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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 | |
|---|---|---|---|---|---|---|---|
601
Akamai
AKAM
$14.3B
| $21.5K | ﹤0.01% |
182
-26
| -13% | -$3.24K |
2024 Q4
6 quarters
|
|
602
Freeport-McMoran
FCX
$103B
| $21.5K | ﹤0.01% |
342
+179
| +110% | +$11.5K |
2025 Q4
2 quarters
|
|
603
International Paper
IP
$16.7B
| $21.5K | ﹤0.01% |
563
+43
| +8% | +$1.47K |
2024 Q1
9 quarters
|
|
604
Brinker International
EAT
$8.31B
| $21.3K | ﹤0.01% |
127
+63
| +98% | +$9.32K |
2025 Q4
2 quarters
|
|
605
Novanta
NOVT
$5.39B
| $21.3K | ﹤0.01% |
131
+60
| +85% | +$8.68K |
2025 Q4
2 quarters
|
|
606
Shinhan Financial Group
SHG
$35B
| $21.2K | ﹤0.01% |
335
| – | – |
2025 Q3
3 quarters
|
|
607
XBP Global Holdings
XBP
$45.2M
| $20.9K | ﹤0.01% |
9,000
+2,500
| +38% | +$6.69K |
2026 Q1
1 quarter
|
|
608
Emcor
EME
$33.6B
| $20.7K | ﹤0.01% |
+25
| New | +$21.1K |
2026 Q2
0 quarters
|
|
609
Cencora
COR
$63B
| $20.7K | ﹤0.01% |
73
+24
| +49% | +$6.92K |
2025 Q3
3 quarters
|
|
610
Champion Homes
SKY
$4.24B
| $20.6K | ﹤0.01% |
234
-23
| -9% | -$1.76K |
2025 Q3
3 quarters
|
|
611
Invesco Preferred ETF
PGX
$3.6B
| $20.6K | ﹤0.01% |
1,898
-5,429
| -74% | -$59.9K |
2017 Q4
34 quarters
|
|
612
Parker-Hannifin
PH
$120B
| $20.5K | ﹤0.01% |
21
+13
| +163% | +$11.9K |
2025 Q4
2 quarters
|
|
613
Synchrony
SYF
$24B
| $20.5K | ﹤0.01% |
270
+154
| +133% | +$11.3K |
2025 Q4
2 quarters
|
|
614
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
| $20.5K | ﹤0.01% |
245
| – | – |
2022 Q2
16 quarters
|
|
615
Welltower
WELL
$166B
| $20.4K | ﹤0.01% |
90
+35
| +64% | +$7.4K |
2025 Q4
2 quarters
|
|
616
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.27B
| $20.4K | ﹤0.01% |
880
| – | – |
2022 Q3
15 quarters
|
|
617
Vanguard Morningstar Large-Cap ETF
VV
$55.1B
| $20.3K | ﹤0.01% |
59
| – | – |
2025 Q4
2 quarters
|
|
618
Carnival Corporation Ltd
CCL
$35.7B
| $20.2K | ﹤0.01% |
708
+375
| +113% | +$10.2K |
2024 Q1
9 quarters
|
|
619
Bloom Energy
BE
$75.7B
| $20K | ﹤0.01% |
66
+56
| +560% | +$14.3K |
2026 Q1
1 quarter
|
|
620
Fervo Energy
FRVO
$3.53B
| $19.8K | ﹤0.01% |
+678
| New | +$24.5K |
2026 Q2
0 quarters
|
|
621
TE Connectivity
TEL
$61.9B
| $19.8K | ﹤0.01% |
98
+41
| +72% | +$8.74K |
2025 Q4
2 quarters
|
|
622
Dimensional Emerging Core Equity Market ETF
DFAE
$9.9B
| $19.6K | ﹤0.01% |
488
| – | – |
2025 Q2
4 quarters
|
|
623
Exelon
EXC
$43.4B
| $19.5K | ﹤0.01% |
419
+81
| +24% | +$3.75K |
2025 Q3
3 quarters
|
|
624
Realty Income
O
$51.7B
| $19.5K | ﹤0.01% |
315
+88
| +39% | +$5.49K |
2024 Q1
9 quarters
|
|
625
Simplify Volatility Premium ETF
SVOL
$532M
| $19.5K | ﹤0.01% |
1,217
+24
| +2% | +$382 |
2024 Q4
6 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.