Crumly & Associates Inc.
Top Portfolio Positions
112 positions ·
$101,282,870 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BITB |
Bitwise Bitcoin ETF
|
256,201 | $9,430,758 | 9.31% | |
| AAPL |
Apple Inc.
Technology
|
22,103 | $5,609,520 | 5.54% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,135 | $4,640,175 | 4.58% | |
| AVGO |
Broadcom Inc.
Technology
|
10,409 | $3,221,689 | 3.18% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
5,844 | $2,706,882 | 2.67% | |
| CRWV |
CoreWeave, Inc.
Technology
|
34,252 | $2,653,502 | 2.62% | |
| MSFT |
Microsoft Corp
Technology
|
5,924 | $2,192,887 | 2.17% | |
| NVDA |
Nvidia Corp
Technology
|
12,187 | $2,125,412 | 2.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,059 | $2,094,987 | 2.07% | |
| GLD |
Spdr Gold Trust
|
4,750 | $2,043,877 | 2.02% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PAXS
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $572,797 | 39,750 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $608,175 | 39,750 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $646,732 | 39,750 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $600,622 | 39,750 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $638,385 | 39,750 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $606,187 | 39,750 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $661,042 | 39,750 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $628,447 | 39,750 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $625,267 | 39,750 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $568,425 | 39,750 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $551,730 | 39,750 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $586,312 | 39,750 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $590,287 | 39,750 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $587,902 | 39,750 | Shares | Sole | 2023-03-03 | |
| 2022-09-30 | $1,510,108 | 95,275 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,731,849 | 109,403 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,060,225 | 167,500 | Shares | Sole | 2022-05-02 | |
| No 13F history on record for this holder in this stock. | ||||||