Portfolio (Quarterly)
Guide ↗
Crumly & Associates Inc.
· CIK 0001759578| # | 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% |
① 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%