Crumly & Associates Inc.

CIK

1759578

Location

SPRINGFIELD, IL

Portfolio Value

Small $105,924,554

Diversification

Diversified

Filing Date

Global Rank

#5,818 / 8,517 ▲ 185

Top Industry

Semiconductors 15.0%

3Y Alpha vs SPY

+22.4%

Period ended 46 days ago

Filed Jul 8, 2026 · 38d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical 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

+193.6%

SPY

+75.3%

Annualised alpha

+22.6%

Max drawdown

−21.6%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

108 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.5%

−1.8 pts

Top 5

25.4%

+0.1 pts

Top 10

37.7%

+1.4 pts

HHI

234

Diversified−5

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.8%	$36,855,291	27
Unclassified	18.9%	$20,053,632	9
Financial Services	11.4%	$12,057,532	15
Communication Services	6.6%	$6,943,684	9
Consumer Cyclical	6.0%	$6,341,059	8
Healthcare	5.1%	$5,367,792	8
Industrials	4.2%	$4,396,300	10
Energy	4.1%	$4,297,816	7
Utilities	3.1%	$3,231,017	5
Consumer Defensive	2.7%	$2,833,575	4
Real Estate	1.9%	$1,972,858	3
Basic Materials	1.5%	$1,573,998	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PRPL	Purple Innovation, Inc.	+41,200	333,263	$118,974
KLAC	Kla Corp	+7,814	8,738	$2,636,341
AAPL	Apple Inc.	+3,341	25,444	$7,362,475
PDO	PIMCO Dynamic Income Opportunities Fund	+2,000	27,000	$356,940
MRK	Merck & Co., Inc.	+1,993	9,224	$1,185,284
MP	MP Materials Corp. / DE	+1,211	7,644	$428,140
SLV	iShares Silver Trust	+1,110	12,618	$674,684
PLTR	Palantir Technologies Inc.	+1,008	5,639	$657,902
NVDA	Nvidia Corp	+801	12,988	$2,598,768
OMC	Omnicom Group Inc.	+687	5,330	$388,183
ACN	Accenture plc	+651	2,731	$339,845
PEP	Pepsico Inc	+578	3,432	$464,692
GNTX	Gentex Corp	+478	13,291	$335,863
T	At&T Inc.	+476	20,424	$422,776
NFLX	Netflix Inc	+472	20,983	$1,498,186
ALLE	Allegion plc	+444	2,580	$362,464
VZ	Verizon Communications Inc	+362	12,686	$537,125
ATR	Aptargroup, Inc.	+318	2,786	$348,807
ADBE	Adobe Inc.	+312	2,219	$454,939
EMR	Emerson Electric Co	+264	4,430	$634,154
ORCL	Oracle Corp	+211	3,278	$480,390
CRWV	CoreWeave, Inc.	+200	34,452	$3,429,352
CEG	Constellation Energy Corp	+193	4,147	$1,029,990
AMT	American Tower Corp /Ma/	+187	1,985	$324,686
META	Meta Platforms, Inc.	+168	1,458	$821,276
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PBI	Pitney Bowes Inc /De/	−8,529	11,660	$204,283
