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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 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 MDT MEDTRONIC PLC Healthcare 8,934 $774K 0.16% SOLD
2 BERKSHIRE HATHAWAY INC DEL 1,261 $604K 0.13% SOLD
3 HON HONEYWELL INTL INC Industrials 2,580 $583K 0.12% SOLD
4 FTSM FIRST TR EXCHANGE-TRADED FD 9,324 $557K 0.12% SOLD
5 TGT TARGET CORP Consumer Defensive 4,404 $534K 0.11% SOLD
6 TBLL INVESCO EXCH TRADED FD TR II 4,150 $438K 0.09% SOLD
7 MCD MCDONALDS CORP Consumer Cyclical 1,274 $396K 0.08% SOLD
8 TRV TRAVELERS COMPANIES INC Financial Services 1,082 $316K 0.07% SOLD
9 FBND FIDELITY MERRIMACK STR TR 6,549 $299K 0.06% SOLD
10 CGMS CAPITAL GRP FIXED INCM ETF T 10,780 $294K 0.06% SOLD
11 VBND ETF SER SOLUTIONS 6,608 $287K 0.06% SOLD
12 EXPAND ENERGY CORPORATION 2,604 $286K 0.06% SOLD
13 KMI KINDER MORGAN INC DEL Energy 8,309 $279K 0.06% SOLD
14 IVV ISHARES TR 419 $274K 0.06% SOLD
15 KO COCA COLA CO Consumer Defensive 3,404 $259K 0.05% SOLD
16 IWL ISHARES TR 1,466 $235K 0.05% SOLD
17 EWG ISHARES INC 5,891 $234K 0.05% SOLD
18 WRB BERKLEY W R CORP Financial Services 3,436 $228K 0.05% SOLD
19 PSK SPDR SERIES TRUST 7,368 $227K 0.05% SOLD
20 SJNK SPDR SERIES TRUST 8,539 $213K 0.04% SOLD
Page 1 of 2  ·  24 positions
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%