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Latest RS CRUM INC. Stock Portfolio

$534Million | No. of Holdings #102

RS CRUM INC. Performance

2026 Q3-0.50%
YTD+6.84%
2025+13.44%

About RS CRUM INC. and 13F Hedge Fund Stock Holdings

On 2026-10-19, the fund reported it's updated stock portfolio. In the 13F Holdings report, RS CRUM INC. reported an equity portfolio of $534.4 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of RS CRUM INC. are BIV, DFAC, DFAC. The fund has invested 18.1% of it's portfolio in VANGUARD BD INDEX FDS and 11.9% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off ONEOK INC NEW (OKE), EXXON MOBIL CORP (XOM) and VANGUARD CALIF TAX FREE FDS stocks. They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), BROADCOM INC (AVGO) and MICRON TECHNOLOGY INC (MU). RS CRUM INC. opened new stock positions in ONEOK INC NEW, PALANTIR TECHNOLOGIES INC (PLTR) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to HOME DEPOT INC (HD), JPMORGAN CHASE & CO (JPM) and TESLA INC (TSLA).
RS CRUM INC. Equity Portfolio Value
Last Reported on: 19 Oct, 2026
$534Million
  as of Oct 19, 2026

RS CRUM INC. Annual Return Estimates Vs S&P 500

Our best estimate is that RS CRUM INC. made a return of -0.5% in the last quarter. In trailing 12 months, it's portfolio return was 9.2%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
oneok inc new1,647,500
exxonmobil holdings corp939,022
palantir technologies inc245,410
fidelity wise origin bitcoin218,647
schwab strategic tr209,350
New stocks bought by RS CRUM INC.

Additions

Ticker% Inc.
home depot inc11.07
jpmorgan chase & co8.29
tesla inc3.21
intel corp2.79
nvidia corporation2.44
dimensional etf trust2.37
dimensional etf trust2.31
spdr gold tr2.06
Additions to existing portfolio by RS CRUM INC.

Reductions

Ticker% Reduced
vanguard intl equity index f-17.97
broadcom inc-14.04
micron technology inc-10.66
vanguard index fds-8.16
alphabet inc-6.69
vanguard world fd-5.69
altria group inc-5.37
vanguard intl equity index f-5.06
RS CRUM INC. reduced stake in above stock

Sold off

Ticker$ Sold
calidi biotherapeutics inc-7,351
oneok inc new-1,679,770
dimensional etf trust-205,342
exxon mobil corp-788,827
vanguard calif tax free fds-248,985
howmet aerospace inc-236,080
RS CRUM INC. got rid off the above stocks

Sector Distribution

RS CRUM INC. has about 89.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Industrials
Sector%
Others89.5
Technology3.5
Consumer Cyclical2.2
Industrials1.5

Market Cap. Distribution

RS CRUM INC. has about 10.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED89.5
MEGA-CAP8.1
LARGE-CAP2.3

Stocks belong to which Index?

About 10% of the stocks held by RS CRUM INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others90
S&P 50010
Top 5 Winners (%)%
MSFT
microsoft corp
36.7 %
SHOP
shopify inc
29.9 %
META
meta platforms inc
28.1 %
CVX
chevron corporation
23.2 %
AMGN
amgen inc
16.4 %
Top 5 Winners ($)$
BCD
abrdn etfs
1.5 M
AAPL
apple inc
0.9 M
DFAC
dimensional etf trust
0.8 M
MSFT
microsoft corp
0.8 M
GLD
spdr gold tr
0.7 M
Top 5 Losers (%)%
CAT
caterpillar inc
-23.9 %
IBM
international business machs
-21.8 %
HD
home depot inc
-18.6 %
NLY
annaly capital management in
-15.5 %
TSLA
tesla inc
-15.4 %
Top 5 Losers ($)$
BIV
vanguard bd index fds
-1.9 M
VB
vanguard index fds
-1.5 M
DFAC
dimensional etf trust
-1.3 M
CAT
caterpillar inc
-1.2 M
DFAC
dimensional etf trust
-1.1 M

RS CRUM INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of RS CRUM INC.

RS CRUM INC. has 102 stocks in it's portfolio. About 74.3% of the portfolio is in top 10 stocks. BIV proved to be the most loss making stock for the portfolio. BCD was the most profitable stock for RS CRUM INC. last quarter.

$534.43MTotal Value
108Positions
19 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of RS CRUM INC., last reported on 19 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACES
Alps Etf Tr

Alps Etf Tr

ACES
RS CRUM INC.'s holding in Alps Etf Tr over time
3.23%332,882
$17.27M
3.23%
increased 0.45 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
RS CRUM INC.'s holding in Ishares Tr over time
0.5%103,755
$2.67M
0.5%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
RS CRUM INC.'s holding in Wisdomtree Tr over time
0.08%3,415
$436.9K
0.08%
unchanged 0 percentunchanged
BCD
Abrdn Etfs

Abrdn Etfs

BCD
RS CRUM INC.'s holding in Abrdn Etfs over time
2.02%416,722
$10.78M
2.02%
increased 1.31 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
RS CRUM INC.'s holding in Spdr Series Trust over time
0.06%2,723
$335.2K
0.06%
unchanged 0 percentunchanged
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
RS CRUM INC.'s holding in Vanguard Bd Index Fds over time
18.11%1,266,920
$96.79M
18.11%
increased 0.99 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
RS CRUM INC.'s holding in Vanguard Bd Index Fds over time
0.63%45,920
$3.35M
0.63%
decreased 0.65 percentreduced
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
RS CRUM INC.'s holding in Vanguard Bd Index Fds over time
0.1%7,581
$531.8K
0.1%
decreased 2.66 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
RS CRUM INC.'s holding in Vanguard Scottsdale Fds over time
0.3%27,944
$1.61M
0.3%
unchanged 0 percentunchanged
BZQ
Proshares Tr

Proshares Tr

BZQ
RS CRUM INC.'s holding in Proshares Tr over time
0.05%4,840
$261.8K
0.05%
unchanged 0 percentunchanged