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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	RH	RH	Consumer Cyclical	2	$407.0	—	SOLD
42	CNTN	THARIMMUNE INC	Healthcare	30	$86.0	—	SOLD

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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%