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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 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HYG iShares iBoxx High Yield Corporate Bond ETF 134.0 $11K 0.00% NEW $79.56 +0.8%
22 CMP Compass Minerals International Inc Basic Materials 352.0 $8K 0.00% NEW $23.35 +38.3%
23 ImmunityBio Inc 1,000.0 $8K 0.00% NEW $7.67
24 DG Dollar General Corp New Consumer Defensive 64.0 $8K 0.00% NEW $118.73 -6.9%
25 AEIS Advanced Energy Inds Industrials 23.0 $7K 0.00% NEW $322.70 +0.4%
26 AR Antero Resources Corp Energy 172.0 $7K 0.00% NEW $42.44 -15.2%
27 CRS Carpenter Technology Corp Industrials 17.0 $7K 0.00% NEW $394.18 +17.4%
28 CWI SPDR MSCI ACWI EX-US ETF 181.0 $7K 0.00% NEW $36.59 +11.7%
29 ENSG Ensign Group Inc Healthcare 31.0 $6K 0.00% NEW $201.52 -15.4%
30 CW Curtiss Wright Corp Industrials 9.0 $6K 0.00% NEW $681.11 +10.4%
31 NVMI Nova Ltd Technology 14.0 $6K 0.00% NEW $434.29 +17.2%
32 DGX Quest Diagnostics Inc Healthcare 31.0 $6K 0.00% NEW $195.97 +0.0%
33 ULS Ul Solutions Inc Class A Industrials 70.0 $6K 0.00% NEW $85.71 +14.6%
34 OR Or Royalties Inc. Basic Materials 156.0 $6K 0.00% NEW $38.02 -3.9%
35 BURL Burlington Stores Inc Consumer Cyclical 18.0 $6K 0.00% NEW $325.39 -9.4%
36 AHR American Healthcare Reit Inc Real Estate 122.0 $6K 0.00% NEW $47.16 +5.6%
37 Viking Holdings Ltd Ord Shs 76.0 $6K 0.00% NEW $73.47
38 EXEL Exelixis Inc Healthcare 130.0 $6K 0.00% NEW $42.89 +22.0%
39 VSNT Versant Media Group Inc Class A Industrials 149.0 $6K 0.00% NEW $37.02 +17.5%
40 TKO Tko Group Holdings Inc Class A Communication Services 27.0 $5K 0.00% NEW $201.67 -0.5%
Page 2 of 4  ·  61 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%