C&
Crumly & Associates Inc. — 13F Portfolio Changes & Top Buys (Q3 2026)
Crumly & Associates Inc.CIK: 0001759578
Diversified strategyMomentum followerSector-focused
Total reported value
$563.5M
Reporting period: 2026-09-30 · Number of holdings: 207
Crumly & Associates Inc. disclosed 207 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $563.5M and a quarterly turnover rate of 18.8%.
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Personality snowflake
- Concentration
- 9.17
- Portfolio Stability
- 18.82
- Momentum
- 100
- Sector conviction
- 76.77
- Diversification
- 100
- Sizing Uniformity
- 80.71
Crumly & Associates Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.023 — mathematically equivalent to about 44 equally-sized positions, well below its 207 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.93), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 16% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim NFTY
-75.6% -$12.1M
New buy FFEM
Add DSTX
+31.9% $7.7M
Add BITB
+8.6% $4.3M
Trim JGRO
-4.9% -$1.7M
Trim SMIN
-16.2% -$2.5M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 207 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.58% | +0.02% | +9.58% | |
| 2 | DSTX | Distillate International Fun | ETF-Other | 5.08% | +1.07% | +31.94% | |
| 3 | DSTL | Distillate US Fundamental St | ETF-Other | 4.85% | +0.55% | +14.04% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 4.81% | -0.20% | +7.29% | |
| 5 | SDVY | First Trust Smid Cap Rising | ETF-Other | 4.14% | +0.27% | +22.50% | |
| 6 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 4.05% | -0.64% | -4.94% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.90% | +0.50% | +32.32% | |
| 8 | SMCO | Hilton Small-midcap Opp ETF | ETF-Other | 2.57% | -0.17% | +14.30% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.55% | -0.12% | +3.30% | |
| 10 | PSH | Pgim Short Duration High Yld | ETF-Other | 2.41% | -0.18% | +3.01% | |
| 11 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 2.22% | +0.02% | +10.79% | |
| 12 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 2.19% | +0.06% | +20.21% | |
| 13 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 2.18% | +0.66% | +8.57% | |
| 14 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 2.16% | +0.29% | +20.21% | |
| 15 | AIRR | First Trust Rba American Ind | ETF-Other | 2.11% | -0.44% | +15.32% | |
| 16 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.10% | -0.14% | -0.34% | |
| 17 | SMIN | Ishares Msci India Small-cap | ETF-Other | 1.96% | -0.63% | -16.20% | |
| 18 | FFEM | Fidelity Fndmntl Em Mrk ETF | ETF-Other | 1.92% | +1.92% | NEW | |
| 19 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.78% | -0.05% | -0.28% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.60% | +0.19% | +6.62% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.57% | -0.07% | +1.31% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.51% | -0.15% | -1.28% | |
| 23 | FVD | First Trust Value Line Dvd | ETF-Other | 1.31% | -0.14% | — | |
| 24 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 1.15% | -0.05% | +5.91% | |
| 25 | DEUS | Xtrackers Russell US Multi | ETF-Other | 1.02% | -0.13% | -1.72% | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 1.01% | +0.09% | +1.94% | |
| 27 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.97% | -0.05% | +9.36% | |
| 28 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.95% | -0.09% | -2.79% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.86% | -0.22% | -12.50% | |
| 30 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.84% | -0.05% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | +0.32% | +56.41% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | -0.02% | +3.79% | |
| 33 | EVIM | Eaton Vance Int Muni Income | ETF-Other | 0.79% | +0.01% | +15.31% | |
| 34 | IQLT | Ishares Msci International Q | ETF-Other | 0.72% | -0.14% | -9.92% | |
| 35 | ✓ | Stock-Other | 0.71% | +0.59% | +653.15% | ||
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | -0.10% | +1.01% | |
