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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 9 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 FUBOTV INC 117 $295.0 SOLD
162 ZLAB ZAI LAB LTD Healthcare 12 $212.0 SOLD
163 CID HOLDCO INC 400 $180.0 SOLD
164 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 10 $159.0 SOLD
165 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 6 $130.0 SOLD
166 FORWARD INDS INC N Y 11 $73.0 SOLD
167 ROADZEN INC 30 $73.0 SOLD
168 SG SWEETGREEN INC Consumer Cyclical 10 $68.0 SOLD
169 WALLBOX NV 25 $59.0 SOLD
170 SGMO SANGAMO THERAPEUTICS INC Healthcare 100 $42.0 SOLD
171 TWIN VEE POWERCATS CO 4 $7.0 SOLD
Page 9 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%