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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 | |
|---|---|---|---|---|---|---|---|
1026
ROBO Global Artificial Intelligence ETF
THNQ
$508M
| $1.37K | ﹤0.01% |
15
| – | – |
2025 Q2
4 quarters
|
|
1027
Service Corp International
SCI
$10.6B
| $1.37K | ﹤0.01% |
18
| – | – |
2025 Q2
4 quarters
|
|
1028
Subversive Congressional Democrats Trading ETF
NANC
$300M
| $1.37K | ﹤0.01% |
27
| – | – |
2025 Q1
5 quarters
|
|
1029
Grayscale Bitcoin Mini Trust ETF
BTC
$4.38B
| $1.35K | ﹤0.01% |
52
| – | – |
2026 Q1
1 quarter
|
|
1030
AB InBev
BUD
$154B
| $1.32K | ﹤0.01% |
+16
| New | +$1.26K |
2026 Q2
0 quarters
|
|
1031
Omnicom Group
OMC
$21.1B
| $1.31K | ﹤0.01% |
+18
| New | +$1.35K |
2026 Q2
0 quarters
|
|
1032
Occidental Petroleum Corp Warrants
OXY.WS
$36.9B
| $1.25K | ﹤0.01% |
47
| – | – |
2023 Q1
13 quarters
|
|
1033
Mid-America Apartment Communities
MAA
$13.5B
| $1.25K | ﹤0.01% |
9
| – | – |
2024 Q4
6 quarters
|
|
1034
Research Affiliates Deletions ETF
NIXT
$40.5M
| $1.25K | ﹤0.01% |
39
+1
| +3% | +$31 |
2024 Q3
7 quarters
|
|
1035
J.M. Smucker
SJM
$12.8B
| $1.24K | ﹤0.01% |
11
| – | – |
2025 Q2
4 quarters
|
|
1036
Cheniere Energy
LNG
$58.3B
| $1.2K | ﹤0.01% |
5
-21
| -81% | -$5.23K |
2024 Q4
6 quarters
|
|
1037
Alignment Healthcare
ALHC
$1.68B
| $1.19K | ﹤0.01% |
50
| – | – |
2024 Q4
6 quarters
|
|
1038
Align Technology
ALGN
$9.98B
| $1.18K | ﹤0.01% |
+7
| New | +$1.22K |
2026 Q2
0 quarters
|
|
1039
First Solar
FSLR
$19.3B
| $1.18K | ﹤0.01% |
+5
| New | +$1.17K |
2026 Q2
0 quarters
|
|
1040
Vanguard Global ex-US Real Estate ETF
VNQI
$3.22B
| $1.17K | ﹤0.01% |
26
| – | – |
2026 Q1
1 quarter
|
|
1041
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.86B
| $1.15K | ﹤0.01% |
+26
| New | +$1.14K |
2026 Q2
0 quarters
|
|
1042
Leidos
LDOS
$15.3B
| $1.13K | ﹤0.01% |
+11
| New | +$1.46K |
2026 Q2
0 quarters
|
|
1043
C.H. Robinson
CHRW
$16.3B
| $1.13K | ﹤0.01% |
+6
| New | +$1.07K |
2026 Q2
0 quarters
|
|
1044
Clover Health Investments
CLOV
$2.54B
| $1.12K | ﹤0.01% |
214
| – | – |
2024 Q4
6 quarters
|
|
1045
Everest Group
EG
$14.3B
| $1.07K | ﹤0.01% |
3
| – | – |
2025 Q2
4 quarters
|
|
1046
Quest Diagnostics
DGX
$25.7B
| $1.06K | ﹤0.01% |
+5
| New | +$981 |
2026 Q2
0 quarters
|
|
1047
Sea Limited
SE
$58.7B
| $1.05K | ﹤0.01% |
+11
| New | +$967 |
2026 Q2
0 quarters
|
|
1048
Comtech Telecommunications
CMTL
$39.8M
| $1.05K | ﹤0.01% |
+500
| New | +$1.92K |
2026 Q2
0 quarters
|
|
1049
Weyerhaeuser
WY
$13.7B
| $1.03K | ﹤0.01% |
+43
| New | +$1.04K |
2026 Q2
0 quarters
|
|
1050
Evercore
EVR
$10.5B
| $1.02K | ﹤0.01% |
3
| – | – |
2024 Q3
7 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.