RS CRUM INC.
13F Reported Value
ⓘ$516.9M
Holdings
102
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
RS CRUM INC. disclosed 102 positions worth $516.9M in its Form 13F-HR for Q1 2026, led by $META (Meta Platforms, Inc.) at 18.1% of the equity portfolio. During the quarter the fund opened 5 new positions and exited 2 and a full exit from $BA. The portfolio is most concentrated in Other (67.5% of disclosed assets). All figures are sourced directly from RS CRUM INC.’s Form 13F-HR filing with the SEC under CIK 1401459.
AI Fund Analysis
Diversifying
$META$META
$TSLA
$F
$MSFT
$GOOGSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 80.9#35
Quality
$93.5M1,192,235 sh DIMENSIONAL ETF TRUST
—Quality
$52.9M746,551 shDIMENSIONAL ETF TRUST
—Quality
$50.1M1,288,252 shDIMENSIONAL ETF TRUST
—Quality
$41.3M1,162,927 shISHARES TR
—Quality
$29.2M290,136 shDIMENSIONAL ETF TRUST
—Quality
$23.4M678,243 shDIMENSIONAL ETF TRUST
—Quality
$22.8M470,251 sh- —
Quality
$21.6M50,264 sh DIMENSIONAL ETF TRUST
—Quality
$20.1M321,946 shDIMENSIONAL ETF TRUST
—Quality
$17.7M665,326 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Meta Platforms, Inc.$META | 80.9#35 | $93.5M | 1,192,235 |
| DIMENSIONAL ETF TRUST | — | $52.9M | 746,551 |
| DIMENSIONAL ETF TRUST | — | $50.1M | 1,288,252 |
| DIMENSIONAL ETF TRUST | — | $41.3M | 1,162,927 |
| ISHARES TR | — | $29.2M | 290,136 |
| DIMENSIONAL ETF TRUST | — | $23.4M | 678,243 |
| DIMENSIONAL ETF TRUST | — | $22.8M | 470,251 |
 SPDR GOLD TRUST$GLD | — | $21.6M | 50,264 |
| DIMENSIONAL ETF TRUST | — | $20.1M | 321,946 |
| DIMENSIONAL ETF TRUST | — | $17.7M | 665,326 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of RS CRUM INC.'s 102 positions.
Showing top 10 of 102 holdings.
Sector Allocation
Other
$349.0M
Technology
$109.7M
Financials
$24.7M
Consumer Discretionary
$10.1M
Industrials
$6.9M
Energy
$6.2M
Healthcare
$3.5M
Communication Services
$3.1M
Full Holdings — RS CRUM INC. (Q1 2026)
All 102 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $META | Meta Platforms, Inc. | $93.5M | 18.1% | +7% | 80.9 |
| 2 | — | DIMENSIONAL ETF TRUST | $52.9M | 10.2% | +2% | — |
| 3 | — | DIMENSIONAL ETF TRUST | $50.1M | 9.7% | +3% | — |
| 4 | — | DIMENSIONAL ETF TRUST | $41.3M | 8.0% | -1% | — |
| 5 | — | ISHARES TR | $29.2M | 5.7% | -8% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $23.4M | 4.5% | -1% | — |
| 7 | — | DIMENSIONAL ETF TRUST | $22.8M | 4.4% | +0% | — |
| 8 | $GLD | SPDR GOLD TRUST | $21.6M | 4.2% | -8% | — |
| 9 | — | DIMENSIONAL ETF TRUST | $20.1M | 3.9% | -0% | — |
| 10 | — | DIMENSIONAL ETF TRUST | $17.7M | 3.4% | +4% | — |
| 11 | — | ALPS ETF TR | $17.5M | 3.4% | +3% | — |
| 12 | — | VANGUARD INDEX FDS | $16.6M | 3.2% | +2% | — |
| 13 | — | ABRDN ETFS | $9.6M | 1.9% | +12% | — |
| 14 |  $AMZN | AMAZON COM INC | $9.0M | 1.7% | -0% | 74.6 |
| 15 | — | VANGUARD TAX-MANAGED FDS | $7.9M | 1.5% | +1% | — |
