CRA Financial Services, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1765594
Institutional-grade research for retail investors

13F Reported Value

$770.1M

Holdings

296

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

CRA Financial Services, LLC disclosed 296 positions worth $770.1M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 6.6% of the equity portfolio. During the quarter the fund opened 8 new positions and exited 7 — including a new stake in $T and a full exit from $BSX. The portfolio is most concentrated in Other (57.8% of disclosed assets). All figures are sourced directly from CRA Financial Services, LLC’s Form 13F-HR filing with the SEC under CIK 1765594.

Sector Allocation

OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsEnergy

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of CRA Financial Services, LLC's 296 positions.

Showing top 10 of 296 holdings.

Sector Allocation

Other

$445.1M

Technology

$153.1M

Financials

$78.9M

Consumer Discretionary

$39.3M

Industrials

$13.3M

Energy

$12.6M

Healthcare

$11.0M

Utilities

$5.4M

Full Holdings — CRA Financial Services, LLC (Q1 2026)

All 296 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1AAPL$AAPLApple Inc.$50.9M6.6%-1%76.1
2SCHWAB STRATEGIC TR$36.5M4.7%+1%
3SCHWAB STRATEGIC TR$30.2M3.9%+3%
4AMZN$AMZNAMAZON COM INC$28.4M3.7%+1%74.6
5QQQ$QQQINVESCO QQQ TRUST, SERIES 1$24.8M3.2%+1%
6NVDA$NVDANVIDIA CORP$23.1M3.0%+1%90.2
7VANGUARD INDEX FDS$21.0M2.7%+34%
8ISHARES TR$20.1M2.6%+5%
9GOOG$GOOGAlphabet Inc.$19.6M2.5%+0%80.2
10WT$WTWisdomTree, Inc.$19.1M2.5%+12%62.9
11VANGUARD SPECIALIZED FUNDS$16.4M2.1%-5%
12MSFT$MSFTMICROSOFT CORP$15.7M2.0%+3%83.7
13INNOVATOR ETFS TRUST$15.2M2.0%+6%
14SPY$SPYSPDR S&P 500 ETF TRUST$14.1M1.8%+4%
15SPDR SERIES TRUST$13.7M1.8%-6%
16INNOVATOR ETFS TRUST$13.5M1.8%+5%
17VANGUARD INDEX FDS$12.9M1.7%-5%
18VANGUARD WHITEHALL FDS$9.8M1.3%+32%
19VANGUARD INDEX FDS$9.3M1.2%-5%
20SCHWAB STRATEGIC TR$8.7M1.1%+4%
21META$METAMeta Platforms, Inc.$8.7M1.1%+1%80.9
22FIDELITY MERRIMACK STR TR$8.3M1.1%+33%
23GOOGL$GOOGLAlphabet Inc.$8.1M1.1%+1%80.2
24AVGO$AVGOBroadcom Inc.$7.7M1.0%+0%86.4
25VANGUARD INDEX FDS$7.3M0.9%+8%
26J P MORGAN EXCHANGE TRADED F$7.1M0.9%+9%
27XOM$XOMEXXON MOBIL CORP$6.0M0.8%-0%61.8
28IVZ$IVZInvesco Ltd.$5.6M0.7%+0%
29INNOVATOR ETFS TRUST$5.6M0.7%-3%
30JANUS DETROIT STR TR$5.4M0.7%+16%
