Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 781 | SE | SEA LTD | Consumer Cyclical | 29.0 | $4K | — | +13.0 | +81.2% | $127.59 | -16.7% |
| 782 | PYPL | PAYPAL HLDGS INC | Financial Services | 63.0 | $4K | — | -5.0 | -7.3% | $58.38 | -2.8% |
| 783 | MGM | MGM RESORTS INTERNATIONAL | Consumer Cyclical | 100.0 | $4K | — | -3K | -96.8% | $36.49 | +28.5% |
| 784 | TEL | TE CONNECTIVITY PLC | Technology | 16.0 | $4K | — | NEW | — | $227.56 | -11.0% |
| 785 | TTEK | TETRA TECH INC NEW | Industrials | 108.0 | $4K | — | — | — | $33.55 | -4.5% |
| 786 | RGEN | REPLIGEN CORP | Healthcare | 22.0 | $4K | — | NEW | — | $163.86 | -9.3% |
| 787 | DAR | DARLING INGREDIENTS INC | Consumer Defensive | 100.0 | $4K | — | — | — | $36.00 | +69.9% |
| 788 | DGICA | DONEGAL GROUP INC | Financial Services | 180.0 | $4K | — | — | — | $19.98 | -6.8% |
| 789 | TTD | THE TRADE DESK INC | Technology | 95.0 | $4K | — | -138.0 | -59.2% | $37.79 | -49.4% |
| 790 | — | CYBERARK SOFTWARE LTD | — | 8.0 | $4K | — | NEW | — | $446.12 | — |
| 791 | CAVA | CAVA GROUP INC | Consumer Cyclical | 60.0 | $4K | — | — | — | $58.70 | +16.0% |
| 792 | — | ICICI BANK LIMITED | — | 118.0 | $4K | — | +29.0 | +32.6% | $29.81 | — |
| 793 | LUV | SOUTHWEST AIRLS CO | Industrials | 85.0 | $4K | — | NEW | — | $41.34 | +19.6% |
| 794 | TIGO | MILLICOM INTL CELLULAR S A | Communication Services | 63.0 | $3K | — | — | — | $55.44 | +72.4% |
| 795 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 477.0 | $3K | — | — | — | $7.32 | +41.0% |
| 796 | SNA | SNAP ON INC | Industrials | 10.0 | $3K | — | NEW | — | $344.60 | +20.4% |
| 797 | E | ENI S P A | Energy | 90.0 | $3K | — | — | — | $37.94 | +26.6% |
| 798 | — | RALLIANT CORP | — | 66.0 | $3K | — | — | — | $50.92 | — |
| 799 | ESAB | ESAB CORPORATION | Industrials | 30.0 | $3K | — | — | — | $111.73 | -17.8% |
| 800 | — | CHIPMOS TECHNOLOGIES INC | — | 113.0 | $3K | — | — | — | $29.64 | — |
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%