Crumly & Associates Inc.

13F filer · CIK 0001759578

Reported Jul 8, 2026

Net seller this quarter

13F portfolio value$522MU.S. long equity reported on 13F

Positions11611 new · 12 closed

Net flow last quarter-$1.95MBuys minus sells

Top 10 positions weight9.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 8, 2026116 positions
BITBBitwise Bitcoin ETF	$7.93M	1.52%	0.37%	-2.8%	Q1 2025
FVDFirst Trust Value Line Dividend Fund	$7.57M	1.45%	Not reported	-1.1%	Q4 2019
AAPLApple Inc.	$7.36M	1.41%	0.00%	+15.1%	Q4 2019
SMMUOasys Mobile, Inc.	$6.28M	1.20%	Not reported	+18.3%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$4.22M	0.81%	Not reported	-20.8%	Q4 2022
AVGOBroadcom Inc.	$3.91M	0.75%	0.00%	-0.6%	Q2 2020
CRWVCoreWeave, Inc.	$3.43M	0.66%	Not reported	+0.6%	Q1 2026
DIASPDR Dow Jones Industrial Average ETF Trust	$3.01M	0.58%	Not reported	-1.5%	Q4 2022
KLACKla Corp	$2.64M	0.50%	0.00%	-5.4%	Q3 2023
NVDANvidia Corp	$2.6M	0.50%	0.00%	+6.6%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.48M	0.48%	0.00%	-9.2%	Q1 2023
JAVASun Microsystems, Inc.	$2.45M	0.47%	Not reported	-7.8%	Q4 2023
AMZNAmazon Com Inc	$2.35M	0.45%	0.00%	-1.9%	Q4 2019
MSFTMicrosoft Corp	$2.21M	0.42%	0.00%	+0.2%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$2.2M	0.42%	Not reported	+0.3%	Q2 2020
JPMJPMorgan Chase & Co	$2.16M	0.41%	0.00%	+2.3%	Q4 2019
GOOGLAlphabet Inc.	$2.1M	0.40%	0.00%	-10.1%	Q3 2021
TSLATesla, Inc.	$1.98M	0.38%	0.00%	+0.6%	Q2 2020
CRWDCrowdStrike Holdings, Inc.	$1.84M	0.35%	0.00%	-5.9%	Q2 2024
WMTWalmart Inc.	$1.72M	0.33%	0.00%	+0.8%	Q4 2019
NFLXNetflix Inc	$1.5M	0.29%	0.00%	+2.3%	Q2 2022
GSGoldman Sachs Group Inc	$1.39M	0.27%	0.00%	-1.5%	Q4 2021
PLDPrologis, Inc.	$1.37M	0.26%	0.00%	+0.3%	Q1 2021
PANWPalo Alto Networks Inc	$1.26M	0.24%	0.00%	-24.1%	Q4 2025
EPDEnterprise Products Partners L.P.	$1.24M	0.24%	0.00%	-1.6%	Q1 2021
GLDSPDR Gold Trust	$1.19M	0.23%	0.00%	-32.0%	Q3 2025
MRKMerck & Co., Inc.	$1.19M	0.23%	0.00%	+27.6%	Q2 2020
CEGConstellation Energy Corp	$1.03M	0.20%	0.00%	+4.9%	Q1 2025
AZNAstrazeneca PLC	$1.01M	0.19%	Not reported	Not reported	Q4 2022
PNCPNC Financial Services Group, Inc.	$998K	0.19%	0.00%	+1.8%	Q4 2023
NINisource Inc.	$989K	0.19%	0.00%	-1.3%	Q2 2023
SCHWSchwab Charles Corp	$967K	0.19%	0.00%	+1.1%	Q1 2021
VVisa Inc.	$965K	0.18%	0.00%	+0.1%	Q1 2021
AMDAdvanced Micro Devices Inc	$959K	0.18%	0.00%	-24.5%	Q4 2025
LLYELI LILLY & Co	$951K	0.18%	0.00%	+1.0%	Q1 2021
FTNTFortinet, Inc.	$888K	0.17%	0.00%	-15.3%	Q4 2024
BLKBlackRock, Inc.	$875K	0.17%	0.00%	-0.6%	Q1 2021
EWBCEast West Bancorp Inc	$872K	0.17%	0.00%	-4.5%	Q1 2023
NEMNEWMONT Corp	$870K	0.17%	0.00%	-16.6%	Q2 2025
METAMeta Platforms, Inc.	$821K	0.16%	Not reported	+13.0%	Q1 2021
MUMicron Technology Inc	$809K	0.15%	0.00%	-16.1%	Q4 2025
APLDApplied Digital Corp.	$793K	0.15%	0.01%	Not reported	Q2 2024
AXPAmerican Express Co	$779K	0.15%	0.00%	-38.4%	Q1 2024
CMICummins Inc	$769K	0.15%	0.00%	+0.5%	Q2 2023
ABBVAbbVie Inc.	$711K	0.14%	0.00%	+6.1%	Q2 2020
TTETotalEnergies SE	$704K	0.13%	0.00%	+0.7%	Q1 2021
NEENextera Energy Inc	$678K	0.13%	0.00%	+0.6%	Q4 2021
HSBCHSBC Holdings PLC	$675K	0.13%	0.00%	Not reported	Q2 2022
SLViShares Silver Trust	$675K	0.13%	0.00%	+9.7%	Q4 2019
ETNEaton Corp plc	$670K	0.13%	0.00%	-3.8%	Q4 2023

