Crewe Advisors LLC
CIK
1730033
Location
SALT LAKE CITY, UT
Portfolio Value
Micro
$6,956,782
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| 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% | $36,899,764 |
| Consumer Cyclical | 4.0% | $17,472,022 |
| Communication Services | 3.8% | $16,689,952 |
| Industrials | 2.2% | $9,404,684 |
| Consumer Defensive | 1.6% | $6,956,782 |
| Basic Materials | 1.3% | $5,633,423 |
| Utilities | 1.2% | $5,176,130 |
| 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. | ||||
42 positions ·
$6,956,782 total
· Consumer Defensive 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
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,860 | $1,853,359 | 26.64% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 8,120 | $1,172,852 | 16.86% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 8,843 | $1,099,008 | 15.80% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 4,292 | $709,639 | 10.20% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Reduced | 11,801 | $439,233 | 6.31% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 1,815 | $281,851 | 4.05% | |
| SPB |
Spectrum Brands Holdings, Inc.
Consumer Defensive
|
Held | 3,009 | $221,763 | 3.19% | |
| KR |
Kroger Co
Consumer Defensive
|
Reduced | 2,572 | $186,109 | 2.68% | |
| BF-A |
Brown Forman Corp
Consumer Defensive
|
Held | 4,577 | $122,617 | 1.76% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 1,566 | $103,340 | 1.49% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Held | 1,270 | $94,551 | 1.36% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Reduced | 1,593 | $91,820 | 1.32% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 986 | $84,036 | 1.21% | |
| BOF |
BranchOut Food Inc.
Consumer Defensive
|
Added | 25,000 | $82,500 | 1.19% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 820 | $62,361 | 0.90% | |
| LOPE |
Grand Canyon Education, Inc.
Consumer Defensive
|
Held | 300 | $51,009 | 0.73% | |
| CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive
|
Added | 559 | $50,684 | 0.73% | |
| SFM |
Sprouts Farmers Market, Inc.
Consumer Defensive
|
Held | 457 | $35,248 | 0.51% | |
| TAP |
Molson Coors Beverage Co
Consumer Defensive
|
Held | 637 | $27,429 | 0.39% | |
| HSY |
Hershey Co
Consumer Defensive
|
Held | 120 | $24,946 | 0.36% | |
| POST |
Post Holdings, Inc.
Consumer Defensive
|
Held | 240 | $23,726 | 0.34% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Added | 283 | $20,506 | 0.29% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 285 | $20,329 | 0.29% | |
| BRCC |
BRC Inc.
Consumer Defensive
|
NEW | 20,000 | $15,520 | 0.22% | |
| OLLI |
Ollie's Bargain Outlet Holdings, Inc.
Consumer Defensive
|
Reduced | 123 | $11,320 | 0.16% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
Held | 99 | $10,841 | 0.16% | |
| UTI |
Universal Technical Institute Inc
Consumer Defensive
|
Reduced | 273 | $9,855 | 0.14% | |
| ELF |
e.l.f. Beauty, Inc.
Consumer Defensive
|
Reduced | 127 | $7,697 | 0.11% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
Held | 100 | $6,185 | 0.09% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Held | 45 | $5,342 | 0.08% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 52 | $5,016 | 0.07% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Held | 48 | $4,974 | 0.07% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
Held | 64 | $4,593 | 0.07% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 30 | $3,636 | 0.05% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
Held | 227 | $3,568 | 0.05% | |
| BRBR |
Bellring Brands, Inc.
Consumer Defensive
|
Reduced | 170 | $2,735 | 0.04% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
Added | 41 | $2,626 | 0.04% | |
| SJM |
J M SMUCKER Co
Consumer Defensive
|
Held | 11 | $1,060 | 0.02% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
NEW | 59 | $1,017 | 0.01% | |
| HRL |
Hormel Foods Corp /De/
Consumer Defensive
|
Held | 35 | $792 | 0.01% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Held | 35 | $787 | 0.01% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Reduced | 6 | $302 | 0.00% |