31BLACKROCK ETF TRUST II$5.4M0.7%-2%
32HD$HDHOME DEPOT, INC.$5.3M0.7%-0%69.2
33BRK.B$BRK.BBERKSHIRE HATHAWAY INC$5.1M0.7%-5%64.5
34V$VVISA INC.$4.9M0.6%-1%83.5
35IVZ$IVZInvesco Ltd.$4.6M0.6%+14%
36IVZ$IVZInvesco Ltd.$4.4M0.6%+14%
37ISHARES TR$4.3M0.6%-7%
38AMERICAN CENTY ETF TR$4.3M0.6%+4%
39ISHARES TR$4.2M0.6%+6%
40VANGUARD SCOTTSDALE FDS$4.0M0.5%-1%
41INNOVATOR ETFS TRUST$4.0M0.5%-0%
42FIDELITY COVINGTON TRUST$4.0M0.5%+24%
43CAPITAL GROUP NEW GEOGRAPHY$3.9M0.5%+36%
44SCHWAB STRATEGIC TR$3.9M0.5%-6%
45CVX$CVXCHEVRON CORP$3.8M0.5%+4%54.7
46INNOVATOR ETFS TRUST$3.8M0.5%-3%
47LLY$LLYELI LILLY & Co$3.7M0.5%+0%89.3
48T ROWE PRICE ETF INC$3.5M0.5%+23%
49INNOVATOR ETFS TRUST$3.5M0.5%+5%
50JPM$JPMJPMORGAN CHASE & CO$3.4M0.5%+0%35.6
51VANGUARD STAR FDS$3.4M0.4%+53%
52MA$MAMastercard Inc$3.3M0.4%-3%81.7
53ISHARES TR$3.3M0.4%-4%
54IVZ$IVZInvesco Ltd.$3.2M0.4%+26%
55VANGUARD INSTL INDEX FD$3.2M0.4%-7%
56INNOVATOR ETFS TRUST$3.1M0.4%-2%
57INNOVATOR ETFS TRUST$3.1M0.4%+1%
58GLD$GLDSPDR GOLD TRUST$3.0M0.4%-5%
59MRVL$MRVLMarvell Technology, Inc.$2.9M0.4%-0%77.3
60WT$WTWisdomTree, Inc.$2.8M0.4%-0%62.9
61BAH$BAHBooz Allen Hamilton Holding Corp$2.8M0.4%+6%65.5
62INNOVATOR ETFS TRUST$2.7M0.3%-5%
63INNOVATOR ETFS TRUST$2.7M0.3%+15%
64NFLX$NFLXNETFLIX INC$2.7M0.3%+7%86.7
65FIDELITY COVINGTON TRUST$2.7M0.3%+241%
66NEE$NEENEXTERA ENERGY INC$2.6M0.3%-4%71.7
67ISHARES TR$2.6M0.3%-6%
68ORCL$ORCLORACLE CORP$2.5M0.3%+6%67.2
69CAT$CATCATERPILLAR INC$2.5M0.3%+1%67.8
70FIDELITY COMWLTH TR$2.4M0.3%+0%
71TSLA$TSLATesla, Inc.$2.4M0.3%-6%50.1
72IVZ$IVZInvesco Ltd.$2.3M0.3%+61%
73BAC$BACBANK OF AMERICA CORP /DE/$2.2M0.3%+1%68.4
74SCHWAB STRATEGIC TR$2.1M0.3%-16%
75JNJ$JNJJOHNSON & JOHNSON$2.0M0.3%+0%72.8
76AMERICAN CENTY ETF TR$2.0M0.3%-4%
77WMT$WMTWalmart Inc.$2.0M0.3%+0%63.2
78VANGUARD WHITEHALL FDS$2.0M0.3%+13%
79VANGUARD ADMIRAL FDS INC$2.0M0.3%+1%
80ABBV$ABBVAbbVie Inc.$1.9M0.3%-3%59.3
81VANGUARD WORLD FD$1.9M0.3%-2%
82VANGUARD MUN BD FDS$1.9M0.3%+1%
83ISHARES TR$1.9M0.2%+4%
84FBTC$FBTCFidelity Wise Origin Bitcoin Fund$1.8M0.2%+9%
85VANGUARD WELLESLEY INCOME FD$1.8M0.2%+230%
86ISHARES TR$1.8M0.2%+2%
87SELECT SECTOR SPDR TR$1.7M0.2%+1%
88COST$COSTCOSTCO WHOLESALE CORP /NEW$1.6M0.2%+3%67
89IVZ$IVZInvesco Ltd.$1.6M0.2%+8%
90SCHWAB STRATEGIC TR$1.5M0.2%-9%
91DIS$DISWalt Disney Co$1.5M0.2%-4%68.9
92J P MORGAN EXCHANGE TRADED F$1.5M0.2%+35%
93BRK.A$BRK.ABERKSHIRE HATHAWAY INC$1.4M0.2%+0%64.5
