13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001835669
Total reported value
$183.1M
$183.1M
144 檔
14.2%
As reported in its official Q4 2024 Form 13F filing, Crew Capital Management, Ltd's tracked investment portfolio stood at $183.1M with 144 total positions.
In Q4 2024, Crew Capital Management, Ltd displayed an active expansion posture, initiating 13 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.97% | -0.32% | +2.79% | |
| 2 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 5.69% | -0.86% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.76% | -0.33% | +2.29% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.50% | -0.07% | +167.63% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 2.67% | +0.47% | -5.67% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.65% | +0.76% | +34.67% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.03% | -0.14% | -16.82% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.76% | -0.19% | +9.32% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.73% | +0.11% | NEW | |
| 10 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 1.60% | — | -62.36% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 1.37% | -0.17% | -5.70% | |
| 12 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.26% | -0.04% | +7.46% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.06% | +0.80% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | -0.16% | +0.03% | |
| 15 | ACN | Accenture plc | Stock-Tech | 1.15% | -0.49% | EXIT | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.12% | — | +2.88% | |
| 17 | ADBE | Adobe Inc | Stock-Tech | 1.07% | -0.39% | EXIT | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.06% | +0.03% | — | |
| 19 | INTU | Intuit Inc | Stock-Tech | 1.06% | -0.16% | +14.20% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | -0.09% | -0.33% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.04% | -0.02% | +2.83% | |
| 22 | AZO | Autozone Inc | Stock-Consumer Disc | 1.02% | -0.59% | EXIT | |
| 23 | PGX | Invesco Preferred ETF | ETF-Other | 1.01% | — | +30.30% | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.94% | -0.17% | -11.27% | |
| 25 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.94% | -0.47% | +1.47% | |
| 26 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.94% | +0.70% | NEW | |
| 27 | MANH | Manhattan Associates Inc | Stock-Tech | 0.91% | — | +2.90% | |
| 28 | FAST | Fastenal Co | Stock-Industrials | 0.91% | — | +5.78% | |
| 29 | MTD | Mettler-toledo International | Stock-Healthcare | 0.91% | — | +18.68% | |
| 30 | ROL | Rollins Inc | Stock-Consumer Disc | 0.89% | — | +7.00% | |
| 31 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.88% | — | +24.05% | |
| 32 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.87% | — | +18.66% | |
| 33 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.85% | -0.54% | EXIT | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | -0.58% | -30.26% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.84% | — | +6.22% | |
| 36 | KR | Kroger Co | Stock-Consumer Staples | 0.83% | -0.28% | -4.63% | |
| 37 | CTAS | Cintas CORP | Stock-Industrials | 0.83% | -0.53% | EXIT | |
| 38 | ZTS | Zoetis Inc | Stock-Healthcare | 0.82% | — | +7.61% | |
| 39 | NVR | Nvr Inc | Stock-Consumer Disc | 0.81% | — | +7.14% | |
| 40 | FICO | Fair Isaac CORP | Stock-Tech | 0.79% | — | +92.03% | |
| 41 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.76% | — | +144.80% | |
| 42 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.75% | -0.02% | — | |
| 43 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.74% | -0.08% | — | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.73% | -0.01% | — | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.73% | — | +80.39% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | -0.16% | — | |
| 47 | CPRT | Copart Inc | Stock-Industrials | 0.69% | — | +179.34% | |
| 48 | PAYX | Paychex Inc | Stock-Tech | 0.68% | — | +200.05% | |
