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: 0001401459
Total reported value
$534.4M
$534.4M
97 檔
49.5%
As reported in its official Q4 2025 Form 13F filing, Rs Crum Inc.'s tracked investment portfolio stood at $534.4M with 97 total positions.
Rs Crum Inc. executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 6 holdings and trimming 22 positions.
In terms of portfolio concentration, the top 5 core holdings (including BSV, DFUS, DFAC) accounted for 49.5% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 17.62% | -0.21% | +6.89% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 10.84% | +0.28% | +0.96% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.87% | -0.07% | -0.64% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 8.13% | +0.26% | +1.69% | |
| 5 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 6.40% | — | — | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.55% | — | +0.78% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.36% | +0.03% | +2.30% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 4.31% | +0.19% | -2.80% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 3.83% | -0.21% | +2.01% | |
| 10 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.38% | -0.19% | +4.38% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.26% | -0.23% | +2.16% | |
| 12 | AMLP | Alerian Mlp ETF | ETF-Other | 3.04% | +0.01% | +3.09% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | +0.07% | +1.38% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.53% | -0.02% | -0.94% | |
| 15 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 1.37% | +0.30% | +6.02% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.17% | -0.03% | +0.46% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.17% | +0.17% | -0.92% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.64% | -0.03% | -1.07% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | +0.01% | — | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.56% | -0.04% | -0.25% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | +0.13% | +6.36% | |
| 22 | REET | Ishares Global Reit ETF | ETF-Other | 0.51% | -0.04% | — | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | -0.22% | — | |
| 24 | EMR | Emerson Electric Co | Stock-Industrials | 0.47% | +0.03% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | — | -0.24% | |
| 26 | EPD | Enterprise Products Partners | Stock-Energy | 0.44% | -0.01% | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | — | — | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.37% | -0.02% | — | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.34% | +0.02% | — | |
| 30 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.32% | +0.04% | — | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.31% | -0.01% | -1.20% | |
| 32 | OKE | Oneok Inc | Stock-Energy | 0.28% | -0.31% | EXIT | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.24% | — | +8.55% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.04% | -39.32% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.20% | -0.03% | — | |
| 36 | SO | Southern Co/the | Stock-Utilities | 0.20% | -0.03% | -1.26% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | +0.01% | -1.60% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.18% | -0.02% | -6.57% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.17% | -0.01% | -3.16% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.17% | — | — | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.15% | +0.02% | — | |
| 42 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.15% | — | — | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | -0.01% | +3.16% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | +0.03% | +1.41% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.15% | EXIT | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.14% | -0.01% | — | |
| 47 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.14% | -0.02% | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | -0.02% | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | — | +0.10% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | -0.02% | +5.79% |
According to official SEC Form 13F filings, Rs Crum Inc. reported a total U.S. public equity portfolio value of $534.4M across 97 disclosed positions in Q4 2025.
During Q4 2025, Rs Crum Inc.'s top holdings by market value included BSV (17.6%)、DFUS (10.8%)、DFAC (9.9%). The largest single position, BSV, represented 17.6% 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
TLH
市值: $32.0M
Top Position Liquidated / Trimmed
UL
前期市值: $517.2K
In Q4 2025, Rs Crum Inc. made 59 total portfolio adjustments, initiating 4 new buys, adding to 27 positions, trimming 22 holdings, and fully liquidating 6 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.