Latest Crumly & Associates Inc. Stock Portfolio

Crumly & Associates Inc. Performance:

2025 Q4: -2.17%YTD: 7.99%2024: 6.08%

Performance for 2025 Q4 is -2.17%, and YTD is 7.99%, and 2024 is 6.08%.

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

In it's latest 13F Holdings report, Crumly & Associates Inc. reported an equity portfolio of $476.7 Millions as of 31 Dec, 2025.

The top stock holdings of Crumly & Associates Inc. are , AIRR, ACIO. The fund has invested 5.6% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 4.9% of portfolio in FIRST TR EXCHANGE TRADED FD.

The fund managers got completely rid off INVESCO EXCH TRADED FD TR II (CGW), FISERV INC and MARVELL TECHNOLOGY INC (MRVL) stocks. They significantly reduced their stock positions in FREEPORT-MCMORAN INC (FCX), J P MORGAN EXCHANGE TRADED F (BBAX) and ETF SER SOLUTIONS (BIGY). Crumly & Associates Inc. opened new stock positions in FIRST TR EXCHANGE TRADED FD (GRID), INVESCO EXCHANGE TRADED FD T (CSD) and PGIM ETF TR (PAB). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ABBVIE INC (ABBV) and SELECT SECTOR SPDR TR (XLB).

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

Our best estimate is that Crumly & Associates Inc. made a return of -2.17% in the last quarter. In trailing 12 months, it's portfolio return was 7.99%.

Performance
S&P 500

New Buys

Ticker	$ Bought
first tr exchange traded fd	7,519,250
invesco exchange traded fd t	7,185,800
pgim etf tr	5,433,530
simplify exchange traded fun	1,086,340
totalenergies se	580,686
first tr exchange-traded fd	558,787
pgim etf tr	540,178
arista networks inc	462,667

New stocks bought by Crumly & Associates Inc.

Additions

Ticker	% Inc.
netflix inc	920
abbvie inc	118
select sector spdr tr	100
invesco qqq tr	32.12
ishares silver tr	32.11
amgen inc	30.46
fidelity covington trust	26.44
bitwise bitcoin etf tr	25.42

Additions to existing portfolio by Crumly & Associates Inc.

Reductions

Ticker	% Reduced
freeport-mcmoran inc	-57.9
j p morgan exchange traded f	-57.87
etf ser solutions	-51.5
eog res inc	-46.63
invesco exch traded fd tr ii	-37.63
mcdonalds corp	-35.01
merck & co inc	-26.38
american tower corp new	-26.22

Crumly & Associates Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exch traded fd tr ii	-969,101
comcast corp new	-556,175
kraft heinz co	-420,442
totalenergies se	-534,600
marvell technology inc	-622,636
ball corp	-315,470
ebay inc.	-512,139
fiserv inc	-701,508

Crumly & Associates Inc. got rid off the above stocks

Sector Distribution

Crumly & Associates Inc. has about 84.5% of it's holdings in Others sector.

Sector	%
Others	84.5
Technology	4.7
Utilities	2.2
Financial Services	2.1
Consumer Cyclical	1.4
Communication Services	1.4

Market Cap. Distribution

Crumly & Associates Inc. has about 12.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	84.5
MEGA-CAP	7
LARGE-CAP	5.9
SMALL-CAP	1.8

Stocks belong to which Index?

About 14% of the stocks held by Crumly & Associates Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	85.9
S&P 500	12
RUSSELL 2000	2

Top 5 Winners (%)		%
SLV	ishares silver tr	43.0 %
LLY	eli lilly & co	40.6 %
GOOG	alphabet inc	27.7 %
MRK	merck & co inc	22.1 %
FCX	freeport-mcmoran inc	21.0 %

Top 5 Winners ($)		$
ACWF	ishares tr	0.8 M
AIRR	first tr exchange traded fd	0.8 M
BIGY	etf ser solutions	0.6 M
GOOG	alphabet inc	0.5 M
EDV	vanguard world fd	0.4 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
XLB	select sector spdr tr	-42.8 %
PRPL	purple innovation inc	-25.3 %
	bitwise bitcoin etf tr	-21.7 %
PSTG	pure storage inc	-19.5 %

Top 5 Losers ($)		$
NFLX	netflix inc	-11.8 M
XLB	select sector spdr tr	-3.9 M
	bitwise bitcoin etf tr	-2.6 M
	j p morgan exchange traded f	-0.3 M
AIRR	first tr exchange traded fd	-0.2 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 202 stocks in it's portfolio. About 36.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. ACWF was the most profitable stock for Crumly & Associates Inc. last quarter.

Last Reported on: 14 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.08	18,973	5,158,130	reduced	-1.11

AAXJ	ishares tr	0.46	20,482	2,193,860	added	0.58

AAXJ	ishares tr	0.05	4,625	249,195	unchanged	0.00

AAXJ	ishares tr	0.05	2,525	243,180	unchanged	0.00

AB	alliancebernstein hldg l p	0.04	5,491	211,294	unchanged	0.00

ABBV	abbvie inc	0.11	2,257	515,616	added	118

ACIO	etf ser solutions	4.53	366,485	21,585,900	reduced	-3.37

ACIO	etf ser solutions	0.06	6,608	291,875	unchanged	0.00

ACN	accenture plc ireland	0.09	1,594	427,670	reduced	-8.18

ACSG	dbx etf tr	1.17	96,004	5,597,990	reduced	-2.59

ACSG	dbx etf tr	0.33	64,487	1,582,500	reduced	-17.29

ACSG	dbx etf tr	0.31	41,235	1,482,400	unchanged	0.00

ACWF	ishares tr	3.94	454,722	18,807,300	added	3.7

ACWF	ishares tr	1.72	117,981	8,190,270	reduced	-0.18

ACWF	ishares tr	1.15	121,009	5,499,870	added	0.79

ACWV	ishares inc	0.05	5,891	250,368	unchanged	0.00

ACWV	ishares inc	0.05	7,395	230,428	new

ADBE	adobe inc	0.10	1,426	499,086	reduced	-0.42

AEE	ameren corp	0.05	2,592	258,837	reduced	-13.37

AGGH	simplify exchange traded fun	0.23	21,550	1,086,340	new