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Portfolio (Quarterly) Guide ↗

CROWLEY WEALTH MANAGEMENT, INC.

· CIK 0002055836
13F Portfolio $126M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 415 New
Page 19 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CAVA CAVA GROUP INC Consumer Cyclical 40.0 $2K 0.00% NEW $60.40 +29.5%
362 RJF RAYMOND JAMES FINL INC Financial Services 14.0 $2K 0.00% NEW $172.57 -10.6%
363 TDY TELEDYNE TECHNOLOGIES IN Technology 4.0 $2K 0.00% NEW $586.00 +5.1%
364 ODFL OLD DOMINION FREIGHT LIN Industrials 16.0 $2K 0.00% NEW $140.75 +43.3%
365 JKHY HENRY JACK & ASSOC INC Technology 15.0 $2K 0.00% NEW $148.93 -9.2%
366 RMD RESMED INC Healthcare 8.0 $2K 0.00% NEW $273.75 -26.1%
367 WAT WATERS CORP Healthcare 7.0 $2K 0.00% NEW $299.86 +10.9%
368 SBRA SABRA HEALTH CARE REIT IREIT Real Estate 110.0 $2K 0.00% NEW $18.64 +12.5%
369 GNTX GENTEX CORP Consumer Cyclical 70.0 $2K 0.00% NEW $28.30 -19.5%
370 STE STERIS PLC F Healthcare 8.0 $2K 0.00% NEW $247.50 -14.0%
371 ADEA ADEIA INC Technology 115.0 $2K 0.00% NEW $16.80 +63.8%
372 DECK DECKERS OUTDOOR CORP Consumer Cyclical 18.0 $2K 0.00% NEW $101.39 -7.7%
373 IEX IDEX CORP Industrials 11.0 $2K 0.00% NEW $162.73 +28.0%
374 OGN ORGANON & CO Healthcare 165.0 $2K 0.00% NEW $10.68 +26.0%
375 INFY INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 107.0 $2K 0.00% NEW $16.27 -25.8%
376 CPRT COPART INC Industrials 36.0 $2K 0.00% NEW $44.97 -27.4%
377 BRO BROWN & BROWN INC Financial Services 17.0 $2K 0.00% NEW $93.76 -39.6%
378 ENTG ENTEGRIS INC Technology 16.0 $1K 0.00% NEW $92.44 +45.5%
379 BXC BLUELINX HLDGS INC Industrials 20.0 $1K 0.00% NEW $73.10 -30.9%
380 BAH BOOZ ALLEN HAMILTON HLDGCLASS A Industrials 14.0 $1K 0.00% NEW $99.93 -27.1%
Page 19 of 21  ·  415 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 22.3%
Consumer Cyclical 21.0%
Healthcare 18.7%
Financial Services 12.2%
Industrials 11.3%
Communication Services 6.6%
Utilities 4.0%
Consumer Defensive 1.9%
Energy 1.0%
Basic Materials 0.8%