| 16 | — | DIMENSIONAL ETF TRUST | $6.0M | 1.2% | -0% | — |
| 17 |  $AAPL | Apple Inc. | $5.2M | 1.0% | -5% | 76.1 |
| 18 | — | ISHARES TR | $4.1M | 0.8% | -85% | — |
| 19 | — | VANGUARD BD INDEX FDS | $3.4M | 0.7% | +8% | — |
| 20 |  $CAT | CATERPILLAR INC | $3.1M | 0.6% | +0% | 67.8 |
| 21 | — | DIMENSIONAL ETF TRUST | $2.8M | 0.6% | -1% | — |
| 22 | — | ISHARES TR | $2.6M | 0.5% | +2% | — |
| 23 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $2.6M | 0.5% | -0% | 66.4 |
| 24 | — | VANGUARD INDEX FDS | $2.6M | 0.5% | +0% | — |
| 25 |  $EMR | EMERSON ELECTRIC CO | $2.3M | 0.5% | +0% | 65.9 |
| 26 | $MSFT | MICROSOFT CORP | $2.2M | 0.4% | +2% | 83.7 |
| 27 | — | VANGUARD INDEX FDS | $2.1M | 0.4% | +0% | — |
| 28 | — | VANGUARD INTL EQUITY INDEX F | $2.0M | 0.4% | +2% | — |
| 29 | — | VANGUARD INTL EQUITY INDEX F | $1.9M | 0.4% | -1% | — |
| 30 |  $OKE | ONEOK INC /NEW/ | $1.7M | 0.3% | +0% | 72 |
| 31 | — | VANGUARD SCOTTSDALE FDS | $1.6M | 0.3% | +34% | — |
| 32 | — | VANGUARD INDEX FDS | $1.6M | 0.3% | +0% | — |
| 33 | — | ISHARES TR | $1.6M | 0.3% | +0% | — |
| 34 |  $DIS | Walt Disney Co | $1.4M | 0.3% | -5% | 68.9 |
| 35 |  $JNJ | JOHNSON & JOHNSON | $1.1M | 0.2% | +2% | 72.8 |
| 36 |  $SO | SOUTHERN CO | $1.1M | 0.2% | +0% | 65.1 |
| 37 |  $NVDA | NVIDIA CORP | $1.1M | 0.2% | +1% | 90.2 |
| 38 |  $CSCO | CISCO SYSTEMS, INC. | $1.0M | 0.2% | +0% | 72.3 |
| 39 |  $XOM | EXXON MOBIL CORP | $967,840 | 0.2% | -1% | 61.8 |
| 40 | — | VANGUARD INDEX FDS | $893,326 | 0.2% | +0% | — |
| 41 |  $CVX | CHEVRON CORP | $856,566 | 0.2% | +0% | 54.7 |
| 42 |  $CCZ | COMCAST CORP | $830,610 | 0.2% | -5% | 70.4 |
| 43 |  $AMGN | AMGEN INC | $809,255 | 0.2% | +0% | 79.5 |
| 44 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $769,748 | 0.1% | +0% | — |
| 45 | $GOOG | Alphabet Inc. | $743,127 | 0.1% | +27% | 80.2 |
| 46 |  $RTX | RTX Corp | $725,883 | 0.1% | +0% | 70 |
| 47 |  $SPG | SIMON PROPERTY GROUP INC. | $695,011 | 0.1% | +0% | 76.9 |
| 48 |  $MU | MICRON TECHNOLOGY INC | $692,572 | 0.1% | +3% | 88.4 |
| 49 | — | DIMENSIONAL ETF TRUST | $664,255 | 0.1% | +20% | — |
| 50 | $TSLA | Tesla, Inc. | $635,693 | 0.1% | +5% | 50.1 |
| 51 |  $QCOM | QUALCOMM INC/DE | $634,886 | 0.1% | +0% | 81.9 |
| 52 |  $SPY | SPDR S&P 500 ETF TRUST | $620,460 | 0.1% | +0% | — |
| 53 | $META | Meta Platforms, Inc. | $604,250 | 0.1% | -2% | 80.9 |
| 54 |  $CINF | CINCINNATI FINANCIAL CORP | $583,769 | 0.1% | +0% | 77 |
| 55 | — | VANGUARD BD INDEX FDS | $572,454 | 0.1% | -99% | — |
| 56 |  $VZ | VERIZON COMMUNICATIONS INC | $566,758 | 0.1% | +0% | 71.6 |
| 57 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $563,800 | 0.1% | +0% | 66.7 |
| 58 | — | VANGUARD SPECIALIZED FUNDS | $539,801 | 0.1% | +0% | — |
| 59 |  $GOOGL | Alphabet Inc. | $526,962 | 0.1% | +0% | 80.2 |
| 60 |  $PH | Parker-Hannifin Corp | $494,173 | 0.1% | +0% | 73.8 |