94VANGUARD MALVERN FDS$1.4M0.2%+13%
95ISHARES TR$1.4M0.2%+0%
96LMT$LMTLOCKHEED MARTIN CORP$1.4M0.2%+2%65
97VANGUARD INDEX FDS$1.4M0.2%-21%
98PANW$PANWPalo Alto Networks Inc$1.4M0.2%+5%66.5
99VANGUARD MUN BD FDS$1.4M0.2%+3%
100FIDELITY COVINGTON TRUST$1.4M0.2%-39%
101PIMCO ETF TR$1.4M0.2%+15%
102STATE STR SPDR DOW JONES IND$1.4M0.2%+0%
103VANGUARD INDEX FDS$1.3M0.2%-22%
104PG$PGPROCTER & GAMBLE Co$1.3M0.2%-2%72.9
105IVZ$IVZInvesco Ltd.$1.3M0.2%+54%
106CRWD$CRWDCrowdStrike Holdings, Inc.$1.3M0.2%+4%55
107DIMENSIONAL ETF TRUST$1.3M0.2%+0%
108MRK$MRKMerck & Co., Inc.$1.2M0.2%-3%70.9
109PLTR$PLTRPalantir Technologies Inc.$1.2M0.2%+5%85.8
110IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$1.2M0.1%-0%66.7
111ISHARES TR$1.2M0.1%+3%
112GBTC$GBTCGrayscale Bitcoin Trust ETF$1.2M0.1%-1%
113MCD$MCDMCDONALDS CORP$1.2M0.1%-6%73.9
114ISHARES TR$1.1M0.1%-2%
115INNOVATOR ETFS TRUST$1.1M0.1%-3%
116RTX$RTXRTX Corp$1.1M0.1%+1%70
117SELECT SECTOR SPDR TR$1.1M0.1%+0%
118AMERICAN CENTY ETF TR$1.1M0.1%+4%
119VANGUARD INDEX FDS$1.0M0.1%-22%
120KO$KOCOCA COLA CO$1.0M0.1%+0%74
121FIDELITY GREENWOOD STREET TR$1.0M0.1%-1%
122ISHARES TR$980,1390.1%+2%
123INNOVATOR ETFS TRUST$973,3070.1%+0%
124QCOM$QCOMQUALCOMM INC/DE$961,8580.1%+1%81.9
125DIMENSIONAL ETF TRUST$940,1400.1%+0%
126DIMENSIONAL ETF TRUST$932,3700.1%+0%
127CSCO$CSCOCISCO SYSTEMS, INC.$931,8560.1%+2%72.3
128INNOVATOR ETFS TRUST$930,8610.1%+0%
129PEP$PEPPEPSICO INC$923,4230.1%-3%62.7
130HON$HONHONEYWELL INTERNATIONAL INC$907,4740.1%+20%65.7
131VANGUARD MALVERN FDS$871,4330.1%+94%
132INNOVATOR ETFS TRUST$860,9750.1%-12%
133TD$TDTORONTO DOMINION BANK$846,2610.1%-3%
134CEG$CEGConstellation Energy Corp$834,0680.1%-7%62.5
135BLACKROCK ETF TRUST II$831,5520.1%+1%
136INNOVATOR ETFS TRUST$827,4330.1%+0%
137FIDELITY COVINGTON TRUST$822,3010.1%+280%
138BA$BABOEING CO$818,7680.1%+20%51.8
139ISHARES TR$799,0730.1%+1%
140FIDELITY COVINGTON TRUST$798,9640.1%+0%
141VANGUARD WORLD FD$797,1100.1%-0%
142ISHARES TR$772,5540.1%-4%
143COP$COPCONOCOPHILLIPS$762,2060.1%+1%74.8
144ISHARES TR$748,7690.1%-0%
145J P MORGAN EXCHANGE TRADED F$743,1850.1%+0%
146INNOVATOR ETFS TRUST$730,0320.1%+0%
147ISHARES TR$725,8150.1%-16%
148VANGUARD TAX-MANAGED FDS$721,1590.1%+0%
149INNOVATOR ETFS TRUST$715,0110.1%+0%
150AMGN$AMGNAMGEN INC$711,7930.1%+1%79.5
151UBER$UBERUber Technologies, Inc$708,0070.1%+16%79.3
152ISHARES TR$699,2360.1%+1%
