Crews Bank & Trust
CIK
0002052279
City
PORT CHARLOTTE
State / Country
FL
Top Portfolio Positions
339 positions ·
$180,089,195 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
72,800 | $19,791,408 | 10.99% |
| MSFT |
Microsoft Corp
Technology
|
29,610 | $14,319,988 | 7.95% |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,056 | $7,842,528 | 4.35% |
| V |
Visa Inc.
Financial Services
|
20,677 | $7,251,630 | 4.03% |
| SPY |
Spdr S&P 500 Etf Trust
|
10,130 | $6,907,849 | 3.84% |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,434 | $6,409,710 | 3.56% |
| LLY |
ELI LILLY & Co
Healthcare
|
5,851 | $6,287,953 | 3.49% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,312 | $5,150,055 | 2.86% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
15,819 | $5,097,198 | 2.83% |
| MDY |
Spdr S&P Midcap 400 Etf Trust
|
5,932 | $3,578,656 | 1.99% |
Portfolio Trend
Holdings in BOE
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $20,609 | 1,760 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $20,363 | 1,760 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $19,976 | 1,760 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $48,510 | 4,471 | Shares | Sole | 2025-04-22 | |
| No quarters match your search. | ||||||