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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 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MU MICRON TECHNOLOGY INC Technology 701.0 $809K 0.15% -134.0 -16.1% $1154.29 -21.1%
42 AXP AMERICAN EXPRESS CO Financial Services 2,302.0 $779K 0.15% -1K -38.4% $338.25 -0.3%
43 ETN EATON CORP PLC Industrials 1,573.0 $670K 0.13% -62.0 -3.8% $426.12 -4.1%
44 QCOM QUALCOMM INC Technology 3,534.0 $653K 0.12% -683.0 -16.2% $184.79 -14.2%
45 PSTG EVERPURE INC 7,870.0 $620K 0.12% -436.0 -5.2% $78.79
46 TDY TELEDYNE TECHNOLOGIES INC Technology 919.0 $613K 0.12% -24.0 -2.5% $666.90 -6.3%
47 DSMC ETF SER SOLUTIONS 14,429.0 $582K 0.11% -639.0 -4.2% $40.36 +9.2%
48 NXPI NXP SEMICONDUCTORS N V Technology 2,008.0 $564K 0.11% -349.0 -14.8% $281.03 -20.8%
49 CSCO CISCO SYS INC Technology 4,653.0 $547K 0.10% -181.0 -3.7% $117.46 -6.2%
50 ANET ARISTA NETWORKS INC Technology 2,844.0 $483K 0.09% -1K -26.9% $169.88 +10.8%
51 XOM EXXON MOBIL CORP Energy 3,271.0 $447K 0.09% -885.0 -21.3% $136.72 +20.0%
52 AMGN AMGEN INC Healthcare 1,128.0 $408K 0.08% -805.0 -41.6% $362.12 +22.6%
53 MET METLIFE INC Financial Services 4,378.0 $370K 0.07% -117.0 -2.6% $84.61 +13.7%
54 VB VANGUARD INDEX FDS 970.0 $294K 0.06% -55.0 -5.4% $303.12 -0.1%
55 FCX FREEPORT MCMORAN INC Basic Materials 4,389.0 $276K 0.05% -2K -28.2% $62.89 +23.7%
56 MO ALTRIA GROUP INC Consumer Defensive 3,412.0 $245K 0.05% -210.0 -5.8% $71.95 -4.8%
57 IWD ISHARES TR 992.0 $240K 0.05% -391.0 -28.3% $242.43 +6.6%
58 J P MORGAN EXCHANGE TRADED F 4,562.0 $231K 0.04% -42K -90.3% $50.57
59 BSX BOSTON SCIENTIFIC CORP Healthcare 4,991.0 $213K 0.04% -312.0 -5.9% $42.68 +14.8%
60 PBI PITNEY BOWES INC Industrials 11,660.0 $204K 0.04% -9K -42.2% $17.52 -5.7%
Page 3 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%