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Portfolio (Quarterly) Guide ↗

Crewe Advisors LLC

· CIK 0001730033
13F Portfolio $1.1B AUM 1,099 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 177 New 302 Added 120 Reduced 42 Exited
Page 40 of 55  ·  1,099 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SE SEA LTD Consumer Cyclical 29.0 $4K +13.0 +81.2% $127.59 -30.2%
782 PYPL PAYPAL HLDGS INC Financial Services 63.0 $4K -5.0 -7.3% $58.38 -24.4%
783 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 100.0 $4K -3K -96.8% $36.49 +5.4%
784 TEL TE CONNECTIVITY PLC Technology 16.0 $4K NEW $227.56 -8.3%
785 TTEK TETRA TECH INC NEW Industrials 108.0 $4K $33.55 -17.3%
786 RGEN REPLIGEN CORP Healthcare 22.0 $4K NEW $163.86 -29.7%
787 DAR DARLING INGREDIENTS INC Consumer Defensive 100.0 $4K $36.00 +64.9%
788 DGICA DONEGAL GROUP INC Financial Services 180.0 $4K $19.98 -13.1%
789 TTD THE TRADE DESK INC Technology 95.0 $4K -138.0 -59.2% $37.79 -41.3%
790 CYBERARK SOFTWARE LTD 8.0 $4K NEW $446.12
791 CAVA CAVA GROUP INC Consumer Cyclical 60.0 $4K $58.70 +36.8%
792 ICICI BANK LIMITED 118.0 $4K +29.0 +32.6% $29.81
793 LUV SOUTHWEST AIRLS CO Industrials 85.0 $4K NEW $41.34 +2.3%
794 TIGO MILLICOM INTL CELLULAR S A Communication Services 63.0 $3K $55.44 +49.7%
795 MFG MIZUHO FINANCIAL GROUP INC Financial Services 477.0 $3K $7.32 +26.2%
796 SNA SNAP ON INC Industrials 10.0 $3K NEW $344.60 +8.0%
797 E ENI S P A Energy 90.0 $3K $37.94 +41.2%
798 RALLIANT CORP 66.0 $3K $50.92
799 ESAB ESAB CORPORATION Industrials 30.0 $3K $111.73 -15.4%
800 CHIPMOS TECHNOLOGIES INC 113.0 $3K $29.64
Page 40 of 55  ·  1,099 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 50.6%
Technology 20.4%
Communication Services 8.1%
Consumer Cyclical 7.2%
Energy 6.1%
Industrials 1.9%
Healthcare 1.9%
Consumer Defensive 1.4%
Basic Materials 1.2%
Utilities 1.1%