BITB	Bitwise Bitcoin ETF	−7,157	249,044	$7,934,541
NEM	NEWMONT Corp /DE/	−1,853	9,313	$869,834
FCX	Freeport-Mcmoran Inc	−1,724	4,389	$276,024
GLD	Spdr Gold Trust	−1,518	3,232	$1,190,604
SPY	Spdr S&P 500 ETF Trust	−1,482	5,653	$4,221,490
GOOGL	Alphabet Inc.	−1,476	5,883	$2,102,407
AXP	American Express Co	−1,432	2,302	$778,651
PANW	Palo Alto Networks Inc	−1,171	3,682	$1,255,635
ANET	Arista Networks, Inc.	−1,045	2,844	$483,138
FTNT	Fortinet, Inc.	−1,041	5,778	$887,616
AMGN	Amgen Inc	−805	1,128	$408,471
QCOM	Qualcomm Inc/De	−683	3,534	$653,047
LYG	Lloyds Banking Group plc	−650	24,754	$144,315
EPD	Enterprise Products Partners L.P.	−558	33,637	$1,236,496
AMD	Advanced Micro Devices Inc	−535	1,650	$958,501
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−528	5,198	$2,482,408
P	Everpure, Inc.	−436	7,870	$620,077
NXPI	NXP Semiconductors N.V.	−349	2,008	$564,308
EWBC	East West Bancorp Inc	−315	6,755	$872,002
BSX	Boston Scientific Corp	−312	4,991	$213,015
NI	Nisource Inc.	−274	20,791	$988,612
MO	Altria Group, Inc.	−210	3,412	$245,493
AMZN	Amazon Com Inc	−193	9,866	$2,351,462
CSCO	Cisco Systems, Inc.	−181	4,653	$546,541
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	5,313	$1,007,451
JNJ	Johnson & Johnson	2,137	$542,733
MRVL	Marvell Technology, Inc.	1,668	$496,880
INTC	Intel Corp	2,936	$409,953
BG	Bunge Global SA	3,765	$401,838
RKLB	Rocket Lab Corp	2,994	$304,340
NBIS	Nebius Group N.V.	986	$272,303
CMCSA	Comcast Corp	10,585	$259,861
ASML	Asml Holding NV	109	$216,848
CAT	Caterpillar Inc	199	$211,915
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
MDT	Medtronic plc	8,934	$774,131
XOM	ExxonMobil Holdings Corp	4,156	$705,106
BRK-B	Berkshire Hathaway Inc	1,261	$604,271
HON	Honeywell International Inc	2,580	$583,157
TGT	Target Corp	4,404	$533,764
MCD	Mcdonalds Corp	1,274	$395,946
VXUS	Vanguard Total International Stock ETF	4,838	$373,058
TRV	Travelers Companies, Inc.	1,082	$315,597
EXE	EXPAND ENERGY Corp	2,604	$285,867
KMI	Kinder Morgan, Inc.	8,309	$278,600
VB	Vanguard Morningstar Small-Cap ETF	1,025	$268,468
KO	Coca Cola Co	3,404	$258,874
WRB	Berkley W R Corp	3,436	$227,738
AB	Alliancebernstein Holding L.P.	5,491	$205,583
STWD	Starwood Property Trust, Inc.	10,962	$188,765
RITM	Rithm Capital Corp.	14,221	$134,815
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

