Crumly & Associates Inc.

CIK

1759578

Location

SPRINGFIELD, IL

Portfolio Value

Small $420,175,772

Diversification

Diversified

Filing Date

Global Rank

#98 / 262 ▲ 3699

Top Industry

Semiconductors 15.0%

Period ended 9 days ago

Filed Oct 7, 2026 · 2d

27 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

153 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

17.8%

+3.8 pts

Top 5

41.3%

−5.0 pts

Top 10

57.2%

−3.3 pts

HHI

562

Diversified−16

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.1%	$319,865,597	44
Technology	10.4%	$43,631,360	30
Financial Services	3.0%	$12,527,128	18
Industrials	1.9%	$8,034,757	11
Communication Services	1.8%	$7,698,274	7
Consumer Cyclical	1.6%	$6,779,992	8
Healthcare	1.6%	$6,534,122	10
Energy	1.2%	$5,038,466	8
Consumer Defensive	0.7%	$3,100,778	5
Utilities	0.7%	$2,916,493	5
Basic Materials	0.5%	$2,149,850	4
Real Estate	0.5%	$1,898,955	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FBCG	Fidelity Blue Chip Growth ETF	+287,572	481,732	$34,837,245
—		+256,445	1,287,294	$0
AIRR	First Trust RBA American Industrial Renaissance ETF	+155,132	1,146,574	$74,804,281
AIPO	Defiance AI & Power Infrastructure ETF	+65,982	527,483	$14,477,403
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+31,806	1,157,334	$0
FAAA	Fidelity AAA CLO ETF	+27,700	45,603	$2,291,778
EDV	Vanguard World Funds Extended Duration ETF	+25,904	105,547	$17,018,235
SPCX	Space Exploration Technologies Corp	+23,128	26,669	$4,023,285
BITB	Bitwise Bitcoin ETF	+21,347	270,391	$12,264,935
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+12,397	218,432	$13,350,374
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	+11,739	69,834	$12,368,299
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	+11,718	88,254	$4,432,115
JA	Janus Henderson AA-A CLO ETF	+9,119	285,220	$14,395,053
BILZ	PIMCO Ultra Short Government Active ETF	+7,349	131,629	$6,503,788
NVDA	Nvidia Corp	+6,826	19,814	$4,525,121
CRWD	CrowdStrike Holdings, Inc.	+6,653	9,059	$2,398,370
BKF	iShares MSCI BIC ETF	+4,122	10,311	$688,671
AMZN	Amazon Com Inc	+3,392	13,258	$3,303,230
BNDW	Vanguard Total World Bond ETF	+2,486	55,414	$6,132,747
—		+2,245	24,928	$0
MP	MP Materials Corp. / DE	+2,102	9,746	$460,888
BAC	Bank Of America Corp /De/	+1,910	10,711	$582,999
VEU	Vanguard FTSE All-World Ex-US ETF	+1,892	4,350	$377,580
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+1,821	101,388	$7,176,364
AAPL	Apple Inc.	+1,685	27,129	$9,034,499
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PRPL	Purple Innovation, Inc.	−317,463	15,800	$34,602
FCA	First Trust China AlphaDEX Fund	−221,605	71,637	$3,653,128
AAAD	PGIM AAA CLO Aggregate Duration ETF	−10,522	316,740	$15,513,139
EPD	Enterprise Products Partners L.P.	−6,291	27,346	$973,791
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−6,182	395,477	$31,497,064
AGGH	Simplify Aggregate Bond ETF	−5,283	20,461	$956,756
P	Everpure, Inc.	−4,293	3,577	$467,800
ABI	VictoryShares Pioneer Asset-Based Income ETF	−3,315	23,206	$0
FTNT	Fortinet, Inc.	−2,819	2,959	$528,950
FAB	First Trust Multi Cap Value AlphaDEX Fund	−1,245	201,084	$7,689,662
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	−728	165,293	$8,129,882
FCAL	First Trust California Municipal High income ETF	−725	38,196	$1,768,429
SLV	iShares Silver Trust	−648	11,970	$652,484
PANW	Palo Alto Networks Inc	−508	3,174	$1,261,061
AMGN	Amgen Inc	−239	889	$374,722
AEE	Ameren Corp	−230	2,362	$234,735
ALLE	Allegion plc	−178	2,402	$369,355
SCHW	Schwab Charles Corp	−164	10,315	$1,008,188
PNC	Pnc Financial Services Group, Inc.	−148	3,907	$868,369
—		−136	40,090	$0
LAD	Lithia Motors Inc	−127	1,119	$326,557
EWBC	East West Bancorp Inc	−91	6,664	$825,869
ACN	Accenture plc	−73	2,658	$487,397
GPI	Group 1 Automotive Inc	−56	1,393	$334,932
KLAC	Kla Corp	−55	8,683	$1,692,577
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
BAB	Invesco Taxable Municipal Bond ETF	37,827	$1,155,135
AMAT	Applied Materials Inc /De	767	$392,228
DIS	Walt Disney Co	3,512	$368,408
UBER	Uber Technologies, Inc	4,938	$338,302
AFGR	First Trust Active Factor Large Cap Growth ETF	11,587	$330,669
TXT	Textron Inc	3,732	$284,378
BRK-B	Berkshire Hathaway Inc	527	$262,419
WST	West Pharmaceutical Services Inc	705	$261,385
LRCX	Lam Research Corp	747	$245,396
KO	Coca Cola Co	2,632	$226,562
PFE	Pfizer Inc	7,483	$213,415
RIO	Rio Tinto PLC	1,704	$160,465
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
OMC	Omnicom Group Inc.	5,330	$388,183
HONA	Honeywell Aerospace Inc.	1,306	$288,730
NBIS	Nebius Group N.V.	986	$272,303
CAT	Caterpillar Inc	199	$211,915
CMCSA	Comcast Corp	6,585	$161,661
—		2,852	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

