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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 4 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GS GOLDMAN SACHS GROUP INC Financial Services 1,370.0 $1.4M 0.27% -21.0 -1.5% $1011.37 +2.5%
62 PLD PROLOGIS INC. Real Estate 10,128.0 $1.4M 0.26% $135.47 +5.8%
63 MTBA SIMPLIFY EXCHANGE TRADED FUN 25,744.0 $1.3M 0.24% -34K -57.2% $49.07 -0.7%
64 PANW PALO ALTO NETWORKS INC Technology 3,682.0 $1.3M 0.24% -1K -24.1% $341.02 +2.9%
65 EPD ENTERPRISE PRODS PARTNERS L 33,637.0 $1.2M 0.24% -558.0 -1.6% $36.76
66 GLD SPDR GOLD TR Financial Services 3,232.0 $1.2M 0.23% -2K -32.0% $368.38 +15.8%
67 MRK MERCK & CO INC Healthcare 9,224.0 $1.2M 0.23% +2K +27.6% $128.50 +17.3%
68 IWF ISHARES TR 9,080.0 $1.1M 0.22% +7K +274.7% $124.17 -2.5%
69 CEG CONSTELLATION ENERGY CORP Utilities 4,147.0 $1.0M 0.20% +193.0 +4.9% $248.37 +10.1%
70 AZN ASTRAZENECA PLC Healthcare 5,313.0 $1.0M 0.19% NEW $189.62 -12.1%
71 MUB ISHARES TR 9,291.0 $1000K 0.19% -9K -48.0% $107.62 -2.1%
72 PNC PNC FINL SVCS GROUP INC Financial Services 4,055.0 $998K 0.19% +71.0 +1.8% $246.22 -1.0%
73 FMHI FIRST TR EXCH TRADED FD III 20,536.0 $996K 0.19% -48K -70.2% $48.49 -2.3%
74 NI NISOURCE INC Utilities 20,791.0 $989K 0.19% -274.0 -1.3% $47.55 -14.1%
75 SCHW SCHWAB CHARLES CORP Financial Services 10,479.0 $967K 0.18% +115.0 +1.1% $92.27 +23.2%
76 V VISA INC Financial Services 2,811.0 $965K 0.18% $343.13 +11.4%
77 AMD ADVANCED MICRO DEVICES INC Technology 1,650.0 $959K 0.18% -535.0 -24.5% $580.91 -21.4%
78 FDL FIRST TR EXCHANGE-TRADED FD 19,647.0 $956K 0.18% +1K +6.1% $48.66 +9.9%
79 LLY ELI LILLY & CO Healthcare 793.0 $951K 0.18% +8.0 +1.0% $1199.43 +4.0%
80 FMB FIRST TR EXCH TRADED FD III 18,385.0 $944K 0.18% $51.37 -2.2%
Page 4 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%