Crewe Advisors LLC
CIK
1730033
Location
SALT LAKE CITY, UT
Portfolio Value
Small
$549,668,432
Diversification
Diversified
Filing Date
Global Rank
#580
/ 2,968
▲ 2254
Top Industry
Medical Care Facilities
33.8%
3Y Alpha vs SPY
+5.0%
Period ended 29 days ago
Filed Jul 24, 2026 · 5d
26 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical 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
+92.5%
SPY
+67.9%
Annualised alpha
+5.6%
Max drawdown
−25.8%
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
839 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
25.7%
+5.3 pts
Top 5
57.6%
+1.9 pts
Top 10
71.6%
+2.4 pts
HHI
1,023
Diversified+185
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 27.4% | $150,766,537 |
| Unclassified | 23.8% | $130,967,889 |
| Technology | 22.2% | $122,127,323 |
| Financial Services | 7.6% | $41,502,665 |
| Energy | 5.0% | $27,541,780 |
| Industrials | 3.9% | $21,565,766 |
| Consumer Cyclical | 3.6% | $19,682,378 |
| Communication Services | 3.3% | $18,361,329 |
| Consumer Defensive | 1.4% | $7,529,273 |
| Basic Materials | 1.0% | $5,237,231 |
| Utilities | 0.7% | $3,834,950 |
| Real Estate | 0.1% | $551,311 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PACS | PACS Group, Inc. | +553,009 | 3,307,188 | $141,018,496 | |
| NRDY | Nerdy Inc. | +52,108 | 102,108 | $93,530 | |
| CNVS | Cineverse Corp. | +29,000 | 50,000 | $148,500 | |
| PERF | Perfect Corp. | +24,740 | 65,740 | $109,128 | |
| BOF | BranchOut Food Inc. | +20,246 | 45,246 | $208,131 | |
| BCHT | Birchtech Corp. | +19,000 | 35,600 | $72,980 | |
| NVDA | Nvidia Corp | +4,547 | 40,213 | $8,046,219 | |
| SPY | Spdr S&P 500 ETF Trust | +4,312 | 104,579 | $78,096,459 | |
| MSFT | Microsoft Corp | +4,016 | 87,611 | $32,680,655 | |
| OPTX | Syntec Optics Holdings, Inc. | +4,000 | 10,000 | $124,500 | |
| BKNG | Booking Holdings Inc. | +3,857 | 4,009 | $714,564 | |
| NEWT | NewtekOne, Inc. | +3,000 | 6,000 | $88,860 | |
| PYPL | PayPal Holdings, Inc. | +2,955 | 3,105 | $134,073 | |
| XBP | XBP Global Holdings, Inc. | +2,500 | 9,000 | $20,880 | |
| CSCO | Cisco Systems, Inc. | +2,126 | 5,872 | $689,725 | |
| NTNX | Nutanix, Inc. | +2,000 | 2,079 | $105,945 | |
| APH | Amphenol Corp /De/ | +1,814 | 10,446 | $1,841,838 | |
| OLLI | Ollie's Bargain Outlet Holdings, Inc. | +1,381 | 1,504 | $115,627 | |
| CVX | Chevron Corp | +1,372 | 105,557 | $17,497,128 | |
| AMZN | Amazon Com Inc | +1,331 | 29,559 | $7,045,092 | |
| DBA | Invesco Db Agriculture Fund | +1,300 | 6,048 | $161,300 | |
| BRK-B | Berkshire Hathaway Inc | +1,257 | 26,858 | $13,439,474 | |
| CRCL | Circle Internet Group, Inc. | +1,200 | 2,000 | $125,260 | |
| GLW | Corning Inc /Ny | +1,184 | 2,387 | $609,711 | |
| AGNC | AGNC Investment Corp. | +1,126 | 3,417 | $37,245 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ASBP | Aspire Biopharma Holdings, Inc. | −19,658 | 677 | $3,615 | |
| OBDC | Blue Owl Capital Corp | −16,000 | 4,432 | $48,175 | |
| ORCL | Oracle Corp | −10,308 | 7,936 | $1,163,020 | |
| STWD | Starwood Property Trust, Inc. | −7,959 | 1,334 | $21,850 | |
| AAPL | Apple Inc. | −2,666 | 102,418 | $29,635,672 | |
| BX | Blackstone Inc. | −886 | 6,033 | $709,903 | |
| HON | Honeywell International Inc | −723 | 780 | $174,642 | |
| DD | DuPont de Nemours, Inc. | −704 | 351 | $47,609 | |
| MCO | Moodys Corp /De/ | −673 | 3,957 | $1,792,204 | |
| TILE | Interface Inc | −642 | 150 | $5,376 | |
| SHEL | Shell plc | −548 | 13,577 | $1,052,760 | |
| SNAP | Snap Inc | −500 | 350 | $1,554 | |
