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Portfolio (Quarterly) Guide ↗

Crewe Advisors LLC

· CIK 0001730033
13F Portfolio $1.4B AUM 1,135 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 207 New 489 Added 151 Reduced 171 Exited
Page 23 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 GLPI GAMING & LEISURE P Real Estate 128.0 $6K +110.0 +611.1% $44.53 -4.3%
442 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 119.0 $6K +19.0 +19.0% $47.82 -8.8%
443 DOV DOVER CORP Industrials 25.0 $6K +16.0 +177.8% $224.28 -9.4%
444 EBAY EBAY INC. Consumer Cyclical 49.0 $5K +30.0 +157.9% $111.76 -7.2%
445 RMD RESMED INC Healthcare 28.0 $5K +26.0 +1300.0% $194.89 +14.5%
446 CCI CROWN CASTLE INC Real Estate 69.0 $5K +64.0 +1280.0% $75.74 -1.6%
447 DLR DIGITAL RLTY TR INC Real Estate 29.0 $5K +20.0 +222.2% $179.59 +10.2%
448 CBOE CBOE GLOBAL MKTS INC Financial Services 21.0 $5K +14.0 +200.0% $242.71 +21.5%
449 EXR EXTRA SPACE STORAGE INC Real Estate 35.0 $5K +30.0 +600.0% $145.31 +1.9%
450 VST VISTRA CORP Utilities 31.0 $5K +25.0 +416.7% $158.65 -9.2%
451 CLX CLOROX CO DEL Consumer Defensive 50.0 $5K +2.0 +4.2% $95.44 +11.8%
452 WU WESTERN UN CO Financial Services 614.0 $5K +542.0 +752.8% $7.70 -4.9%
453 WDAY WORKDAY INC Technology 38.0 $5K +25.0 +192.3% $122.42 +57.7%
454 UAL UNITED AIRLS HLDGS INC Industrials 34.0 $5K +26.0 +325.0% $136.00 -11.8%
455 AEM AGNICO EAGLE MINES LTD Basic Materials 29.0 $4K +2.0 +7.4% $155.14 +20.1%
456 ACGL ARCH CAP GROUP LTD Financial Services 46.0 $4K +34.0 +283.3% $97.07 +2.9%
457 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 201.0 $4K +34.0 +20.4% $21.11 -15.3%
458 TSN TYSON FOODS INC Consumer Defensive 72.0 $4K +55.0 +323.5% $57.25 +1.9%
459 SMCI SUPER MICRO COMPUTER INC Technology 137.0 $4K +92.0 +204.4% $29.34 +25.2%
460 SNPS SYNOPSYS INC Technology 9.0 $4K +3.0 +50.0% $446.11 -9.0%
Page 23 of 25  ·  489 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
Financial Services 54.4%
Technology 22.2%
Communication Services 6.7%
Energy 4.5%
Industrials 3.7%
Consumer Cyclical 3.6%
Healthcare 1.8%
Consumer Defensive 1.4%
Basic Materials 0.9%
Utilities 0.8%