| 37 | NFTY | First Trust India Nifty 50 E | ETF-Other | 0.65% | -2.37% | -75.57% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.63% | -0.10% | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | +0.18% | +11.19% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.14% | +34.38% | |
| 41 | FXN | First Trust Energy Alphadex | ETF-Other | 0.54% | -0.01% | -0.88% | |
| 42 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.53% | -0.12% | +0.44% | |
| 43 | EMLP | First Trust North American E | ETF-Other | 0.53% | -0.08% | — | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.52% | -0.06% | -0.52% | |
| 45 | FXR | First Trust Indst/producers | ETF-Other | 0.49% | -0.10% | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | +0.03% | +15.65% | |
| 47 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.44% | -0.03% | -0.12% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | +0.02% | +11.89% | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.43% | +0.08% | +276.52% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.43% | -0.05% | +1.02% |
1–50 of 200
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q4 2026
+0.8%
Performance Last 4 Quarters
+8.9%
- Stdev
- +9.9%
- Beta
- +0.76
- Alpha
- -2.3%
- Max Drawdown
- -7.1%
- Annualized Perf
- +15.7%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +3.07
- Stutzer
- +0.45
- Treynor
- +0.2
- Sterling
- +1.05
- Calmar
- +2.21
- Information Ratio
- -1.73
- Tracking Error
- +4.5%
- Stdev Down
- +4.9%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +24.4%
- Worst 12 Months
- +2.7%
- Efficiency Ratio
- +0.61
- Sharpe
- +1.53
- Stdev Sectors
- +12.2%
- Skewness
- -0.12
- Kurtosis
- -0.34
- Upside Potential
- +4.59
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 207 | $563.5M | 19 | ||
| 2026 Q2 | 196 | $522.3M | 20 | ||
| 2026 Q1 | 200 | $475.9M | 24 | ||
| 2025 Q4 | 203 | $476.7M | 16 | ||
| 2025 Q3 | 193 | $457.3M | 32 | ||
| 2025 Q2 | 159 | $410.8M | 0 | ||
| 2025 Q1 | 167 | $362.2M | 100 | ||
| 2024 Q4 | 155 | $367.2M | 0 | ||
| 2024 Q3 | 148 | $361.9M | 0 | ||
| 2024 Q2 | 137 | $347.3M | 0 | ||
| 2024 Q1 | 131 | $380.3M | 0 | ||
| 2023 Q4 | 127 | $343.7M | 0 | ||
| 2023 Q3 | 114 | $254.6M | 0 | ||
| 2023 Q2 | 117 | $249.7M | 0 | ||
| 2023 Q1 | 108 | $230.2M | 0 | ||
| 2022 Q4 | 95 | $265.0M | 0 | ||
| 2022 Q3 | 104 | $242.4M | 0 | ||
| 2022 Q2 | 106 | $240.7M | 0 | ||
| 2022 Q1 | 108 | $266.8M | 0 | ||
| 2021 Q4 | 103 | $253.5M | 0 | ||
| 2021 Q3 | 101 | $215.2M | 0 | ||
| 2021 Q2 | 97 | $206.5M | 100 | ||
| 2021 Q1 | 92 | $171.2M | 29 | ||
| 2020 Q4 | 80 | $142.5M | 62 | ||
| 2020 Q3 | 61 | $117.0M | 38 | ||
| 2020 Q2 | 51 | $106.7M | 65 | ||
| 2020 Q1 | 47 | $81.4M | 68 | ||
| 2019 Q4 | 51 | $96.5M | — |
Holding changes this quarter
Crumly & Associates Inc.'s most significant position changes for 2026-09-30: New buy: Fidelity Fndmntl Em Mrk ETF (FFEM); New buy: Invesco Equal Weight 0-30 Yr (GOVI); New buy: ; Sold out: Chart Industries Inc (GTLS); Sold out: Exxon Mobil CORP (XOM).
Showing top 200 changes by size (of 215 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FFEM | Fidelity Fndmntl Em Mrk ETF | +1.9% | NEW | New buy |
| 2 | DSTX | Distillate International Fun | +1.1% | +31.94% | Add |
| 3 | BITB | Bitwise Bitcoin ETF | +0.7% | +8.57% | Add |
| 4 | ✓ | +0.6% | +653.15% | Add | |
| 5 | DSTL | Distillate US Fundamental St | +0.6% | +14.04% | Add |
| 6 | MGV | Vanguard Mega Cap Value ETF | +0.5% | +32.32% | Add |
| 7 | NVDA | Nvidia CORP | +0.3% | +56.41% | Add |
| 8 | FCOM | Fidelity Msci Comm Serv Indx | +0.3% | +20.21% | Add |
| 9 | SDVY | First Trust Smid Cap Rising | +0.3% | +22.50% | Add |
| 10 | FAAA | Fidelity Aaa Clo ETF | +0.2% | +154.72% | Add |
| 11 | AAPL | Apple Inc | +0.2% | +6.62% | Add |
| 12 | MSFT | Microsoft CORP | +0.2% | +11.19% | Add |
| 13 | GOVI | Invesco Equal Weight 0-30 Yr | +0.2% | NEW | New buy |
| 14 | AMZN | Amazon.com Inc | +0.1% | +34.38% | Add |
| 15 | ✓ | +0.1% | NEW | New buy | |
| 16 | XLE | Ss Energy Select Sector | +0.1% | +1.94% | Add |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +276.52% | Add |
