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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 6 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 1,000.0 $9K 0.00% -200.0 -16.7% $9.39 +28.5%
102 J JACOBS SOLUTIONS INC Industrials 73.0 $9K 0.00% -2.0 -2.7% $126.08 +14.3%
103 GRNY TIDAL TRUST I 325.0 $9K 0.00% -175.0 -35.0% $27.65 +0.4%
104 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 97.0 $9K 0.00% -15.0 -13.4% $92.09 -0.4%
105 CXT CRANE NXT CO Industrials 168.0 $9K 0.00% -100.0 -37.3% $51.16 -4.5%
106 FANG DIAMONDBACK ENERGY INC Energy 48.0 $8K 0.00% -3.0 -5.9% $175.79 +19.3%
107 YUMC YUM CHINA HLDGS INC Consumer Cyclical 200.0 $8K 0.00% -116.0 -36.7% $40.87 +14.9%
108 BKGI BNY MELLON ETF TRUST 166.0 $7K 0.00% -147.0 -47.0% $44.98 -1.1%
109 PRIM PRIMORIS SVCS CORP Industrials 74.0 $7K 0.00% -90.0 -54.9% $99.12 -19.2%
110 MSTR STRATEGY INC Technology 82.0 $7K 0.00% -5.0 -5.8% $86.94 +8.0%
111 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 125.0 $7K -205.0 -62.1% $53.30 +12.3%
112 TSCO TRACTOR SUPPLY CO Consumer Cyclical 205.0 $6K -34.0 -14.2% $31.61 +11.4%
113 POWI POWER INTEGRATIONS INC Technology 74.0 $6K -38.0 -33.9% $83.77 -29.5%
114 HAUZ DBX ETF TR 270.0 $6K -81.0 -23.1% $22.42 +1.2%
115 TEAM ATLASSIAN CORPORATION Technology 72.0 $6K -1.0 -1.4% $77.79 +112.9%
116 MSCI MSCI INC Financial Services 10.0 $6K -5.0 -33.3% $560.10 +0.9%
117 CALX CALIX INC Technology 149.0 $6K -177.0 -54.3% $37.32 +5.0%
118 TILE INTERFACE INC Consumer Cyclical 150.0 $5K -398.0 -72.6% $35.84 +7.8%
119 YETI YETI HLDGS INC Consumer Cyclical 106.0 $5K -255.0 -70.6% $49.57 -11.9%
120 ITGR INTEGER HLDGS CORP Healthcare 53.0 $5K -123.0 -69.9% $93.45 +33.9%
Page 6 of 8  ·  151 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%