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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 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 5,491 $206K 0.04% SOLD
22 STWD STARWOOD PPTY TR INC Real Estate 10,962 $189K 0.04% SOLD
23 BITO PROSHARES TR 19,454 $181K 0.04% SOLD
24 RITM RITHM CAPITAL CORP Real Estate 14,221 $135K 0.03% SOLD
Page 2 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%