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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 9 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HONEYWELL INTL INC 1,330.0 $298K 0.06% NEW $223.94
162 VB VANGUARD INDEX FDS 970.0 $294K 0.06% -55.0 -5.4% $303.12 -0.1%
163 AEE AMEREN CORP Utilities 2,592.0 $293K 0.06% $113.04 -5.2%
164 GOOG ALPHABET INC 818.0 $289K 0.06% $353.33
165 HONEYWELL AEROSPACE INC 1,306.0 $289K 0.06% NEW $221.08
166 VOOG VANGUARD ADMIRAL FDS INC 3,468.0 $287K 0.06% +3K +500.0% $82.62 +0.3%
167 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 16,291.0 $276K 0.05% $16.95 -16.7%
168 FCX FREEPORT MCMORAN INC Basic Materials 4,389.0 $276K 0.05% -2K -28.2% $62.89 +23.7%
169 NEBIUS GROUP N.V. 986.0 $272K 0.05% NEW $276.17
170 IWM ISHARES TR 882.0 $265K 0.05% $300.32 -0.8%
171 ITB ISHARES TR 2,525.0 $264K 0.05% $104.49 -6.4%
172 DVY ISHARES TR 1,635.0 $256K 0.05% $156.33 +5.3%
173 IGIB ISHARES TR 4,625.0 $246K 0.05% $53.17 -1.8%
174 MO ALTRIA GROUP INC Consumer Defensive 3,412.0 $245K 0.05% -210.0 -5.8% $71.95 -4.8%
175 LNT ALLIANT ENERGY CORP Utilities 3,163.0 $241K 0.05% $76.29 -10.3%
176 RTX RTX CORPORATION Industrials 1,271.0 $241K 0.05% +31.0 +2.5% $189.66 +10.3%
177 IWD ISHARES TR 992.0 $240K 0.05% -391.0 -28.3% $242.43 +6.6%
178 VO VANGUARD INDEX FDS 2,948.0 $238K 0.04% NEW $80.57 +2.8%
179 SCHF SCHWAB STRATEGIC TR 8,526.0 $236K 0.04% $27.70 +2.2%
180 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 6,214.0 $234K 0.04% $37.58 +37.0%
Page 9 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%