| DIS | Walt Disney Co | −445 | 2,611 | $251,308 | |
| DAIC | CID Holdco, Inc. | −384 | 16 | $27 | |
| INTC | Intel Corp | −365 | 16,055 | $2,241,759 | |
| AIG | American International Group, Inc. | −314 | 671 | $50,009 | |
| CALX | Calix, Inc | −306 | 149 | $5,560 | |
| YETI | YETI Holdings, Inc. | −273 | 106 | $5,253 | |
| CXT | Crane NXT, Co. | −217 | 168 | $8,594 | |
| APTV | Aptiv PLC | −215 | 158 | $9,698 | |
| CMCSA | Comcast Corp | −213 | 7,705 | $189,157 | |
| CLF | Cleveland-Cliffs Inc. | −200 | 1,000 | $9,390 | |
| ACIW | Aci Worldwide, Inc. | −183 | 236 | $11,868 | |
| RMBS | Rambus Inc | −168 | 105 | $13,937 | |
| PRIM | Primoris Services Corp | −152 | 74 | $7,334 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HTZ | Hertz Global Holdings, Inc | 3,794,106 | $8,593,650 | |
| SPCX | Space Exploration Technologies Corp | 1,961 | $335,056 | |
| LWAY | Lifeway Foods, Inc. | 7,000 | $208,880 | |
| HONA | Honeywell Aerospace Inc. | 776 | $171,340 | |
| FLEX | Flex Ltd. | 850 | $137,759 | |
| NXDR | Nextdoor Holdings, Inc. | 60,000 | $136,200 | |
| AVEX | AEVEX Corp. | 6,500 | $135,785 | |
| RBRK | Rubrik, Inc. | 1,500 | $120,420 | |
| TGEN | Tecogen Inc. | 23,000 | $120,060 | |
| GLDM | World Gold Trust | 1,465 | $116,350 | |
| TOYO | TOYO Co., Ltd | 15,000 | $104,250 | |
| RDCM | Radcom Ltd | 7,000 | $98,700 | |
| VRRM | VERRA MOBILITY Corp | 23,000 | $97,750 | |
| LVO | LiveOne, Inc. | 15,000 | $96,000 | |
| DELL | Dell Technologies Inc. | 216 | $93,195 | |
| SEI | Solaris Energy Infrastructure, Inc. | 1,100 | $88,506 | |
| LBRT | Liberty Energy Inc. | 3,100 | $81,189 | |
| TRAK | ReposiTrak, Inc. | 8,000 | $72,000 | |
| CEPT | Cantor Equity Partners II, Inc. | 5,000 | $67,100 | |
| URI | United Rentals, Inc. | 58 | $65,707 | |
| FDXF | FedEx Freight Holding Company, Inc. | 407 | $61,457 | |
| MRLN | Merlin, Inc. | 10,000 | $56,900 | |
| WSM | Williams Sonoma Inc | 210 | $48,951 | |
| AISP | Airship AI Holdings, Inc. | 17,000 | $40,630 | |
| DKS | Dick's Sporting Goods, Inc. | 169 | $38,330 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 24,760 | $4,200,781 | |
| IDA | Idacorp Inc | 10,374 | $1,483,170 | |
| WATT | Energous Corp | 9,000 | $141,210 | |
| MPLX | Mplx LP | 2,211 | $126,181 | |
| ATEX | Anterix Inc. | 3,000 | $114,570 | |
| NDLS | NOODLES & Co | 11,000 | $94,050 | |
| AEHR | Aehr Test Systems | 2,500 | $92,700 | |
| UAMY | United States Antimony Corp | 9,000 | $78,570 | |
| HZO | Marinemax Inc | 2,000 | $54,120 | |
| CDZI | Cadiz Inc | 7,000 | $34,370 | |
| ROL | Rollins Inc | 545 | $29,108 | |
| WIX | Wix.com Ltd. | 300 | $27,021 | |
| OPEN | Opendoor Technologies Inc. | 4,500 | $21,060 | |
| BRCC | BRC Inc. | 20,000 | $15,520 | |
| BOX | Box Inc | 397 | $9,385 | |
| SMRT | SmartRent, Inc. | 6,000 | $9,000 | |
| PBH | Prestige Consumer Healthcare Inc. | 149 | $8,831 | |
| CHDN | Churchill Downs Inc | 93 | $8,354 | |
| CHT | Chunghwa Telecom Co Ltd | 194 | $8,194 | |
| CNS | Cohen & Steers, Inc. | 129 | $8,068 | |
| ELF | e.l.f. Beauty, Inc. | 127 | $7,697 | |
| BCE | Bce Inc | 269 | $6,789 | |
| WTM | White Mountains Insurance Group Ltd | 3 | $6,590 | |
| KWR | Quaker Chemical Corp | 53 | $6,584 | |
| ROP | Roper Technologies Inc | 18 | $6,369 | |
| No positions match the current search. | ||||
839 tracked positions ·
$549,668,432 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 839 positions by value
· page 1 of 17
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PACS |
PACS Group, Inc.
