Portfolio (Quarterly)
Guide ↗
Crumly & Associates Inc.
· CIK 0001759578| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | EWBC | EAST WEST BANCORP INC | Financial Services | 7,227.0 | $812K | 0.17% | NEW | — | $112.39 | +7.7% |
| 82 | NI | NISOURCE INC | Utilities | 19,347.0 | $808K | 0.17% | NEW | — | $41.76 | +11.5% |
| 83 | FDL | FIRST TR EXCHANGE-TRADED FD | — | 17,838.0 | $791K | 0.17% | NEW | — | $44.34 | +13.9% |
| 84 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,285.0 | $762K | 0.16% | NEW | — | $177.75 | -24.0% |
| 85 | — | ASTRAZENECA PLC | — | 8,111.0 | $746K | 0.16% | NEW | — | $91.93 | — |
| 86 | — | FIDELITY COVINGTON TRUST | — | 10,005.0 | $743K | 0.16% | NEW | — | $74.28 | — |
| 87 | SLV | ISHARES SILVER TR | Financial Services | 11,377.0 | $733K | 0.15% | NEW | — | $64.42 | +3.8% |
| 88 | MRK | MERCK & CO INC | Healthcare | 6,951.0 | $732K | 0.15% | NEW | — | $105.26 | +6.9% |
| 89 | MDT | MEDTRONIC PLC | Healthcare | 7,609.0 | $731K | 0.15% | NEW | — | $96.06 | -19.5% |
| 90 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 3,477.0 | $726K | 0.15% | NEW | — | $208.73 | +2.4% |
| 91 | TMUS | T-MOBILE US INC | Communication Services | 3,433.0 | $697K | 0.15% | NEW | — | $203.04 | -6.1% |
| 92 | CRM | SALESFORCE INC | Technology | 2,585.0 | $685K | 0.14% | NEW | — | $264.91 | -32.2% |
| 93 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,250.0 | $628K | 0.13% | NEW | — | $502.65 | — |
| 94 | NEE | NEXTERA ENERGY INC | Utilities | 7,651.0 | $614K | 0.13% | NEW | — | $80.28 | +16.3% |
| 95 | PAXS | PIMCO ACCESS INCOME FUND | Financial Services | 39,750.0 | $608K | 0.13% | NEW | — | $15.30 | -9.3% |
| 96 | AMGN | AMGEN INC | Healthcare | 1,829.0 | $599K | 0.13% | NEW | — | $327.31 | +1.1% |
| 97 | CMI | CUMMINS INC | Industrials | 1,153.0 | $589K | 0.12% | NEW | — | $510.66 | +29.1% |
| 98 | GPI | GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 1,486.0 | $584K | 0.12% | NEW | — | $393.31 | -19.4% |
| 99 | — | TOTALENERGIES SE | — | 8,876.0 | $581K | 0.12% | NEW | — | $65.42 | — |
| 100 | DSMC | ETF SER SOLUTIONS | — | 16,260.0 | $577K | 0.12% | NEW | — | $35.47 | +7.8% |
① 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%