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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 43 of 55  ·  1,099 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 TU TELUS CORPORATION Communication Services 190.0 $3K $13.17 -5.2%
842 SWKS SKYWORKS SOLUTIONS INC Technology 39.0 $2K $63.41 +30.0%
843 QYLD GLOBAL X FDS 139.0 $2K +4.0 +3.0% $17.65 +1.3%
844 PMT PENNYMAC MTG INVT TR Real Estate 195.0 $2K $12.55 -16.4%
845 MTB M & T BK CORP Financial Services 12.0 $2K $201.50 +5.8%
846 VMI VALMONT INDS INC Industrials 6.0 $2K NEW $402.33 +27.6%
847 HPE HEWLETT PACKARD ENTERPRISE C Technology 100.0 $2K $24.02 +56.5%
848 AMSF AMERISAFE INC Financial Services 62.0 $2K $38.42 -19.2%
849 FDS FACTSET RESH SYS INC Financial Services 8.0 $2K $290.25 -20.1%
850 TELEFONICA S A 573.0 $2K $4.05
851 BNDX VANGUARD CHARLOTTE FDS 48.0 $2K NEW $48.33 -0.6%
852 AMH AMERICAN HOMES 4 RENT Real Estate 72.0 $2K $32.11 +0.5%
853 AAL AMERICAN AIRLS GROUP INC Industrials 150.0 $2K $15.33 -9.7%
854 CYTK CYTOKINETICS INC Healthcare 36.0 $2K $63.56 +21.1%
855 SO SOUTHERN CO Utilities 26.0 $2K +14.0 +116.7% $87.23 +8.4%
856 CHD CHURCH & DWIGHT CO INC Consumer Defensive 27.0 $2K $83.85 +14.8%
857 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 25.0 $2K NEW $90.04 -3.8%
858 CORP PIMCO ETF TR 23.0 $2K $97.87 -1.5%
859 NRG NRG ENERGY INC Utilities 14.0 $2K $159.29 -13.6%
860 RACE FERRARI N V Consumer Cyclical 6.0 $2K +1.0 +20.0% $369.67 -5.8%
Page 43 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%