153GS$GSGOLDMAN SACHS GROUP INC$695,6090.1%-3%
154GE$GEGENERAL ELECTRIC CO$679,7370.1%-1%74.8
155INNOVATOR ETFS TRUST$679,6910.1%+14%
156DIMENSIONAL ETF TRUST$671,2540.1%+0%
157DE$DEDEERE & CO$666,7220.1%-0%57.4
158MCK$MCKMCKESSON CORP$658,5390.1%-0%63.7
159J P MORGAN EXCHANGE TRADED F$634,2350.1%-42%
160MO$MOALTRIA GROUP, INC.$628,3810.1%-1%72.1
161INNOVATOR ETFS TRUST$619,3080.1%+0%
162INNOVATOR ETFS TRUST$602,3640.1%-9%
163IAU$IAUISHARES GOLD TRUST$596,3140.1%-0%
164FIDELITY COVINGTON TRUST$591,6900.1%-1%
165VRT$VRTVertiv Holdings Co$583,3500.1%-1%82.7
166MU$MUMICRON TECHNOLOGY INC$582,4630.1%-2%88.4
167ISHARES TR$575,7460.1%+17%
168PROSHARES TR$561,7560.1%+14%
169SELECT SECTOR SPDR TR$559,4370.1%+0%
170UNH$UNHUNITEDHEALTH GROUP INC$550,4100.1%-11%66.8
171EPD$EPDENTERPRISE PRODUCTS PARTNERS L.P.$548,2620.1%-0%66.4
172ISHARES TR$543,7500.1%-0%
173J P MORGAN EXCHANGE TRADED F$541,4440.1%+0%
174TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$538,3540.1%+0%
175PM$PMPhilip Morris International Inc.$537,4310.1%+4%80.5
176VANGUARD ADMIRAL FDS INC$529,0730.1%+0%
177VANGUARD SCOTTSDALE FDS$525,9010.1%+4%
178VANGUARD INTL EQUITY INDEX F$523,6720.1%-14%
179INNOVATOR ETFS TRUST$516,3550.1%+42%
180GEV$GEVGE Vernova Inc.$503,8020.1%+1%70.1
181INNOVATOR ETFS TRUST$502,5710.1%+0%
182GLW$GLWCORNING INC /NY$500,0680.1%+11%72.7
183BITB$BITBBitwise Bitcoin ETF$492,9600.1%+12%
184BN$BNBROOKFIELD Corp /ON/$491,7110.1%+0%
185IVZ$IVZInvesco Ltd.$485,2330.1%+0%
186INNOVATOR ETFS TRUST$485,1300.1%-24%
187SCHWAB STRATEGIC TR$481,9290.1%+17%
188INVESCO EXCH TRD SLF IDX FD$476,3060.1%+13%
189VANGUARD SCOTTSDALE FDS$462,3430.1%+0%
190DUK$DUKDuke Energy CORP$451,6120.1%+2%64
191ASML$ASMLASML HOLDING NV$447,7610.1%+0%
192INNOVATOR ETFS TRUST$447,2740.1%+5%
193INNOVATOR ETFS TRUST$446,6370.1%-2%
194MDY$MDYSPDR S&P MIDCAP 400 ETF TRUST$445,3010.1%-4%
195MPC$MPCMarathon Petroleum Corp$442,4090.1%+0%50.7
196CAPITAL GROUP INTL FOCUS EQT$437,8690.1%-3%
197IVZ$IVZInvesco Ltd.$437,3790.1%+0%
198AMD$AMDADVANCED MICRO DEVICES INC$430,8420.1%+1%78.8
199CMI$CMICUMMINS INC$430,4630.1%+13%58.9
200ABT$ABTABBOTT LABORATORIES$429,8510.1%-13%67
201DIMENSIONAL ETF TRUST$426,5680.1%+0%
202HARBOR ETF TRUST$422,0910.1%-8%
203LOW$LOWLOWES COMPANIES INC$417,2700.1%+1%63.5
204INNOVATOR ETFS TRUST$416,7760.1%-6%
205BX$BXBlackstone Inc.$407,9850.1%+28%68
206SCHWAB STRATEGIC TR$406,6100.1%+0%
