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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 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LAD LITHIA MTRS INC Consumer Cyclical 1,246.0 $362K 0.07% +43.0 +3.6% $290.49 +26.9%
62 FTRI FIRST TR EXCHANGE-TRADED FD 22,683.0 $360K 0.07% +7K +43.0% $15.87 +18.8%
63 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 27,000.0 $357K 0.07% +2K +8.0% $13.22 -5.1%
64 ATR APTARGROUP INC Healthcare 2,786.0 $349K 0.07% +318.0 +12.9% $125.20 +7.6%
65 VGT VANGUARD WORLD FD 2,896.0 $346K 0.07% +2K +441.3% $119.52 -2.6%
66 ACN ACCENTURE PLC IRELAND Technology 2,731.0 $340K 0.07% +651.0 +31.3% $124.44 +49.9%
67 GNTX GENTEX CORP Consumer Cyclical 13,291.0 $336K 0.06% +478.0 +3.7% $25.27 -6.6%
68 AMT AMERICAN TOWER CORP Real Estate 1,985.0 $325K 0.06% +187.0 +10.4% $163.57 +9.1%
69 TJX TJX COS INC NEW Consumer Cyclical 2,124.0 $322K 0.06% +28.0 +1.3% $151.50 -7.1%
70 VOOG VANGUARD ADMIRAL FDS INC 3,468.0 $287K 0.06% +3K +500.0% $82.62 +0.3%
71 RTX RTX CORPORATION Industrials 1,271.0 $241K 0.05% +31.0 +2.5% $189.66 +10.3%
72 PRPL PURPLE INNOVATION INC Consumer Cyclical 333,263.0 $119K 0.02% +41K +14.1% $0.36 +1404.2%
Page 4 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%