Titelia

Holdings of Crumly & Associates Inc.

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Net assets
-
Positions
173 in 3 countries
Top ten
43.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Group 1 Automotive Inc 1,449479K $
102Arista Networks Inc 3,889477.5K $
103AutoNation Inc 2,439476.2K $
104Adobe Inc 1,907463.6K $
105Oracle Corp 3,067451.2K $
106Advanced Micro Devices Inc 2,185444.5K $
107PepsiCo Inc 2,854443.2K $
108Invesco Short Term Treasury ETF 4,150438K $
109ISHARES GOLD TRUST 4,797422.9K $
110Bank of America Corp 8,645421.4K $
111McDonald's Corp 1,274395.9K $
112FIDELITY COVINGTON TRUST 4,216393.2K $
113CISCO SYSTEMS INC 4,834375.1K $
114Vanguard Information Technology ETF 535373.3K $
115VANGUARD STAR FUNDS 4,838373.1K $
116Citizens Financial Group Inc 6,039362.2K $
117FIDELITY COVINGTON TRUST 4,175361.2K $
118Freeport-McMoRan Inc 6,113359.3K $
119ISHARES INC 6,158349.7K $
120Omnicom Group Inc 4,643349.6K $
121TJX Cos Inc/The 2,096334.7K $
122Boston Scientific Corp 5,303332.8K $
123ENERGY TRANSFER LP 16,948327.1K $
124PIMCO DYNAMIC INCOME OPPORTUNITIES FUND 25,000323.3K $
125MetLife Inc 4,495317.9K $
126Travelers Cos Inc/The 1,082315.6K $
127Blackstone Mortgage Trust Inc 16,291312K $
128APTARGROUP INC 2,468311K $
129MP MATERIALS CORP 6,433310.5K $
130iShares Emerging Markets Divid 9,030310.5K $
131American Tower Corp 1,798310.3K $
132SUNOCO LP 4,711306.1K $
133Lithia Motors Inc 1,203300.4K $
134Fidelity Total Bond ETF 6,549298.8K $
135ISHARES TRUST 1,383295.5K $
136GE VERNOVA INC 328286.3K $
137EXPAND ENERGY CORP 2,604285.9K $
138Ameren Corp 2,592284.9K $
139Micron Technology Inc 835282.1K $
140Gentex Corp 12,813280K $
141iShares Core S&P Total U.S. Stock Market ETF 1,965279.9K $
142Kinder Morgan Inc 8,309278.6K $
143iShares Core S&P 500 ETF 419274K $
144First Trust Exchange-Traded AlphaDEX Fund 1,768272.5K $
145VANGUARD INDEX FUNDS 1,242269.8K $
146Vanguard Total Stock Market ETF 837268.6K $
147Vanguard Small-Cap ETF 1,025268.5K $
148iShares Bitcoin Trust ETF 6,876264.2K $
149Coca-Cola Co/The 3,404258.9K $
150ISHARES TRUST 1,627246.3K $
151iShares 5-10 Year Investment Grade Corporate Bond ETF 4,625246.1K $
152RTX Corp 1,240239.1K $
153Altria Group Inc 3,622239K $
154VANGUARD ADMIRAL FUNDS 578235.6K $
155iShares Trust 1,466235.3K $
156Alphabet Inc 818234.7K $
157ISHARES INC 5,891233.7K $
158iShares U.S. Home Construction 2,525228.7K $
159W R Berkley Corp 3,436227.7K $
160State Street SPDR ICE Preferred Securities ETF 7,368227.2K $
161Alliant Energy Corp 3,163227K $
162Pitney Bowes Inc 20,189223.1K $
163iShares Russell 2000 ETF 880218.1K $
164State Street SPDR Bloomberg Sh 8,539213.3K $
165iShares Trust 1,009213.1K $
166Schwab International Equity ETF 8,526211K $
167Invesco Variable Rate Preferred ETF 8,576205.7K $
168ALLIANCEBERNSTEIN HOLDING LP 5,491205.6K $
169PURPLE INNOVATION INC 292,063193.1K $
170STARWOOD PROPERTY TRUST INC 10,962188.8K $
171PROSHARES TRUST 19,454181.1K $
172RITHM CAPITAL CORP 14,221134.8K $
173Lloyds Banking Group PLC 25,404127.8K $

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Sector breakdown

  • Funds 12.2 %
  • Technology 6.3 %
  • Financials 3.1 %
  • Communication 1.9 %
  • Consumer discretionary 1.4 %
  • Utilities 0.9 %
  • Health care 0.9 %
  • Consumer staples 0.8 %
  • Industrials 0.8 %
  • Materials 0.6 %
  • Energy 0.5 %
  • Real estate 0.4 %
  • Unattributed 70.3 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.4 %
  • Taiwan 0.5 %
  • United Kingdom 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States171366M $99.44 %
2Taiwan11.9M $0.53 %
3United Kingdom1127.8K $0.03 %
Cite this page

Titelia. "Holdings of Crumly & Associates Inc.". https://titelia.com/en/funds/US13F1759578