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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 5 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ITOT ISHARES TR 2,278.0 $374K 0.20% $164.27 +2.6%
82 UNP UNION PAC CORP Industrials 1,360.0 $370K 0.20% +63.0 +4.9% $272.00 +13.0%
83 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,924.0 $364K 0.20% +2K +28.7% $33.29 +31.9%
84 MCD MCDONALDS CORP Consumer Cyclical 1,292.0 $349K 0.19% -10.0 -0.8% $270.31 -2.0%
85 DELL DELL TECHNOLOGIES INC Technology 784.0 $338K 0.18% NEW $431.46 +5.7%
86 TJX TJX COS INC NEW Consumer Cyclical 2,169.0 $329K 0.18% +145.0 +7.2% $151.49 -10.8%
87 IVW ISHARES TR 2,263.0 $311K 0.17% $137.53 +1.8%
88 TT TRANE TECHNOLOGIES PLC Industrials 628.0 $308K 0.17% $491.16 -8.6%
89 ROST ROSS STORES INC Consumer Cyclical 1,428.0 $304K 0.17% $212.89 +7.4%
90 UNH UNITEDHEALTH GROUP INC Healthcare 731.0 $304K 0.17% -30.0 -3.9% $415.63 -5.5%
91 FLR FLUOR CORP Industrials 5,629.0 $295K 0.16% $52.39 +1.7%
92 MO ALTRIA GROUP INC Consumer Defensive 4,076.0 $293K 0.16% $71.95 -4.6%
93 CENCORA INC 1,000.0 $283K 0.15% $282.98
94 NEE NEXTERA ENERGY INC Utilities 3,217.0 $282K 0.15% $87.77 -6.8%
95 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 299.0 $279K 0.15% +6.0 +2.0% $934.06 +1.2%
96 WELLS FARGO & CO 235.0 $272K 0.15% $1157.00
97 PINNACLE FINL PARTNERS INC 2,615.0 $264K 0.14% $100.88
98 GILD GILEAD SCIENCES INC Healthcare 2,084.0 $263K 0.14% -15.0 -0.7% $126.34 +15.3%
99 UTWO RBB FD INC 5,433.0 $261K 0.14% NEW $47.96 -0.4%
100 SO SOUTHERN CO Utilities 2,698.0 $258K 0.14% $95.71 -7.8%
Page 5 of 6  ·  112 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%