| 18 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 19 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 20 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +20.21% | Add |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +16.32% | Add |
| 22 | PLTR | Palantir Technologies Inc-a | +0.1% | -1.05% | Trim |
| 23 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 24 | BUFZ | Ft Vest Laddered Moderate Bu | +0.1% | NEW | New buy |
| 25 | ILF | Ishares Latin America 40 ETF | +0.1% | NEW | New buy |
| 26 | TXT | Textron Inc | +0.1% | NEW | New buy |
| 27 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | New buy |
| 28 | TBLL | Invesco Short Term Treasury | +0.1% | NEW | New buy |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | New buy |
| 30 | WST | West Pharmaceutical Services | +0.1% | NEW | New buy |
| 31 | ACYN | Ft Lad Autocall Bar Inc ETF | +0.1% | NEW | New buy |
| 32 | VHT | Vanguard Health Care ETF | +0.1% | NEW | New buy |
| 33 | GLD | Spdr Gold Shares | 0% | +24.75% | Add |
| 34 | ABBV | Abbvie Inc | 0% | +39.01% | Add |
| 35 | NEM | Newmont CORP | 0% | +7.62% | Add |
| 36 | EEM | Ishares Msci Emerging Market | 0% | +66.60% | Add |
| 37 | CRM | Salesforce Inc | 0% | +1.49% | Add |
| 38 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 39 | KO | Coca-cola Co/the | 0% | NEW | New buy |
| 40 | PFE | Pfizer Inc | 0% | NEW | New buy |
| 41 | RIO | Rio Tinto Plc-spon Adr | 0% | NEW | New buy |
| 42 | AGG | Ishares Core U.s. Aggregate | 0% | NEW | New buy |
| 43 | QQQ | Invesco Qqq Trust Series 1 | 0% | +15.65% | Add |
| 44 | CVX | Chevron CORP | 0% | +8.36% | Add |
| 45 | MU | Micron Technology Inc | 0% | +36.52% | Add |
| 46 | JNJ | Johnson & Johnson | 0% | +29.48% | Add |
| 47 | VGK | Vanguard Ftse Europe ETF | 0% | +76.97% | Add |
| 48 | BITW | Bitwise 10 Crypto Index ETF | 0% | +10.54% | Add |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | 0% | +9.58% | Add |
| 50 | TDIV | Ft Nasdaq Tech Dvd Index Fd | 0% | +10.79% | Add |
1–50 of 200
Filing History
FAQ
What is Crumly & Associates Inc. and what type of investor is it?
Crumly & Associates Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $563.5M, spread across 207 disclosed positions.
What are Crumly & Associates Inc.'s largest equity positions?
Based on the latest 13F filing, Crumly & Associates Inc.'s top holdings by market value are:
1. Isha Curr Hedged Msci Eafe (HEFA) — $31.5M (5.6%)
2. Distillate International Fun (DSTX) — $28.6M (5.1%)
3. Distillate US Fundamental St (DSTL) — $27.3M (4.8%)
4. First Trust Rising Dividend (RDVY) — $27.1M (4.8%)
5. First Trust Smid Cap Rising (SDVY) — $23.3M (4.1%)
What changes did Crumly & Associates Inc. make in its most recent portfolio filing?
In the latest reported quarter, Crumly & Associates Inc. made 172 notable position adjustments: 21 new positions were initiated, 103 existing holdings were added to, 38 positions were partially reduced, and 10 were completely exited. The largest of these moves: New buy: Fidelity Fndmntl Em Mrk ETF (FFEM); New buy: Invesco Equal Weight 0-30 Yr (GOVI); New buy: ; Sold out: Chart Industries Inc (GTLS); Sold out: Exxon Mobil CORP (XOM)
What sectors does Crumly & Associates Inc. focus on?
Crumly & Associates Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 46.7%
• Financials: 12.3%
• Communication Services: 8.3%
• Consumer Discretionary: 7.3%
• Health Care: 7.0%
• Industrials: 4.0%
Investment Profile
Crumly & Associates Inc. returned an annualized 15.7% over the trailing 36 months — underperforming the S&P 500 by 2.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.76 (less volatile than the market) and a 36% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 46.7% of the portfolio concentrated in Information Technology.
It has added to its DSTX position over the past two quarters (+$8.9M, now $28.6M), while trimming FMHI over the same stretch (-$2.4M, still holding $888.5K).
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Developer Access
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