CRA Financial Services, LLC

CIK

1765594

Location

NORTHFIELD, NJ

Portfolio Value

Small $306,855,130

Diversification

Diversified

Filing Date

Global Rank

#3,386 / 8,605 ▼ 21 · as of Mar 2026

Top Industry

Consumer Electronics 19.7%

3Y Alpha vs SPY

+0.0%

Period ended 3 months ago

Filed Apr 9, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.6%

SPY

+76.5%

Annualised alpha

+0.0%

Max drawdown

−21.3%

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

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

Top Position

16.6%

−0.3 pts

Top 5

47.8%

−0.8 pts

Top 10

64.8%

−1.8 pts

HHI

614

Diversified−28

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.8%	$112,866,541	22
Unclassified	15.7%	$48,048,181	10
Consumer Cyclical	12.5%	$38,224,512	8
Communication Services	10.9%	$33,332,214	7
Financial Services	8.1%	$24,972,661	22
Energy	4.1%	$12,564,781	8
Healthcare	3.8%	$11,636,881	12
Industrials	3.7%	$11,345,981	16
Consumer Defensive	2.6%	$8,078,551	7
Utilities	1.8%	$5,407,719	8
Basic Materials	0.1%	$377,108	2

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
FBTC	Fidelity Wise Origin Bitcoin Fund	+2,650	31,155	$1,839,079
F	Ford Motor Co	+2,328	20,655	$238,358
NFLX	Netflix Inc	+1,773	27,884	$2,681,046
BITB	Bitwise Bitcoin ETF	+1,419	13,392	$492,959
UBER	Uber Technologies, Inc	+1,360	9,843	$708,006
NVDA	Nvidia Corp	+1,157	132,431	$23,095,966
MSFT	Microsoft Corp	+1,125	42,382	$15,688,544
ORCL	Oracle Corp	+961	16,949	$2,493,367
AMZN	Amazon Com Inc	+920	136,170	$28,360,125
CVX	Chevron Corp	+795	18,551	$3,838,201
BX	Blackstone Inc.	+778	3,548	$407,984
SPY	Spdr S&P 500 ETF Trust	+761	21,679	$14,098,720
HON	Honeywell International Inc	+683	4,015	$907,510
BA	Boeing Co	+674	4,114	$818,809
BAC	Bank Of America Corp /De/	+612	45,060	$2,196,675
PANW	Palo Alto Networks Inc	+431	8,752	$1,403,120
PLTR	Palantir Technologies Inc.	+410	8,185	$1,197,301
GLW	Corning Inc /Ny	+362	3,678	$500,097
CSCO	Cisco Systems, Inc.	+291	12,010	$931,855
QQQ	Invesco Qqq Trust, Series 1	+281	43,016	$24,827,974
GOOGL	Alphabet Inc.	+236	68,185	$19,607,278
PFE	Pfizer Inc	+228	8,355	$234,608
META	Meta Platforms, Inc.	+144	15,226	$8,711,251
PM	Philip Morris International Inc.	+136	3,250	$537,355
BNY	Bank of New York Mellon Corp	+134	2,341	$277,712
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	−2,154	2,446	$194,726
AAPL	Apple Inc.	−1,317	200,502	$50,885,402
NEE	Nextera Energy Inc	−1,102	28,211	$2,620,237
DIS	Walt Disney Co	−655	15,819	$1,524,635
ABT	Abbott Laboratories	−649	4,187	$429,879
BRK-B	Berkshire Hathaway Inc	−603	10,747	$5,149,962
ETHE	Grayscale Ethereum Staking ETF	−498	12,556	$214,330
TSLA	Tesla, Inc.	−426	6,360	$2,364,330
GLD	Spdr Gold Trust	−354	6,966	$2,997,400
MRK	Merck & Co., Inc.	−335	10,363	$1,246,565
ABBV	AbbVie Inc.	−310	8,863	$1,927,613
MCD	Mcdonalds Corp	−258	3,717	$1,155,206
TD	Toronto Dominion Bank	−251	9,069	$846,228
BP	Bp PLC	−250	7,384	$347,048
GBTC	Grayscale Bitcoin Trust ETF	−249	22,056	$1,163,674
UNH	Unitedhealth Group Inc	−244	2,034	$550,380
CEG	Constellation Energy Corp	−222	2,987	$834,119
PEP	Pepsico Inc	−178	5,946	$923,354
MA	Mastercard Inc	−172	6,642	$3,318,741
PG	PROCTER & GAMBLE Co	−150	9,287	$1,341,414
MO	Altria Group, Inc.	−123	9,522	$628,356
XOM	Exxon Mobil Corp	−103	35,390	$6,004,267
SCHW	Schwab Charles Corp	−91	2,855	$268,312
V	Visa Inc.	−86	16,230	$4,905,355
MRVL	Marvell Technology, Inc.	−73	29,499	$2,921,875
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
T	At&T Inc.	11,631	$337,182
PSX	Phillips 66	1,576	$287,115
VZ	Verizon Communications Inc	5,395	$270,829
AMAT	Applied Materials Inc /De	708	$241,987
AEP	American Electric Power Co Inc	1,679	$220,083
CMCSA	Comcast Corp	6,966	$199,993
TT	Trane Technologies plc	467	$194,617
ATAI	AtaiBeckley Inc.	12,903	$45,676
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
BSX	Boston Scientific Corp	3,406	$324,762
FETH	Fidelity Ethereum Fund	9,415	$278,778
COIN	Coinbase Global, Inc.	1,083	$244,909
ADBE	Adobe Inc.	683	$239,043
RDDT	Reddit, Inc.	975	$224,123
SIGI	Selective Insurance Group Inc	2,558	$214,027
WM	Waste Management Inc	913	$200,595
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

