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Latest CRA Financial Services, LLC Stock Portfolio

$867Million | No. of Holdings #320

CRA Financial Services, LLC Performance

2026 Q2+5.17%
YTD+2.13%
2025+12.78%

About CRA Financial Services, LLC and 13F Hedge Fund Stock Holdings

CRA Financial Services, LLC is a hedge fund based in Northfield, NJ. On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, CRA Financial Services, LLC reported an equity portfolio of $867.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of CRA Financial Services, LLC are AAPL, FNDA, FNDA. The fund has invested 6.7% of it's portfolio in APPLE INC and 4.5% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), PFIZER INC (PFE) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in FIDELITY MERRIMACK STR TR (FBND), JANUS DETROIT STR TR (JAAA) and INNOVATOR ETFS TRUST (BALT). CRA Financial Services, LLC opened new stock positions in SPACE EXPLORATION TECHN CORP, INTEL CORP (INTC) and HONEYWELL INTL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (AMPS).
CRA Financial Services, LLC Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$867Million
  as of Jul 24, 2026

CRA Financial Services, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that CRA Financial Services, LLC made a return of 5.17% in the last quarter. In trailing 12 months, it's portfolio return was 11.95%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
space exploration techn corp853,446
sandisk corp641,192
intel corp482,393
baron etf tr428,474
honeywell intl inc422,052
honeywell aerospace inc417,399
western digital corp413,891
ishares bitcoin trust etf383,934
New stocks bought by CRA Financial Services, LLC

Additions

Ticker% Inc.
vanguard world fd758
vanguard index fds509
ishares tr400
ishares tr307
vanguard index fds296
public svc enterprise group234
innovator etfs trust40.26
j p morgan exchange traded f31.49
Additions to existing portfolio by CRA Financial Services, LLC

Reductions

Ticker% Reduced
fidelity merrimack str tr-71.83
janus detroit str tr-60.15
innovator etfs trust-27.37
southern co-20.58
proshares tr-18.15
innovator etfs trust-18.03
micron technology inc-12.24
invesco exch traded fd tr ii-9.52
CRA Financial Services, LLC reduced stake in above stock

Sold off

Ticker$ Sold
pfizer inc-234,599
comcast corp new-199,988
honeywell intl inc-907,474
salesforce inc-208,330
CRA Financial Services, LLC got rid off the above stocks

Sector Distribution

CRA Financial Services, LLC has about 62.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Industrials
  • Energy
  • Utilities
Sector%
Others62.5
Technology18.5
Communication Services5.5
Consumer Cyclical5
Financial Services2.3
Healthcare1.6
Industrials1.5
Energy1.2
Utilities1.1

Market Cap. Distribution

CRA Financial Services, LLC has about 34.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
Category%
UNALLOCATED62.5
MEGA-CAP30
LARGE-CAP4.7
SMALL-CAP2.5

Stocks belong to which Index?

About 35.9% of the stocks held by CRA Financial Services, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others64.2
S&P 50033
RUSSELL 20002.9
Top 5 Winners (%)%
MU
micron technology inc
226.9 %
MRVL
marvell technology inc
199.9 %
AMD
advanced micro devices inc
163.5 %
PANW
palo alto networks inc
111.0 %
AMAT
applied matls inc
102.2 %
Top 5 Winners ($)$
AAPL
apple inc
7.1 M
QQQ
invesco qqq tr
6.9 M
MRVL
marvell technology inc
5.8 M
FNDA
schwab strategic tr
4.9 M
GOOG
alphabet inc
4.8 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.0 %
AMPS
ishares tr
-70.3 %
VB
vanguard index fds
-70.3 %
VB
vanguard index fds
-61.6 %
IJR
ishares tr
-60.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-16.6 M
AMPS
ishares tr
-7.8 M
IJR
ishares tr
-7.6 M
VAW
vanguard world fd
-7.6 M
VB
vanguard index fds
-4.0 M

CRA Financial Services, LLC Holdings Map

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

Current Stock Holdings of CRA Financial Services, LLC

CRA Financial Services, LLC has 320 stocks in it's portfolio. About 36.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for CRA Financial Services, LLC last quarter.

$867.60MTotal Value
325Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of CRA Financial Services, LLC, last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CRA Financial Services, LLC's holding in Ishares Tr over time
0.11%3,958
$959.4K
0.11%
increased 8.35 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CRA Financial Services, LLC's holding in Ishares Tr over time
0.08%13,649
$700.1K
0.08%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CRA Financial Services, LLC's holding in Ishares Tr over time
0.07%18,676
$569.4K
0.07%
decreased 1.65 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CRA Financial Services, LLC's holding in Ishares Tr over time
0.04%3,443
$345.5K
0.04%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CRA Financial Services, LLC's holding in Ishares Tr over time
0.04%2,193
$312.3K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CRA Financial Services, LLC's holding in Ishares Tr over time
0.03%2,125
$264.4K
0.03%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
CRA Financial Services, LLC's holding in Ishares Tr over time
0.16%18,806
$1.43M
0.16%
decreased 8.01 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CRA Financial Services, LLC's holding in American Centy Etf Tr over time
0.6%56,655
$5.17M
0.6%
increased 6.02 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CRA Financial Services, LLC's holding in American Centy Etf Tr over time
0.27%18,772
$2.34M
0.27%
increased 2.15 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CRA Financial Services, LLC's holding in American Centy Etf Tr over time
0.15%17,251
$1.27M
0.15%
increased 2.31 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CRA Financial Services, LLC's holding in American Centy Etf Tr over time
0.04%4,471
$376.0K
0.04%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CRA Financial Services, LLC's holding in American Centy Etf Tr over time
0.03%2,210
$283.1K
0.03%
unchanged 0 percentunchanged
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
CRA Financial Services, LLC's holding in Pacer Fds Tr over time
0.04%5,290
$329.0K
0.04%
increased 1.73 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
CRA Financial Services, LLC's holding in Wisdomtree Tr over time
0.35%31,141
$3.00M
0.35%
increased 0.02 percentadded