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CIK: 0002052279
Total reported value
$766.0M
$766.0M
674 檔
30.1%
The Q1 2026 SEC filing reveals that Crews Bank & Trust held a total portfolio value of $766.0M, covering 674 public equity positions.
In Q1 2026, Crews Bank & Trust adopted a defensive or profit-taking posture, trimming 87 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SLQD, VIG) accounted for 30.1% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 674 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 | 12.83% | +0.77% | +1.71% | |
| 2 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 5.56% | -0.37% | +3.15% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.46% | +0.15% | +1.69% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.29% | -0.15% | -0.70% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.29% | +0.48% | +3.48% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 3.75% | -0.27% | +5.08% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.41% | +0.03% | -6.15% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.83% | -0.23% | +2.93% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.82% | -0.02% | -3.81% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.62% | +0.05% | -2.05% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.30% | +0.04% | +0.71% | |
| 12 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 2.15% | -0.01% | -4.12% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.58% | -0.14% | +2.63% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | -0.14% | -1.53% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.34% | +0.06% | -0.86% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.27% | -0.01% | +1.41% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.16% | +0.31% | -1.52% | |
| 18 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.14% | -0.09% | +18.11% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.10% | -3.10% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | +0.03% | -0.09% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | +0.02% | -0.61% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.88% | +0.13% | +0.68% | |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.79% | -0.12% | -0.84% | |
| 24 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.78% | -0.06% | +4.55% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.11% | -0.48% | |
| 26 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.74% | -0.08% | +8.53% | |
| 27 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.68% | +0.15% | +14.14% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | -0.01% | -0.89% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.67% | +0.01% | +12.43% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.02% | -1.61% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.62% | +0.06% | -0.63% | |
| 32 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.62% | -0.08% | +46.00% | |
| 33 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.62% | -0.07% | -0.17% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.05% | -1.23% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.52% | +0.01% | -1.42% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.03% | -1.90% | |
| 37 | GLW | Corning Inc | Stock-Tech | 0.43% | +0.29% | — | |
| 38 | PFF | Ishares Preferred & Income S | ETF-Other | 0.42% | -0.02% | -1.58% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.42% | -0.11% | -1.86% | |
| 40 | ICE | Intercontinental Exchange In | Stock-Financials | 0.39% | -0.12% | -2.32% | |
| 41 | VOX | Vanguard Communication Servi | ETF-Other | 0.36% | -0.03% | -1.88% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-Other | 0.36% | -0.04% | +2.74% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.34% | -0.10% | -1.37% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.02% | -3.96% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | -0.08% | -2.66% | |
| 46 | PFFD | Global X US Preferred ETF | ETF-Other | 0.32% | -0.02% | -0.75% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.32% | -0.01% | -1.44% | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.32% | -0.04% | -5.80% | |
| 49 | ACIC | American Coastal Insurance C | Stock-Other | 0.31% | -0.04% | — | |
| 50 | XLV | Ss Health Care Select Sector | ETF-Other | 0.31% | -0.01% | -4.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SLQD | Ishares 0-5 Yr Inv Grd CORP | +0.2% | +3.15% | Add |
| 2 | IBDU | Ishares Ibonds Dec 2029 Term | +0.2% | +46.00% | Add |
| 3 | SPIB | Ss Spdr P Int C CORP ETF | +0.2% | +5.08% | Add |
| 4 | VUSB | Vanguard Ultra Short Bond Et | +0.2% | +18.11% | Add |
| 5 | VYM | Vanguard High Dvd Yield ETF | +0.2% | -0.70% | Trim |
| 6 | GLW | Corning Inc | +0.2% | — | Unchanged |
| 7 | CVX | Chevron CORP | +0.1% | -1.37% | Trim |
| 8 | XOM | Exxon Mobil CORP | +0.1% | -0.92% | Trim |
| 9 | FLOT | Ishares Floating Rate Bond E | +0.1% | +12.43% | Add |
| 10 | VCIT | Vanguard Int-term Corporate | +0.1% | +2.93% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | -1.90% | Trim |
| 12 | XLE | Ss Energy Select Sector | +0.1% | -3.77% | Trim |
| 13 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +8.53% | Add |
| 14 | DUK | Duke Energy CORP | +0.1% | +42.64% | Add |
| 15 | MGC | Vanguard Mega Cap ETF | +0.1% | +14.14% | Add |
| 16 | BSV | Vanguard Short-term Bond ETF | +0.1% | +2.63% | Add |
| 17 | BSMQ | Invesco Bulletshares 2026 Mb | +0.1% | +169.91% | Add |
| 18 | DE | Deere & Co | +0.1% | — | Unchanged |
| 19 | HDV | Ishares Core High Dividend E | +0.1% | +2.74% | Add |
| 20 | DGRO | Ishares Core Dividend Growth | +0.1% | +1.41% | Add |
| 21 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +1.69% | Add |
| 22 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +0.71% | Add |
| 23 | COP | Conocophillips | 0% | -0.01% | Trim |
| 24 | COST | Costco Wholesale CORP | 0% | +0.06% | Add |
| 25 | HON | Honeywell International Inc | 0% | -0.26% | Trim |
| 26 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +4.55% | Add |
| 27 | LMT | Lockheed Martin CORP | 0% | -4.08% | Trim |
| 28 | WMT | Walmart Inc | 0% | — | Unchanged |
| 29 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 30 | TSEM | Tower Semiconductor Ltd. | 0% | — | Unchanged |
| 31 | AMD | Advanced Micro Devices | 0% | +29.71% | Add |
| 32 | IVW | Ishares S&p 500 Growth ETF | 0% | +63.05% | Add |
| 33 | T | At&t Inc | 0% | -0.17% | Trim |
| 34 | CAT | Caterpillar Inc | 0% | -4.14% | Trim |
| 35 | VZ | Verizon Communications Inc | 0% | -5.64% | Trim |
| 36 | PEP | Pepsico Inc | 0% | -0.02% | Trim |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | -1.89% | Trim |
| 38 | CME | Cme Group Inc | 0% | -2.58% | Trim |
| 39 | KMI | Kinder Morgan, Inc. | 0% | -4.78% | Trim |
| 40 | VGT | Vanguard Info Tech ETF | 0% | +25.03% | Add |
| 41 | VTV | Vanguard Value ETF | 0% | +1.52% | Add |
| 42 | VYMI | Vanguard Int High Dvd Yld In | 0% | -1.86% | Trim |
| 43 | AMGN | Amgen Inc | 0% | -0.78% | Trim |
| 44 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +5.30% | Add |
| 45 | XLB | Ss Materials Select Sector | 0% | -1.57% | Trim |
| 46 | IVE | Ishares S&p 500 Value ETF | 0% | +240.71% | Add |
| 47 | MRK | Merck & Co. Inc. | 0% | +0.39% | Add |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 0% | +2.99% | Add |
| 49 | VEA | Vanguard Ftse Developed ETF | 0% | +41.15% | Add |
| 50 | CASY | Casey's General Stores Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Crews Bank & Trust reported a total U.S. public equity portfolio value of $766.0M across 674 disclosed positions in Q1 2026.
During Q1 2026, Crews Bank & Trust's top holdings by market value included SPYM (12.8%)、SLQD (5.6%)、VIG (5.5%). The largest single position, SPYM, represented 12.8% 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.
Top New Position Initiated
SOLS
市值: $107.0K
Top Position Liquidated / Trimmed
AZNN
前期市值: $76.9K
In Q1 2026, Crews Bank & Trust made 154 total portfolio adjustments, initiating 11 new buys, adding to 52 positions, trimming 87 holdings, and fully liquidating 4 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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