Crumly & Associates Inc.
Sector Allocation
- Other78.6%$442.7M
- Technology9.1%$51.3M
- Financials5.9%$33.4M
- Consumer Discretionary1.1%$6.5M
- Healthcare1.1%$6.2M
- Energy0.9%$5.0M
- Industrials0.7%$4.1M
- Communication Services0.7%$3.7M
- Consumer Staples0.6%$3.1M
- Utilities0.5%$2.9M
AUM History
13fpro.ai/research/fund/crumly-and-associates-inc-1759578
Conviction and streaks
Stable · top 10 = 39.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$31.5M
- ETF$28.6M
- ETF$27.3M
- FIRST$27.1M
- FIRST$23.3M
- J$22.8M
- VANGUARD$16.4M
- TIDAL$14.5M
- JANUS$14.4M
- PGIM$13.6M
- FIRST$12.5M
- FIRST$12.4M
BITB
$12.3M- FIDELITY$12.2M
- FIRST$11.9M
- ISHARES$11.8M
- ISHARES$11.0M
- FIDELITY$10.8M
- FIDELITY$10.0M
AAPL
$9.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/crumly-and-associates-inc-1759578
Crumly & Associates Inc. 13F holdings — Q3 2026
$563.5M portfolio (+7.9% QoQ) · 207 holdings · Q3 2026 13F · top 10 are 39% of the stock portfolio
Includes $161K of put/call options ($0 puts, $161K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $563.3M. Weights use the stock portfolio.
- 1
ISHARES TR - HDG MSCI EAFE
$31.5M
5.6% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ETF SER SOLUTIONS - DISTILLATE INTNL
$28.6M
5.1% of stocks
+32%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ETF SER SOLUTIONS - DISTILLATE US
$27.3M
4.8% of stocks
+14%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
$27.1M
4.8% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF
$23.3M
4.1% of stocks
+23%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH
$22.8M
4.0% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD WORLD FD - MRNGSTR VAL ETF
$16.4M
2.9% of stocks
+32%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
TIDAL TRUST II - HILT SMAL MI ETF
$14.5M
2.6% of stocks
+14%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
JANUS DETROIT STR TR - HENDRSON AAA CL
$14.4M
2.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
PGIM ETF TR - SHRT DUR HGH YLD
$13.6M
2.4% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - HDG MSCI EAFE | $31.5M | 5.6% | +10% | — | — | — | — | |
| 2 | ETF SER SOLUTIONS - DISTILLATE INTNL | $28.6M | 5.1% | +32% | — | — | — | — | |
| 3 | ETF SER SOLUTIONS - DISTILLATE US | $27.3M | 4.8% | +14% | — | — | — | — | |
| 4 | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $27.1M | 4.8% | +7% | — | — | — | — | |
| 5 | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $23.3M | 4.1% | +23% | — | — | — | — | |
| 6 | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $22.8M | 4.0% | -5% | — | — | — | — | |
| 7 | VANGUARD WORLD FD - MRNGSTR VAL ETF | $16.4M | 2.9% | +32% | — | — | — | — | |
| 8 | TIDAL TRUST II - HILT SMAL MI ETF | $14.5M | 2.6% | +14% | — | — | — | — | |
| 9 | JANUS DETROIT STR TR - HENDRSON AAA CL | $14.4M | 2.6% | +3% | — | — | — | — | |
| 10 | PGIM ETF TR - SHRT DUR HGH YLD | $13.6M | 2.4% | +3% | — | — | — | — |
All holdings — Crumly & Associates Inc. (Q3 2026)
207 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $12.5M | 2.2% | 111K | +11% | — | — | 13F |
| 12 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $12.4M | 2.2% | 70K | +20% | — | — | 13F |
| 13 | Bitwise Bitcoin ETFetf/fund | Financials | $12.3M | 2.2% | 270K | +9% | 7 qtrs | — | 13F | |
| 14 | — | FIDELITY COVINGTON TRUST - MSCI COMMNTN SVC | — | $12.2M | 2.2% | 169K | +20% | — | — | 13F |
| 15 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETFetf/fund | — | $11.9M | 2.1% | 115K | +15% | — | — | 13F |
| 16 | — | ISHARES TR - RUS TP200 GR ETFetf/fund | — | $11.8M | 2.1% | 40K | -0.3% | — | — | 13F |
