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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 | |
|---|---|---|---|---|---|---|---|
901
United Airlines
UAL
$33.9B
| $4.62K | ﹤0.01% |
34
+14
| +70% | +$1.45K |
2025 Q4
2 quarters
|
|
902
Motorola Solutions
MSI
$73.9B
| $4.57K | ﹤0.01% |
11
+9
| +450% | +$3.77K |
2026 Q1
1 quarter
|
|
903
Agnico Eagle Mines
AEM
$95.3B
| $4.5K | ﹤0.01% |
29
+8
| +38% | +$1.48K |
2025 Q3
3 quarters
|
|
904
Arch Capital
ACGL
$33.2B
| $4.46K | ﹤0.01% |
46
+34
| +283% | +$3.21K |
2024 Q3
7 quarters
|
|
905
Principal Financial Group
PFG
$23.1B
| $4.42K | ﹤0.01% |
+41
| New | +$4.16K |
2026 Q2
0 quarters
|
|
906
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.8B
| $4.35K | ﹤0.01% |
192
| – | – |
2025 Q2
4 quarters
|
|
907
Edwards Lifesciences
EW
$49.8B
| $4.34K | ﹤0.01% |
+48
| New | +$4.02K |
2026 Q2
0 quarters
|
|
908
Bitwise Bitcoin ETF
BITB
$3.06B
| $4.33K | ﹤0.01% |
136
| – | – |
2025 Q2
4 quarters
|
|
909
QXO Inc
QXO
$11B
| $4.32K | ﹤0.01% |
250
| – | – |
2025 Q3
3 quarters
|
|
910
Norwegian Cruise Line
NCLH
$7.05B
| $4.24K | ﹤0.01% |
201
+34
| +20% | +$634 |
2024 Q1
9 quarters
|
|
911
ENI
E
$81.3B
| $4.22K | ﹤0.01% |
90
| – | – |
2025 Q3
3 quarters
|
|
912
Tyson Foods
TSN
$18.8B
| $4.12K | ﹤0.01% |
72
+31
| +76% | +$1.94K |
2025 Q4
2 quarters
|
|
913
Generac Holdings
GNRC
$12.9B
| $4.1K | ﹤0.01% |
+14
| New | +$3.51K |
2026 Q2
0 quarters
|
|
914
Super Micro Computer
SMCI
$26.3B
| $4.02K | ﹤0.01% |
137
+100
| +270% | +$3.19K |
2025 Q2
4 quarters
|
|
915
Alexandria Real Estate Equities
ARE
$7.59B
| $4.02K | ﹤0.01% |
+76
| New | +$3.64K |
2026 Q2
0 quarters
|
|
916
Synopsys
SNPS
$96.3B
| $4.01K | ﹤0.01% |
9
-13
| -59% | -$6.11K |
2025 Q1
5 quarters
|
|
917
Aon
AON
$58.3B
| $3.98K | ﹤0.01% |
+12
| New | +$3.87K |
2026 Q2
0 quarters
|
|
918
Axon Enterprise
AXON
$33.7B
| $3.92K | ﹤0.01% |
+7
| New | +$2.93K |
2026 Q2
0 quarters
|
|
919
Jabil
JBL
$32.7B
| $3.85K | ﹤0.01% |
+10
| New | +$3.45K |
2026 Q2
0 quarters
|
|
920
Albemarle
ALB
$11.6B
| $3.78K | ﹤0.01% |
+28
| New | +$4.94K |
2026 Q2
0 quarters
|
|
921
Grab
GRAB
$12.9B
| $3.77K | ﹤0.01% |
1,000
| – | – |
2025 Q3
3 quarters
|
|
922
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock)
SMFG
$157B
| $3.75K | ﹤0.01% |
159
| – | – |
2025 Q3
3 quarters
|
|
923
Ameren
AEE
$28.6B
| $3.73K | ﹤0.01% |
33
+2
| +6% | +$221 |
2025 Q4
2 quarters
|
|
924
Cenovus Energy
CVE
$58.8B
| $3.72K | ﹤0.01% |
150
| – | – |
2025 Q3
3 quarters
|
|
925
Southwest Airlines
LUV
$19.9B
| $3.66K | ﹤0.01% |
+71
| New | +$2.98K |
2026 Q2
0 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.