207J P MORGAN EXCHANGE TRADED F$404,8880.1%-67%
208PPL$PPLPPL Corp$399,7250.1%+1%70.3
209SELECT SECTOR SPDR TR$398,8300.1%-7%
210VANGUARD INDEX FDS$397,4000.1%+2%
211SELECT SECTOR SPDR TR$392,6710.1%+0%
212INNOVATOR ETFS TRUST$390,9670.1%-3%
213AIG$AIGAMERICAN INTERNATIONAL GROUP, INC.$383,7750.1%+1%59.5
214PROSHARES TR$383,6290.1%+10%
215VANGUARD WORLD FD$382,1820.1%-0%
216LIN$LINLINDE PLC$367,4710.1%+2%
217ISHARES TR$367,3670.1%+0%
218UPS$UPSUNITED PARCEL SERVICE INC$363,4870.1%-1%58.2
219INNOVATOR ETFS TRUST$359,4570.1%+0%
220ISHARES TR$357,3550.1%+0%
221INNOVATOR ETFS TRUST$354,6450.1%-21%
222PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$350,2820.1%-2%70.9
223ISHARES TR$347,5900.1%+11%
224BP$BPBP PLC$347,0480.1%-3%
225FDX$FDXFEDEX CORP$341,3330.0%-2%60.3
226T$TAT&T INC.$337,1930.0%NEW71.9
227ISHARES TR$337,0710.0%-0%
228SHEL$SHELShell plc$335,2650.0%+0%
229AMERICAN CENTY ETF TR$329,6020.0%+0%
230VANGUARD CHARLOTTE FDS$327,7970.0%NEW
231PACER FDS TR$325,3120.0%+0%
232GD$GDGENERAL DYNAMICS CORP$322,9700.0%-2%73
233AXP$AXPAMERICAN EXPRESS CO$321,8390.0%-2%73.2
234CAPITAL GROUP GROWTH ETF$320,3140.0%+29%
235PEG$PEGPUBLIC SERVICE ENTERPRISE GROUP INC$318,7030.0%+2%74.6
236INVESCO EXCH TRD SLF IDX FD$317,6360.0%-22%
237SELECT SECTOR SPDR TR$315,9130.0%+0%
238IVZ$IVZInvesco Ltd.$314,8920.0%+0%
239TRV$TRVTRAVELERS COMPANIES, INC.$311,5140.0%+4%71.5
240MFS ACTIVE EXCHANGE TRADED F$310,6890.0%-7%
241ISHARES TR$303,8910.0%+0%
242EXC$EXCEXELON CORP$302,0460.0%-0%63.9
243FIDELITY COVINGTON TRUST$300,2270.0%-5%
244BLK$BLKBlackRock, Inc.$296,2070.0%-14%70.3
245PSX$PSXPhillips 66$287,1160.0%NEW47.6
246INNOVATOR ETFS TRUST$278,6740.0%+0%
247__PARK_1390777$__PARK_1390777Bank of New York Mellon Corp$277,7050.0%+6%36.7
248NOC$NOCNORTHROP GRUMMAN CORP /DE/$274,9430.0%+3%60.5
249NSC$NSCNORFOLK SOUTHERN CORP$273,7980.0%-0%70.8
250ISHARES INC$272,9320.0%+25%
251VANGUARD BD INDEX FDS$272,4450.0%+0%
252SPDR SERIES TRUST$271,8870.0%-0%
253VZ$VZVERIZON COMMUNICATIONS INC$270,8460.0%NEW71.6
254SCHW$SCHWSCHWAB CHARLES CORP$268,3130.0%-3%77.2
255CFG$CFGCITIZENS FINANCIAL GROUP INC/RI$268,2460.0%-0%68.8
256ISHARES TR$265,7620.0%+0%
257INNOVATOR ETFS TRUST$265,5900.0%-12%
258SO$SOSOUTHERN CO$261,1830.0%-1%65.1
259INNOVATOR ETFS TRUST$259,0610.0%+0%
260INNOVATOR ETFS TRUST$258,5230.0%-25%
261DIREXION SHARES ETF TRUST$252,5600.0%+11%
