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Latest RS CRUM INC. Stock Portfolio

RS CRUM INC. Performance:
2025 Q4: 2.21%YTD: 13.44%2024: 8.06%
Performance for 2025 Q4 is 2.21%, and YTD is 13.44%, and 2024 is 8.06%.

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

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, RS CRUM INC. reported an equity portfolio of $500.5 Millions as of 31 Dec, 2025.

The top stock holdings of RS CRUM INC. are BIV, DFAC, DFAC. The fund has invested 17.6% of it's portfolio in VANGUARD BD INDEX FDS and 10.8% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off UNILEVER PLC (UL), ORACLE CORP (ORCL) and FIDELITY WISE ORIGIN BITCOIN stocks. They significantly reduced their stock positions in NVIDIA CORPORATION (NVDA), ISHARES INC (EMGF) and INVESCO QQQ TR (QQQ). RS CRUM INC. opened new stock positions in ISHARES TR (AAXJ), UNILEVER PLC (UL) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to CALIDI BIOTHERAPEUTICS INC (FLAG), VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD BD INDEX FDS (BIV).

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

Our best estimate is that RS CRUM INC. made a return of 2.21% in the last quarter. In trailing 12 months, it's portfolio return was 13.44%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr32,016,500
unilever plc506,916
ishares tr212,761
wells fargo co new211,321
New stocks bought by RS CRUM INC.

Additions

Ticker% Inc.
calidi biotherapeutics inc32.77
vanguard scottsdale fds8.55
vanguard bd index fds6.89
microsoft corp6.36
abrdn etfs6.02
alphabet inc5.79
dimensional etf trust4.38
advanced micro devices inc3.75
Additions to existing portfolio by RS CRUM INC.

Reductions

Ticker% Reduced
nvidia corporation-39.32
ishares inc-16.19
invesco qqq tr-8.62
comcast corp new-6.57
palantir technologies inc-4.81
abbvie inc-4.32
broadcom inc-3.41
vanguard index fds-3.16
RS CRUM INC. reduced stake in above stock

Sold off

Ticker$ Sold
medical pptys trust inc-50,700
unilever plc-517,218
fidelity wise origin bitcoin-209,601
kimberly-clark corp-206,654
oracle corp-237,657
eaton corp plc-201,721
RS CRUM INC. got rid off the above stocks

Sector Distribution

RS CRUM INC. has about 90% of it's holdings in Others sector.

Sector%
Others90
Technology2.8
Consumer Cyclical2.3
Industrials1.3

Market Cap. Distribution

RS CRUM INC. has about 9.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED90
MEGA-CAP7.2
LARGE-CAP2.7

Stocks belong to which Index?

About 9.6% of the stocks held by RS CRUM INC. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others90.4
S&P 5009.6
Top 5 Winners (%)%
MU
micron technology inc
70.6 %
LLY
eli lilly & co
40.9 %
AMD
advanced micro devices inc
31.6 %
GOOG
alphabet inc
28.8 %
GOOG
alphabet inc
27.7 %
Top 5 Winners ($)$
GLD
spdr gold tr
2.3 M
DFAC
dimensional etf trust
2.0 M
DFAC
dimensional etf trust
1.3 M
DFAC
dimensional etf trust
1.3 M
DFAC
dimensional etf trust
0.9 M
Top 5 Losers (%)%
NFLX
netflix inc
-21.8 %
FLAG
calidi biotherapeutics inc
-20.8 %
PEAK
healthpeak properties inc
-16.0 %
HD
home depot inc
-15.1 %
MO
altria group inc
-12.5 %
Top 5 Losers ($)$
BCD
abrdn etfs
-0.7 M
DFAC
dimensional etf trust
-0.6 M
MSFT
microsoft corp
-0.2 M
BIV
vanguard bd index fds
-0.1 M
SO
southern co
-0.1 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 97 stocks in it's portfolio. About 73.3% of the portfolio is in top 10 stocks. BCD 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: 17 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions