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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 5 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 PMT PENNYMAC MTG INVT TR Real Estate 195 $2K SOLD
82 VMI VALMONT INDS INC Industrials 6 $2K SOLD
83 AMSF AMERISAFE INC Financial Services 62 $2K SOLD
84 FDS FACTSET RESH SYS INC Financial Services 8 $2K SOLD
85 TELEFONICA S A 573 $2K SOLD
86 AMH AMERICAN HOMES 4 RENT Real Estate 72 $2K SOLD
87 CYTK CYTOKINETICS INC Healthcare 36 $2K SOLD
88 CHD CHURCH & DWIGHT CO INC Consumer Defensive 27 $2K SOLD
89 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 25 $2K SOLD
90 RACE FERRARI N V Consumer Cyclical 6 $2K SOLD
91 APLS APELLIS PHARMACEUTICALS INC Healthcare 88 $2K SOLD
92 BCH BANCO DE CHILE Financial Services 58 $2K SOLD
93 ICLR ICON PLC Healthcare 12 $2K SOLD
94 SLVM SYLVAMO CORP Basic Materials 44 $2K SOLD
95 CNC CENTENE CORP DEL Healthcare 50 $2K SOLD
96 HALO HALOZYME THERAPEUTICS INC Healthcare 30 $2K SOLD
97 PODD INSULET CORP Healthcare 7 $2K SOLD
98 TNC TENNANT CO Industrials 27 $2K SOLD
99 TME TENCENT MUSIC ENTMT GROUP Communication Services 112 $2K SOLD
100 KASPI KZ JSC 25 $2K SOLD
Page 5 of 9  ·  171 positions
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%