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Portfolio (Quarterly) Guide ↗

Crew Capital Management, Ltd

· CIK 0001835669
13F Portfolio $159M AUM 111 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New
Page 6 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SO SOUTHERN CO Utilities 2,698.0 $235K 0.15% NEW $87.20 +7.9%
102 MO ALTRIA GROUP INC Consumer Defensive 4,076.0 $235K 0.15% NEW $57.66 +25.5%
103 COST COSTCO WHSL CORP NEW Consumer Defensive 258.0 $222K 0.14% NEW $862.23 +16.3%
104 COP CONOCOPHILLIPS Energy 2,324.0 $218K 0.14% NEW $93.61 +24.5%
105 DUK DUKE ENERGY CORP NEW Utilities 1,831.0 $215K 0.14% NEW $117.21 +6.6%
106 HON HONEYWELL INTL INC Industrials 1,090.0 $213K 0.13% NEW $195.09 +18.8%
107 FHN FIRST HORIZON CORPORATION Financial Services 8,883.0 $212K 0.13% NEW $23.90 +2.1%
108 QCOM QUALCOMM INC Technology 1,237.0 $212K 0.13% NEW $171.05 +45.5%
109 USMV ISHARES TR 2,166.0 $204K 0.13% NEW $94.16 +2.5%
110 VZ VERIZON COMMUNICATIONS INC Communication Services 4,975.0 $203K 0.13% NEW $40.73 +18.7%
111 GREENBRIER COS INC 29,000.0 $31K 0.02% NEW $1.08
Page 6 of 6  ·  111 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 33.1%
Financial Services 28.1%
Consumer Defensive 9.1%
Consumer Cyclical 9.0%
Communication Services 7.5%
Healthcare 5.9%
Industrials 4.5%
Utilities 1.3%
Basic Materials 0.9%
Energy 0.8%