Latest Crumly & Associates Inc. Stock Portfolio
Crumly & Associates Inc. Performance:
2025 Q3: 1.31%YTD: 2.23%2024: 1.52%
Performance for 2025 Q3 is 1.31%, and YTD is 2.23%, and 2024 is 1.52%.
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 $457.3 Millions as of 30 Sep, 2025.
The top stock holdings of Crumly & Associates Inc. are , AIRR, ACIO. The fund has invested 7% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 5.4% of portfolio in FIRST TR EXCHANGE TRADED FD.
The fund managers got completely rid off PGIM ETF TR (PAB), PIMCO ETF TR (BOND) and ISHARES INC (ACWV) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AOA) and J P MORGAN EXCHANGE TRADED F (BBAX). Crumly & Associates Inc. opened new stock positions in SCHWAB STRATEGIC TR (FNDA), SPDR GOLD TR (GLD) and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to ACCENTURE PLC IRELAND (ACN), J P MORGAN EXCHANGE TRADED F (BBAX) and ADOBE INC (ADBE).
The top stock holdings of Crumly & Associates Inc. are , AIRR, ACIO. The fund has invested 7% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 5.4% of portfolio in FIRST TR EXCHANGE TRADED FD.
The fund managers got completely rid off PGIM ETF TR (PAB), PIMCO ETF TR (BOND) and ISHARES INC (ACWV) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AOA) and J P MORGAN EXCHANGE TRADED F (BBAX). Crumly & Associates Inc. opened new stock positions in SCHWAB STRATEGIC TR (FNDA), SPDR GOLD TR (GLD) and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to ACCENTURE PLC IRELAND (ACN), J P MORGAN EXCHANGE TRADED F (BBAX) and ADOBE INC (ADBE).
Crumly & Associates Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Crumly & Associates Inc. made a return of 1.31% in the last quarter. In trailing 12 months, it's portfolio return was 2.54%.
New Buys
| Ticker | $ Bought |
|---|---|
| schwab strategic tr | 1,657,110 |
| spdr gold tr | 1,548,430 |
| invesco exch traded fd tr ii | 969,101 |
| invesco exch traded fd tr ii | 702,965 |
| berkshire hathaway inc del | 628,425 |
| vanguard scottsdale fds | 491,105 |
| ishares tr | 324,245 |
| gentex corp | 306,687 |
New stocks bought by Crumly & Associates Inc.
Additions
| Ticker | % Inc. |
|---|---|
| accenture plc ireland | 136 |
| j p morgan exchange traded f | 111 |
| adobe inc | 102 |
| dbx etf tr | 99.05 |
| ishares tr | 92.84 |
| american express co | 75.8 |
| mcdonalds corp | 72.68 |
| pure storage inc | 68.81 |
Additions to existing portfolio by Crumly & Associates Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -68.56 |
| ishares tr | -57.22 |
| j p morgan exchange traded f | -53.66 |
| first tr exchange traded fd | -29.26 |
| bank america corp | -27.98 |
| altria group inc | -27.64 |
| ishares tr | -20.16 |
| pitney bowes inc | -16.44 |
Crumly & Associates Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| jumia technologies ag | -63,568 |
| pgim etf tr | -752,153 |
| ishares inc | -247,250 |
| pgim etf tr | -378,941 |
| pimco etf tr | -378,369 |
| unitedhealth group inc | -229,903 |
Crumly & Associates Inc. got rid off the above stocks
Sector Distribution
Crumly & Associates Inc. has about 84% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 84 |
| Technology | 4.6 |
| Utilities | 2.3 |
| Financial Services | 2.2 |
| Consumer Cyclical | 1.7 |
| Communication Services | 1.5 |
Market Cap. Distribution
Crumly & Associates Inc. has about 13.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 84 |
| MEGA-CAP | 7 |
| LARGE-CAP | 6.4 |
| SMALL-CAP | 1.7 |
Stocks belong to which Index?
About 14.4% of the stocks held by Crumly & Associates Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 85.6 |
| S&P 500 | 12.3 |
| RUSSELL 2000 | 2.1 |
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 191 stocks in it's portfolio. About 38.6% of the portfolio is in top 10 stocks. AMPS proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Crumly & Associates Inc. last quarter.
Last Reported on: 03 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.07 | 19,186 | 4,885,280 | added | 0.86 | ||
| AAXJ | ishares tr | 0.47 | 20,364 | 2,168,560 | added | 92.84 | ||
| AAXJ | ishares tr | 0.06 | 2,525 | 270,832 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.06 | 4,625 | 250,166 | new | |||
| AB | alliancebernstein hldg l p | 0.05 | 5,491 | 209,866 | new | |||
| ABBV | abbvie inc | 0.05 | 1,032 | 238,921 | new | |||
| ACIO | etf ser solutions | 4.81 | 379,280 | 21,983,000 | added | 5.23 | ||
| ACIO | etf ser solutions | 0.06 | 6,608 | 292,470 | new | |||
| ACN | accenture plc ireland | 0.09 | 1,736 | 428,098 | added | 136 | ||
| ACSG | dbx etf tr | 1.25 | 98,555 | 5,725,050 | reduced | -4.5 | ||
| ACSG | dbx etf tr | 0.42 | 77,963 | 1,923,350 | added | 99.05 | ||
| ACSG | dbx etf tr | 0.31 | 41,235 | 1,420,960 | unchanged | 0.00 | ||
| ACWF | ishares tr | 3.80 | 438,502 | 17,369,100 | added | 2.59 | ||
| ACWF | ishares tr | 1.76 | 118,195 | 8,046,740 | reduced | -4.67 | ||
| ACWF | ishares tr | 1.16 | 120,066 | 5,305,730 | reduced | -1.22 | ||
| ACWV | ishares inc | 0.05 | 5,891 | 245,125 | new | |||
| ACWV | ishares inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe inc | 0.11 | 1,432 | 505,138 | added | 102 | ||
| AEE | ameren corp | 0.07 | 2,992 | 312,305 | added | 0.27 | ||
| AIRR | first tr exchange traded fd | 5.37 | 365,294 | 24,569,700 | added | 4.38 | ||