Healthcare
|
Added | 3,307,188 | $141,018,496 | 25.66% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 104,579 | $78,096,459 | 14.21% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 50,124 | $35,254,214 | 6.41% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 87,611 | $32,680,655 | 5.95% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 102,418 | $29,635,672 | 5.39% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 40,172 | $23,336,316 | 4.25% | |
| CVX |
Chevron Corp
Energy
|
Added | 105,557 | $17,497,128 | 3.18% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 19,375 | $14,267,750 | 2.60% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 26,858 | $13,439,474 | 2.45% | |
| HTZ |
Hertz Global Holdings, Inc
Industrials
|
NEW | 3,794,106 | $8,593,650 | 1.56% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 40,213 | $8,046,219 | 1.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 21,790 | $7,787,092 | 1.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 29,559 | $7,045,092 | 1.28% | |
| V |
Visa Inc.
Financial Services
|
Added | 17,862 | $6,128,273 | 1.11% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 14,032 | $5,901,859 | 1.07% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 13,043 | $4,269,365 | 0.78% | |
| EQT |
EQT Corp
Energy
|
Added | 75,202 | $3,998,490 | 0.73% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 6,659 | $3,750,948 | 0.68% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 18,904 | $3,211,411 | 0.58% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 44,491 | $3,176,657 | 0.58% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
Held | 33,134 | $3,021,489 | 0.55% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 7,723 | $2,917,363 | 0.53% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
Held | 12,484 | $2,491,931 | 0.45% | |
| INTC |
Intel Corp
Technology
|
Reduced | 16,055 | $2,241,759 | 0.41% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 2,889 | $2,088,747 | 0.38% | |
| GLD |
Spdr Gold Trust
|
Added | 5,248 | $1,933,258 | 0.35% | |
| AXP |
American Express Co
Financial Services
|
Added | 5,708 | $1,930,731 | 0.35% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 3,755 | $1,928,568 | 0.35% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 10,446 | $1,841,838 | 0.34% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,707 | $1,817,784 | 0.33% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Reduced | 3,957 | $1,792,204 | 0.33% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,888 | $1,766,167 | 0.32% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,306 | $1,507,502 | 0.27% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 4,811 | $1,352,901 | 0.25% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 10,490 | $1,347,965 | 0.25% | |
| GSAT |
Globalstar, Inc.
Communication Services
|
Held | 16,256 | $1,321,450 | 0.24% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 8,505 | $1,288,507 | 0.23% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,616 | $1,249,323 | 0.23% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 8,333 | $1,221,951 | 0.22% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 20,888 | $1,190,198 | 0.22% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 7,936 | $1,163,020 | 0.21% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 962 | $1,153,851 | 0.21% | |
| GE |
General Electric Co
Industrials
|
Added | 3,040 | $1,136,139 | 0.21% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 9,724 | $1,101,340 | 0.20% | |
| RTX |
RTX Corp
Industrials
|
Added | 5,759 | $1,092,655 | 0.20% | |
| SHEL |
Shell plc
Energy
|
Reduced | 13,577 | $1,052,760 | 0.19% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 8,571 | $978,636 | 0.18% | |
| RWAY |
Runway Growth Finance Corp.
Financial Services
|
Held | 172,002 | $964,931 | 0.18% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
Held | 10,232 | $890,593 | 0.16% | |
| AN |
Autonation, Inc.
Consumer Cyclical
|
Held | 4,761 | $884,546 | 0.16% |
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.