Crumly & Associates Inc.

CIK

1759578

Location

SPRINGFIELD, IL

Portfolio Value

Small $101,282,870

Diversification

Diversified

Filing Date

Global Rank

#5,335 / 8,232 ▲ 443

Top Industry

Semiconductors 11.4%

3Y Alpha vs SPY

-6.3%

Period ended 2 months ago

Filed Apr 2, 2026 · 2mo

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

+51.8%

SPY

+76.3%

Annualised alpha

-5.9%

Max drawdown

−22.0%

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

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

Top Position

9.3%

−0.6 pts

Top 5

25.3%

−1.8 pts

Top 10

36.3%

−2.3 pts

HHI

238

Diversified−20

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.9%	$28,208,800	24
Unclassified	22.0%	$22,290,198	9
Financial Services	12.4%	$12,558,993	19
Communication Services	6.8%	$6,916,519	7
Consumer Cyclical	6.2%	$6,291,231	9
Energy	5.9%	$5,999,836	10
Healthcare	4.2%	$4,268,830	7
Industrials	3.9%	$3,927,871	9
Consumer Defensive	3.3%	$3,349,862	5
Utilities	3.3%	$3,312,159	5
Real Estate	2.3%	$2,280,074	5
Basic Materials	1.9%	$1,878,497	3

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
BITB	Bitwise Bitcoin ETF	+61,350	256,201	$9,430,758
PRPL	Purple Innovation, Inc.	+16,450	292,063	$193,053
PDO	PIMCO Dynamic Income Opportunities Fund	+10,000	25,000	$323,250
GNTX	Gentex Corp	+3,966	12,813	$279,964
AAPL	Apple Inc.	+3,130	22,103	$5,609,520
PANW	Palo Alto Networks Inc	+2,521	4,853	$778,032
BITW	Bitwise 10 Crypto Index ETF	+2,367	6,216	$277,277
EPD	Enterprise Products Partners L.P.	+2,343	34,195	$1,293,938
LYG	Lloyds Banking Group plc	+1,789	25,404	$127,782
XOM	Exxon Mobil Corp	+1,726	4,156	$705,106
NI	Nisource Inc.	+1,718	21,065	$982,892
MP	MP Materials Corp. / DE	+1,633	6,433	$310,456
P	Everpure, Inc.	+1,578	8,306	$490,386
ORCL	Oracle Corp	+1,401	3,067	$451,186
OMC	Omnicom Group Inc.	+1,338	4,643	$349,664
MDT	Medtronic plc	+1,325	8,934	$774,131
QCOM	Qualcomm Inc/De	+1,228	4,217	$543,065
PBI	Pitney Bowes Inc /De/	+1,167	20,189	$223,088
FTNT	Fortinet, Inc.	+1,098	6,819	$557,248
NFLX	Netflix Inc	+1,098	20,511	$1,972,132
BXMT	Blackstone Mortgage Trust, Inc.	+1,000	16,291	$311,972
WMT	Walmart Inc.	+952	15,087	$1,875,012
SCHW	Schwab Charles Corp	+873	10,364	$974,008
PLD	Prologis, Inc.	+787	10,094	$1,334,224
MSFT	Microsoft Corp	+785	5,924	$2,192,887
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
KMI	Kinder Morgan, Inc.	−936	8,309	$278,600
IAU	Ishares Gold Trust	−843	4,797	$422,903
MU	Micron Technology Inc	−479	835	$282,096
HSBC	Hsbc Holdings PLC	−214	7,097	$585,431
EWBC	East West Bancorp Inc	−157	7,070	$754,793
BSX	Boston Scientific Corp	−116	5,303	$332,763
TJX	Tjx Companies Inc /De/	−88	2,096	$334,731
CMI	Cummins Inc	−80	1,073	$577,295
GPI	Group 1 Automotive Inc	−37	1,449	$479,082
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
CRWV	CoreWeave, Inc.	34,252	$2,653,502
GEV	GE Vernova Inc.	328	$286,311
IBIT	iShares Bitcoin Trust ETF	6,876	$264,175
MO	Altria Group, Inc.	3,622	$239,015
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
RKLB	Rocket Lab Corp	3,546	$247,368
FSSL	FS Specialty Lending Fund	16,986	$240,182
HSY	Hershey Co	1,177	$214,190
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

