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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 8 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LNG CHENIERE ENERGY INC Energy 5.0 $1K -4.0 -44.4% $239.20 +14.0%
142 SE SEA LTD Consumer Cyclical 11.0 $1K -18.0 -62.1% $95.91 +23.4%
143 BNDX VANGUARD CHARLOTTE FDS 17.0 $824.0 -31.0 -64.6% $48.47 -1.9%
144 ALC ALCON AG Healthcare 11.0 $739.0 -8.0 -42.1% $67.18 +10.6%
145 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5.0 $480.0 -2.0 -28.6% $96.00 +31.9%
146 EL LAUDER ESTEE COS INC Consumer Defensive 5.0 $395.0 -59.0 -92.2% $79.00 +7.7%
147 NATWEST GROUP PLC 20.0 $353.0 -247.0 -92.5% $17.65
148 RYANAIR HOLDINGS PLC 2.0 $130.0 -4.0 -66.7% $65.00
149 OHI OMEGA HEALTHCARE INVS INC Real Estate 1.0 $48.0 -15.0 -93.8% $48.00 -2.6%
150 KD KYNDRYL HLDGS INC Technology 4.0 $46.0 -7.0 -63.6% $11.50 +8.6%
151 SM SM ENERGY COMPANY Energy 1.0 $28.0 -216.0 -99.5% $28.00 +26.9%
Page 8 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%