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Portfolio (Quarterly) Guide ↗

Crumly & Associates Inc.

· CIK 0001759578
13F Portfolio $522M AUM 196 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 72 Added 61 Reduced 24 Exited
Page 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KLAC KLA CORP Technology 8,738.0 $2.6M 0.51% +8K +845.7% $301.71 -39.8%
22 NVDA NVIDIA CORPORATION Technology 12,988.0 $2.6M 0.50% +801.0 +6.6% $200.10 +4.2%
23 JPM JPMORGAN CHASE & CO Financial Services 6,613.0 $2.2M 0.41% +147.0 +2.3% $327.35 +8.9%
24 TSLA TESLA INC Consumer Cyclical 4,698.0 $2.0M 0.38% +26.0 +0.6% $420.60 -17.0%
25 WMT WALMART INC Consumer Defensive 15,200.0 $1.7M 0.33% +113.0 +0.8% $113.26 -6.0%
26 NFLX NETFLIX INC. Communication Services 20,983.0 $1.5M 0.29% +472.0 +2.3% $71.40 +12.1%
27 MRK MERCK & CO INC Healthcare 9,224.0 $1.2M 0.23% +2K +27.6% $128.50 +17.3%
28 IWF ISHARES TR 9,080.0 $1.1M 0.22% +7K +274.7% $124.17 -2.5%
29 CEG CONSTELLATION ENERGY CORP Utilities 4,147.0 $1.0M 0.20% +193.0 +4.9% $248.37 +10.1%
30 PNC PNC FINL SVCS GROUP INC Financial Services 4,055.0 $998K 0.19% +71.0 +1.8% $246.22 -1.0%
31 SCHW SCHWAB CHARLES CORP Financial Services 10,479.0 $967K 0.18% +115.0 +1.1% $92.27 +23.2%
32 FDL FIRST TR EXCHANGE-TRADED FD 19,647.0 $956K 0.18% +1K +6.1% $48.66 +9.9%
33 LLY ELI LILLY & CO Healthcare 793.0 $951K 0.18% +8.0 +1.0% $1199.43 +4.0%
34 FIDELITY COVINGTON TRUST 11,467.0 $886K 0.17% +1K +14.6% $77.25
35 META META PLATFORMS INC Communication Services 1,458.0 $821K 0.16% +168.0 +13.0% $563.32 -0.8%
36 ABBV ABBVIE INC Healthcare 2,825.0 $711K 0.14% +163.0 +6.1% $251.67 +5.1%
37 TOTALENERGIES SE 9,058.0 $704K 0.14% +61.0 +0.7% $77.76
38 JEPI J P MORGAN EXCHANGE TRADED F 12,155.0 $687K 0.13% +2K +19.7% $56.48 +2.9%
39 NEE NEXTERA ENERGY INC Utilities 7,726.0 $678K 0.13% +47.0 +0.6% $87.77 -4.2%
40 SLV ISHARES SILVER TR Financial Services 12,618.0 $675K 0.13% +1K +9.7% $53.47 +16.3%
Page 2 of 4  ·  72 positions

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
Technology 35.4%
Financial Services 31.0%
Communication Services 6.4%
Consumer Cyclical 6.1%
Healthcare 5.2%
Industrials 3.9%
Utilities 3.5%
Energy 2.7%
Consumer Defensive 2.4%
Real Estate 1.9%