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Portfolio (Quarterly) Guide ↗

Crumly & Associates Inc.

· CIK 0001759578
13F Portfolio $477M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 203 New
Page 4 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ONEY SPDR SERIES TRUST 13,723.0 $1.6M 0.33% NEW $113.56 +9.8%
62 DEEF DBX ETF TR 41,235.0 $1.5M 0.31% NEW $35.95 +9.2%
63 SGVT SCHWAB STRATEGIC TR 13,617.0 $1.4M 0.29% NEW $100.48 +0.2%
64 XLV SELECT SECTOR SPDR TR 8,606.0 $1.3M 0.28% NEW $154.80 -4.8%
65 IWF ISHARES TR 2,786.0 $1.3M 0.28% NEW $473.30 -74.0%
66 CEG CONSTELLATION ENERGY CORP Utilities 3,663.0 $1.3M 0.27% NEW $353.27 -26.2%
67 AXP AMERICAN EXPRESS CO Financial Services 3,461.0 $1.3M 0.27% NEW $369.97 -16.4%
68 PLD PROLOGIS INC. Real Estate 9,307.0 $1.2M 0.25% NEW $127.66 +11.5%
69 GS GOLDMAN SACHS GROUP INC Financial Services 1,349.0 $1.2M 0.25% NEW $879.00 +7.7%
70 KLAC KLA CORP Technology 911.0 $1.1M 0.23% NEW $1215.08 +44.6%
71 MTBA SIMPLIFY EXCHANGE TRADED FUN 21,550.0 $1.1M 0.23% NEW $50.41 -3.4%
72 CRWD CROWDSTRIKE HLDGS INC Technology 2,282.0 $1.1M 0.22% NEW $468.76 +32.0%
73 NEM NEWMONT CORP Basic Materials 10,686.0 $1.1M 0.22% NEW $99.85 +10.0%
74 EPD ENTERPRISE PRODS PARTNERS L Energy 31,852.0 $1.0M 0.21% NEW $32.06 +23.1%
75 SCHW SCHWAB CHARLES CORP Financial Services 9,491.0 $948K 0.20% NEW $99.91 -7.5%
76 FMB FIRST TR EXCH TRADED FD III 18,385.0 $940K 0.20% NEW $51.14 -0.9%
77 BLK BLACKROCK INC Financial Services 824.0 $882K 0.18% NEW $1069.93 -3.1%
78 LLY ELI LILLY & CO Healthcare 777.0 $835K 0.17% NEW $1074.68 -8.1%
79 V VISA INC Financial Services 2,329.0 $817K 0.17% NEW $350.68 -5.1%
80 META META PLATFORMS INC Communication Services 1,231.0 $813K 0.17% NEW $660.11 -7.4%
Page 4 of 11  ·  203 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 36.9%
Technology 26.3%
Communication Services 7.4%
Consumer Cyclical 7.1%
Healthcare 4.5%
Industrials 3.7%
Energy 3.7%
Utilities 3.5%
Consumer Defensive 2.9%
Real Estate 2.2%