Crewe Advisors LLC

CIK

1730033

Location

SALT LAKE CITY, UT

Portfolio Value

Micro $90,696,936

Diversification

Diversified

Filing Date

Global Rank

#2,832 / 8,586 ▲ 30

Top Industry

Medical Care Facilities 27.4%

3Y Alpha vs SPY

+1.2%

Period ended 3 months ago

Filed May 7, 2026 · 40d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+83.5%

SPY

+78.1%

Annualised alpha

+1.2%

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

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

Top Position

20.3%

+1.6 pts

Top 5

55.7%

+1.6 pts

Top 10

69.3%

−0.4 pts

HHI

837

Diversified+43

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	25.4%	$110,645,408	16
Healthcare	22.4%	$97,297,423	84
Technology	20.9%	$90,696,936	140
Energy	8.6%	$37,535,715	40
Financial Services	8.5%	$36,899,764	115
Consumer Cyclical	4.0%	$17,472,022	77
Communication Services	3.8%	$16,689,952	37
Industrials	2.2%	$9,404,684	100
Consumer Defensive	1.6%	$6,956,782	42
Basic Materials	1.3%	$5,633,423	33
Utilities	1.2%	$5,176,130	34
Real Estate	0.1%	$562,483	39

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

140 positions · $90,696,936 total · Technology only · 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 140 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CRNC	Cerence Inc. Technology	Held	1	0	$6	−40.0%	0.00%
STNE	StoneCo Ltd. Technology	Held	2	0	$28	−3.4%	0.00%
RUN	Sunrun Inc. Technology	Held	3	0	$40	−27.3%	0.00%
DAIC	CID Holdco, Inc. Technology	Held	400	0	$68	−62.0%	0.00%
KOSS	Koss Corp Technology	Held	20	0	$71	−13.4%	0.00%
DT	Dynatrace, Inc. Technology	Held	2	0	$73	−15.1%	0.00%
KD	Kyndryl Holdings, Inc. Technology	Held	11	0	$144	−50.7%	0.00%
DOCU	Docusign, Inc. Technology	NEW	9	NEW	$426	NEW	0.00%
GTLB	Gitlab Inc. Technology	Held	20	0	$432	−42.4%	0.00%
ZM	Zoom Communications, Inc. Technology	Held	6	0	$482	−6.8%	0.00%
LAES	SEALSQ Corp Technology	Held	200	0	$524	−30.7%	0.00%
U	Unity Software Inc. Technology	NEW	24	NEW	$526	NEW	0.00%
NICE	NICE Ltd. Technology	Held	5	0	$551	−2.5%	0.00%
QUBT	Quantum Computing Inc. Technology	Held	100	0	$685	−33.2%	0.00%
PAYX	Paychex Inc Technology	Added	9	+1	$829	−7.6%	0.00%
SMCI	Super Micro Computer, Inc. Technology	Reduced	37	-8	$842	−36.1%	0.00%
MSI	Motorola Solutions, Inc. Technology	NEW	2	NEW	$867	NEW	0.00%
LOGI	Logitech International S.A. Technology	Held	13	0	$1,184	−9.1%	0.00%
HPQ	Hp Inc Technology	Added	70	+56	$1,344	+332.2%	0.00%
NTAP	NetApp, Inc. Technology	Added	15	+12	$1,535	+378.2%	0.00%
HPE	Hewlett Packard Enterprise Co Technology	Held	100	0	$2,381	−0.9%	0.00%
CTS	Cts Corp Technology	NEW	50	NEW	$2,388	NEW	0.00%
ASML	Asml Holding NV Technology	Reduced	2	-2	$2,641	−38.3%	0.00%
RAL	Ralliant Corp Technology	Held	66	0	$2,744	−18.3%	0.00%
RGTI	Rigetti Computing, Inc. Technology	Added	200	+100	$2,808	+26.8%	0.00%
WDAY	Workday, Inc. Technology	Added	22	+9	$2,858	+2.4%	0.00%
NTNX	Nutanix, Inc. Technology	Held	79	0	$3,002	−26.5%	0.00%
STX	Seagate Technology Holdings plc Technology	Added	8	+1	$3,134	+62.6%	0.00%
ADP	Automatic Data Processing Inc Technology	Added	18	+10	$3,657	+77.8%	0.00%
GRAB	Grab Holdings Ltd Technology	Held	1,000	0	$3,660	−26.7%	0.00%
GRMN	Garmin Ltd Technology	Added	17	+14	$3,944	+548.7%	0.00%
IMOS	Chipmos Technologies Inc Technology	Held	113	0	$4,043	+20.8%	0.00%
FROG	JFrog Ltd Technology	NEW	92	NEW	$4,317	NEW	0.00%
PGY	Pagaya Technologies Ltd. Technology	NEW	428	NEW	$4,986	NEW	0.01%
ONTO	Onto Innovation Inc. Technology	Held	25	0	$5,126	+29.9%	0.01%
VECO	Veeco Instruments Inc Technology	Held	158	0	$5,349	+18.5%	0.01%
CLBT	Cellebrite DI Ltd. Technology	Held	400	0	$5,512	−23.6%	0.01%
TEAM	Atlassian Corp Technology	Added	82	+9	$5,596	−52.7%	0.01%
POWI	Power Integrations Inc Technology	Held	112	0	$5,734	+44.1%	0.01%
CACI	Caci International Inc /De/ Technology	Held	11	0	$5,982	+2.1%	0.01%
ROP	Roper Technologies Inc Technology	Reduced	18	-14	$6,369	−55.3%	0.01%
ZS	Zscaler, Inc. Technology	Added	47	+38	$6,593	+225.7%	0.01%
SSNC	SS&C Technologies Holdings Inc Technology	Added	98	+6	$6,621	−17.7%	0.01%
ASX	ASE Technology Holding Co., Ltd. Technology	Held	306	0	$6,634	+34.7%	0.01%
SRAD	Sportradar Group AG Technology	Held	400	0	$6,696	−29.6%	0.01%
CTSH	Cognizant Technology Solutions Corp Technology	Added	110	+37	$6,748	+11.4%	0.01%
CPAY	Corpay, Inc. Technology	Added	27	+1	$7,856	+0.4%	0.01%
IONQ	IonQ, Inc. Technology	Reduced	275	-24	$7,928	−40.9%	0.01%
NOVT	Novanta Inc Technology	Added	71	+58	$8,385	+442.4%	0.01%
WDC	Western Digital Corp Technology	Added	31	+23	$8,385	+508.5%	0.01%