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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
Cap. Flow
+$61.4M
Cap. Flow %
4.45%
Top 10 Hldgs %
54.26%
Holding
1,206
New
169
Increased
494
Reduced
129
Closed
71

Top Buys

Rank Stock Value
1
HTZ icon
Hertz
HTZ
+$20.7M
2
PACS icon
PACS Group
PACS
+$19.9M
3
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$8.53M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.45M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.13M

Top Sells

Rank Stock Value
1
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$15.5M
2
XOM icon
ExxonMobil
XOM
+$4.2M
3
ORCL icon
Oracle
ORCL
+$1.87M
4
IDA icon
Idacorp
IDA
+$1.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Sector Composition

Rank Sector Weight
1 Healthcare 10.92%
2 Technology 8.88%
3 Financials 5.99%
4 Communication Services 2.71%
5 Energy 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIEN icon
976
Ciena
CIEN
$56.2B
$2.45K ﹤0.01%
+5
New +$2.55K
DVA icon
977
DaVita
DVA
$11.6B
$2.45K ﹤0.01%
+11
New +$2K
KWEB icon
978
KraneShares CSI China Internet ETF
KWEB
$5.2B
$2.45K ﹤0.01%
100
– –
FICO icon
979
Fair Isaac
FICO
$24.5B
$2.39K ﹤0.01%
+2
New +$2.24K
FTI icon
980
TechnipFMC
FTI
$29.6B
$2.39K ﹤0.01%
+36
New +$2.55K
ES icon
981
Eversource Energy
ES
$26.9B
$2.38K ﹤0.01%
33
+2
+6% +$139
BTGD
982
STKd 100% Bitcoin & 100% Gold ETF
BTGD
$55.5M
$2.26K ﹤0.01%
117
– –
CORP icon
983
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.6B
$2.23K ﹤0.01%
23
– –
FEZ icon
984
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.53B
$2.2K ﹤0.01%
32
– –
FE icon
985
FirstEnergy
FE
$27B
$2.19K ﹤0.01%
+46
New +$2.18K
VGNT
986
Versigent PLC
VGNT
$3.38B
$2.19K ﹤0.01%
+52
New +$2.07K
BATRK icon
987
Atlanta Braves Holdings Series B
BATRK
$3.36B
$2.13K ﹤0.01%
+41
New +$2.01K
AU icon
988
AngloGold Ashanti
AU
$59.8B
$2.1K ﹤0.01%
26
– –
CCB icon
989
Coastal Financial
CCB
$716M
$2.09K ﹤0.01%
+27
New +$2.03K
NOK icon
990
Nokia
NOK
$57.4B
$2.06K ﹤0.01%
+155
New +$2K
IX icon
991
ORIX
IX
$43B
$2.06K ﹤0.01%
+54
New +$1.92K
ABR icon
992
Arbor Realty Trust
ABR
$950M
$2.05K ﹤0.01%
379
+30
+9% +$195
WPM icon
993
Wheaton Precious Metals
WPM
$70.9B
$2.02K ﹤0.01%
18
– –
HPQ icon
994
HP
HPQ
$27.1B
$2.01K ﹤0.01%
91
+21
+30% +$465
IFF icon
995
International Flavors & Fragrances
IFF
$22.3B
$1.98K ﹤0.01%
+25
New +$1.86K
CTSH icon
996
Cognizant
CTSH
$27.8B
$1.94K ﹤0.01%
50
-60
-55% -$3.16K
GPC icon
997
Genuine Parts
GPC
$19.1B
$1.9K ﹤0.01%
16
+3
+23% +$313
SWK icon
998
Stanley Black & Decker
SWK
$15B
$1.88K ﹤0.01%
+20
New +$1.57K
CSGP icon
999
CoStar Group
CSGP
$12.9B
$1.87K ﹤0.01%
66
+26
+65% +$894
SBRA icon
1000
Sabra Healthcare REIT
SBRA
$5.36B
$1.83K ﹤0.01%
94
+17
+22% +$337
38 39
40
41 42

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DPI
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AIM
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TCA
Teewinot Capital Advisers New York $1.38B AUM 26.45% 1-Year Est. Return
DP
Dundas Partners Edinburgh, United Kingdom $1.38B AUM 28.73% 1-Year Est. Return
RG
Rakuten Group Setagaya-Ku, Tokyo, Japan $1.38B AUM 89.78% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
TAM
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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 Healthcare at 11% of assets, up from 8.3% a quarter earlier, followed by Technology and Financials.

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.