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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 7 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ANET ARISTA NETWORKS INC Technology 2,844.0 $483K 0.09% -1K -26.9% $169.88 +10.8%
122 ORCL ORACLE CORP Technology 3,278.0 $480K 0.09% +211.0 +6.9% $146.55 -2.8%
123 PEP PEPSICO INC Consumer Defensive 3,432.0 $465K 0.09% +578.0 +20.2% $135.41 +6.8%
124 ADBE ADOBE INC Technology 2,219.0 $455K 0.09% +312.0 +16.4% $205.02 +34.8%
125 AN AUTONATION INC Consumer Cyclical 2,439.0 $453K 0.09% $185.79 +5.0%
126 XOM EXXON MOBIL CORP Energy 3,271.0 $447K 0.09% -885.0 -21.3% $136.72 +20.0%
127 FDIS FIDELITY COVINGTON TRUST 4,216.0 $434K 0.08% $102.84 +0.4%
128 EOG EOG RES INC Energy 3,336.0 $433K 0.08% $129.73 +15.8%
129 MP MP MATERIALS CORP Basic Materials 7,644.0 $428K 0.08% +1K +18.8% $56.01 +2.5%
130 CFG CITIZENS FINL GROUP INC Financial Services 6,073.0 $426K 0.08% +34.0 +0.6% $70.07 +0.2%
131 EEM ISHARES TR 6,189.0 $423K 0.08% +31.0 +0.5% $68.41 -3.4%
132 T AT&T INC Communication Services 20,424.0 $423K 0.08% +476.0 +2.4% $20.70 +24.1%
133 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,449.0 $422K 0.08% $291.14 -10.9%
134 FIDU FIDELITY COVINGTON TRUST 4,175.0 $416K 0.08% $99.60 -4.8%
135 VXUS VANGUARD STAR FDS 4,838.0 $414K 0.08% $85.49 +2.0%
136 INTC INTEL CORP Technology 2,936.0 $410K 0.08% NEW $139.63 -37.5%
137 AMGN AMGEN INC Healthcare 1,128.0 $408K 0.08% -805.0 -41.6% $362.12 +22.6%
138 GEV GE VERNOVA INC Utilities 343.0 $403K 0.08% +15.0 +4.6% $1174.86 -19.8%
139 BUNGE GLOBAL SA 3,765.0 $402K 0.08% NEW $106.73
140 DVYE ISHARES INC 12,235.0 $394K 0.08% +3K +35.5% $32.23 +9.9%
Page 7 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%