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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 6 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ETN EATON CORP PLC Industrials 1,635.0 $585K 0.12% +237.0 +16.9% $357.67 +4.3%
102 HON HONEYWELL INTL INC Industrials 2,580.0 $583K 0.12% +217.0 +9.2% $226.05 -4.4%
103 ABBV ABBVIE INC Healthcare 2,662.0 $579K 0.12% +405.0 +17.9% $217.52 -1.9%
104 T AT&T INC Communication Services 19,948.0 $578K 0.12% +144.0 +0.7% $28.99 -13.5%
105 GTLS CHART INDS INC Industrials 2,795.0 $578K 0.12% +418.0 +17.6% $206.75 +0.2%
106 CMI CUMMINS INC Industrials 1,073.0 $577K 0.12% -80.0 -6.9% $538.02 +22.9%
107 JEPI J P MORGAN EXCHANGE TRADED F 10,152.0 $575K 0.12% +1K +14.9% $56.68 -1.3%
108 PAXS PIMCO ACCESS INCOME FUND Financial Services 39,750.0 $573K 0.12% $14.41 -3.4%
109 TDY TELEDYNE TECHNOLOGIES INC Technology 943.0 $571K 0.12% +56.0 +6.3% $605.01 +0.5%
110 DSMC ETF SER SOLUTIONS 15,068.0 $564K 0.12% -1K -7.3% $37.42 +2.3%
111 FTSM FIRST TR EXCHANGE-TRADED FD 9,324.0 $557K 0.12% $59.78 +0.1%
112 FORTINET INC 6,819.0 $557K 0.12% +1K +19.2% $81.72
113 EMR EMERSON ELEC CO Industrials 4,166.0 $546K 0.12% +709.0 +20.5% $131.04 -0.6%
114 QCOM QUALCOMM INC Technology 4,217.0 $543K 0.11% +1K +41.1% $128.78 +52.1%
115 TGT TARGET CORP Consumer Defensive 4,404.0 $534K 0.11% +682.0 +18.3% $121.20 -2.7%
116 APLD APPLIED DIGITAL CORP Technology 21,270.0 $505K 0.11% $23.74 +54.3%
117 PSTG PURE STORAGE INC Technology 8,306.0 $490K 0.10% +2K +23.4% $59.04 +13.4%
118 VGIT VANGUARD SCOTTSDALE FDS 8,228.0 $490K 0.10% $59.55 -1.8%
119 SPTM SPDR SERIES TRUST 6,186.0 $489K 0.10% $79.06 +12.5%
120 EOG EOG RES INC Energy 3,323.0 $480K 0.10% +644.0 +24.0% $144.57 +0.3%
Page 6 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%