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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 7 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MBC MASTERBRAND INC Consumer Cyclical 459.0 $5K NEW $10.29 -12.7%
122 MAS MASCO CORP Industrials 58.0 $5K NEW $81.38 -9.2%
123 VWOB VANGUARD WHITEHALL FDS 70.0 $5K NEW $67.24 -2.0%
124 ATO ATMOS ENERGY CORP Utilities 27.0 $5K NEW $172.30 -1.4%
125 KVUE KENVUE INC Consumer Defensive 243.0 $5K NEW $19.14 -1.8%
126 MSI MOTOROLA SOLUTIONS INC Technology 11.0 $5K NEW $415.36 +10.0%
127 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 41.0 $4K NEW $107.78 +4.8%
128 EW EDWARDS LIFESCIENCES CORP Healthcare 48.0 $4K NEW $90.48 +0.4%
129 GNRC GENERAC HLDGS INC Industrials 14.0 $4K NEW $292.86 -24.5%
130 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 76.0 $4K NEW $52.86 -11.2%
131 AXON AXON ENTERPRISE INC Industrials 7.0 $4K NEW $560.71 +7.8%
132 JBL JABIL INC Technology 10.0 $4K NEW $385.50 -4.0%
133 ALB ALBEMARLE CORP Basic Materials 28.0 $4K NEW $135.04 -0.8%
134 RDDT REDDIT INC Communication Services 21.0 $4K NEW $173.62 -5.3%
135 ASBP ASPIRE BIOPHARMA HLDGS INC Healthcare 677.0 $4K NEW $5.34 +44.9%
136 FFIV F5 INC Technology 8.0 $3K NEW $416.00 -4.9%
137 KEY KEYCORP Financial Services 143.0 $3K NEW $23.06 -0.1%
138 TRMB TRIMBLE INC Technology 64.0 $3K NEW $51.19 +8.8%
139 CTS CTS CORP Technology 50.0 $3K NEW $65.20 -2.8%
140 VTR VENTAS INC Real Estate 35.0 $3K NEW $88.80 +2.7%
Page 7 of 11  ·  207 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%