Latest Crumly & Associates Inc. Stock Portfolio

Crumly & Associates Inc. Performance:

2026 Q1: -1.62%YTD: -1.62%2025: 11.9%

Performance for 2026 Q1 is -1.62%, and YTD is -1.62%, and 2025 is 11.9%.

About Crumly & Associates Inc. and 13F Hedge Fund Stock Holdings

On 2026-04-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, Crumly & Associates Inc. reported an equity portfolio of $475.9 Millions as of 31 Mar, 2026.

The top stock holdings of Crumly & Associates Inc. are ACWF, , AIRR. The fund has invested 5.5% of it's portfolio in ISHARES TR and 4.5% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off JANUS DETROIT STR TR (JAAA), SCHWAB STRATEGIC TR (FNDA) and ASTRAZENECA PLC (AZN) stocks. They significantly reduced their stock positions in CAPITAL GRP FIXED INCM ETF T (CGCP), FIDELITY MERRIMACK STR TR (FBND) and MICRON TECHNOLOGY INC (MU). Crumly & Associates Inc. opened new stock positions in COREWEAVE INC, ALTRIA GROUP INC (MO) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to JANUS DETROIT STR TR (JAAA), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and PGIM ETF TR (PAB).

Crumly & Associates Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Crumly & Associates Inc. made a return of -1.62% in the last quarter. In trailing 12 months, it's portfolio return was 12.77%.

Performance
S&P 500

New Buys

Ticker	$ Bought
coreweave inc	2,653,500
morgan stanley etf trust	892,109
ge vernova inc	286,311
ishares bitcoin trust etf	264,176
altria group inc	239,016
schwab strategic tr	211,019

New stocks bought by Crumly & Associates Inc.

Additions

Ticker	% Inc.
janus detroit str tr	200
simplify exchange traded fun	178
pgim etf tr	146
palo alto networks inc	108
oracle corp	84.09
ishares tr	77.42
exxon mobil corp	71.03
pimco dynamic income oprnts	66.67

Additions to existing portfolio by Crumly & Associates Inc.

Reductions

Ticker	% Reduced
capital grp fixed incm etf t	-95.34
fidelity merrimack str tr	-95.25
micron technology inc	-36.45
first tr exchange-traded alp	-32.6
j p morgan exchange traded f	-32.48
vanguard world fd	-28.76
first tr exchange traded fd	-25.13
invesco exchange traded fd t	-18.96

Crumly & Associates Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
janus detroit str tr	-9,364,600
fs specialty lending fd	-240,182
schwab strategic tr	-1,368,300
astrazeneca plc	-745,644
rocket lab corp	-247,369
vanguard intl equity index f	-201,842
hershey co	-214,276
cyberark software ltd	-471,931

Crumly & Associates Inc. got rid off the above stocks

Sector Distribution

Crumly & Associates Inc. has about 82.8% of it's holdings in Others sector.

Sector	%
Others	82.8
Technology	4.9
Utilities	3.1
Financial Services	2.1
Communication Services	1.5
Consumer Cyclical	1.3
Energy	1.1

Market Cap. Distribution

Crumly & Associates Inc. has about 13.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	82.8
MEGA-CAP	8.1
LARGE-CAP	5.7
MID-CAP	3.2

Stocks belong to which Index?

About 15.6% of the stocks held by Crumly & Associates Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	84.4
S&P 500	12.8
RUSSELL 2000	2.8

Top 5 Winners (%)		%
	totalenergies se	38.7 %
XLB	select sector spdr tr	37.0 %
CARZ	first tr exchange traded fd	36.4 %
SLB	slb limited	33.9 %
CVX	chevron corp new	33.8 %

Top 5 Winners ($)		$
XLB	select sector spdr tr	1.9 M
AIRR	first tr exchange traded fd	1.3 M
CARZ	first tr exchange traded fd	1.2 M
ACWF	ishares tr	0.6 M
GRID	first tr exchange traded fd	0.5 M

Top 5 Losers (%)		%
BSX	boston scientific corp	-33.8 %
ADBE	adobe inc	-27.8 %
CRM	salesforce inc	-27.2 %
ACN	accenture plc ireland	-23.8 %
ANEW	proshares tr	-23.4 %

Top 5 Losers ($)		$
	bitwise bitcoin etf tr	-2.4 M
	j p morgan exchange traded f	-2.2 M
FAUS	first tr exch trd alphdx fd	-1.6 M
AMPS	ishares tr	-1.5 M
AOA	ishares tr	-1.2 M

Crumly & Associates Inc. Holdings Map

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

Current Stock Holdings of Crumly & Associates Inc.

Crumly & Associates Inc. has 199 stocks in it's portfolio. About 37.8% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Crumly & Associates Inc. last quarter.

Last Reported on: 02 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.18	22,103	5,609,610	added	16.5

AAXJ	ishares tr	0.40	17,885	1,898,490	reduced	-12.68

AAXJ	ishares tr	0.05	4,625	246,143	unchanged	0.00

AAXJ	ishares tr	0.05	2,525	228,660	unchanged	0.00

AB	alliancebernstein hldg l p	0.04	5,491	205,583	unchanged	0.00

ABBV	abbvie inc	0.12	2,662	579,049	added	17.94

ACIO	etf ser solutions	4.37	359,166	20,788,500	reduced	-2.00

ACIO	etf ser solutions	0.06	6,608	286,701	unchanged	0.00

ACN	accenture plc ireland	0.09	2,080	412,443	added	30.49

ACSG	dbx etf tr	1.20	95,116	5,696,500	reduced	-0.92

ACSG	dbx etf tr	0.33	41,235	1,558,610	unchanged	0.00

ACSG	dbx etf tr	0.32	61,227	1,508,330	reduced	-5.06

ACWF	ishares tr	5.51	616,666	26,205,200	added	35.61

ACWF	ishares tr	1.70	115,394	8,098,340	reduced	-2.19

ACWF	ishares tr	1.07	109,850	5,078,380	reduced	-9.22

ACWV	ishares inc	0.06	9,030	310,451	added	22.11

ACWV	ishares inc	0.05	5,891	233,696	unchanged	0.00

ADBE	adobe inc	0.10	1,907	463,554	added	33.73

AEE	ameren corp	0.06	2,592	284,913	unchanged	0.00

AGGH	simplify exchange traded fun	0.62	60,108	2,972,940	added	178