /De/ | −478 | 4,630 | $2,019,837 | |
| DASH | DoorDash, Inc. | −442 | 164 | $24,624 | |
| CSCO | Cisco Systems, Inc. | −432 | 3,746 | $290,652 | |
| NUE | Nucor Corp | −411 | 1,485 | $251,113 | |
| ALSN | Allison Transmission Holdings Inc | −352 | 354 | $41,439 | |
| QQQ | Invesco Qqq Trust, Series 1 | −347 | 19,047 | $10,993,547 | |
| ENTG | Entegris Inc | −305 | 231 | $27,082 | |
| TRI | Thomson Reuters Corp /Can/ | −295 | 229 | $20,605 | |
| BRBR | Bellring Brands, Inc. | −276 | 170 | $2,735 | |
| MFG | Mizuho Financial Group Inc | −262 | 215 | $1,707 | |
| SM | SM Energy Co | −216 | 1 | $31 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PDYN | Palladyne AI Corp. | 31,150 | $189,080 | |
| AZN | Astrazeneca PLC | 937 | $184,795 | |
| WATT | Energous Corp | 9,000 | $141,210 | |
| DBA | Invesco Db Agriculture Fund | 4,748 | $129,715 | |
| ATEX | Anterix Inc. | 3,000 | $114,570 | |
| NDLS | NOODLES & Co | 11,000 | $94,050 | |
| AEHR | Aehr Test Systems | 2,500 | $92,700 | |
| GSBD | Goldman Sachs BDC, Inc. | 9,943 | $88,293 | |
| OKTA | Okta, Inc. | 1,000 | $78,710 | |
| UAMY | United States Antimony Corp | 9,000 | $78,570 | |
| CRCL | Circle Internet Group, Inc. | 800 | $76,328 | |
| PERF | Perfect Corp. | 41,000 | $69,290 | |
| HZO | Marinemax Inc | 2,000 | $54,120 | |
| CNVS | Cineverse Corp. | 21,000 | $50,400 | |
| OPTX | Syntec Optics Holdings, Inc. | 6,000 | $42,180 | |
| DFTX | Definium Therapeutics, Inc. | 1,999 | $37,781 | |
| CDZI | Cadiz Inc | 7,000 | $34,370 | |
| BCHT | Birchtech Corp. | 16,600 | $31,540 | |
| LITE | Lumentum Holdings Inc. | 44 | $30,921 | |
| XBP | XBP Global Holdings, Inc. | 6,500 | $28,600 | |
| ASBP | Aspire Biopharma Holdings, Inc. | 20,335 | $20,945 | |
| ATAI | AtaiBeckley Inc. | 5,540 | $19,611 | |
| GRAL | GRAIL, Inc. | 379 | $19,586 | |
| BRCC | BRC Inc. | 20,000 | $15,520 | |
| GBTC | Grayscale Bitcoin Trust ETF | 264 | $13,928 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PAYC | Paycom Software, Inc. | 281 | $44,780 | |
| AGRO | Adecoagro S.A. | 3,049 | $24,178 | |
| RIO | Rio Tinto PLC | 275 | $22,008 | |
| BMRN | Biomarin Pharmaceutical Inc | 250 | $14,857 | |
| TLYS | Tilly's, Inc. | 6,000 | $11,940 | |
| PRGO | PERRIGO Co plc | 738 | $10,272 | |
| KNF | Knife River Corp | 137 | $9,637 | |
| CLS | Celestica Inc | 27 | $7,981 | |
| EONR | EON Resources Inc. | 20,000 | $7,680 | |
| PLG | Platinum Group Metals Ltd | 2,500 | $5,900 | |
| SMWB | Similarweb Ltd. | 734 | $5,497 | |
| USO | United States Oil Fund, LP | 75 | $5,187 | |
| HDB | Hdfc Bank Ltd | 138 | $5,042 | |
| MET | Metlife Inc | 62 | $4,894 | |
| NWG | NatWest Group plc | 267 | $4,672 | |
| SAP | Sap SE | 19 | $4,615 | |
| UL | Unilever PLC | 60 | $3,924 | |
| EPAM | EPAM Systems, Inc. | 19 | $3,892 | |
| LYG | Lloyds Banking Group plc | 734 | $3,890 | |
| AON | Aon plc | 11 | $3,881 | |
| CW | Curtiss Wright Corp | 7 | $3,858 | |
| SE | Sea Ltd | 29 | $3,699 | |
| TTEK | Tetra Tech Inc | 108 | $3,622 | |
| FUBO | FuboTV Inc. | 117 | $3,538 | |
| IBN | Icici Bank Ltd | 118 | $3,516 | |
| No positions match the current search. | ||||
754 positions ·
$434,880,041 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 754 positions by value
· page 1 of 16
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PACS |
PACS Group, Inc.
