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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 | |
|---|---|---|---|---|---|---|---|
826
IDEX
IEX
$17.4B
| $6.81K | ﹤0.01% |
30
| – | – |
2024 Q1
9 quarters
|
|
827
Waters Corp
WAT
$42.5B
| $6.75K | ﹤0.01% |
+18
| New | +$6.14K |
2026 Q2
0 quarters
|
|
828
Owens Corning
OC
$8.9B
| $6.68K | ﹤0.01% |
42
| – | – |
2024 Q4
6 quarters
|
|
829
Sprott Junior Uranium Miners ETF
URNJ
$294M
| $6.67K | ﹤0.01% |
287
+7
| +3% | +$200 |
2024 Q4
6 quarters
|
|
830
MakeMyTrip
MMYT
$4.17B
| $6.66K | ﹤0.01% |
125
| – | – |
2025 Q3
3 quarters
|
|
831
Baxter International
BAX
$12.8B
| $6.65K | ﹤0.01% |
+312
| New | +$5.82K |
2026 Q2
0 quarters
|
|
832
SS&C Technologies
SSNC
$19B
| $6.64K | ﹤0.01% |
107
+9
| +9% | +$611 |
2025 Q1
5 quarters
|
|
833
TPG RE Finance Trust
TRTX
$448M
| $6.54K | ﹤0.01% |
781
| – | – |
2025 Q4
2 quarters
|
|
834
Tractor Supply
TSCO
$17.4B
| $6.48K | ﹤0.01% |
205
-18
| -8% | -$622 |
2025 Q3
3 quarters
|
|
835
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
| $6.38K | ﹤0.01% |
133
| – | – |
2026 Q1
1 quarter
|
|
836
Regeneron Pharmaceuticals
REGN
$78.5B
| $6.24K | ﹤0.01% |
10
+2
| +25% | +$1.36K |
2025 Q3
3 quarters
|
|
837
Brown & Brown
BRO
$21.3B
| $6.22K | ﹤0.01% |
+97
| New | +$5.92K |
2026 Q2
0 quarters
|
|
838
Power Integrations
POWI
$2.63B
| $6.2K | ﹤0.01% |
74
-38
| -34% | -$2.74K |
2025 Q3
3 quarters
|
|
839
Kimberly-Clark
KMB
$32.8B
| $6.19K | ﹤0.01% |
56
+4
| +8% | +$396 |
2025 Q2
4 quarters
|
|
840
Blackstone Mortgage Trust
BXMT
$1.83B
| $6.12K | ﹤0.01% |
361
| – | – |
2025 Q4
2 quarters
|
|
841
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.52B
| $6.09K | ﹤0.01% |
66
| – | – |
2025 Q2
4 quarters
|
|
842
Themes Generative Artificial Intelligence ETF
WISE
$27.2M
| $6.07K | ﹤0.01% |
157
+7
| +5% | +$270 |
2024 Q4
6 quarters
|
|
843
Mitsubishi UFJ Financial
MUFG
$252B
| $6.07K | ﹤0.01% |
305
+172
| +129% | +$3.24K |
2025 Q3
3 quarters
|
|
844
Xtrackers International Real Estate ETF
HAUZ
$998M
| $6.05K | ﹤0.01% |
270
| – | – |
2025 Q2
4 quarters
|
|
845
Centuri Holdings
CTRI
$2.08B
| $6.05K | ﹤0.01% |
200
| – | – |
2025 Q4
2 quarters
|
|
846
Intercontinental Exchange
ICE
$88.4B
| $6.03K | ﹤0.01% |
49
+40
| +444% | +$6K |
2026 Q1
1 quarter
|
|
847
Ralph Lauren
RL
$22.2B
| $6.02K | ﹤0.01% |
+15
| New | +$5.58K |
2026 Q2
0 quarters
|
|
848
iShares 10-20 Year Treasury Bond ETF
TLH
$11.3B
| $6.02K | ﹤0.01% |
60
| – | – |
2025 Q2
4 quarters
|
|
849
Sportradar
SRAD
$3.75B
| $5.99K | ﹤0.01% |
400
| – | – |
2025 Q3
3 quarters
|
|
850
Cellebrite
CLBT
$2.88B
| $5.84K | ﹤0.01% |
400
| – | – |
2025 Q3
3 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.