Crumly & Associates Inc.
Filing Date
Global Rank
#165
/ 295
▲ 5557
Top Industry
Semiconductors
15.0%
3Y Alpha vs SPY
-6.1%
Period ended 9 days ago
Filed Jul 8, 2026 · 1d
26 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+48.7%
SPY
+76.0%
Annualised alpha
-6.6%
Max drawdown
−21.9%
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
108 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
7.5%
−2.1 pts
Top 5
25.4%
−0.6 pts
Top 10
37.7%
+0.5 pts
HHI
234
Diversified−14
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 34.8% | $36,855,291 |
| Unclassified | 18.9% | $20,053,632 |
| Financial Services | 11.4% | $12,057,532 |
| Communication Services | 6.6% | $6,943,684 |
| Consumer Cyclical | 6.0% | $6,341,059 |
| Healthcare | 5.1% | $5,367,792 |
| Industrials | 4.2% | $4,396,300 |
| Energy | 4.1% | $4,297,816 |
| Utilities | 3.1% | $3,231,017 |
| Consumer Defensive | 2.7% | $2,833,575 |
| Real Estate | 1.9% | $1,972,858 |
| Basic Materials | 1.5% | $1,573,998 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | |
| 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 | |
| GOOGL | Alphabet Inc. | −658 | 5,883 | $2,102,407 | |
| 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 | Open |
|---|---|---|---|---|
| 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
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MDT | Medtronic plc | 8,934 | $774,131 | |
| HON | Honeywell International Inc | 2,580 | $611,596 | |
| BRK-B | Berkshire Hathaway Inc | 1,261 | $604,271 | |
| TGT | Target Corp | 4,404 | $533,764 | |
| MCD | Mcdonalds Corp | 1,274 | $395,946 | |
| TRV | Travelers Companies, Inc. | 1,082 | $315,597 | |
| EXE | EXPAND ENERGY Corp | 2,604 | $285,867 | |
| KMI | Kinder Morgan, Inc. | 8,309 | $278,600 | |
| 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. | ||||
108 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BITB |
Bitwise Bitcoin ETF
|
Reduced | 249,044 | $7,934,541 | 7.49% | |
| AAPL |
Apple Inc.
Technology
|
Added | 25,444 | $7,362,475 | 6.95% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 5,653 | $4,221,490 | 3.99% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 10,347 | $3,908,579 | 3.69% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Added | 34,452 | $3,429,352 | 3.24% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 5,754 | $3,005,832 | 2.84% | |
| KLAC |
Kla Corp
Technology
|
Added | 8,738 | $2,636,341 | 2.49% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 12,988 | $2,598,768 | 2.45% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 5,198 | $2,482,408 | 2.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 9,866 | $2,351,462 | 2.22% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,933 | $2,213,127 | 2.09% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,990 | $2,201,836 | 2.08% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 6,613 | $2,164,633 | 2.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 5,883 | $2,102,407 | 1.98% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,698 | $1,975,978 | 1.87% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 15,200 | $1,721,552 | 1.63% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 20,983 | $1,498,186 | 1.41% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 1,370 | $1,385,576 | 1.31% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 10,128 | $1,372,040 | 1.30% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 3,682 | $1,255,635 | 1.19% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 33,637 | $1,236,496 | 1.17% | |
| GLD |
Spdr Gold Trust
|
Reduced | 3,232 | $1,190,604 | 1.12% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 9,224 | $1,185,284 | 1.12% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 4,147 | $1,029,990 | 0.97% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 5,313 | $1,007,451 | 0.95% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 4,055 | $998,422 | 0.94% | |
| NI |
Nisource Inc.
Utilities
|
Reduced | 20,791 | $988,612 | 0.93% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 10,479 | $966,897 | 0.91% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,811 | $964,425 | 0.91% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 1,650 | $958,501 | 0.90% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 793 | $951,148 | 0.90% | |
| FTNT |
Fortinet, Inc.
Technology
|
Reduced | 5,778 | $887,616 | 0.84% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 910 | $875,019 | 0.83% | |
| EWBC |
East West Bancorp Inc
Financial Services
|
Reduced | 6,755 | $872,002 | 0.82% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Reduced | 9,313 | $869,834 | 0.82% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,458 | $821,276 | 0.78% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 701 | $809,157 | 0.76% | |
| APLD |
Applied Digital Corp.
Technology
|
Held | 21,270 | $793,371 | 0.75% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 2,302 | $778,651 | 0.74% | |
| CMI |
Cummins Inc
Industrials
|
Added | 1,078 | $768,840 | 0.73% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,825 | $710,883 | 0.67% | |
| TTE |
TotalEnergies SE
Energy
|
Added | 9,058 | $704,350 | 0.66% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 7,726 | $678,111 | 0.64% | |
| HSBC |
Hsbc Holdings PLC
Financial Services
|
Held | 7,097 | $674,853 | 0.64% | |
| SLV |
iShares Silver Trust
|
Added | 12,618 | $674,684 | 0.64% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 1,573 | $670,286 | 0.63% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 5,639 | $657,902 | 0.62% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,949 | $654,586 | 0.62% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 3,534 | $653,047 | 0.62% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Added | 3,825 | $641,567 | 0.61% |