Healthcare
|
Added | 2,754,179 | $88,464,229 | 20.34% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 100,267 | $65,207,640 | 14.99% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 83,595 | $30,944,361 | 7.12% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 50,125 | $30,915,095 | 7.11% | |
| AAPL |
Apple Inc.
Technology
|
Added | 105,084 | $26,669,268 | 6.13% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 104,185 | $21,555,876 | 4.96% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 25,601 | $12,267,999 | 2.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 19,047 | $10,993,547 | 2.53% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 39,362 | $8,007,411 | 1.84% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 35,666 | $6,220,150 | 1.43% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 20,729 | $5,960,831 | 1.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 28,228 | $5,879,045 | 1.35% | |
| V |
Visa Inc.
Financial Services
|
Added | 17,244 | $5,211,826 | 1.20% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 13,573 | $5,045,762 | 1.16% | |
| EQT |
EQT Corp
Energy
|
Added | 75,134 | $4,781,527 | 1.10% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 24,760 | $4,200,781 | 0.97% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 43,438 | $4,176,563 | 0.96% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 12,730 | $3,744,656 | 0.86% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
Added | 33,134 | $3,637,450 | 0.84% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 6,102 | $3,491,137 | 0.80% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
Held | 12,484 | $3,177,053 | 0.73% | |
| ORCL |
Oracle Corp
Technology
|
Added | 18,244 | $2,683,874 | 0.62% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 18,421 | $2,261,730 | 0.52% | |
| GLD |
Spdr Gold Trust
|
Added | 5,244 | $2,256,440 | 0.52% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,648 | $2,057,622 | 0.47% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Reduced | 4,630 | $2,019,837 | 0.46% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,860 | $1,853,359 | 0.43% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 3,440 | $1,718,830 | 0.40% | |
| AXP |
American Express Co
Financial Services
|
Added | 5,663 | $1,712,944 | 0.39% | |
| IDA |
Idacorp Inc
Utilities
|
Held | 10,374 | $1,483,170 | 0.34% | |
| SHEL |
Shell plc
Energy
|
Reduced | 14,125 | $1,313,625 | 0.30% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 8,121 | $1,296,923 | 0.30% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 9,825 | $1,181,849 | 0.27% | |
| RWAY |
Runway Growth Finance Corp.
Financial Services
|
Held | 172,002 | $1,181,653 | 0.27% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 8,120 | $1,172,852 | 0.27% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,630 | $1,154,789 | 0.27% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 4,682 | $1,134,869 | 0.26% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 8,843 | $1,099,008 | 0.25% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 8,632 | $1,090,653 | 0.25% | |
| GSAT |
Globalstar, Inc.
Communication Services
|
Held | 16,256 | $1,079,723 | 0.25% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 5,450 | $1,051,305 | 0.24% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 8,606 | $1,020,843 | 0.23% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 19,954 | $972,757 | 0.22% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 2,784 | $951,543 | 0.22% | |
| AN |
Autonation, Inc.
Consumer Cyclical
|
Held | 4,761 | $929,632 | 0.21% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 2,620 | $885,429 | 0.20% | |
| GE |
General Electric Co
Industrials
|
Added | 2,861 | $811,865 | 0.19% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 882 | $811,237 | 0.19% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 6,919 | $795,615 | 0.18% | |
| SU |
Suncor Energy Inc
Energy
|
Held | 11,905 | $787,039 | 0.18% |