RS CRUM INC.
Top Portfolio Positions
59 positions ·
$74,360,948 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
50,264 | $21,628,096 | 29.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
43,056 | $8,967,273 | 12.06% | |
| AAPL |
Apple Inc.
Technology
|
20,503 | $5,203,456 | 7.00% | |
| CAT |
Caterpillar Inc
Industrials
|
4,430 | $3,138,477 | 4.22% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
68,553 | $2,594,045 | 3.49% | |
| EMR |
Emerson Electric Co
Industrials
|
17,763 | $2,327,308 | 3.13% | |
| MSFT |
Microsoft Corp
Technology
|
5,844 | $2,163,273 | 2.91% | |
| OKE |
Oneok Inc /New/
Energy
|
19,321 | $1,746,425 | 2.35% | |
| DIS |
Walt Disney Co
Communication Services
|
14,339 | $1,381,992 | 1.86% | |
| JNJ |
Johnson & Johnson
Healthcare
|
4,700 | $1,148,868 | 1.54% |
Portfolio Trend
Holdings in PFN
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $384,117 | 55,750 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $418,125 | 55,750 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $423,142 | 55,750 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $411,992 | 55,750 | Shares | Sole | 2025-09-23 | |
| 2025-03-31 | $420,355 | 55,750 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $415,337 | 55,750 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $424,815 | 55,750 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $399,727 | 55,750 | Shares | Sole | 2024-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||