We are live on
!
Find out more
CA
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 | |
|---|---|---|---|---|---|---|---|
926
Reddit
RDDT
$30.8B
| $3.65K | ﹤0.01% |
21
+3
| +17% | +$480 |
2026 Q1
1 quarter
|
|
927
Aspire-Lakewood Holdings, Inc. Common Stock
ASBP
$10.9M
| $3.62K | ﹤0.01% |
677
-1
| -0.1% | -$10 |
2025 Q1
5 quarters
|
|
928
Banco Santander
SAN
$195B
| $3.58K | ﹤0.01% |
+259
| New | +$3.21K |
2026 Q2
0 quarters
|
|
929
Domino's
DPZ
$10.3B
| $3.55K | ﹤0.01% |
12
| – | – |
2025 Q3
3 quarters
|
|
930
On Holding
ONON
$11.8B
| $3.54K | ﹤0.01% |
100
| – | – |
2023 Q1
13 quarters
|
|
931
Pinduoduo
PDD
$115B
| $3.51K | ﹤0.01% |
46
| – | – |
2025 Q3
3 quarters
|
|
932
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.72B
| $3.49K | ﹤0.01% |
32
| – | – |
2024 Q1
9 quarters
|
|
933
APA Corp
APA
$16.4B
| $3.48K | ﹤0.01% |
107
+105
| +5,250% | +$3.94K |
2024 Q1
9 quarters
|
|
934
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.2B
| $3.44K | ﹤0.01% |
36
| – | – |
2024 Q1
9 quarters
|
|
935
DexCom
DXCM
$32.4B
| $3.44K | ﹤0.01% |
51
+21
| +70% | +$1.4K |
2025 Q4
2 quarters
|
|
936
Mercado Libre
MELI
$95.9B
| $3.4K | ﹤0.01% |
2
-2
| -50% | -$3.42K |
2025 Q3
3 quarters
|
|
937
Miller Value Partners Appreciation ETF
MVPA
$72.7M
| $3.4K | ﹤0.01% |
101
-153
| -60% | -$5.06K |
2024 Q2
8 quarters
|
|
938
Teradyne
TER
$60B
| $3.39K | ﹤0.01% |
7
-23
| -77% | -$8.68K |
2025 Q3
3 quarters
|
|
939
PG&E
PCG
$39.5B
| $3.37K | ﹤0.01% |
+200
| New | +$3.37K |
2026 Q2
0 quarters
|
|
940
Best Buy
BBY
$18.2B
| $3.35K | ﹤0.01% |
44
+31
| +238% | +$2.06K |
2025 Q4
2 quarters
|
|
941
ZTO Express
ZTO
$15.3B
| $3.33K | ﹤0.01% |
149
| – | – |
2025 Q3
3 quarters
|
|
942
F5
FFIV
$26.8B
| $3.33K | ﹤0.01% |
+8
| New | +$2.84K |
2026 Q2
0 quarters
|
|
943
iShares U.S. Thematic Rotation Active ETF
THRO
$7.53B
| $3.32K | ﹤0.01% |
77
+49
| +175% | +$2.03K |
2025 Q3
3 quarters
|
|
944
KeyCorp
KEY
$21.4B
| $3.3K | ﹤0.01% |
+143
| New | +$3.12K |
2026 Q2
0 quarters
|
|
945
Invitation Homes
INVH
$15.8B
| $3.29K | ﹤0.01% |
109
+1
| +0.9% | +$28 |
2025 Q2
4 quarters
|
|
946
Trimble
TRMB
$13.9B
| $3.28K | ﹤0.01% |
+64
| New | +$3.78K |
2026 Q2
0 quarters
|
|
947
CTS Corp
CTS
$1.61B
| $3.26K | ﹤0.01% |
50
| – | – |
2026 Q1
1 quarter
|
|
948
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.94B
| $3.19K | ﹤0.01% |
125
| – | – |
2025 Q4
2 quarters
|
|
949
McCormick & Company Non-Voting
MKC
$12.3B
| $3.18K | ﹤0.01% |
63
+57
| +950% | +$2.8K |
2024 Q1
9 quarters
|
|
950
Purple Innovation
PRPL
$8.2M
| $3.16K | ﹤0.01% |
354
| – | – |
2025 Q3
3 quarters
|
|
Similar funds
DPI
AIM
TCA
DP
RG
PIMJS
TAM
XF
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.