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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 6 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QCOM QUALCOMM INC Technology 3,534.0 $653K 0.12% -683.0 -16.2% $184.79 -14.2%
102 TMUS T-MOBILE US INC Communication Services 3,825.0 $642K 0.12% +117.0 +3.2% $167.73 +8.9%
103 EMR EMERSON ELEC CO Industrials 4,430.0 $634K 0.12% +264.0 +6.3% $143.14 +10.1%
104 SLB SLB LIMITED Energy 13,499.0 $628K 0.12% $46.49 +16.2%
105 PSTG EVERPURE INC 7,870.0 $620K 0.12% -436.0 -5.2% $78.79
106 TDY TELEDYNE TECHNOLOGIES INC Technology 919.0 $613K 0.12% -24.0 -2.5% $666.90 -6.3%
107 VGIT VANGUARD SCOTTSDALE FDS 10,325.0 $609K 0.12% +2K +25.5% $58.98 -1.0%
108 SPACE EXPLORATION TECHN CORP 3,541.0 $605K 0.12% NEW $170.87
109 PLTR PALANTIR TECHNOLOGIES INC Technology 5,139.0 $600K 0.12% +508.0 +11.0% $116.67 +50.8%
110 GTLS CHART INDS INC Industrials 2,852.0 $596K 0.11% +57.0 +2.0% $208.94 +0.5%
111 DSMC ETF SER SOLUTIONS 14,429.0 $582K 0.11% -639.0 -4.2% $40.36 +9.2%
112 PAXS PIMCO ACCESS INCOME FUND Financial Services 39,750.0 $578K 0.11% $14.55 -3.6%
113 NXPI NXP SEMICONDUCTORS N V Technology 2,008.0 $564K 0.11% -349.0 -14.8% $281.03 -20.8%
114 SPTM SPDR SERIES TRUST 6,186.0 $562K 0.11% $90.79 +2.1%
115 CSCO CISCO SYS INC Technology 4,653.0 $547K 0.10% -181.0 -3.7% $117.46 -6.2%
116 JNJ JOHNSON & JOHNSON Healthcare 2,137.0 $543K 0.10% NEW $253.97 +7.5%
117 VZ VERIZON COMMUNICATIONS INC Communication Services 12,686.0 $537K 0.10% +362.0 +2.9% $42.34 +18.4%
118 CRM SALESFORCE INC Technology 3,346.0 $524K 0.10% +27.0 +0.8% $156.66 +33.4%
119 BAC BANK OF AMER CORP Financial Services 8,801.0 $501K 0.10% +156.0 +1.8% $56.98 +9.4%
120 MRVL MARVELL TECHNOLOGY INC Technology 1,668.0 $497K 0.10% NEW $297.89 -23.0%
Page 6 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%