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Portfolio (Quarterly) Guide ↗

Crumly & Associates Inc.

· CIK 0001759578
13F Portfolio $476M AUM 200 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 101 Added 37 Reduced 9 Exited
Page 3 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRWV COREWEAVE INC Technology 34,252.0 $2.7M 0.56% NEW $77.47 +33.9%
42 JAVA J P MORGAN EXCHANGE TRADED F 33,440.0 $2.4M 0.50% -4K -9.9% $71.75 +5.1%
43 J P MORGAN EXCHANGE TRADED F 46,950.0 $2.4M 0.50% -23K -32.5% $50.61
44 MSFT MICROSOFT CORP Technology 5,924.0 $2.2M 0.46% +785.0 +15.3% $370.18 +14.4%
45 NVDA NVIDIA CORPORATION Technology 12,187.0 $2.1M 0.45% +622.0 +5.4% $174.40 +27.5%
46 AMZN AMAZON COM INC Consumer Cyclical 10,059.0 $2.1M 0.44% +476.0 +5.0% $208.27 +24.5%
47 GLD SPDR GOLD TR Financial Services 4,750.0 $2.0M 0.43% +60.0 +1.3% $430.29 -2.8%
48 NFLX NETFLIX INC Communication Services 20,511.0 $2.0M 0.41% +1K +5.7% $96.15 -6.8%
49 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 5,726.0 $1.9M 0.41% +122.0 +2.2% $337.93 +17.2%
50 XLF SELECT SECTOR SPDR TR 38,979.0 $1.9M 0.40% +250.0 +0.7% $49.37 +3.5%
51 JPM JPMORGAN CHASE & CO. Financial Services 6,466.0 $1.9M 0.40% +464.0 +7.7% $294.15 +2.2%
52 MUB ISHARES TR 17,885.0 $1.9M 0.40% -3K -12.7% $106.15 -0.5%
53 GOOGL ALPHABET INC Communication Services 6,541.0 $1.9M 0.40% +347.0 +5.6% $287.55 +38.0%
54 WMT WALMART INC Consumer Defensive 15,087.0 $1.9M 0.39% +952.0 +6.7% $124.28 +7.3%
55 TSLA TESLA INC Consumer Cyclical 4,672.0 $1.7M 0.36% +254.0 +5.8% $371.75 +10.3%
56 QQQ INVESCO QQQ TR Financial Services 2,980.0 $1.7M 0.36% $577.12 +21.6%
57 IWR ISHARES TR 17,564.0 $1.7M 0.36% +161.0 +0.9% $97.23 +6.0%
58 ONEY SPDR SERIES TRUST 13,723.0 $1.6M 0.35% $120.05 +3.9%
59 DEEF DBX ETF TR 41,235.0 $1.6M 0.33% $37.80 +3.8%
60 RVNU DBX ETF TR 61,227.0 $1.5M 0.32% -3K -5.1% $24.64 -0.3%
Page 3 of 10  ·  200 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
Financial Services 34.5%
Technology 27.9%
Communication Services 7.2%
Consumer Cyclical 6.3%
Energy 4.9%
Healthcare 4.3%
Industrials 3.7%
Utilities 3.6%
Consumer Defensive 3.4%
Real Estate 2.3%