| 17 | — | ISHARES TR - MSCI INDIA SM CPetf/fund | — | $11.0M | 2.0% | 160K | -16% | — | — | 13F |
| 18 | — | FIDELITY COVINGTON TRUST - FUND EM MKTS ETFetf/fund | — | $10.8M | 1.9% | 258K | New | — | — | 13F |
| 19 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $10.0M | 1.8% | 33K | -0.3% | — | — | 13F |
| 20 | Apple Inc. | Technology | $9.0M | 1.6% | 27K | +7% | 11+ qtrsAdded 3 qtrs in a row | 75.7 | 13F | |
| 21 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $8.9M | 1.6% | 13K | +1% | — | — | 13F |
| 22 | — | ISHARES TR - CORE DIV GRWTHetf/fund | — | $8.5M | 1.5% | 113K | -1% | — | — | 13F |
| 23 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $7.4M | 1.3% | 157K | — | — | — | 13F |
| 24 | — | PIMCO ETF TR - SHTRM MUN BD ACTetf/fund | — | $6.5M | 1.1% | 132K | +6% | — | — | 13F |
| 25 | — | DBX ETF TR - XTRA RU 1000 ETFetf/fund | — | $5.7M | 1.0% | 90K | -2% | — | — | 13F |
| 26 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $5.7M | 1.0% | 93K | +2% | |||
| 27 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $5.5M | 1.0% | 115K | +9% | |||
| 28 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $5.3M | 0.9% | 41K | -3% | |||
| 29 | $IVZ | Invesco Ltd. | Financials | $4.8M | 0.9% | 23K | -12% | |||
| 30 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ-100 SEL | — | $4.8M | 0.8% | 29K | — | |||
| 31 | $NVDA | NVIDIA CORP | Technology | $4.5M | 0.8% | 20K | +53% | |||
| 32 | $SPY | SPDR S&P 500 ETF TRUST | — | $4.5M | 0.8% | 5,867 | +4% | |||
| 33 | — | MORGAN STANLEY ETF TRUST - EATO VAN MU ETF | — | $4.4M | 0.8% | 88K | +15% | |||
| 34 | — | ISHARES TR - MSCI INTL QUALTY | — | $4.0M | 0.7% | 82K | -10% | |||
| 35 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $4.0M | 0.7% | 27K | +653% | |||
| 36 | $AVGO | Broadcom Inc. | Technology | $3.7M | 0.7% | 10K | +1% | |||
| 37 | — | FIRST TR EXCH TRD ALPHDX FD - INDIA NFTY50 EQW | — | $3.7M | 0.7% | 72K | -76% | |||
| 38 | — | ISHARES TR - CORE S&P MCP ETF | — | $3.5M | 0.6% | 49K | — | |||
| 39 | $MSFT | MICROSOFT CORP | Technology | $3.4M | 0.6% | 6,597 | +11% | |||
| 40 | $AMZN | AMAZON COM INC | Consumer Discretionary | $3.3M | 0.6% | 13K | +34% | |||
| 41 | — | FIRST TR EXCHANGE-TRADED FD - ENERGY ALPHADX | — | $3.1M | 0.5% | 140K | -0.9% | |||
| 42 | $CRWV | CoreWeave, Inc. | Technology | $3.0M | 0.5% | 35K | +0.4% | |||
| 43 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | — | $3.0M | 0.5% | 73K | — | |||
| 44 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $2.9M | 0.5% | 5,724 | -0.5% | |||
| 45 | — | FIRST TR EXCHANGE-TRADED FD - INDLS PROD DUR | — | $2.8M | 0.5% | 34K | — | |||
| 46 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.6M | 0.5% | 3,458 | +16% | |||
| 47 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | — | $2.5M | 0.4% | 31K | -0.1% | |||
| 48 | $JPM | JPMORGAN CHASE & CO | Financials | $2.4M | 0.4% | 7,399 | +12% | |||
| 49 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $2.4M | 0.4% | 9,059 | +277% | |||
| 50 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.4M | 0.4% | 5,251 | +1% | |||
| 51 | $GOOGL | Alphabet Inc. | Technology | $2.3M | 0.4% | 6,821 | +16% | |||
| 52 | — | FIDELITY MERRIMACK STR TR - AAA CLO ETF | — | $2.3M | 0.4% | 46K | +155% | |||
| 53 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $2.1M | 0.4% | 39K | +0.6% | |||
| 54 | — | PGIM ETF TR - AAA CLO ETF | — | $1.9M | 0.3% | 37K | -33% | |||
| 55 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.8M | 0.3% | 5,130 | +9% | |||
| 56 | — | ISHARES TR - RUS MID CAP ETF | — | $1.8M | 0.3% | 17K | — | |||
| 57 | $KLAC | KLA CORP | Technology | $1.7M | 0.3% | 8,683 | -0.6% | |||