122 positions · $306,855,130 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 122 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	200,502	-1,317	$50,885,402	−7.3%	16.58%
AMZN	Amazon Com Inc Consumer Cyclical	Added	136,170	+920	$28,360,125	−9.2%	9.24%
QQQ	Invesco Qqq Trust, Series 1	Added	43,016	+281	$24,827,974	−5.4%	8.09%
NVDA	Nvidia Corp Technology	Added	132,431	+1,157	$23,095,966	−5.7%	7.53%
GOOGL	Alphabet Inc. Communication Services	Added	68,185	+236	$19,607,278	−7.8%	6.39%
MSFT	Microsoft Corp Technology	Added	42,382	+1,125	$15,688,544	−21.4%	5.11%
SPY	Spdr S&P 500 ETF Trust	Added	21,679	+761	$14,098,720	−1.2%	4.59%
META	Meta Platforms, Inc. Communication Services	Added	15,226	+144	$8,711,251	−12.5%	2.84%
AVGO	Broadcom Inc. Technology	Added	24,772	+86	$7,667,181	−10.3%	2.50%
XOM	Exxon Mobil Corp Energy	Reduced	35,390	-103	$6,004,267	+40.6%	1.96%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	15,963	-61	$5,250,071	−4.8%	1.71%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,747	-603	$5,149,962	−9.7%	1.68%
V	Visa Inc. Financial Services	Reduced	16,230	-86	$4,905,355	−14.3%	1.60%
CVX	Chevron Corp Energy	Added	18,551	+795	$3,838,201	+41.8%	1.25%
LLY	ELI LILLY & Co Healthcare	Added	4,000	+4	$3,679,080	−14.3%	1.20%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,681	+17	$3,436,082	−8.6%	1.12%
MA	Mastercard Inc Financial Services	Reduced	6,642	-172	$3,318,741	−14.7%	1.08%
GLD	Spdr Gold Trust	Reduced	6,966	-354	$2,997,400	+3.3%	0.98%
MRVL	Marvell Technology, Inc. Technology	Reduced	29,499	-73	$2,921,875	+16.3%	0.95%
NFLX	Netflix Inc Communication Services	Added	27,884	+1,773	$2,681,046	+9.5%	0.87%
NEE	Nextera Energy Inc Utilities	Reduced	28,211	-1,102	$2,620,237	+11.3%	0.85%
ORCL	Oracle Corp Technology	Added	16,949	+961	$2,493,367	−20.0%	0.81%
CAT	Caterpillar Inc Industrials	Added	3,517	+34	$2,491,653	+24.9%	0.81%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	6,360	-426	$2,364,330	−22.5%	0.77%
BAC	Bank Of America Corp /De/ Financial Services	Added	45,060	+612	$2,196,675	−10.1%	0.72%
JNJ	Johnson & Johnson Healthcare	Added	8,369	+21	$2,045,718	+18.4%	0.67%
WMT	Walmart Inc. Consumer Defensive	Added	15,966	+50	$1,984,254	+11.9%	0.65%
ABBV	AbbVie Inc. Healthcare	Reduced	8,863	-310	$1,927,613	−8.0%	0.63%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	31,155	+2,650	$1,839,079	−15.4%	0.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,654	+47	$1,648,095	+18.9%	0.54%
DIS	Walt Disney Co Communication Services	Reduced	15,819	-655	$1,524,635	−18.7%	0.50%
LMT	Lockheed Martin Corp Industrials	Added	2,339	+40	$1,413,668	+27.1%	0.46%
PANW	Palo Alto Networks Inc Technology	Added	8,752	+431	$1,403,120	−8.5%	0.46%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	2,963	0	$1,372,431	−3.6%	0.45%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	9,287	-150	$1,341,414	−0.8%	0.44%
MRK	Merck & Co., Inc. Healthcare	Reduced	10,363	-335	$1,246,565	+10.7%	0.41%
PLTR	Palantir Technologies Inc. Technology	Added	8,185	+410	$1,197,301	−13.4%	0.39%
IBM	International Business Machines Corp Technology	Reduced	4,877	-15	$1,182,136	−18.4%	0.39%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	22,056	-249	$1,163,674	−23.7%	0.38%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,717	-258	$1,155,206	−4.9%	0.38%
RTX	RTX Corp Industrials	Added	5,595	+28	$1,079,275	+5.7%	0.35%
KO	Coca Cola Co Consumer Defensive	Added	13,356	+63	$1,015,723	+9.3%	0.33%
QCOM	Qualcomm Inc/De Technology	Added	7,469	+63	$961,857	−24.1%	0.31%
CSCO	Cisco Systems, Inc. Technology	Added	12,010	+291	$931,855	+3.2%	0.30%
PEP	Pepsico Inc Consumer Defensive	Reduced	5,946	-178	$923,354	+5.1%	0.30%
HON	Honeywell International Inc Industrials	Added	4,015	+683	$907,510	+39.6%	0.30%
TD	Toronto Dominion Bank Financial Services	Reduced	9,069	-251	$846,228	−3.6%	0.28%
CEG	Constellation Energy Corp Utilities	Reduced	2,987	-222	$834,119	−26.4%	0.27%
BA	Boeing Co Industrials	Added	4,114	+674	$818,809	+9.6%	0.27%
COP	Conocophillips Energy	Added	5,774	+72	$762,168	+42.8%	0.25%