262AMERICAN CENTY ETF TR$245,7290.0%-8%
263AMAT$AMATAPPLIED MATERIALS INC /DE$241,9870.0%NEW74.8
264F$FFORD MOTOR CO$238,3610.0%+13%58.5
265CRWV$CRWVCoreWeave, Inc.$238,2980.0%+0%46.5
266ISHARES TR$236,6610.0%+0%
267PFE$PFEPFIZER INC$234,5990.0%+3%69
268INNOVATOR ETFS TRUST$232,6510.0%+0%
269VANGUARD SCOTTSDALE FDS$232,3400.0%-39%
270SPDR SERIES TRUST$227,6520.0%-4%
271SELECT SECTOR SPDR TR$227,5960.0%+0%
272SBUX$SBUXSTARBUCKS CORP$226,4840.0%+2%54.6
273SHOP$SHOPSHOPIFY INC.$225,9710.0%+4%
274ISHARES TR$225,6150.0%-10%
275MFS ACTIVE EXCHANGE TRADED F$224,5320.0%+0%
276ISHARES TR$222,9200.0%+320%
277ISHARES TR$222,4080.0%+0%
278AEP$AEPAMERICAN ELECTRIC POWER CO INC$220,0830.0%NEW75.4
279ADX$ADXADAMS DIVERSIFIED EQUITY FUND, INC.$218,9000.0%+0%
280PROSHARES TR$218,1560.0%+15%
281VANGUARD INDEX FDS$214,4380.0%+1%
282ETHE$ETHEGrayscale Ethereum Staking ETF$214,3290.0%-4%
283C$CCITIGROUP INC$214,3140.0%-3%54.8
284MELI$MELIMERCADOLIBRE INC$212,6690.0%+3%77.5
285DNP$DNPDNP SELECT INCOME FUND INC$211,3750.0%+0%
286CRM$CRMSalesforce, Inc.$208,3300.0%-2%75.2
287MS$MSMORGAN STANLEY$207,4070.0%-4%
288SCHWAB STRATEGIC TR$205,3280.0%+0%
289INNOVATOR ETFS TRUST$200,6030.0%+0%
290CCZ$CCZCOMCAST CORP$199,9880.0%NEW70.4
291WFC$WFCWELLS FARGO & COMPANY/MN$194,7480.0%-47%
292TT$TTTrane Technologies plc$194,6180.0%NEW
293ACRS$ACRSAclaris Therapeutics, Inc.$66,6830.0%+0%9.2
294ATAI$ATAIAtai Beckley N.V.$45,6770.0%+0%
295CABA$CABACabaletta Bio, Inc.$40,3500.0%+0%
296WWR$WWRWESTWATER RESOURCES, INC.$9,8090.0%+0%

New Positions (8)

T$T AT&T INC.$337,193
VANGUARD CHARLOTTE FDS$327,797
PSX$PSX Phillips 66$287,116
VZ$VZ VERIZON COMMUNICATIONS INC$270,846
AMAT$AMAT APPLIED MATERIALS INC /DE$241,987
AEP$AEP AMERICAN ELECTRIC POWER CO INC$220,083
CCZ$CCZ COMCAST CORP$199,988
TT$TT Trane Technologies plc$194,618

Exited Positions (7)

BSX$BSX BOSTON SCIENTIFIC CORP
FETH$FETH Fidelity Ethereum Fund
COIN$COIN Coinbase Global, Inc.
ADBE$ADBE ADOBE INC.
RDDT$RDDT Reddit, Inc.
SIGI$SIGI SELECTIVE INSURANCE GROUP INC
WM$WM WASTE MANAGEMENT INC

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AI-Powered Hedge Fund Analysis: CRA Financial Services, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For CRA Financial Services, LLC (SEC CIK: 1765594), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in CRA Financial Services, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.