| 61 |  $ABBV | AbbVie Inc. | $482,176 | 0.1% | +0% | 59.3 |
| 62 |  $COST | COSTCO WHOLESALE CORP /NEW | $457,419 | 0.1% | -3% | 67 |
| 63 | — | VANGUARD WORLD FD | $453,693 | 0.1% | +0% | — |
| 64 |  $JPM | JPMORGAN CHASE & CO | $443,327 | 0.1% | +0% | 35.6 |
| 65 |  $UL | UNILEVER PLC | $441,575 | 0.1% | +0% | — |
| 66 |  $BAC | BANK OF AMERICA CORP /DE/ | $440,072 | 0.1% | +0% | 68.4 |
| 67 |  $DOV | DOVER Corp | $423,260 | 0.1% | +2% | 63.1 |
| 68 |  $AMD | ADVANCED MICRO DEVICES INC | $406,860 | 0.1% | -4% | 78.8 |
| 69 |  $PM | Philip Morris International Inc. | $405,580 | 0.1% | +0% | 80.5 |
| 70 |  $HD | HOME DEPOT, INC. | $401,246 | 0.1% | +0% | 69.2 |
| 71 |  $BMY | BRISTOL MYERS SQUIBB CO | $398,471 | 0.1% | +0% | 70.1 |
| 72 |  $WT | WisdomTree, Inc. | $395,148 | 0.1% | +0% | 62.9 |
| 73 |  $LLY | ELI LILLY & Co | $392,740 | 0.1% | -1% | 89.3 |
| 74 |  $TXN | TEXAS INSTRUMENTS INC | $390,610 | 0.1% | +0% | 70.4 |
| 75 |  $PFN | PIMCO Income Strategy Fund II | $384,118 | 0.1% | +0% | — |
| 76 | — | DIMENSIONAL ETF TRUST | $383,817 | 0.1% | +0% | — |
| 77 | — | DIMENSIONAL ETF TRUST | $374,659 | 0.1% | +2% | — |
| 78 |  $MO | ALTRIA GROUP, INC. | $368,753 | 0.1% | +0% | 72.1 |
| 79 | — | VANGUARD INDEX FDS | $368,549 | 0.1% | +0% | — |
| 80 | — | ISHARES TR | $341,835 | 0.1% | +0% | — |
| 81 |  $V | VISA INC. | $298,009 | 0.1% | +0% | 83.5 |
| 82 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $283,730 | 0.1% | -10% | 62 |
| 83 |  $NFLX | NETFLIX INC | $281,720 | 0.1% | +1% | 86.7 |
| 84 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $277,996 | 0.1% | +0% | — |
| 85 | — | SPDR SERIES TRUST | $266,587 | 0.1% | +0% | — |
| 86 |  $BAR | GraniteShares Gold Trust | $264,787 | 0.1% | +0% | — |
| 87 |  $OUNZ | VanEck Merk Gold ETF | $263,993 | 0.1% | +0% | — |
| 88 | — | PROSHARES TR | $256,545 | 0.1% | +0% | — |
| 89 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $255,420 | 0.1% | +13% | — |
| 90 | — | VANGUARD CALIF TAX FREE FDS | $245,223 | 0.1% | NEW | — |
| 91 |  $WMT | Walmart Inc. | $245,117 | 0.1% | NEW | 63.2 |
| 92 |  $PLTR | Palantir Technologies Inc. | $244,727 | 0.1% | +13% | 85.8 |
| 93 | — | ISHARES INC | $241,614 | 0.1% | -2% | — |
| 94 |  $PG | PROCTER & GAMBLE Co | $232,404 | 0.0% | +0% | 72.9 |
| 95 | — | VANGUARD INDEX FDS | $223,942 | 0.0% | +0% | — |
| 96 | — | ISHARES TR | $220,396 | 0.0% | +0% | — |
| 97 |  $PFE | PFIZER INC | $215,627 | 0.0% | NEW | 69 |
| 98 |  $AVGO | Broadcom Inc. | $207,081 | 0.0% | -1% | 86.4 |
| 99 |  $CWBC | Community West Bancshares | $206,741 | 0.0% | NEW | — |
| 100 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $200,702 | 0.0% | NEW | — |
| 101 | $F | FORD MOTOR CO | $192,224 | 0.0% | +1% | 58.5 |
| 102 |  $CLDI | Calidi Biotherapeutics, Inc. | $9,614 | 0.0% | +99% | — |
New Positions (5)
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