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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 | |
|---|---|---|---|---|---|---|---|
976
Ciena
CIEN
$57.4B
| $2.45K | ﹤0.01% |
+5
| New | +$2.55K |
2026 Q2
0 quarters
|
|
977
DaVita
DVA
$11.6B
| $2.45K | ﹤0.01% |
+11
| New | +$2K |
2026 Q2
0 quarters
|
|
978
KraneShares CSI China Internet ETF
KWEB
$4.51B
| $2.45K | ﹤0.01% |
100
| – | – |
2026 Q1
1 quarter
|
|
979
Fair Isaac
FICO
$16B
| $2.39K | ﹤0.01% |
+2
| New | +$2.24K |
2026 Q2
0 quarters
|
|
980
TechnipFMC
FTI
$27.4B
| $2.39K | ﹤0.01% |
+36
| New | +$2.55K |
2026 Q2
0 quarters
|
|
981
Eversource Energy
ES
$24.9B
| $2.38K | ﹤0.01% |
33
+2
| +6% | +$139 |
2025 Q3
3 quarters
|
|
982
STKd 100% Bitcoin & 100% Gold ETF
BTGD
$51.2M
| $2.26K | ﹤0.01% |
117
| – | – |
2025 Q4
2 quarters
|
|
983
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.34B
| $2.23K | ﹤0.01% |
23
| – | – |
2025 Q2
4 quarters
|
|
984
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.14B
| $2.2K | ﹤0.01% |
32
| – | – |
2024 Q3
7 quarters
|
|
985
FirstEnergy
FE
$26.2B
| $2.19K | ﹤0.01% |
+46
| New | +$2.18K |
2026 Q2
0 quarters
|
|
986
Versigent PLC
VGNT
$3.08B
| $2.19K | ﹤0.01% |
+52
| New | +$2.07K |
2026 Q2
0 quarters
|
|
987
Atlanta Braves Holdings Series B
BATRK
$3.35B
| $2.13K | ﹤0.01% |
+41
| New | +$2.01K |
2026 Q2
0 quarters
|
|
988
AngloGold Ashanti
AU
$47.3B
| $2.1K | ﹤0.01% |
26
| – | – |
2025 Q3
3 quarters
|
|
989
Coastal Financial
CCB
$625M
| $2.09K | ﹤0.01% |
+27
| New | +$2.03K |
2026 Q2
0 quarters
|
|
990
Nokia
NOK
$55.4B
| $2.06K | ﹤0.01% |
+155
| New | +$2K |
2026 Q2
0 quarters
|
|
991
ORIX
IX
$39.7B
| $2.06K | ﹤0.01% |
+54
| New | +$1.92K |
2026 Q2
0 quarters
|
|
992
Arbor Realty Trust
ABR
$528M
| $2.05K | ﹤0.01% |
379
+30
| +9% | +$195 |
2025 Q2
4 quarters
|
|
993
Wheaton Precious Metals
WPM
$62.7B
| $2.02K | ﹤0.01% |
18
| – | – |
2025 Q3
3 quarters
|
|
994
HP
HPQ
$26.9B
| $2.01K | ﹤0.01% |
91
+21
| +30% | +$465 |
2025 Q4
2 quarters
|
|
995
International Flavors & Fragrances
IFF
$21.7B
| $1.98K | ﹤0.01% |
+25
| New | +$1.86K |
2026 Q2
0 quarters
|
|
996
Cognizant
CTSH
$26.9B
| $1.94K | ﹤0.01% |
50
-60
| -55% | -$3.16K |
2025 Q1
5 quarters
|
|
997
Genuine Parts
GPC
$17.9B
| $1.9K | ﹤0.01% |
16
+3
| +23% | +$313 |
2025 Q4
2 quarters
|
|
998
Stanley Black & Decker
SWK
$13.4B
| $1.88K | ﹤0.01% |
+20
| New | +$1.57K |
2026 Q2
0 quarters
|
|
999
CoStar Group
CSGP
$11.8B
| $1.87K | ﹤0.01% |
66
+26
| +65% | +$894 |
2025 Q4
2 quarters
|
|
1000
Sabra Healthcare REIT
SBRA
$4.9B
| $1.83K | ﹤0.01% |
94
+17
| +22% | +$337 |
2025 Q4
2 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.