153 tracked positions · $420,175,772 total · filing declares 207 positions · $563,479,817 · as of Sep 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 153 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	1,146,574	+155,132	$74,804,281	+5.1%	17.80%
FBCG	Fidelity Blue Chip Growth ETF	Added	481,732	+287,572	$34,837,245	+65.3%	8.29%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	395,477	-6,182	$31,497,064	−5.2%	7.50%
EDV	Vanguard World Funds Extended Duration ETF	Added	105,547	+25,904	$17,018,235	+32.0%	4.05%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Reduced	316,740	-10,522	$15,513,139	−5.4%	3.69%
AIPO	Defiance AI & Power Infrastructure ETF	Added	527,483	+65,982	$14,477,403	—	3.45%
JA	Janus Henderson AA-A CLO ETF	Added	285,220	+9,119	$14,395,053	+3.3%	3.43%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	218,432	+12,397	$13,350,374	+1.2%	3.18%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	Added	69,834	+11,739	$12,368,299	+11.0%	2.94%
BITB	Bitwise Bitcoin ETF	Added	270,391	+21,347	$12,264,935	+54.6%	2.92%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	21,451	-48	$10,322,545	+1.8%	2.46%
AAPL	Apple Inc. Technology	Added	27,129	+1,685	$9,034,499	+22.7%	2.15%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Reduced	165,293	-728	$8,129,882	−3.5%	1.93%
FAB	First Trust Multi Cap Value AlphaDEX Fund	Reduced	201,084	-1,245	$7,689,662	−2.6%	1.83%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	101,388	+1,821	$7,176,364	+15.5%	1.71%
BILZ	PIMCO Ultra Short Government Active ETF	Added	131,629	+7,349	$6,503,788	+3.6%	1.55%
BNDW	Vanguard Total World Bond ETF	Added	55,414	+2,486	$6,132,747	+1.3%	1.46%
NVDA	Nvidia Corp CALL + SHARES Technology	Added	20,314	+7,326	$4,639,311	+78.5%	1.10%
SPY	Spdr S&P 500 ETF Trust	Added	5,867	+214	$4,474,350	+6.0%	1.06%
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	Added	88,254	+11,718	$4,432,115	+8.7%	1.05%
SPCX	Space Exploration Technologies Corp Industrials	Added	26,669	+23,128	$4,023,285	+565.0%	0.96%
AVGO	Broadcom Inc. Technology	Added	10,451	+104	$3,670,286	−6.1%	0.87%
FCA	First Trust China AlphaDEX Fund	Reduced	71,637	-221,605	$3,653,128	−76.8%	0.87%
MSFT	Microsoft Corp Technology	Added	6,597	+664	$3,383,601	+52.9%	0.81%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,258	+3,392	$3,303,230	+40.5%	0.79%
CRWV	CoreWeave, Inc. Technology	Added	34,602	+150	$3,014,526	−12.1%	0.72%
CAAA	First Trust AAA CMBS ETF	Held	72,836	0	$2,985,547	−5.8%	0.71%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	5,724	-30	$2,910,940	−3.2%	0.69%
GOOGL	Alphabet Inc. Communication Services	Added	8,045	+1,344	$2,764,034	+15.6%	0.66%
QQQ	Invesco Qqq Trust, Series 1	Added	3,458	+468	$2,558,124	+16.2%	0.61%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,399	+786	$2,447,811	+13.1%	0.58%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	9,059	+6,653	$2,398,370	+30.6%	0.57%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	5,251	+53	$2,395,453	−3.5%	0.57%
FAAA	Fidelity AAA CLO ETF	Added	45,603	+27,700	$2,291,778	+155.2%	0.55%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,130	+432	$1,820,175	−7.9%	0.43%
FCAL	First Trust California Municipal High income ETF	Reduced	38,196	-725	$1,768,429	−8.9%	0.42%
KLAC	Kla Corp Technology	Reduced	8,683	-55	$1,692,577	−35.8%	0.40%
WMT	Walmart Inc. Consumer Defensive	Added	16,068	+868	$1,669,786	−3.0%	0.40%
NFLX	Netflix Inc Communication Services	Added	22,515	+1,532	$1,566,593	+4.6%	0.37%
GLD	Spdr Gold Trust	Added	4,032	+800	$1,535,546	+29.0%	0.37%
MRK	Merck & Co., Inc. Healthcare	Added	9,768	+544	$1,419,388	+19.8%	0.34%
PLD	Prologis, Inc. Real Estate	Added	10,453	+325	$1,357,217	−1.1%	0.32%
PANW	Palo Alto Networks Inc Technology	Reduced	3,174	-508	$1,261,061	+0.4%	0.30%
META	Meta Platforms, Inc. Communication Services	Added	1,696	+238	$1,229,905	+49.8%	0.29%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,349	-21	$1,214,585	−12.3%	0.29%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	10,023	+710	$1,156,052	+32.9%	0.28%
BAB	Invesco Taxable Municipal Bond ETF	NEW	37,827	NEW	$1,155,135	NEW	0.27%
V	Visa Inc. Financial Services	Added	3,110	+299	$1,117,516	+15.9%	0.27%
CEG	Constellation Energy Corp Utilities	Added	4,239	+92	$1,076,790	+4.5%	0.26%
AMD	Advanced Micro Devices Inc Technology	Added	1,715	+65	$1,049,168	+9.5%	0.25%

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.