We are live on ! Find out more
CI

Cria Inc Portfolio holdings

AUM $124M
This Fund
S&P 500
This Quarter Est. Return
-17.32%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$138M
AUM Growth
-$30M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 62.33%
2 Technology 37.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COIN icon
1
Coinbase
COIN
$47.6B
$85.8M 62.33%
491,661
– –
DLO icon
2
dLocal
DLO
$4.43B
$51.9M 37.67%
4,000,000
– –

Similar funds

WWMP
Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $124M AUM
CWMP
Clarion Wealth Managment Partners Fairfax, Virginia $124M AUM 26.23% 1-Year Est. Return
FOTCLOO
Friends of the Cornell Lab of Ornithology Riverside, Connecticut $124M AUM
IWC
Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return
DFC
DB Fitzpatrick & Co Boise, Idaho $124M AUM 12.92% 1-Year Est. Return
CCA
Corps Capital Advisors Southlake, Texas $124M AUM 58.4% 1-Year Est. Return
RAM
Robocap Asset Management London, United Kingdom $124M AUM 95% 1-Year Est. Return
CF
Conquis Financial Milbrae, California $124M AUM 19.39% 1-Year Est. Return

Cria Inc's Q1 2026 Portfolio in Review

As of Q1 2026, Cria Inc held 2 positions worth $138M, down 18% from $168M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 0%. Cria Inc opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 62% of assets, down from 66% a quarter earlier, followed by Technology.

  • Cria Inc's ten largest holdings make up 100% of its $138M portfolio in Q1 2026.
  • Cria Inc opened 0 new positions and closed 0 in Q1 2026.
  • Cria Inc's portfolio value fell 18% quarter-over-quarter to $138M.

Based on Cria Inc's 13F filing for Q1 2026, filed 15 May 2026.