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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 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION Energy 3,949.0 $655K 0.12% +23.0 +0.6% $165.76 +22.5%
42 TMUS T-MOBILE US INC Communication Services 3,825.0 $642K 0.12% +117.0 +3.2% $167.73 +8.9%
43 EMR EMERSON ELEC CO Industrials 4,430.0 $634K 0.12% +264.0 +6.3% $143.14 +10.1%
44 VGIT VANGUARD SCOTTSDALE FDS 10,325.0 $609K 0.12% +2K +25.5% $58.98 -1.0%
45 PLTR PALANTIR TECHNOLOGIES INC Technology 5,139.0 $600K 0.12% +508.0 +11.0% $116.67 +50.8%
46 GTLS CHART INDS INC Industrials 2,852.0 $596K 0.11% +57.0 +2.0% $208.94 +0.5%
47 VZ VERIZON COMMUNICATIONS INC Communication Services 12,686.0 $537K 0.10% +362.0 +2.9% $42.34 +18.4%
48 CRM SALESFORCE INC Technology 3,346.0 $524K 0.10% +27.0 +0.8% $156.66 +33.4%
49 BAC BANK OF AMER CORP Financial Services 8,801.0 $501K 0.10% +156.0 +1.8% $56.98 +9.4%
50 ORCL ORACLE CORP Technology 3,278.0 $480K 0.09% +211.0 +6.9% $146.55 -2.8%
51 PEP PEPSICO INC Consumer Defensive 3,432.0 $465K 0.09% +578.0 +20.2% $135.41 +6.8%
52 ADBE ADOBE INC Technology 2,219.0 $455K 0.09% +312.0 +16.4% $205.02 +34.8%
53 MP MP MATERIALS CORP Basic Materials 7,644.0 $428K 0.08% +1K +18.8% $56.01 +2.5%
54 CFG CITIZENS FINL GROUP INC Financial Services 6,073.0 $426K 0.08% +34.0 +0.6% $70.07 +0.2%
55 EEM ISHARES TR 6,189.0 $423K 0.08% +31.0 +0.5% $68.41 -3.4%
56 T AT&T INC Communication Services 20,424.0 $423K 0.08% +476.0 +2.4% $20.70 +24.1%
57 GEV GE VERNOVA INC Utilities 343.0 $403K 0.08% +15.0 +4.6% $1174.86 -19.8%
58 DVYE ISHARES INC 12,235.0 $394K 0.08% +3K +35.5% $32.23 +9.9%
59 OMC OMNICOM GROUP INC Communication Services 5,330.0 $388K 0.07% +687.0 +14.8% $72.82 +22.1%
60 ALLE ALLEGION PLC Industrials 2,580.0 $362K 0.07% +444.0 +20.8% $140.49 +15.8%
Page 3 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%