112 positions · $101,282,870 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 112 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BITB	Bitwise Bitcoin ETF	Added	256,201	+61,350	$9,430,758	+1.8%	9.31%
AAPL	Apple Inc. Technology	Added	22,103	+3,130	$5,609,520	+8.8%	5.54%
SPY	Spdr S&P 500 ETF Trust	Added	7,135	+225	$4,640,175	−1.5%	4.58%
AVGO	Broadcom Inc. Technology	Added	10,409	+440	$3,221,689	−6.6%	3.18%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	5,844	0	$2,706,882	−3.6%	2.67%
CRWV	CoreWeave, Inc. Technology	NEW	34,252	NEW	$2,653,502	NEW	2.62%
MSFT	Microsoft Corp Technology	Added	5,924	+785	$2,192,887	−11.8%	2.17%
NVDA	Nvidia Corp Technology	Added	12,187	+622	$2,125,412	−1.5%	2.10%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,059	+476	$2,094,987	−5.3%	2.07%
GLD	Spdr Gold Trust	Added	4,750	+60	$2,043,877	+10.0%	2.02%
NFLX	Netflix Inc Communication Services	Added	20,511	+1,098	$1,972,132	+8.3%	1.95%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	5,726	+122	$1,935,101	+13.6%	1.91%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,466	+464	$1,902,038	−1.7%	1.88%
GOOGL	Alphabet Inc. Communication Services	Added	6,541	+347	$1,880,929	−3.0%	1.86%
WMT	Walmart Inc. Consumer Defensive	Added	15,087	+952	$1,875,012	+19.1%	1.85%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,672	+254	$1,736,816	−12.6%	1.71%
QQQ	Invesco Qqq Trust, Series 1	Added	2,980	+2	$1,719,996	−6.0%	1.70%
KLAC	Kla Corp Technology	Added	924	+13	$1,360,506	+22.9%	1.34%
PLD	Prologis, Inc. Real Estate	Added	10,094	+787	$1,334,224	+12.3%	1.32%
EPD	Enterprise Products Partners L.P. Energy	Added	34,195	+2,343	$1,293,938	+26.7%	1.28%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	11,166	+480	$1,208,719	+13.3%	1.19%
GS	Goldman Sachs Group Inc Financial Services	Added	1,391	+42	$1,176,772	−0.8%	1.16%
AXP	American Express Co Financial Services	Added	3,734	+273	$1,129,460	−11.8%	1.12%
CEG	Constellation Energy Corp Utilities	Added	3,954	+291	$1,104,154	−14.7%	1.09%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	2,558	+276	$998,668	−6.6%	0.99%
NI	Nisource Inc. Utilities	Added	21,065	+1,718	$982,892	+21.7%	0.97%
SCHW	Schwab Charles Corp Financial Services	Added	10,364	+873	$974,008	+2.7%	0.96%
BLK	BlackRock, Inc. Financial Services	Added	915	+91	$879,964	−0.2%	0.87%
MRK	Merck & Co., Inc. Healthcare	Added	7,231	+280	$869,816	+18.9%	0.86%
V	Visa Inc. Financial Services	Added	2,809	+480	$848,992	+3.9%	0.84%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	3,984	+507	$829,030	+14.2%	0.82%
TTE	TotalEnergies SE Energy	Added	8,997	+121	$818,547	+41.0%	0.81%
CVX	Chevron Corp Energy	Added	3,926	+316	$812,289	+47.6%	0.80%
SLV	iShares Silver Trust	Added	11,508	+131	$784,155	+7.0%	0.77%
TMUS	T-Mobile US, Inc. Communication Services	Added	3,708	+275	$778,791	+11.7%	0.77%
PANW	Palo Alto Networks Inc Technology	Added	4,853	+2,521	$778,032	+81.1%	0.77%
MDT	Medtronic plc Healthcare	Added	8,934	+1,325	$774,131	+5.9%	0.76%
EWBC	East West Bancorp Inc Financial Services	Reduced	7,070	-157	$754,793	−7.1%	0.75%
META	Meta Platforms, Inc. Communication Services	Added	1,290	+59	$738,047	−9.2%	0.73%
LLY	ELI LILLY & Co Healthcare	Added	785	+8	$722,019	−13.5%	0.71%
NEE	Nextera Energy Inc Utilities	Added	7,679	+28	$713,225	+16.1%	0.70%
XOM	Exxon Mobil Corp Energy	Added	4,156	+1,726	$705,106	+141.1%	0.70%
SLB	Slb Limited/Nv Energy	Held	13,464	0	$691,914	+33.9%	0.68%
AMGN	Amgen Inc Healthcare	Added	1,933	+104	$680,126	+13.6%	0.67%
PLTR	Palantir Technologies Inc. Technology	Added	4,631	+346	$677,422	−11.1%	0.67%
CRM	Salesforce, Inc. Technology	Added	3,319	+734	$619,557	−9.5%	0.61%
VZ	Verizon Communications Inc Communication Services	Added	12,324	+192	$618,664	+25.2%	0.61%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,261	+11	$604,271	−3.8%	0.60%
HSBC	Hsbc Holdings PLC Financial Services	Reduced	7,097	-214	$585,431	+1.8%	0.58%
ETN	Eaton Corp plc Industrials	Added	1,635	+237	$584,790	+31.3%	0.58%