Crumly & Associates Inc.

CIK

1759578

Location

SPRINGFIELD, IL

Portfolio Value

Micro $3,349,862

Diversification

Diversified

Filing Date

Global Rank

#5,335 / 8,232 ▲ 443

Top Industry

Semiconductors 11.4%

3Y Alpha vs SPY

-5.9%

Period ended 3 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

+49.8%

SPY

+74.2%

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

5 positions · $3,349,862 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Added	15,087	+952	$1,875,012	+19.1%	55.97%
TGT	Target Corp Consumer Defensive	Added	4,404	+682	$533,764	+46.7%	15.93%
PEP	Pepsico Inc Consumer Defensive	Added	2,854	+669	$443,197	+41.3%	13.23%
KO	Coca Cola Co Consumer Defensive	Added	3,404	+151	$258,874	+13.8%	7.73%
MO	Altria Group, Inc. Consumer Defensive	NEW	3,622	NEW	$239,015	NEW	7.14%