RC
Rs Crum Inc. SEC 13F Holdings (Q2 2026) — Top Position: VANGUARD SHORT-TERM BOND ETF
Rs Crum Inc.CIK: 0001401459
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$533.4M
Reporting period: 2026-06-30 · Number of holdings: 103
RS CRUM INC. disclosed 103 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $533.4M and a quarterly turnover rate of 17.8%.
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Personality snowflake
- Concentration
- 31.79
- Portfolio Stability
- 17.82
- Momentum
- 100
- Sector conviction
- 52
- Diversification
- 100
- Sizing Uniformity
- 73.06
Rs Crum Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.079 — mathematically equivalent to about 13 equally-sized positions, well below its 103 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 2.69), 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 11% 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.govSold out TLH
Add DFUS
+1.0% $8.8M
Add DFAC
+0.9% $7.6M
Sold out TLT
Trim GLD
+3.7% -$2.4M
Add DFEM
-1.2% $3.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 18.32% | +0.24% | +5.22% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.58% | +1.34% | +0.98% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.81% | +1.13% | +0.87% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 8.49% | +0.50% | +4.49% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.10% | +0.57% | -1.24% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.86% | +0.45% | +0.26% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 4.28% | +0.39% | +1.34% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.77% | +0.56% | +0.09% | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.66% | +0.24% | +1.35% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 3.60% | -0.58% | +3.70% | |
| 11 | AMLP | Alerian Mlp ETF | ETF-Other | 3.22% | -0.17% | -0.49% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.93% | +0.20% | +0.08% | |
| 13 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 1.72% | -0.14% | +4.11% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.61% | +0.08% | -2.15% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.21% | +0.04% | -1.77% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.17% | +0.16% | +4.83% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 0.92% | +0.31% | +3.59% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.66% | -0.01% | +3.54% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.60% | +0.05% | -2.51% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | +0.07% | +502.05% | |
| 21 | REET | Ishares Global Reit ETF | ETF-Other | 0.54% | +0.03% | -1.01% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 0.48% | +0.03% | +0.01% | |
| 23 | EPD | Enterprise Products Partners | Stock-Energy | 0.47% | -0.03% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | +0.05% | -1.29% | |
| 25 | MU | Micron Technology Inc | Stock-Tech | 0.46% | +0.33% | +2.93% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.02% | -1.10% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | — | -5.36% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.38% | +0.02% | -1.75% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.33% | +0.02% | -2.13% | |
| 30 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.32% | +0.01% | -3.60% | |
| 31 | OKE | Oneok Inc | Stock-Energy | 0.31% | -0.03% | — | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.30% | -0.02% | +0.05% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.29% | +0.09% | +0.03% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.27% | — | +3.40% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.02% | +0.90% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | — | +0.02% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.22% | +0.14% | +2.50% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.19% | +0.02% | — | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.19% | -0.02% | -7.40% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.17% | +0.05% | — | |
| 41 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.17% | +0.02% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.03% | -4.57% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | +0.04% | +18.55% | |
| 44 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.16% | +0.03% | — | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.16% | — | +0.04% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.04% | +1.14% | |
| 47 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.14% | +0.01% | +3.51% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.14% | — | +1.06% | |
| 49 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.13% | -0.03% | -2.04% | |
| 50 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.13% | +0.02% | — |
1–50 of 103
Portfolio Performance
Performance for Q3 2026
+2%
Performance Last 4 Quarters
+19%
- Stdev
- +9.9%
- Beta
- +0.68
- Alpha
- +1.6%
- Max Drawdown
- -4.5%
- Annualized Perf
- +15.8%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +3.01
- Stutzer
- +0.45
- Treynor
- +0.22
- Sterling
- +1.13
- Calmar
- +3.52
- Information Ratio
- -0.79
- Tracking Error
- +6.1%
- Stdev Down
- +5.1%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +27.1%
- Worst 12 Months
- +6.2%
- Efficiency Ratio
- +0.59
- Sharpe
- +1.55
- Stdev Sectors
- +8.6%
- Skewness
- -0.26
- Kurtosis
- -0.44
- Upside Potential
- +4.59
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 103 | $533.4M | 18 | ||
| 2026 Q1 | 102 | $516.9M | 7 | ||
| 2025 Q4 | 97 | $500.5M | 12 | ||
| 2025 Q3 | 99 | $449.9M | 8 | ||
| 2025 Q2 | 91 | $417.1M | 14 | ||
| 2025 Q1 | 88 | $371.4M | 0 | ||
| 2024 Q4 | 91 | $405.1M | 0 | ||
| 2024 Q3 | 94 | $426.8M | 0 | ||
| 2024 Q2 | 95 | $381.6M | 0 | ||
| 2024 Q1 | 81 | $366.7M | 0 | ||
| 2023 Q4 | 81 | $324.0M | 0 | ||
| 2023 Q3 | 77 | $278.1M | 0 | ||
| 2023 Q2 | 72 | $276.8M | 0 | ||
| 2023 Q1 | 71 | $260.5M | 0 | ||
| 2022 Q4 | 71 | $213.5M | 0 | ||
| 2022 Q3 | 70 | $190.6M | 0 | ||
| 2022 Q2 | 70 | $195.2M | 0 | ||
| 2022 Q1 | 70 | $176.7M | 0 | ||
| 2021 Q4 | 69 | $181.1M | 0 |
Holding changes this quarter
Rs Crum Inc.'s most significant position changes for 2026-06-30: Sold out: Ishares 10-20 Year Treasury (TLH); Sold out: Ishares 20+ Year Treasury Bd (TLT); Sold out: Ishares Tips Bond ETF (TIP); New buy: Intel CORP (INTC); Sold out: Palantir Technologies Inc-a (PLTR).
1–50 of 109
Filing History
FAQ
What is Rs Crum Inc. and what type of investor is it?
Rs Crum 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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $533.4M, spread across 103 disclosed positions.
What are Rs Crum Inc.'s largest equity positions?
Based on the latest 13F filing, Rs Crum Inc.'s top holdings by market value are:
1. Vanguard Short-term Bond ETF (BSV) — $97.7M (18.3%)
2. Dimensional US Eq Mkt ETF (DFUS) — $61.8M (11.6%)
3. Dimensional US Core Equity 2 (DFAC) — $57.6M (10.8%)
4. Dimensional International Co (DFIC) — $45.3M (8.5%)
5. Dimensional Emrg Mrkt Core (DFEM) — $27.2M (5.1%)
What changes did Rs Crum Inc. make in its most recent portfolio filing?
In the latest reported quarter, Rs Crum Inc. made 79 notable position adjustments: 7 new positions were initiated, 44 existing holdings were added to, 22 positions were partially reduced, and 6 were completely exited. The largest of these moves: Sold out: Ishares 10-20 Year Treasury (TLH); Sold out: Ishares 20+ Year Treasury Bd (TLT); Sold out: Ishares Tips Bond ETF (TIP); New buy: Intel CORP (INTC); Sold out: Palantir Technologies Inc-a (PLTR)
What sectors does Rs Crum Inc. focus on?
Rs Crum Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 29.5%
• Consumer Discretionary: 19.1%
• Industrials: 16.6%
• Energy: 9.3%
• Communication Services: 8.2%
• Health Care: 5.7%
* 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.
Investment Profile
Rs Crum Inc. returned an annualized 15.8% over the trailing 36 months — outperforming the S&P 500 by 1.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.68 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
It has added to its BSV position over the past two quarters (+$9.5M, now $97.7M), while trimming MSFT over the same stretch (-$626.2K, still holding $2.2M).
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