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Portfolio (Quarterly) Guide ↗

Crew Capital Management, Ltd

· CIK 0001835669
13F Portfolio $183M AUM 112 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 39 Added 30 Reduced 15 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 USXF ISHARES TR 7,636.0 $530K 0.29% -820.0 -9.7% $69.45 -2.0%
22 RBCAA REPUBLIC BANCORP INC KY Financial Services 4,945.0 $447K 0.24% -554.0 -10.1% $90.43 +4.9%
23 FDX FEDEX CORP Industrials 1,426.0 $447K 0.24% -50.0 -3.4% $313.13 +5.7%
24 TPR TAPESTRY INC Consumer Cyclical 2,973.0 $435K 0.24% -191.0 -6.0% $146.37 -14.3%
25 ADI ANALOG DEVICES INC Technology 1,025.0 $407K 0.22% -4K -77.4% $397.17 -8.9%
26 SPTM SPDR SERIES TRUST 4,262.0 $387K 0.21% -1K -19.4% $90.79 +2.7%
27 MCD MCDONALDS CORP Consumer Cyclical 1,292.0 $349K 0.19% -10.0 -0.8% $270.31 -2.0%
28 UNH UNITEDHEALTH GROUP INC Healthcare 731.0 $304K 0.17% -30.0 -3.9% $415.63 -5.5%
29 GILD GILEAD SCIENCES INC Healthcare 2,084.0 $263K 0.14% -15.0 -0.7% $126.34 +15.3%
30 ABT ABBOTT LABORATORIES Healthcare 2,678.0 $243K 0.13% -80.0 -2.9% $90.74 +23.9%
Page 2 of 2  ·  30 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 38.0%
Financial Services 28.3%
Consumer Defensive 9.9%
Healthcare 8.3%
Communication Services 5.5%
Consumer Cyclical 4.0%
Industrials 3.7%
Utilities 1.6%
Energy 0.8%