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Crewe Advisors Portfolio holdings
AUM
$1.38B
1-Year Est. Return
41.76%
This Fund
S&P 500
This Quarter
Est. Return
+16.99%
1 Year Est. Return
+41.76%
3 Year Est. Return
+96.1%
5 Year Est. Return
+98.15%
10 Year Est. Return
–
AUM
$1.38B
AUM Growth
+$209M
(+18%)
Cap. Flow
+$61.4M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
Top 10 Hldgs %
54.26%
Holding
1,206
New
169
Increased
494
Reduced
129
Closed
71
Avg Time Held
6.7
quarters
Top 10 Avg Time Held
15.4
quarters
Top 20 Avg Time Held
14.3
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Hertz
HTZ
|
+$20.7M |
| 2 |
PACS Group
PACS
|
+$19.9M |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
+$8.53M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$4.45M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
+$15.5M |
| 2 |
ExxonMobil
XOM
|
+$4.2M |
| 3 |
Oracle
ORCL
|
+$1.87M |
| 4 |
Idacorp
IDA
|
+$1.48M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.07M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 65.24% |
| 2 | Healthcare | 10.92% |
| 3 | Technology | 8.88% |
| 4 | Financials | 5.99% |
| 5 | Communication Services | 2.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
501
Emerson Electric
EMR
$90B
| $35.1K | ﹤0.01% |
245
+215
| +717% | +$30.3K |
2025 Q4
2 quarters
|
|
502
Deere & Co
DE
$172B
| $34.9K | ﹤0.01% |
55
+4
| +8% | +$2.32K |
2024 Q1
9 quarters
|
|
503
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
| $34.8K | ﹤0.01% |
+821
| New | +$34.8K |
2026 Q2
0 quarters
|
|
504
MannKind Corp
MNKD
$981M
| $34.4K | ﹤0.01% |
8,074
| – | – |
2019 Q4
26 quarters
|
|
505
Cincinnati Financial
CINF
$25.4B
| $34.1K | ﹤0.01% |
184
+102
| +124% | +$16.9K |
2025 Q3
3 quarters
|
|
506
CVS Health
CVS
$112B
| $34.1K | ﹤0.01% |
330
+229
| +227% | +$20.4K |
2025 Q3
3 quarters
|
|
507
iShares MSCI EAFE Growth ETF
EFG
$15B
| $33.8K | ﹤0.01% |
272
+198
| +268% | +$23.9K |
2025 Q2
4 quarters
|
|
508
Vanguard Consumer Staples ETF
VDC
$7.73B
| $33.8K | ﹤0.01% |
150
| – | – |
2025 Q2
4 quarters
|
|
509
Air Products & Chemicals
APD
$63.7B
| $33.7K | ﹤0.01% |
115
+39
| +51% | +$11.3K |
2024 Q1
9 quarters
|
|
510
iShares Emerging Markets Equity Factor ETF
EMGF
$1.91B
| $33.5K | ﹤0.01% |
+457
| New | +$32K |
2026 Q2
0 quarters
|
|
511
iShares California Muni Bond ETF
CMF
$4.94B
| $33.4K | ﹤0.01% |
580
| – | – |
2024 Q2
8 quarters
|
|
512
Keysight
KEYS
$62.4B
| $33.3K | ﹤0.01% |
+95
| New | +$32.4K |
2026 Q2
0 quarters
|
|
513
Schwab US REIT ETF
SCHH
$10.8B
| $33.2K | ﹤0.01% |
1,402
| – | – |
2022 Q3
15 quarters
|
|
514
abrdn Physical Gold Shares ETF
SGOL
$6.96B
| $33K | ﹤0.01% |
864
| – | – |
2025 Q2
4 quarters
|
|
515
iShares MSCI USA Value Factor ETF
VLUE
$9.23B
| $33K | ﹤0.01% |
165
| – | – |
2022 Q4
14 quarters
|
|
516
Lincoln Electric
LECO
$14B
| $32.5K | ﹤0.01% |
+122
| New | +$31.9K |
2026 Q2
0 quarters
|
|
517
Novartis
NVS
$273B
| $32.3K | ﹤0.01% |
206
| – | – |
2024 Q1
9 quarters
|
|
518
Solstice Advanced Materials
SOLS
$9.5B
| $32.3K | ﹤0.01% |
364
+8
| +2% | +$660 |
2025 Q4
2 quarters
|
|
519
First Trust Nasdaq Semiconductor ETF
FTXL
$1.3B
| $32.2K | ﹤0.01% |
113
| – | – |
2024 Q2
8 quarters
|
|
520
VeriSign
VRSN
$27.6B
| $32.2K | ﹤0.01% |
128
| – | – |
2024 Q4
6 quarters
|
|
521
Celestica
CLS
$42.6B
| $32.1K | ﹤0.01% |
+88
| New | +$33K |
2026 Q2
0 quarters
|
|
522
iShares Future Exponential Technologies ETF
XT
$4.02B
| $31.8K | ﹤0.01% |
385
| – | – |
2025 Q2
4 quarters
|
|
523
Northern Trust
NTRS
$30.7B
| $31.4K | ﹤0.01% |
180
+160
| +800% | +$26.4K |
2025 Q3
3 quarters
|
|
524
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.7B
| $31.2K | ﹤0.01% |
529
| – | – |
2025 Q4
2 quarters
|
|
525
Capital One
COF
$122B
| $31.1K | ﹤0.01% |
155
+138
| +812% | +$26.4K |
2025 Q4
2 quarters
|
|
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Crewe Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Crewe Advisors held 1,206 positions worth $1.38B, up 18% from $1.17B the previous quarter. Its ten largest holdings account for 54% of the portfolio.
Crewe Advisors deployed $61.4M of net new capital in Q2 2026, opening 169 new positions and adding to 494 existing holdings. Its largest new stake was Hertz: 3,794,106 shares worth $8.59M.
By sector, the portfolio is most concentrated in Miscellaneous at 65% of assets, down from 68% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was Oracle, an estimated $1.87M trimmed.
- Crewe Advisors's largest Q2 2026 buy was Hertz: 3,794,106 shares worth $8.59M.
- Crewe Advisors added most to PACS Group in Q2 2026, an estimated $19.9M increase.
- Crewe Advisors's biggest Q2 2026 reduction was Oracle, cutting an estimated $1.87M.
- Crewe Advisors fully exited BlackRock Short Maturity Municipal Bond ETF in Q2 2026, selling an estimated $15.5M.
- Crewe Advisors's ten largest holdings make up 54% of its $1.38B portfolio in Q2 2026.
- Crewe Advisors opened 169 new positions and closed 71 in Q2 2026.
- Crewe Advisors's portfolio value rose 18% quarter-over-quarter to $1.38B.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.