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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 45 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 HR HEALTHCARE RLTY TR Real Estate 250.0 $5K $20.17 -5.3%
882 SPTM SPDR SERIES TRUST 55.0 $5K $90.80 +2.6%
883 ITGR INTEGER HLDGS CORP Healthcare 53.0 $5K -123.0 -69.9% $93.45 +33.9%
884 SBAC SBA COMMUNICATIONS CORP Real Estate 28.0 $5K $176.46 +2.8%
885 WDS WOODSIDE ENERGY GROUP LTD Energy 255.0 $5K $19.32 +21.4%
886 VST VISTRA CORP Utilities 31.0 $5K +25.0 +416.7% $158.65 -11.4%
887 RALLIANT CORP 66.0 $5K $73.64
888 FERROVIAL NV 70.0 $5K $68.61
889 TRIPLE FLAG PRECIOUS METAL 160.0 $5K $29.98
890 DG DOLLAR GEN CORP Consumer Defensive 42.0 $5K -3.0 -6.7% $114.02 +6.0%
891 SOLV SOLVENTUM CORP Healthcare 62.0 $5K -181.0 -74.5% $77.16 +13.3%
892 CLX CLOROX CO DEL Consumer Defensive 50.0 $5K +2.0 +4.2% $95.44 +10.6%
893 WU WESTERN UN CO Financial Services 614.0 $5K +542.0 +752.8% $7.70 -6.4%
894 MBC MASTERBRAND INC Consumer Cyclical 459.0 $5K NEW $10.29 -14.0%
895 MAS MASCO CORP Industrials 58.0 $5K NEW $81.38 -9.8%
896 CAVA CAVA GROUP INC Consumer Cyclical 60.0 $5K $78.48 -13.1%
897 VWOB VANGUARD WHITEHALL FDS 70.0 $5K NEW $67.24 -2.1%
898 ATO ATMOS ENERGY CORP Utilities 27.0 $5K NEW $172.30 -1.0%
899 WDAY WORKDAY INC Technology 38.0 $5K +25.0 +192.3% $122.42 +55.7%
900 KVUE KENVUE INC Consumer Defensive 243.0 $5K NEW $19.14 -1.8%
Page 45 of 57  ·  1,135 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%