| 58 | — | SPDR SERIES TRUST - ST STR R1K YLD | — | $1.7M | 0.3% | 14K | — | |||
| 59 | $WMT | Walmart Inc. | Consumer Staples | $1.7M | 0.3% | 16K | +6% | |||
| 60 | — | DBX ETF TR - XTRACKERS FTSE | — | $1.6M | 0.3% | 41K | — | |||
| 61 | $NFLX | NETFLIX INC | Communication Services | $1.6M | 0.3% | 23K | +7% | |||
| 62 | — | FIRST TR EXCHANGE-TRADED FD - FINLS ALPHADEX | — | $1.6M | 0.3% | 26K | — | |||
| 63 | $GLD | SPDR GOLD TRUST | Financials | $1.5M | 0.3% | 4,032 | +25% | |||
| 64 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $1.5M | 0.3% | 8,801 | +0.7% | |||
| 65 | $MRK | Merck & Co., Inc. | Healthcare | $1.4M | 0.3% | 9,768 | +6% | |||
| 66 | $PLD | Prologis, Inc. | Real Estate | $1.4M | 0.2% | 10K | +3% | |||
| 67 | $PANW | Palo Alto Networks Inc | Technology | $1.3M | 0.2% | 3,174 | -14% | |||
| 68 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.2% | 1,696 | +16% | |||
| 69 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.2M | 0.2% | 1,349 | -2% | |||
| 70 | $NEM | NEWMONT Corp /DE/ | Materials | $1.2M | 0.2% | 10K | +8% | |||
| 71 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.1M | 0.2% | 9,080 | — | |||
| 72 | $V | VISA INC. | Financials | $1.1M | 0.2% | 3,110 | +11% | |||
| 73 | $CEG | Constellation Energy Corp | Utilities | $1.1M | 0.2% | 4,239 | +2% | |||
| 74 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.0M | 0.2% | 1,715 | +4% | |||
| 75 | — | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | — | $1.0M | 0.2% | 13K | +11% | |||
| 76 | $PLTR | Palantir Technologies Inc. | Technology | $1.0M | 0.2% | 5,580 | +9% | |||
| 77 | $ABBV | AbbVie Inc. | Healthcare | $1.0M | 0.2% | 3,927 | +39% | |||
| 78 | $LLY | ELI LILLY & Co | Healthcare | $1.0M | 0.2% | 882 | +11% | |||
| 79 | $MU | MICRON TECHNOLOGY INC | Technology | $1.0M | 0.2% | 957 | +37% | |||
| 80 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.0M | 0.2% | 10K | -2% | |||
| 81 | $BLK | BlackRock, Inc. | Financials | $986K | 0.2% | 932 | +2% | |||
| 82 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $974K | 0.2% | 27K | -19% | |||
| 83 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $959K | 0.2% | 20K | -0.6% | |||
| 84 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETF | — | $957K | 0.2% | 20K | -21% | |||
| 85 | — | ISHARES TR - NATIONAL MUN ETF | — | $948K | 0.2% | 9,374 | +0.9% | |||
| 86 | $AZN | ASTRAZENECA PLC | Healthcare | $922K | 0.2% | 5,713 | +8% | |||
| 87 | $IVZ | Invesco Ltd. | Financials | $893K | 0.2% | 35K | New | |||
| 88 | — | FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF | — | $889K | 0.2% | 20K | -4% | |||
| 89 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETF | — | $880K | 0.2% | 18K | — | |||
| 90 | $CVX | CHEVRON CORP | Energy | $874K | 0.2% | 4,279 | +8% | |||
| 91 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $868K | 0.1% | 3,907 | -4% | |||
| 92 | $EWBC | EAST WEST BANCORP INC | Financials | $826K | 0.1% | 6,664 | -1% | |||
| 93 | $NI | NISOURCE INC. | Utilities | $821K | 0.1% | 21K | +1% | |||
| 94 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $793K | 0.1% | 14K | +36% | |||
| 95 | $TTE | TotalEnergies SE | Energy | $787K | 0.1% | 9,206 | +2% | |||
| 96 | — | DBX ETF TR - XTRACKERS MUNI | — | $786K | 0.1% | 34K | +3% | |||
| 97 | $QCOM | QUALCOMM INC/DE | Technology | $783K | 0.1% | 4,256 | +20% | |||
| 98 | $CRM | Salesforce, Inc. | Technology | $780K | 0.1% | 3,396 | +1% | |||
| 99 | $JNJ | JOHNSON & JOHNSON | Healthcare | $733K | 0.1% | 2,767 | +29% | |||
| 100 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $729K | 0.1% | 13K | +7% | |||
