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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 | |
|---|---|---|---|---|---|---|---|
851
Tempus AI
TEM
$12.3B
| $5.79K | ﹤0.01% |
100
| – | – |
2025 Q1
5 quarters
|
|
852
Millicom
TIGO
$13.5B
| $5.72K | ﹤0.01% |
63
| – | – |
2025 Q3
3 quarters
|
|
853
Gaming and Leisure Properties
GLPI
$11.2B
| $5.7K | ﹤0.01% |
128
+29
| +29% | +$1.36K |
2025 Q4
2 quarters
|
|
854
MGM Resorts International
MGM
$7.38B
| $5.69K | ﹤0.01% |
119
+19
| +19% | +$790 |
2024 Q1
9 quarters
|
|
855
Dover
DOV
$25.7B
| $5.61K | ﹤0.01% |
25
+1
| +4% | +$218 |
2025 Q4
2 quarters
|
|
856
MSCI
MSCI
$41.3B
| $5.6K | ﹤0.01% |
10
-2
| -17% | -$1.17K |
2025 Q3
3 quarters
|
|
857
Atlassian
TEAM
$52.6B
| $5.6K | ﹤0.01% |
72
-10
| -12% | -$818 |
2024 Q1
9 quarters
|
|
858
Darden Restaurants
DRI
$22.6B
| $5.56K | ﹤0.01% |
+27
| New | +$5.41K |
2026 Q2
0 quarters
|
|
859
Calix
CALX
$2.27B
| $5.56K | ﹤0.01% |
149
-306
| -67% | -$12.8K |
2025 Q3
3 quarters
|
|
860
Lantronix
LTRX
$303M
| $5.52K | ﹤0.01% |
+938
| New | +$6.01K |
2026 Q2
0 quarters
|
|
861
eBay
EBAY
$51B
| $5.48K | ﹤0.01% |
49
+3
| +7% | +$320 |
2025 Q4
2 quarters
|
|
862
Darling Ingredients
DAR
$9.64B
| $5.46K | ﹤0.01% |
100
| – | – |
2025 Q1
5 quarters
|
|
863
ResMed
RMD
$33B
| $5.46K | ﹤0.01% |
28
+9
| +47% | +$1.86K |
2025 Q4
2 quarters
|
|
864
Charles River Laboratories
CRL
$14.4B
| $5.44K | ﹤0.01% |
+24
| New | +$4.27K |
2026 Q2
0 quarters
|
|
865
Loews
L
$22B
| $5.43K | ﹤0.01% |
+48
| New | +$5.2K |
2026 Q2
0 quarters
|
|
866
Interface
TILE
$2.03B
| $5.38K | ﹤0.01% |
150
-642
| -81% | -$18.7K |
2025 Q3
3 quarters
|
|
867
Barings BDC
BBDC
$897M
| $5.37K | ﹤0.01% |
630
| – | – |
2024 Q1
9 quarters
|
|
868
Vanguard International Dividend Appreciation ETF
VIGI
$8.87B
| $5.32K | ﹤0.01% |
57
| – | – |
2022 Q1
17 quarters
|
|
869
Yeti Holdings
YETI
$2.85B
| $5.25K | ﹤0.01% |
106
-273
| -72% | -$11.8K |
2025 Q3
3 quarters
|
|
870
Crown Castle
CCI
$34.5B
| $5.23K | ﹤0.01% |
69
+45
| +188% | +$3.95K |
2025 Q4
2 quarters
|
|
871
Digital Realty Trust
DLR
$66.8B
| $5.21K | ﹤0.01% |
29
+15
| +107% | +$2.87K |
2025 Q4
2 quarters
|
|
872
StubHub Holdings
STUB
$2.28B
| $5.15K | ﹤0.01% |
400
| – | – |
2025 Q3
3 quarters
|
|
873
Mettler-Toledo International
MTD
$31.3B
| $5.11K | ﹤0.01% |
+4
| New | +$4.82K |
2026 Q2
0 quarters
|
|
874
Viatris
VTRS
$20.1B
| $5.1K | ﹤0.01% |
321
| – | – |
2020 Q4
22 quarters
|
|
875
Cboe Global Markets
CBOE
$31.1B
| $5.1K | ﹤0.01% |
21
+14
| +200% | +$4.28K |
2025 Q2
4 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.