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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 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 9,866.0 $2.4M 0.45% -193.0 -1.9% $238.34 +10.0%
22 GOOGL ALPHABET INC Communication Services 5,883.0 $2.1M 0.40% -658.0 -10.1% $357.37 -2.6%
23 XLF SELECT SECTOR SPDR TR 38,491.0 $2.1M 0.40% -488.0 -1.2% $53.61 +8.6%
24 IWR ISHARES TR 16,792.0 $1.9M 0.35% -772.0 -4.4% $110.32 +2.4%
25 CRWD CROWDSTRIKE HLDGS INC Technology 2,406.0 $1.8M 0.35% -152.0 -5.9% $190.79 -0.1%
26 FXO FIRST TR EXCHANGE-TRADED FD 25,838.0 $1.6M 0.31% -768.0 -2.9% $62.46 +6.1%
27 GS GOLDMAN SACHS GROUP INC Financial Services 1,370.0 $1.4M 0.27% -21.0 -1.5% $1011.37 +2.5%
28 MTBA SIMPLIFY EXCHANGE TRADED FUN 25,744.0 $1.3M 0.24% -34K -57.2% $49.07 -0.7%
29 PANW PALO ALTO NETWORKS INC Technology 3,682.0 $1.3M 0.24% -1K -24.1% $341.02 +2.9%
30 EPD ENTERPRISE PRODS PARTNERS L 33,637.0 $1.2M 0.24% -558.0 -1.6% $36.76
31 GLD SPDR GOLD TR Financial Services 3,232.0 $1.2M 0.23% -2K -32.0% $368.38 +15.8%
32 MUB ISHARES TR 9,291.0 $1000K 0.19% -9K -48.0% $107.62 -2.1%
33 FMHI FIRST TR EXCH TRADED FD III 20,536.0 $996K 0.19% -48K -70.2% $48.49 -2.3%
34 NI NISOURCE INC Utilities 20,791.0 $989K 0.19% -274.0 -1.3% $47.55 -14.1%
35 AMD ADVANCED MICRO DEVICES INC Technology 1,650.0 $959K 0.18% -535.0 -24.5% $580.91 -21.4%
36 FORTINET INC 5,778.0 $888K 0.17% -1K -15.3% $153.62
37 BLK BLACKROCK INC Financial Services 910.0 $875K 0.17% -5.0 -0.6% $961.22 +22.0%
38 EWBC EAST WEST BANCORP INC Financial Services 6,755.0 $872K 0.17% -315.0 -4.5% $129.09 -0.1%
39 NEM NEWMONT CORP Basic Materials 9,313.0 $870K 0.17% -2K -16.6% $93.40 +41.2%
40 RVNU DBX ETF TR 32,873.0 $832K 0.16% -28K -46.3% $25.31 -3.0%
Page 2 of 4  ·  61 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%