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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 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FXN FIRST TR EXCHANGE-TRADED FD 140,849.0 $2.8M 0.55% -52K -27.1% $20.23 +15.4%
42 KLAC KLA CORP Technology 8,738.0 $2.6M 0.51% +8K +845.7% $301.71 -39.8%
43 NVDA NVIDIA CORPORATION Technology 12,988.0 $2.6M 0.50% +801.0 +6.6% $200.10 +4.2%
44 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,198.0 $2.5M 0.47% -528.0 -9.2% $477.54 -14.1%
45 JAVA J P MORGAN EXCHANGE TRADED F 30,838.0 $2.4M 0.47% -3K -7.8% $79.41 +5.0%
46 AMZN AMAZON COM INC Consumer Cyclical 9,866.0 $2.4M 0.45% -193.0 -1.9% $238.34 +10.0%
47 MSFT MICROSOFT CORP Technology 5,933.0 $2.2M 0.42% $373.05 +30.6%
48 QQQ INVESCO QQQ TR Financial Services 2,990.0 $2.2M 0.42% $736.33 -4.1%
49 JPM JPMORGAN CHASE & CO Financial Services 6,613.0 $2.2M 0.41% +147.0 +2.3% $327.35 +8.9%
50 GOOGL ALPHABET INC Communication Services 5,883.0 $2.1M 0.40% -658.0 -10.1% $357.37 -2.6%
51 XLF SELECT SECTOR SPDR TR 38,491.0 $2.1M 0.40% -488.0 -1.2% $53.61 +8.6%
52 TSLA TESLA INC Consumer Cyclical 4,698.0 $2.0M 0.38% +26.0 +0.6% $420.60 -17.0%
53 IWR ISHARES TR 16,792.0 $1.9M 0.35% -772.0 -4.4% $110.32 +2.4%
54 CRWD CROWDSTRIKE HLDGS INC Technology 2,406.0 $1.8M 0.35% -152.0 -5.9% $190.79 -0.1%
55 ONEY SPDR SERIES TRUST 13,723.0 $1.8M 0.34% $128.10 +6.4%
56 WMT WALMART INC Consumer Defensive 15,200.0 $1.7M 0.33% +113.0 +0.8% $113.26 -6.0%
57 FXO FIRST TR EXCHANGE-TRADED FD 25,838.0 $1.6M 0.31% -768.0 -2.9% $62.46 +6.1%
58 DEEF DBX ETF TR 41,235.0 $1.6M 0.30% $38.64 +4.8%
59 NFLX NETFLIX INC. Communication Services 20,983.0 $1.5M 0.29% +472.0 +2.3% $71.40 +12.1%
60 XLV SELECT SECTOR SPDR TR 8,741.0 $1.4M 0.27% $158.66 +10.1%
Page 3 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%