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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 5 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FAAA FIDELITY MERRIMACK STR TR 17,903.0 $898K 0.17% NEW $50.16 +0.5%
82 FORTINET INC 5,778.0 $888K 0.17% -1K -15.3% $153.62
83 FIDELITY COVINGTON TRUST 11,467.0 $886K 0.17% +1K +14.6% $77.25
84 BLK BLACKROCK INC Financial Services 910.0 $875K 0.17% -5.0 -0.6% $961.22 +22.0%
85 EWBC EAST WEST BANCORP INC Financial Services 6,755.0 $872K 0.17% -315.0 -4.5% $129.09 -0.1%
86 NEM NEWMONT CORP Basic Materials 9,313.0 $870K 0.17% -2K -16.6% $93.40 +41.2%
87 RVNU DBX ETF TR 32,873.0 $832K 0.16% -28K -46.3% $25.31 -3.0%
88 META META PLATFORMS INC Communication Services 1,458.0 $821K 0.16% +168.0 +13.0% $563.32 -0.8%
89 MU MICRON TECHNOLOGY INC Technology 701.0 $809K 0.15% -134.0 -16.1% $1154.29 -21.1%
90 APLD APPLIED DIGITAL CORP Technology 21,270.0 $793K 0.15% $37.30 -27.9%
91 AXP AMERICAN EXPRESS CO Financial Services 2,302.0 $779K 0.15% -1K -38.4% $338.25 -0.3%
92 CMI CUMMINS INC Industrials 1,078.0 $769K 0.15% $713.21 -19.9%
93 ABBV ABBVIE INC Healthcare 2,825.0 $711K 0.14% +163.0 +6.1% $251.67 +5.1%
94 TOTALENERGIES SE 9,058.0 $704K 0.14% +61.0 +0.7% $77.76
95 JEPI J P MORGAN EXCHANGE TRADED F 12,155.0 $687K 0.13% +2K +19.7% $56.48 +2.9%
96 NEE NEXTERA ENERGY INC Utilities 7,726.0 $678K 0.13% +47.0 +0.6% $87.77 -4.2%
97 HSBC HSBC HLDGS PLC Financial Services 7,097.0 $675K 0.13% $95.09 +9.5%
98 SLV ISHARES SILVER TR Financial Services 12,618.0 $675K 0.13% +1K +9.7% $53.47 +16.3%
99 ETN EATON CORP PLC Industrials 1,573.0 $670K 0.13% -62.0 -3.8% $426.12 -4.1%
100 CVX CHEVRON CORPORATION Energy 3,949.0 $655K 0.12% +23.0 +0.6% $165.76 +22.5%
Page 5 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%