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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 | |
|---|---|---|---|---|---|---|---|
951
Idexx Laboratories
IDXX
$41.3B
| $3.16K | ﹤0.01% |
6
+5
| +500% | +$2.8K |
2025 Q4
2 quarters
|
|
952
Teck Resources
TECK
$33.1B
| $3.15K | ﹤0.01% |
53
| – | – |
2025 Q3
3 quarters
|
|
953
Fidelity Total Bond ETF
FBND
$28B
| $3.14K | ﹤0.01% |
69
| – | – |
2025 Q4
2 quarters
|
|
954
AES
AES
$10.7B
| $3.12K | ﹤0.01% |
+213
| New | +$3.1K |
2026 Q2
0 quarters
|
|
955
Ventas
VTR
$42.9B
| $3.11K | ﹤0.01% |
+35
| New | +$2.98K |
2026 Q2
0 quarters
|
|
956
Texas Pacific Land
TPL
$25.2B
| $3.06K | ﹤0.01% |
+7
| New | +$2.84K |
2026 Q2
0 quarters
|
|
957
TotalEnergies
TTE
$195B
| $3.03K | ﹤0.01% |
39
| – | – |
2024 Q1
9 quarters
|
|
958
Waste Connections
WCN
$38.7B
| $3K | ﹤0.01% |
18
-4
| -18% | -$633 |
2025 Q4
2 quarters
|
|
959
Steel Dynamics
STLD
$34.3B
| $2.98K | ﹤0.01% |
+13
| New | +$3.04K |
2026 Q2
0 quarters
|
|
960
iShares Treasury Floating Rate Bond ETF
TFLO
$7.07B
| $2.94K | ﹤0.01% |
+58
| New | +$2.93K |
2026 Q2
0 quarters
|
|
961
Franco-Nevada
FNV
$47.4B
| $2.92K | ﹤0.01% |
14
| – | – |
2025 Q3
3 quarters
|
|
962
Lithia Motors
LAD
$6.3B
| $2.9K | ﹤0.01% |
+10
| New | +$2.84K |
2026 Q2
0 quarters
|
|
963
Columbia Emerging Markets Consumer ETF
ECON
$310M
| $2.9K | ﹤0.01% |
80
| – | – |
2023 Q3
11 quarters
|
|
964
Klarna Group
KLAR
$5.26B
| $2.85K | ﹤0.01% |
141
| – | – |
2025 Q3
3 quarters
|
|
965
Dow Inc
DOW
$20.3B
| $2.85K | ﹤0.01% |
+104
| New | +$3.77K |
2026 Q2
0 quarters
|
|
966
Bitzero Holdings
AIBZ
$209M
| $2.74K | ﹤0.01% |
+400
| New | +$3.18K |
2026 Q2
0 quarters
|
|
967
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.51B
| $2.72K | ﹤0.01% |
147
+4
| +3% | +$72 |
2023 Q3
11 quarters
|
|
968
American Airlines Group
AAL
$8.35B
| $2.71K | ﹤0.01% |
150
| – | – |
2024 Q1
9 quarters
|
|
969
Tapestry
TPR
$23.4B
| $2.63K | ﹤0.01% |
+18
| New | +$2.58K |
2026 Q2
0 quarters
|
|
970
SAP
SAP
$251B
| $2.62K | ﹤0.01% |
+17
| New | +$2.9K |
2026 Q2
0 quarters
|
|
971
Woori Financial
WF
$17.8B
| $2.58K | ﹤0.01% |
45
| – | – |
2025 Q3
3 quarters
|
|
972
RBC Bearings
RBC
$16.1B
| $2.58K | ﹤0.01% |
+4
| New | +$2.38K |
2026 Q2
0 quarters
|
|
973
Azio AI Holdings
AZIO
$16.8M
| $2.5K | ﹤0.01% |
1,470
| – | – |
2022 Q4
14 quarters
|
|
974
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
| $2.49K | ﹤0.01% |
53
| – | – |
2025 Q2
4 quarters
|
|
975
Rio Tinto
RIO
$153B
| $2.47K | ﹤0.01% |
+26
| New | +$2.64K |
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.