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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 4 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FXO FIRST TR EXCHANGE TRADED FD 26,606.0 $1.5M 0.31% $56.19 +4.3%
62 KLAC KLA CORP Technology 924.0 $1.4M 0.29% +13.0 +1.4% $1472.41 +19.3%
63 PLD PROLOGIS INC. Real Estate 10,094.0 $1.3M 0.28% +787.0 +8.5% $132.18 +7.7%
64 EPD ENTERPRISE PRODS PARTNERS L Energy 34,195.0 $1.3M 0.27% +2K +7.4% $37.84 +4.3%
65 XLV SELECT SECTOR SPDR TR 8,741.0 $1.3M 0.27% +135.0 +1.6% $146.61 +0.5%
66 NEM NEWMONT CORP Basic Materials 11,166.0 $1.2M 0.25% +480.0 +4.5% $108.25 +1.5%
67 GS GOLDMAN SACHS GROUP INC Financial Services 1,391.0 $1.2M 0.25% +42.0 +3.1% $845.99 +11.9%
68 AXP AMERICAN EXPRESS CO Financial Services 3,734.0 $1.1M 0.24% +273.0 +7.9% $302.52 +2.2%
69 CEG CONSTELLATION ENERGY CORP Utilities 3,954.0 $1.1M 0.23% +291.0 +7.9% $279.25 -6.7%
70 IWF ISHARES TR 2,423.0 $1.0M 0.22% -363.0 -13.0% $426.40 -71.1%
71 CRWD CROWDSTRIKE HLDGS INC Technology 2,558.0 $999K 0.21% +276.0 +12.1% $390.41 +58.5%
72 NI NISOURCE INC Utilities 21,065.0 $983K 0.21% +2K +8.9% $46.66 -0.2%
73 SCHW SCHWAB CHARLES CORP Financial Services 10,364.0 $974K 0.20% +873.0 +9.2% $93.98 -1.7%
74 FDL FIRST TR EXCHANGE-TRADED FD 18,523.0 $941K 0.20% +685.0 +3.8% $50.80 -0.6%
75 FMB FIRST TR EXCH TRADED FD III 18,385.0 $931K 0.20% $50.66 +0.1%
76 EVIM MORGAN STANLEY ETF TRUST 16,978.0 $892K 0.19% NEW $52.54 -0.0%
77 BLK BLACKROCK INC Financial Services 915.0 $880K 0.18% +91.0 +11.0% $961.37 +7.8%
78 MRK MERCK & CO INC Healthcare 7,231.0 $870K 0.18% +280.0 +4.0% $120.29 -6.4%
79 V VISA INC Financial Services 2,809.0 $849K 0.18% +480.0 +20.6% $302.23 +10.1%
80 PNC PNC FINL SVCS GROUP INC Financial Services 3,984.0 $829K 0.17% +507.0 +14.6% $208.09 +2.7%
Page 4 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%