| 49 | BBBI | Bblx Bbb 5-10y Corpbond ETF | ETF-Other | 0.67% | — | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | — | +198.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +2.2% | +167.63% | Add |
| 2 | TSLA | Tesla Inc | +1% | +43.44% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +34.67% | Add |
| 4 | AAPL | Apple Inc | +0.8% | +2.79% | Add |
| 5 | BBBI | Bblx Bbb 5-10y Corpbond ETF | +0.7% | NEW | New buy |
| 6 | LRCX | Lam Research CORP | +0.7% | NEW | New buy |
| 7 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | +0.6% | NEW | New buy |
| 8 | CEG | Constellation Energy | +0.6% | NEW | New buy |
| 9 | XHLF | Bondbloxx Bbg 6 Mth US Treas | +0.5% | NEW | New buy |
| 10 | LECO | Lincoln Electric Holdings | +0.5% | NEW | New buy |
| 11 | PAYX | Paychex Inc | +0.5% | +200.05% | Add |
| 12 | VRSK | Verisk Analytics Inc | +0.5% | +246.81% | Add |
| 13 | CPRT | Copart Inc | +0.5% | +179.34% | Add |
| 14 | CHD | Church & Dwight Co Inc | +0.5% | +144.80% | Add |
| 15 | QUAL | Ishares Msci USA Quality Fac | +0.5% | NEW | New buy |
| 16 | ORLY | O'reilly Automotive Inc | +0.5% | +206.02% | Add |
| 17 | BBBL | Bblx Bbb 10+y CORP Bond ETF | +0.4% | NEW | New buy |
| 18 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | +0.4% | NEW | New buy |
| 19 | BKNG | Booking Holdings Inc | +0.4% | +133.33% | Add |
| 20 | XONE | Bondbloxx Bbg 1 Dur US Treas | +0.4% | NEW | New buy |
| 21 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | +0.4% | NEW | New buy |
| 22 | LLY | Eli Lilly & Co | +0.4% | +198.02% | Add |
| 23 | ALLE | Allegion plc | +0.4% | +224.94% | Add |
| 24 | FICO | Fair Isaac CORP | +0.4% | +92.03% | Add |
| 25 | XMHQ | Invesco S&p Midcap Qual ETF | +0.4% | NEW | New buy |
| 26 | WELD | Tema U.s. Manufacturing & Re | +0.3% | NEW | New buy |
| 27 | GWW | Ww Grainger Inc | -0.3% | -61.20% | Trim |
| 28 | BR | Broadridge Financial Solutio | -0.3% | -51.48% | Trim |
| 29 | IBTG | Ishares Ibonds Dec 2026 Term | -0.3% | EXIT | Sold out |
| 30 | PANW | Palo Alto Networks Inc | -0.3% | -10.13% | Trim |
| 31 | SWKS | Skyworks Solutions Inc | -0.3% | -47.98% | Trim |
| 32 | HD | Home Depot Inc | -0.4% | -30.26% | Trim |
| 33 | GILD | Gilead Sciences Inc | -0.4% | -46.88% | Trim |
| 34 | REGN | Regeneron Pharmaceuticals | -0.4% | -39.43% | Trim |
| 35 | TJX | Tjx Companies Inc | -0.4% | -42.79% | Trim |
| 36 | SBUX | Starbucks CORP | -0.4% | -60.67% | Trim |
| 37 | SHW | Sherwin-williams Co/the | -0.4% | -60.92% | Trim |
| 38 | TSCO | Tractor Supply Company | -0.4% | +94.51% | Add |
| 39 | IBTH | Ishares Ibonds Dec 2027 Term | -0.4% | EXIT | Sold out |
| 40 | ADSK | Autodesk Inc | -0.4% | -59.62% | Trim |
| 41 | LRCXEUR | Lam Research CORP | -0.5% | EXIT | Sold out |
| 42 | SCHD | Schwab US Dvd Equity ETF | -0.5% | +80.39% | Add |
| 43 | IBDU | Ishares Ibonds Dec 2029 Term | -0.7% | EXIT | Sold out |
| 44 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | -0.7% | EXIT | Sold out |
| 45 | IBDR | Ishares Ibonds Dec 2026 Term | -0.7% | EXIT | Sold out |
| 46 | IBTE | Ishares Ibonds Dec 2024 Term | -0.7% | EXIT | Sold out |
| 47 | IBDT | Ishares Ibonds Dec 2028 ETF | -0.8% | EXIT | Sold out |
| 48 | TLT | iShares 20+ Year Treasury Bond ETF | -0.8% | EXIT | Sold out |
| 49 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | -3.3% | -62.36% | Trim |
| 50 | TLT | Ishares 20+ Year Treasury Bd | -4.9% | -95.75% | Trim |
According to official SEC Form 13F filings, Crew Capital Management, Ltd reported a total U.S. public equity portfolio value of $183.1M across 144 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, PG, MSFT) accounted for 14.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
BBBI
市值: $813.8K
Top Position Liquidated / Trimmed
TLT
前期市值: $992.4K
During Q4 2024, Crew Capital Management, Ltd's top holdings by market value included AAPL (6.0%)、PG (5.7%)、MSFT (3.8%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q4 2024, Crew Capital Management, Ltd made 50 total portfolio adjustments, initiating 13 new buys, adding to 15 positions, trimming 13 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.