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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 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BITB BITWISE BITCOIN ETF TR Financial Services 249,044.0 $7.9M 1.52% -7K -2.8% $31.86 +34.5%
22 FVD FIRST TR EXCHANGE-TRADED FD 157,145.0 $7.6M 1.45% -2K -1.1% $48.18 +5.8%
23 AAPL APPLE INC Technology 25,444.0 $7.4M 1.41% +3K +15.1% $289.36 +7.5%
24 SMMU PIMCO ETF TR 124,280.0 $6.3M 1.20% +19K +18.3% $50.50 -0.4%
25 DEUS DBX ETF TR 91,913.0 $6.0M 1.15% -3K -3.4% $65.30 +4.0%
26 RSP INVESCO EXCHANGE TRADED FD T 26,521.0 $5.6M 1.08% -4K -12.8% $212.77 +4.2%
27 VONG VANGUARD SCOTTSDALE FDS 42,603.0 $5.4M 1.04% -6K -12.1% $127.81 -2.2%
28 JMUB J P MORGAN EXCHANGE TRADED F 105,539.0 $5.3M 1.02% +42K +66.7% $50.65 -2.0%
29 XLE SELECT SECTOR SPDR TR 90,826.0 $4.8M 0.92% -25K -21.3% $53.11 +18.7%
30 QQEW FIRST TR EXCHANGE-TRADED FD 29,243.0 $4.7M 0.89% -2K -6.3% $159.60 +2.4%
31 ISHARES TR 90,578.0 $4.5M 0.86% -19K -17.5% $49.55
32 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,653.0 $4.2M 0.81% -1K -20.8% $746.71 +2.4%
33 EVIM MORGAN STANLEY ETF TRUST 76,536.0 $4.1M 0.78% +60K +350.8% $53.27 -1.8%
34 AVGO BROADCOM INC Technology 10,347.0 $3.9M 0.75% -62.0 -0.6% $377.75 -4.4%
35 IJH ISHARES TR 49,193.0 $3.8M 0.73% -500.0 -1.0% $77.11 -1.2%
36 CRWV COREWEAVE INC Technology 34,452.0 $3.4M 0.66% +200.0 +0.6% $99.54 -13.3%
37 EMLP FIRST TR EXCHANGE-TRADED FD 72,836.0 $3.2M 0.61% $43.50 +1.1%
38 FXR FIRST TR EXCHANGE-TRADED FD 33,874.0 $3.1M 0.59% $91.12 -2.5%
39 DIA STATE STR SPDR DOW JONES IND Financial Services 5,754.0 $3.0M 0.58% -90.0 -1.5% $522.39 +2.2%
40 PAAA PGIM ETF TR 55,875.0 $2.9M 0.55% +44K +381.1% $51.27 +0.4%
Page 2 of 10  ·  196 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%