| 101 | $HSBC | HSBC HOLDINGS PLC | Financials | $724K | 0.1% | 7,287 | +3% | |||
| 102 | $EMR | EMERSON ELECTRIC CO | Industrials | $711K | 0.1% | 4,582 | +3% | |||
| 103 | $ETN | Eaton Corp plc | Industrials | $697K | 0.1% | 1,622 | +3% | |||
| 104 | $AXP | AMERICAN EXPRESS CO | Financials | $691K | 0.1% | 2,272 | -1% | |||
| 105 | — | ISHARES TR - MSCI EMG MKT ETF | — | $689K | 0.1% | 10K | +67% | |||
| 106 | $SLB | SLB LIMITED/NV | Energy | $662K | 0.1% | 14K | +0.7% | |||
| 107 | $SLV | iShares Silver Trust | Financials | $652K | 0.1% | 12K | -5% | |||
| 108 | $TMUS | T-Mobile US, Inc. | Communication Services | $633K | 0.1% | 3,883 | +2% | |||
| 109 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $605K | 0.1% | 13K | +4% | |||
| 110 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $601K | 0.1% | 3,692 | +13% | |||
| 111 | $ORCL | ORACLE CORP | Technology | $596K | 0.1% | 4,342 | +32% | |||
| 112 | $ANET | Arista Networks, Inc. | Technology | $586K | 0.1% | 2,877 | +1% | |||
| 113 | $NEE | NEXTERA ENERGY INC | Utilities | $584K | 0.1% | 7,709 | -0.2% | |||
| 114 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $583K | 0.1% | 11K | +22% | |||
| 115 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $569K | 0.1% | 6,186 | — | |||
| 116 | $ADBE | ADOBE INC. | Technology | $569K | 0.1% | 2,372 | +7% | |||
| 117 | $CMI | CUMMINS INC | Industrials | $559K | 0.1% | 1,082 | +0.4% | |||
| 118 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $555K | 0.1% | 915 | -0.4% | |||
| 119 | — | ETF SER SOLUTIONS - DISTILLATE SMLMD | — | $555K | 0.1% | 13K | -8% | |||
| 120 | $T | AT&T INC. | Communication Services | $532K | 0.1% | 22K | +7% | |||
| 121 | $FTNT | Fortinet, Inc. | Technology | $529K | 0.1% | 2,959 | -49% | |||
| 122 | $PAXS | PIMCO Access Income Fund | Other | $526K | 0.1% | 40K | — | |||
| 123 | $NXPI | NXP Semiconductors N.V. | Technology | $525K | 0.1% | 2,212 | +10% | |||
| 124 | $CSCO | CISCO SYSTEMS, INC. | Technology | $519K | 0.1% | 4,823 | +4% | |||
| 125 | $APLD | Applied Digital Corp. | Technology | $518K | 0.1% | 21K | — | |||
| 126 | $MRVL | Marvell Technology, Inc. | Technology | $513K | 0.1% | 1,940 | +16% | |||
| 127 | $PEP | PEPSICO INC | Consumer Staples | $507K | 0.1% | 3,999 | +17% | |||
| 128 | $ACN | Accenture plc | Technology | $487K | 0.1% | 2,658 | -3% | |||
| 129 | — | EVERPURE INC - CL A | — | $468K | 0.1% | 3,577 | -55% | |||
| 130 | $EOG | EOG RESOURCES INC | Energy | $462K | 0.1% | 3,356 | +0.6% | |||
| 131 | $MP | MP Materials Corp. / DE | Materials | $461K | 0.1% | 9,746 | +27% | |||
| 132 | — | ISHARES INC - EM MKTS DIV ETF | — | $456K | 0.1% | 13K | +10% | |||
| 133 | $BG | Bunge Global SA | Consumer Staples | $443K | 0.1% | 4,144 | +10% | |||
| 134 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $434K | 0.1% | 1,159 | +38% | |||
| 135 | $MET | METLIFE INC | Financials | $425K | 0.1% | 4,517 | +3% | |||
| 136 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $422K | 0.1% | 2,002 | +51% | |||
| 137 | — | ISHARES TR - RUSSELL 2000 ETF | — | $421K | 0.1% | 1,514 | +72% | |||
| 138 | — | FIRST TR EXCHANGE-TRADED FD - INDXX NAT RE ETF | — | $418K | 0.1% | 25K | +10% | |||
| 139 | $INTC | INTEL CORP | Technology | $418K | 0.1% | 3,479 | +18% | |||
| 140 | $GOOG | Alphabet Inc. | Technology | $417K | 0.1% | 1,224 | +50% | |||
| 141 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $411K | 0.1% | 4,838 | — | |||
| 142 | $IAU | ISHARES GOLD TRUST | Financials | $400K | 0.1% | 5,117 | +7% | |||
| 143 | — | FIDELITY COVINGTON TRUST - MSCI CONSM DIS | — | $399K | 0.1% | 4,216 | — | |||
