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Portfolio (Quarterly) Guide ↗

Crumly & Associates Inc.

· CIK 0001759578
13F Portfolio $476M AUM 200 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 101 Added 37 Reduced 9 Exited
Page 5 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OMC OMNICOM GROUP INC Communication Services 4,643.0 $350K 0.07% +1K +40.5% $75.30 -2.9%
82 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 25,000.0 $323K 0.07% +10K +66.7% $12.93 -1.7%
83 MET METLIFE INC Financial Services 4,495.0 $318K 0.07% +59.0 +1.3% $70.72 +15.1%
84 BXMT BLACKSTONE MTG TR INC Real Estate 16,291.0 $312K 0.07% +1K +6.5% $19.15 -7.1%
85 ATR APTARGROUP INC Healthcare 2,468.0 $311K 0.07% +555.0 +29.0% $126.02 -9.8%
86 MP MP MATERIALS CORP Basic Materials 6,433.0 $310K 0.07% +2K +34.0% $48.26 +17.4%
87 DVYE ISHARES INC 9,030.0 $310K 0.07% +2K +22.1% $34.38 -1.8%
88 ALLE ALLEGION PLC Industrials 2,136.0 $310K 0.07% +550.0 +34.7% $145.29 -13.2%
89 AMT AMERICAN TOWER CORP NEW Real Estate 1,798.0 $310K 0.07% +599.0 +50.0% $172.58 +6.0%
90 LAD LITHIA MTRS INC Consumer Cyclical 1,203.0 $300K 0.06% +423.0 +54.2% $249.72 +6.1%
91 FTRI FIRST TR EXCHANGE TRADED FD 15,862.0 $283K 0.06% +4K +31.1% $17.85 -5.5%
92 GNTX GENTEX CORP Consumer Cyclical 12,813.0 $280K 0.06% +4K +44.8% $21.85 +3.8%
93 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 6,216.0 $277K 0.06% +2K +61.5% $44.61 +10.3%
94 VBR VANGUARD INDEX FDS 1,242.0 $270K 0.06% +254.0 +25.7% $217.25 +4.1%
95 VTI VANGUARD INDEX FDS 837.0 $269K 0.06% +61.0 +7.9% $320.89 +12.2%
96 VB VANGUARD INDEX FDS 1,025.0 $268K 0.06% +55.0 +5.7% $261.92 +6.5%
97 KO COCA COLA CO Consumer Defensive 3,404.0 $259K 0.05% +151.0 +4.6% $76.06 +6.8%
98 RTX RTX CORPORATION Industrials 1,240.0 $239K 0.05% +15.0 +1.2% $192.83 -8.8%
99 PBI PITNEY BOWES INC Industrials 20,189.0 $223K 0.05% +1K +6.1% $11.05 +49.0%
100 PRPL PURPLE INNOVATION INC Consumer Cyclical 292,063.0 $193K 0.04% +16K +6.0% $0.66 -38.2%
Page 5 of 6  ·  101 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
Financial Services 34.5%
Technology 27.9%
Communication Services 7.2%
Consumer Cyclical 6.3%
Energy 4.9%
Healthcare 4.3%
Industrials 3.7%
Utilities 3.6%
Consumer Defensive 3.4%
Real Estate 2.3%