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CIK: 0002052279
Total reported value
$766.0M
$766.0M
618 檔
25.8%
During the Q2 2025 filing period, Crews Bank & Trust (CIK: 0002052279) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $766.0M across 618 reported positions.
In Q2 2025, Crews Bank & Trust displayed an active expansion posture, initiating 2 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 618 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.90% | +0.77% | +5.78% | |
| 2 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 5.19% | -0.37% | +2.23% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.93% | -0.15% | +4.51% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.62% | +0.15% | +5.47% | |
| 5 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 4.45% | +0.03% | +7.51% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.87% | +0.48% | +4.51% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.42% | -0.02% | +5.02% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.96% | -0.27% | +2.19% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.75% | -0.23% | +3.57% | |
| 10 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 2.53% | -0.01% | +4.98% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.45% | +0.05% | -2.16% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.41% | -0.14% | -0.88% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.28% | +0.04% | +4.86% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.50% | -0.14% | +3.18% | |
| 15 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 1.43% | -0.07% | -2.33% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.23% | +0.31% | +0.69% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.23% | -0.01% | +14.49% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | +0.02% | -0.74% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.15% | +0.06% | +23.57% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | +0.03% | -0.24% | |
| 21 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.94% | -0.09% | +1.76% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.93% | +0.13% | -0.35% | |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.84% | -0.12% | +7.70% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.02% | +0.34% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.01% | +0.23% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.11% | +0.75% | |
| 27 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.73% | — | -1.76% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.10% | -1.11% | |
| 29 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.70% | -0.06% | +5.32% | |
| 30 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.63% | -0.08% | +12.10% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.62% | +0.06% | +0.24% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.55% | +0.01% | -0.40% | |
| 33 | ICE | Intercontinental Exchange In | Stock-Financials | 0.51% | -0.12% | -0.56% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-Other | 0.48% | -0.02% | +1.63% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.02% | -2.24% | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.42% | -0.04% | -9.68% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.05% | -0.63% | |
| 38 | VOX | Vanguard Communication Servi | ETF-Other | 0.40% | -0.03% | -1.72% | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.39% | -0.01% | -2.73% | |
| 40 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.39% | -0.11% | +13.75% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | -0.08% | +0.35% | |
| 42 | PFFD | Global X US Preferred ETF | ETF-Other | 0.37% | -0.02% | +7.16% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.03% | — | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.35% | +0.07% | -3.11% | |
| 45 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.35% | -0.08% | +33.61% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.35% | -0.01% | +1.79% | |
| 47 | ACIC | American Coastal Insurance C | Stock-Other | 0.33% | -0.04% | — | |
| 48 | XLV | Ss Health Care Select Sector | ETF-Other | 0.32% | -0.01% | -4.40% | |
| 49 | HDV | Ishares Core High Dividend E | ETF-Other | 0.32% | -0.04% | -7.10% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.03% | -0.90% |
According to official SEC Form 13F filings, Crews Bank & Trust reported a total U.S. public equity portfolio value of $766.0M across 618 disclosed positions in Q2 2025.
During Q2 2025, Crews Bank & Trust's top holdings by market value included SPYM (11.9%)、SLQD (5.2%)、VYM (4.9%). The largest single position, SPYM, represented 11.9% of total portfolio value.
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 SPYM, SLQD, VYM) accounted for 25.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
COF
市值: $994.2K
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $844.6K
In Q2 2025, Crews Bank & Trust made 49 total portfolio adjustments, initiating 2 new buys, adding to 29 positions, trimming 17 holdings, and fully liquidating 1 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.
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