108 tracked positions · $105,924,554 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 108 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BITB	Bitwise Bitcoin ETF	Reduced	249,044	-7,157	$7,934,541	−15.9%	7.49%
AAPL	Apple Inc. Technology	Added	25,444	+3,341	$7,362,475	+31.2%	6.95%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,653	-1,482	$4,221,490	−9.0%	3.99%
AVGO	Broadcom Inc. Technology	Reduced	10,347	-62	$3,908,579	+21.3%	3.69%
CRWV	CoreWeave, Inc. Technology	Added	34,452	+200	$3,429,352	+29.2%	3.24%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	5,754	-90	$3,005,832	+11.0%	2.84%
KLAC	Kla Corp Technology	Added	8,738	+7,814	$2,636,341	+93.8%	2.49%
NVDA	Nvidia Corp Technology	Added	12,988	+801	$2,598,768	+22.3%	2.45%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	5,198	-528	$2,482,408	+28.3%	2.34%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,866	-193	$2,351,462	+12.2%	2.22%
MSFT	Microsoft Corp Technology	Added	5,933	+9	$2,213,127	+0.9%	2.09%
QQQ	Invesco Qqq Trust, Series 1	Added	2,990	+10	$2,201,836	+28.0%	2.08%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,613	+147	$2,164,633	+13.8%	2.04%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,883	-1,476	$2,102,407	−0.6%	1.98%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,698	+26	$1,975,978	+13.8%	1.87%
WMT	Walmart Inc. Consumer Defensive	Added	15,200	+113	$1,721,552	−8.2%	1.63%
NFLX	Netflix Inc Communication Services	Added	20,983	+472	$1,498,186	−24.0%	1.41%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,370	-21	$1,385,576	+17.7%	1.31%
PLD	Prologis, Inc. Real Estate	Added	10,128	+34	$1,372,040	+2.8%	1.30%
PANW	Palo Alto Networks Inc Technology	Reduced	3,682	-1,171	$1,255,635	+61.4%	1.19%
EPD	Enterprise Products Partners L.P. Energy	Reduced	33,637	-558	$1,236,496	−4.4%	1.17%
GLD	Spdr Gold Trust	Reduced	3,232	-1,518	$1,190,604	−41.7%	1.12%
MRK	Merck & Co., Inc. Healthcare	Added	9,224	+1,993	$1,185,284	+36.3%	1.12%
CEG	Constellation Energy Corp Utilities	Added	4,147	+193	$1,029,990	−6.7%	0.97%
AZN	Astrazeneca PLC Healthcare	NEW	5,313	NEW	$1,007,451	NEW	0.95%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	4,055	+71	$998,422	+20.4%	0.94%
NI	Nisource Inc. Utilities	Reduced	20,791	-274	$988,612	+0.6%	0.93%
SCHW	Schwab Charles Corp Financial Services	Added	10,479	+115	$966,897	−0.7%	0.91%
V	Visa Inc. Financial Services	Added	2,811	+2	$964,425	+13.6%	0.91%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,650	-535	$958,501	+115.6%	0.90%
LLY	ELI LILLY & Co Healthcare	Added	793	+8	$951,148	+31.7%	0.90%
FTNT	Fortinet, Inc. Technology	Reduced	5,778	-1,041	$887,616	+59.3%	0.84%
BLK	BlackRock, Inc. Financial Services	Reduced	910	-5	$875,019	−0.6%	0.83%
EWBC	East West Bancorp Inc Financial Services	Reduced	6,755	-315	$872,002	+15.5%	0.82%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	9,313	-1,853	$869,834	−28.0%	0.82%
META	Meta Platforms, Inc. Communication Services	Added	1,458	+168	$821,276	+11.3%	0.78%
MU	Micron Technology Inc Technology	Reduced	701	-134	$809,157	+186.8%	0.76%
APLD	Applied Digital Corp. Technology	Held	21,270	0	$793,371	+57.1%	0.75%
AXP	American Express Co Financial Services	Reduced	2,302	-1,432	$778,651	−31.1%	0.74%
CMI	Cummins Inc Industrials	Added	1,078	+5	$768,840	+33.2%	0.73%
ABBV	AbbVie Inc. Healthcare	Added	2,825	+163	$710,883	+22.8%	0.67%
TTE	TotalEnergies SE Energy	Added	9,058	+61	$704,350	−14.0%	0.66%
NEE	Nextera Energy Inc Utilities	Added	7,726	+47	$678,111	−4.9%	0.64%
HSBC	Hsbc Holdings PLC Financial Services	Held	7,097	0	$674,853	+15.3%	0.64%
SLV	iShares Silver Trust	Added	12,618	+1,110	$674,684	−14.0%	0.64%
ETN	Eaton Corp plc Industrials	Reduced	1,573	-62	$670,286	+14.6%	0.63%
PLTR	Palantir Technologies Inc. CALL + SHARES Technology	Added	5,639	+1,008	$657,902	−2.9%	0.62%
CVX	Chevron Corp Energy	Added	3,949	+23	$654,586	−19.4%	0.62%
QCOM	Qualcomm Inc/De Technology	Reduced	3,534	-683	$653,047	+20.3%	0.62%
TMUS	T-Mobile US, Inc. Communication Services	Added	3,825	+117	$641,567	−17.6%	0.61%

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.