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Latest Crumly & Associates Inc. Stock Portfolio

$522Million | No. of Holdings #193

Crumly & Associates Inc. Performance

2026 Q2+8.44%
YTD+6.68%
2025+11.90%

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

On 2026-07-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Crumly & Associates Inc. reported an equity portfolio of $522.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Crumly & Associates Inc. are ACWF, AIRR, . The fund has invested 5.6% of it's portfolio in ISHARES TR and 5% of portfolio in FIRST TR EXCHANGE TRADED FD. <br><br> The fund managers got completely rid off MEDTRONIC PLC (MDT), BERKSHIRE HATHAWAY INC DEL and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), FIRST TR EXCH TRADED FD III (FCAL) and SIMPLIFY EXCHANGE TRADED FUN (AGGH). Crumly & Associates Inc. opened new stock positions in ASTRAZENECA PLC, FIDELITY MERRIMACK STR TR (FBND) and JOHNSON & JOHNSON (JNJ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD ADMIRAL FDS INC (IVOG), VANGUARD WORLD FD (VAW) and PGIM ETF TR (PAB).
Crumly & Associates Inc. Equity Portfolio Value
Last Reported on: 08 Jul, 2026
$522Million
  as of Jul 08, 2026

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

Our best estimate is that Crumly & Associates Inc. made a return of 8.44% in the last quarter. In trailing 12 months, it's portfolio return was 14.05%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc1,007,450
fidelity merrimack str tr897,925
space exploration techn corp605,048
johnson & johnson542,734
marvell technology inc496,881
intel corp409,954
bunge global sa401,838
rocket lab corp304,340
New stocks bought by Crumly & Associates Inc.

Additions

Ticker% Inc.
vanguard admiral fds inc500
vanguard world fd441
pgim etf tr381
morgan stanley etf trust350
ishares tr274
j p morgan exchange traded f66.69
first tr exchange-traded fd43.00
ishares inc35.49
Additions to existing portfolio by Crumly & Associates Inc.

Reductions

Ticker% Reduced
j p morgan exchange traded f-90.28
first tr exch traded fd iii-70.18
simplify exchange traded fun-57.17
ishares tr-48.05
dbx etf tr-46.31
pitney bowes inc-42.25
amgen inc-41.65
american express co-38.35
Crumly & Associates Inc. reduced stake in above stock

Sold off

Ticker$ Sold
proshares tr-181,117
rithm capital corp-134,815
starwood ppty tr inc-188,766
capital grp fixed incm etf t-293,539
first tr exchange-traded fd-557,389
medtronic plc-774,152
spdr series trust-213,304
kinder morgan inc del-278,591
Crumly & Associates Inc. got rid off the above stocks

Sector Distribution

Crumly & Associates Inc. has about 82.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Utilities
  • Financial Services
  • Communication Services
  • Consumer Cyclical
Sector%
Others82.7
Technology6
Utilities3.2
Financial Services2
Communication Services1.3
Consumer Cyclical1.2

Market Cap. Distribution

Crumly & Associates Inc. has about 13.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED82.8
MEGA-CAP8.3
LARGE-CAP5.4
MID-CAP3.3

Stocks belong to which Index?

About 15.8% of the stocks held by Crumly & Associates Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others84.3
S&P 50012.7
RUSSELL 20003.1
Top 5 Winners (%)%
MU
micron technology inc
222.3 %
AMD
advanced micro devices inc
162.8 %
KLAC
kla corp
102.1 %
PANW
palo alto networks inc
99.1 %
CRWD
crowdstrike hldgs inc
92.6 %
Top 5 Winners ($)$
AIRR
first tr exchange traded fd
4.0 M
j p morgan exchange traded f
3.5 M
ACWF
ishares tr
2.7 M
FBCG
fidelity covington trust
2.6 M
AIRR
first tr exchange traded fd
2.2 M
Top 5 Losers (%)%
VAW
vanguard world fd
-74.1 %
IVOG
vanguard admiral fds inc
-69.7 %
IJR
ishares tr
-60.7 %
PRPL
purple innovation inc
-44.4 %
ACN
accenture plc ireland
-34.3 %
Top 5 Losers ($)$
IJR
ishares tr
-1.7 M
bitwise bitcoin etf tr
-1.3 M
VAW
vanguard world fd
-1.0 M
XLB
select sector spdr tr
-0.8 M
IVOG
vanguard admiral fds inc
-0.7 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 193 stocks in it's portfolio. About 38.5% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. AIRR was the most profitable stock for Crumly & Associates Inc. last quarter.

$522.11MTotal Value
218Positions
08 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Crumly & Associates Inc., last reported on 08 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Crumly & Associates Inc.'s holding in Ishares Tr over time
0.19%9,291
$999.9K
0.19%
decreased 48.05 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Crumly & Associates Inc.'s holding in Ishares Tr over time
0.05%2,525
$263.8K
0.05%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Crumly & Associates Inc.'s holding in Ishares Tr over time
0.05%4,625
$245.9K
0.05%
unchanged 0 percentunchanged
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Crumly & Associates Inc.'s holding in Etf Ser Solutions over time
4.3%374,640
$22.44M
4.3%
increased 4.31 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Crumly & Associates Inc.'s holding in Etf Ser Solutions over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Crumly & Associates Inc.'s holding in Dbx Etf Tr over time
1.15%91,913
$6.00M
1.15%
decreased 3.37 percentreduced
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Crumly & Associates Inc.'s holding in Dbx Etf Tr over time
0.3%41,235
$1.59M
0.3%
unchanged 0 percentunchanged
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Crumly & Associates Inc.'s holding in Dbx Etf Tr over time
0.16%32,873
$832.0K
0.16%
decreased 46.31 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Crumly & Associates Inc.'s holding in Ishares Tr over time
5.56%618,984
$29.05M
5.56%
increased 0.38 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Crumly & Associates Inc.'s holding in Ishares Tr over time
1.66%114,563
$8.68M
1.66%
decreased 0.72 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Crumly & Associates Inc.'s holding in Ishares Tr over time
0.86%90,578
$4.49M
0.86%
decreased 17.54 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Crumly & Associates Inc.'s holding in Ishares Inc over time
0.08%12,235
$394.3K
0.08%
increased 35.49 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Crumly & Associates Inc.'s holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Crumly & Associates Inc.'s holding in Simplify Exchange Traded Fun over time
0.24%25,744
$1.26M
0.24%
decreased 57.17 percentreduced