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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 53 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 XLRE SELECT SECTOR SPDR TR 26.0 $1K NEW $44.04 +1.8%
1042 LEIDOS HOLDINGS INC 11.0 $1K NEW $103.00
1043 CHRW C H ROBINSON WORLDWIDE IN Industrials 6.0 $1K NEW $188.50 -23.2%
1044 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 214.0 $1K $5.24 -18.6%
1045 EVEREST GROUP LTD 3.0 $1K $357.33
1046 DGX QUEST DIAGNOSTICS INC Healthcare 5.0 $1K NEW $212.00 +11.1%
1047 SE SEA LTD Consumer Cyclical 11.0 $1K -18.0 -62.1% $95.91 +24.5%
1048 CMTL COMTECH TELECOMMUNICATIONS C Technology 500.0 $1K NEW $2.10 -20.5%
1049 WY WEYERHAEUSER CO Real Estate 43.0 $1K NEW $23.95 +0.5%
1050 EVR EVERCORE INC Financial Services 3.0 $1K $341.67 -11.3%
1051 SPYD SPDR SERIES TRUST 21.0 $1K $48.00 +3.7%
1052 VGLT VANGUARD SCOTTSDALE FDS 18.0 $994.0 $55.22 -5.2%
1053 PAYX PAYCHEX INC Industrials 10.0 $984.0 +2.0 +25.0% $98.40 +20.5%
1054 HRL HORMEL FOODS CORP Consumer Defensive 35.0 $869.0 $24.83 -3.2%
1055 AZTA AZENTA INC Healthcare 33.0 $843.0 +5.0 +17.9% $25.55 +31.5%
1056 KHC KRAFT HEINZ CO Consumer Defensive 35.0 $827.0 $23.63 +4.7%
1057 BNDX VANGUARD CHARLOTTE FDS 17.0 $824.0 -31.0 -64.6% $48.47 -1.7%
1058 IGIB ISHARES TR 15.0 $798.0 $53.20 -2.0%
1059 ALC ALCON AG Healthcare 11.0 $739.0 -8.0 -42.1% $67.18 +7.9%
1060 XEL XCEL ENERGY INC Utilities 9.0 $729.0 NEW $81.00 -2.2%
Page 53 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%