Latest RS CRUM INC. Stock Portfolio
RS CRUM INC. Performance:
2025 Q3: 1.41%YTD: 2.7%2024: 2.63%
Performance for 2025 Q3 is 1.41%, and YTD is 2.7%, and 2024 is 2.63%.
About RS CRUM INC. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, RS CRUM INC. reported an equity portfolio of $449.9 Millions as of 30 Sep, 2025.
The top stock holdings of RS CRUM INC. are BIV, DFAC, DFAC. The fund has invested 18.4% of it's portfolio in VANGUARD BD INDEX FDS and 11.7% of portfolio in DIMENSIONAL ETF TRUST.
They significantly reduced their stock positions in PROCTER AND GAMBLE CO (PG), BANK AMERICA CORP (BAC) and VANGUARD INDEX FDS (VB). RS CRUM INC. opened new stock positions in ORACLE CORP (ORCL), BROADCOM INC (AVGO) and GRANITESHARES GOLD TR. The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), VANGUARD BD INDEX FDS (BIV) and ABRDN ETFS (BCD).
The top stock holdings of RS CRUM INC. are BIV, DFAC, DFAC. The fund has invested 18.4% of it's portfolio in VANGUARD BD INDEX FDS and 11.7% of portfolio in DIMENSIONAL ETF TRUST.
They significantly reduced their stock positions in PROCTER AND GAMBLE CO (PG), BANK AMERICA CORP (BAC) and VANGUARD INDEX FDS (VB). RS CRUM INC. opened new stock positions in ORACLE CORP (ORCL), BROADCOM INC (AVGO) and GRANITESHARES GOLD TR. The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), VANGUARD BD INDEX FDS (BIV) and ABRDN ETFS (BCD).
RS CRUM INC. Annual Return Estimates Vs S&P 500
Our best estimate is that RS CRUM INC. made a return of 1.41% in the last quarter. In trailing 12 months, it's portfolio return was 2.99%.
New Buys
| Ticker | $ Bought |
|---|---|
| oracle corp | 237,657 |
| broadcom inc | 232,075 |
| graniteshares gold tr | 218,465 |
| vaneck merk gold etf | 217,934 |
| vanguard index fds | 217,410 |
| fidelity wise origin bitcoin | 209,601 |
| eaton corp plc | 201,721 |
| calidi biotherapeutics inc | 23,190 |
New stocks bought by RS CRUM INC.
Additions
| Ticker | % Inc. |
|---|---|
| alphabet inc | 14.64 |
| vanguard bd index fds | 6.92 |
| abrdn etfs | 5.19 |
| netflix inc | 3.6 |
| dimensional etf trust | 3.58 |
| vanguard index fds | 2.71 |
| dimensional etf trust | 2.64 |
| alps etf tr | 2.4 |
Additions to existing portfolio by RS CRUM INC.
Reductions
| Ticker | % Reduced |
|---|---|
| procter and gamble co | -19.51 |
| bank america corp | -4.19 |
| vanguard index fds | -3.71 |
| spdr s&p 500 etf tr | -3.15 |
| palantir technologies inc | -2.93 |
| dimensional etf trust | -2.5 |
| disney walt co | -2.48 |
| tesla inc | -2.47 |
RS CRUM INC. reduced stake in above stock
Sold off
Sector Distribution
RS CRUM INC. has about 89.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 89.1 |
| Technology | 3.2 |
| Consumer Cyclical | 2.4 |
| Industrials | 1.4 |
| Energy | 1.1 |
Market Cap. Distribution
RS CRUM INC. has about 10.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 89.1 |
| MEGA-CAP | 6.3 |
| LARGE-CAP | 4.5 |
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.
| Index | % |
|---|---|
| Others | 89.5 |
| S&P 500 | 10.5 |
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 99 stocks in it's portfolio. About 74.4% of the portfolio is in top 10 stocks. OKE proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for RS CRUM INC. last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.23 | 21,678 | 5,519,830 | reduced | -1.99 | ||
| ABBV | abbvie inc | 0.12 | 2,317 | 536,479 | unchanged | 0.00 | ||
| ACES | alps etf tr | 3.27 | 313,671 | 14,720,600 | added | 2.4 | ||
| ACWF | ishares tr | 0.58 | 102,815 | 2,627,950 | reduced | -0.06 | ||
| AGZD | wisdomtree tr | 0.09 | 3,415 | 390,254 | unchanged | 0.00 | ||
| AMD | advanced micro devices inc | 0.07 | 2,000 | 323,580 | unchanged | 0.00 | ||
| AMGN | amgen inc | 0.14 | 2,300 | 649,060 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 2.07 | 42,488 | 9,329,090 | reduced | -0.04 | ||
| AVGO | broadcom inc | 0.05 | 703 | 232,075 | new | |||
| BA | boeing co | 0.09 | 1,964 | 423,891 | reduced | -1.36 | ||
| BAC | bank america corp | 0.10 | 9,015 | 465,095 | reduced | -4.19 | ||
| BCD | abrdn etfs | 1.59 | 331,815 | 7,147,300 | added | 5.19 | ||
| BIL | spdr series trust | 0.06 | 2,722 | 284,518 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 18.36 | 1,046,920 | 82,612,400 | added | 6.92 | ||
| BIV | vanguard bd index fds | 0.72 | 41,682 | 3,254,950 | added | 1.76 | ||
| BMY | bristol-myers squibb co | 0.07 | 6,570 | 296,307 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 0.25 | 19,175 | 1,128,450 | unchanged | 0.00 | ||
| BZQ | proshares tr | 0.06 | 2,420 | 249,430 | unchanged | 0.00 | ||
| CAT | caterpillar inc | 0.47 | 4,430 | 2,113,780 | unchanged | 0.00 | ||
| CINF | cincinnati finl corp | 0.13 | 3,710 | 586,551 | unchanged | 0.00 | ||