| 144 | — | VANGUARD WORLD FD - INF TECH ETF | — | $399K | 0.1% | 3,172 | +10% | |||
| 145 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $392K | 0.1% | 767 | New | |||
| 146 | $AN | AUTONATION, INC. | Consumer Discretionary | $388K | 0.1% | 2,466 | +1% | |||
| 147 | $CFG | CITIZENS FINANCIAL GROUP INC/RI | Financials | $386K | 0.1% | 6,051 | -0.4% | |||
| 148 | — | ISHARES TR - SELECT DIVID ETF | — | $379K | 0.1% | 2,495 | +53% | |||
| 149 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $378K | 0.1% | 4,350 | +77% | |||
| 150 | $BITW | Bitwise 10 Crypto Index ETF | Financials | $377K | 0.1% | 6,869 | +11% |
What changed in Q3 2026
Against the previous quarter's 13F: 19 new, 110 added to, 41 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (19)
- FIDELITY COVINGTON TRUST - FUND EM MKTS ETF$10.8M
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$392K
first bought this quarter
$DISWalt Disney Co$368K
first bought this quarter
$UBERUber Technologies, Inc$338K
first bought this quarter
- FIRST TR EXCHNG TRADED FD VI - FT VEST LAD$331K
first bought this quarter
- ISHARES TR - LATN AMER 40 ETF$300K
first bought this quarter
+13 more in the Excel export
Added to (110)
- ETF SER SOLUTIONS - DISTILLATE INTNL+32%
now $28.6M
- FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF+23%
now $23.3M
- VANGUARD WORLD FD - MRNGSTR VAL ETF+32%
now $16.4M
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+653%now $4.0M · held 2 qtrs, 2 adds in a row
- ETF SER SOLUTIONS - DISTILLATE US+14%
now $27.3M
- ISHARES TR - HDG MSCI EAFE+10%
now $31.5M
+104 more in the Excel export
Trimmed (41)
- FIRST TR EXCH TRD ALPHDX FD - INDIA NFTY50 EQW-76%
now $3.7M
- ISHARES TR - MSCI INDIA SM CP-16%
now $11.0M
- J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH-5%
now $22.8M
- PGIM ETF TR - AAA CLO ETF-33%
now $1.9M
$PRPLPurple Innovation, Inc.-95%
now $35K · held 11+ qtrs
$IVZInvesco Ltd.-12%
now $4.8M · held 5 qtrs
+35 more in the Excel export
Sold out (10)
$GTLSCHART INDUSTRIES INCwas $596K
held 7 qtrs
$OMCOMNICOM GROUP INC.was $388K
held 3 qtrs
$HONAHoneywell Aerospace Inc.was $289K
held 1 qtr
$NBISNebius Group N.V.was $272K
held 1 qtr
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFwas $231K
- VANGUARD INDEX FDS - SML CP GRW ETFwas $215K
+4 more in the Excel export
Holdings by quarter
Every 13F Crumly & Associates Inc. has filed, 27 earlier quarters. Pick one to see what it held then.
Is it too late to follow Crumly & Associates?
Q3 2026 13F filed with the SEC on Oct 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Crumly & Associates's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)
Top 10 since filing
-6.3%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 26% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Crumly & Associates Inc. disclosed 207 positions worth $563.5M in its Form 13F-HR for Q3 2026 — $563.3M in common stock plus $161,275 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 19 new positions and exited 10 and a full exit from $GTLS. The portfolio is most concentrated in Other (78.6% of disclosed assets). All figures are sourced directly from Crumly & Associates Inc.’s Form 13F-HR filing with the SEC under CIK 1759578.
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AI-Powered Hedge Fund Analysis: Crumly & Associates Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Crumly & Associates Inc. (SEC CIK: 1759578), 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 Crumly & Associates Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (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.