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Latest RS CRUM INC. Stock Portfolio

$533Million | No. of Holdings #103

RS CRUM INC. Performance

2026 Q2+6.40%
YTD+7.38%
2025+13.44%

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

On 2026-08-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, RS CRUM INC. reported an equity portfolio of $533.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of RS CRUM INC. are BIV, DFAC, DFAC. The fund has invested 18.3% of it's portfolio in VANGUARD BD INDEX FDS and 11.6% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off ISHARES TR (AAXJ), ISHARES TR (IJR) and PALANTIR TECHNOLOGIES INC (PLTR) stocks. They significantly reduced their stock positions in ISHARES INC (EMGF), TESLA INC (TSLA) and SOUTHERN CO (SO). RS CRUM INC. opened new stock positions in INTEL CORP (INTC), SHOPIFY INC (SHOP) and HOWMET AEROSPACE INC (HWM). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), PROSHARES TR (BZQ) and STATE STR SPDR S&P 500 ETF T (SPY).
RS CRUM INC. Equity Portfolio Value
Last Reported on: 10 Aug, 2026
$533Million
  as of Aug 10, 2026

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

Our best estimate is that RS CRUM INC. made a return of 6.4% in the last quarter. In trailing 12 months, it's portfolio return was 15.48%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
intel corp250,607
shopify inc236,215
howmet aerospace inc236,080
eaton corp plc229,679
royal bk cda219,389
taiwan semiconductor manufac216,817
dimensional etf trust205,342
New stocks bought by RS CRUM INC.

Additions

Ticker% Inc.
vanguard index fds502
proshares tr100
state str spdr s&p 500 etf t18.55
meta platforms inc10.51
bank of amer corp9.94
vanguard index fds8.89
calidi biotherapeutics inc7.41
broadcom inc6.43
Additions to existing portfolio by RS CRUM INC.

Reductions

Ticker% Reduced
ishares inc-24.02
tesla inc-8.77
southern co-7.4
vanguard intl equity index f-5.36
alphabet inc-4.57
dimensional etf trust-3.75
ishares tr-3.6
ford mtr co-2.74
RS CRUM INC. reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-29,222,500
ishares tr-4,127,310
pfizer inc-215,627
fidelity wise origin bitcoin-200,702
ishares tr-341,835
palantir technologies inc-244,727
RS CRUM INC. got rid off the above stocks

Sector Distribution

RS CRUM INC. has about 89.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Industrials
  • Energy
Sector%
Others89.1
Technology3.3
Consumer Cyclical2.2
Industrials1.7
Energy1.1

Market Cap. Distribution

RS CRUM INC. has about 10.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED89.1
MEGA-CAP8.1
LARGE-CAP2.7

Stocks belong to which Index?

About 10.5% of the stocks held by RS CRUM INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others89.5
S&P 50010.5
Top 5 Winners (%)%
MU
micron technology inc
230.3 %
AMD
advanced micro devices inc
179.2 %
TXN
texas instrs inc
53.5 %
CSCO
cisco sys inc
51.4 %
CAT
caterpillar inc
49.0 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
8.3 M
DFAC
dimensional etf trust
7.1 M
DFAC
dimensional etf trust
4.1 M
VB
vanguard index fds
3.5 M
DFAC
dimensional etf trust
3.1 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
BZQ
proshares tr
-40.0 %
FLAG
calidi biotherapeutics inc
-28.1 %
NFLX
netflix inc.
-25.4 %
CVX
chevron corporation
-19.9 %
Top 5 Losers ($)$
VB
vanguard index fds
-7.2 M
GLD
spdr gold tr
-3.2 M
BCD
abrdn etfs
-0.8 M
BIV
vanguard bd index fds
-0.6 M
ACES
alps etf tr
-0.3 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 103 stocks in it's portfolio. About 74.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for RS CRUM INC. last quarter.

$533.38MTotal Value
109Positions
10 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of RS CRUM INC., last reported on 10 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RS CRUM INC.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACES
Alps Etf Tr

Alps Etf Tr

ACES
RS CRUM INC.'s holding in Alps Etf Tr over time
3.22%331,386
$17.18M
3.22%
decreased 0.49 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
RS CRUM INC.'s holding in Ishares Tr over time
0.54%103,755
$2.87M
0.54%
decreased 1.01 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
RS CRUM INC.'s holding in Wisdomtree Tr over time
0.08%3,415
$447.8K
0.08%
unchanged 0 percentunchanged
BCD
Abrdn Etfs

Abrdn Etfs

BCD
RS CRUM INC.'s holding in Abrdn Etfs over time
1.72%411,352
$9.19M
1.72%
increased 4.11 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
RS CRUM INC.'s holding in Spdr Series Trust over time
0.06%2,723
$324.0K
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
18.32%1,254,490
$97.74M
18.32%
increased 5.22 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
RS CRUM INC.'s holding in Vanguard Bd Index Fds over time
0.66%46,219
$3.54M
0.66%
increased 3.54 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
RS CRUM INC.'s holding in Vanguard Bd Index Fds over time
0.11%7,788
$571.8K
0.11%
increased 0.18 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
RS CRUM INC.'s holding in Vanguard Scottsdale Fds over time
0.3%27,944
$1.63M
0.3%
increased 0.05 percentadded
BZQ
Proshares Tr

Proshares Tr

BZQ
RS CRUM INC.'s holding in Proshares Tr over time
0.05%4,840
$271.8K
0.05%
increased 100 percentadded