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Portfolio (Quarterly) Guide ↗

Crews Bank & Trust

· CIK 0002052279
13F Portfolio $690M AUM 673 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 61 New 69 Added 112 Reduced 11 Exited
Page 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MFC Manulife Financial Corporation Financial Services 998.0 $34K 0.01% +250.0 +33.4% $34.44 +11.1%
62 DD Dupont De Nemours Inc Basic Materials 744.0 $34K 0.01% +266.0 +55.6% $45.80 +4.1%
63 PLTR Palantir Technologies Inc Class A Technology 190.0 $28K 0.00% +125.0 +192.3% $146.28 -2.5%
64 FBND Fidelity Merrimack Str Tr Total Bd Etf 539.0 $25K 0.00% +314.0 +139.6% $45.62 -0.2%
65 ROKU ROKU Inc Communication Services 250.0 $24K 0.00% +50.0 +25.0% $94.62 +37.9%
66 OTIS Otis Worldwide Corp Industrials 269.0 $21K 0.00% +34.0 +14.5% $77.08 -7.6%
67 CAG Conagra Brands Inc. Consumer Defensive 665.0 $10K 0.00% +265.0 +66.2% $15.72 -14.5%
68 KHC Kraft Heinz Co Consumer Defensive 384.0 $9K 0.00% +309.0 +412.0% $22.49 +8.9%
69 EL Estee Lauder Companies Inc Consumer Defensive 111.0 $8K 0.00% +61.0 +122.0% $71.77 +27.5%
Page 4 of 4  ·  69 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
Technology 25.3%
Financial Services 24.4%
Healthcare 10.4%
Industrials 9.4%
Communication Services 8.4%
Consumer Cyclical 7.2%
Consumer Defensive 6.0%
Energy 4.1%
Utilities 3.2%
Basic Materials 0.9%