Portfolio (Quarterly)
Guide ↗
Crumly & Associates Inc.
· CIK 0001759578| # | 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% |
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
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%