Portfolio (Quarterly) Guide ↗

Crewe Advisors LLC

· CIK 0001730033

13F Portfolio $1.1B AUM 1,099 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 177 New 302 Added 120 Reduced 42 Exited

Page 15 of 16 · 302 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
281	—	ICICI BANK LIMITED	—	118.0	$4K	—	+29.0	+32.6%	$29.81	—
282	DVN	DEVON ENERGY CORP NEW	Energy	89.0	$3K	—	+26.0	+41.3%	$36.64	+28.9%
283	ODFL	OLD DOMINION FREIGHT LINE IN	Industrials	20.0	$3K	—	+5.0	+33.3%	$156.80	+34.2%
284	MUFG	MITSUBISHI UFJ FINL GROUP IN	Financial Services	188.0	$3K	—	+55.0	+41.4%	$15.86	+22.3%
285	SNPS	SYNOPSYS INC	Technology	6.0	$3K	—	+3.0	+100.0%	$469.83	+11.7%
286	WDAY	WORKDAY INC	Technology	13.0	$3K	—	+2.0	+18.2%	$214.85	-40.4%
287	PCAR	PACCAR INC	Industrials	25.0	$3K	—	+13.0	+108.3%	$109.52	-0.2%
288	KMB	KIMBERLY-CLARK CORP	Consumer Defensive	26.0	$3K	—	+16.0	+160.0%	$100.92	-1.8%
289	QYLD	GLOBAL X FDS	—	139.0	$2K	—	+4.0	+3.0%	$17.65	+1.3%
290	SO	SOUTHERN CO	Utilities	26.0	$2K	—	+14.0	+116.7%	$87.23	+8.4%
291	RACE	FERRARI N V	Consumer Cyclical	6.0	$2K	—	+1.0	+20.0%	$369.67	-5.8%
292	PSKY	PARAMOUNT SKYDANCE CORP	Communication Services	154.0	$2K	—	+24.0	+18.5%	$13.39	-21.9%
293	ABR	ARBOR REALTY TRUST INC	Real Estate	259.0	$2K	—	+22.0	+9.3%	$7.77	-28.3%
294	KMI	KINDER MORGAN INC DEL	Energy	68.0	$2K	—	+22.0	+47.8%	$27.50	+22.9%
295	IXUS	ISHARES TR	—	19.0	$2K	—	+1.0	+5.6%	$83.58	+13.7%
296	VRSK	VERISK ANALYTICS INC	Industrials	7.0	$2K	—	+3.0	+75.0%	$223.71	-23.5%
297	ALC	ALCON AG	Healthcare	19.0	$1K	—	+8.0	+72.7%	$78.84	-14.0%
298	SMCI	SUPER MICRO COMPUTER INC	Technology	45.0	$1K	—	+15.0	+50.0%	$29.29	+21.5%
299	TQQQ	PROSHARES TR	—	20.0	$1K	—	+10.0	+100.0%	$52.75	+47.6%
300	SPYD	SPDR SERIES TRUST	—	21.0	$894.0	—	+1.0	+5.0%	$42.57	+12.1%

Page 15 of 16 · 302 positions

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 50.6%

Technology 20.4%

Communication Services 8.1%

Consumer Cyclical 7.2%

Energy 6.1%

Industrials 1.9%

Healthcare 1.9%

Consumer Defensive 1.4%

Basic Materials 1.2%

Utilities 1.1%