Q1 2026Reported Apr 2, 2026116 positions
BITBBitwise Bitcoin ETF	$9.43M	1.98%	0.37%	+31.5%	Q1 2025
FVDFirst Trust Value Line Dividend Fund	$7.47M	1.57%	Not reported	-1.0%	Q4 2019
AAPLApple Inc.	$5.61M	1.18%	0.00%	+16.5%	Q4 2019
SMMUOasys Mobile, Inc.	$5.3M	1.11%	Not reported	+15.7%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$4.64M	0.97%	Not reported	+3.3%	Q4 2022
AVGOBroadcom Inc.	$3.22M	0.68%	0.00%	+4.4%	Q2 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$2.71M	0.57%	Not reported	Not reported	Q4 2022
CRWVCoreWeave, Inc.	$2.65M	0.56%	Not reported	New	Q1 2026
JAVASun Microsystems, Inc.	$2.4M	0.50%	Not reported	-9.9%	Q4 2023
MSFTMicrosoft Corp	$2.19M	0.46%	0.00%	+15.3%	Q2 2020
NVDANvidia Corp	$2.13M	0.45%	0.00%	+5.4%	Q2 2024
AMZNAmazon Com Inc	$2.09M	0.44%	0.00%	+5.0%	Q4 2019
GLDSPDR Gold Trust	$2.04M	0.43%	0.00%	+1.3%	Q3 2025
NFLXNetflix Inc	$1.97M	0.41%	0.00%	+5.7%	Q2 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.93M	0.41%	0.00%	+2.2%	Q1 2023
JPMJPMorgan Chase & Co	$1.9M	0.40%	0.00%	+7.7%	Q4 2019
GOOGLAlphabet Inc.	$1.88M	0.40%	0.00%	+5.6%	Q3 2021
WMTWalmart Inc.	$1.87M	0.39%	0.00%	+6.7%	Q4 2019
TSLATesla, Inc.	$1.74M	0.36%	0.00%	+5.8%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$1.72M	0.36%	Not reported	+0.1%	Q2 2020
KLACKla Corp	$1.36M	0.29%	0.00%	+1.4%	Q3 2023
PLDPrologis, Inc.	$1.33M	0.28%	0.00%	+8.5%	Q1 2021
EPDEnterprise Products Partners L.P.	$1.29M	0.27%	0.00%	+7.4%	Q1 2021
NEMNEWMONT Corp	$1.21M	0.25%	0.00%	+4.5%	Q2 2025
GSGoldman Sachs Group Inc	$1.18M	0.25%	0.00%	+3.1%	Q4 2021
AXPAmerican Express Co	$1.13M	0.24%	0.00%	+7.9%	Q1 2024
CEGConstellation Energy Corp	$1.1M	0.23%	0.00%	+7.9%	Q1 2025
CRWDCrowdStrike Holdings, Inc.	$999K	0.21%	0.00%	+12.1%	Q2 2024
NINisource Inc.	$983K	0.21%	0.00%	+8.9%	Q2 2023
SCHWSchwab Charles Corp	$974K	0.20%	0.00%	+9.2%	Q1 2021
BLKBlackRock, Inc.	$880K	0.18%	0.00%	+11.0%	Q1 2021
MRKMerck & Co., Inc.	$870K	0.18%	0.00%	+4.0%	Q2 2020
VVisa Inc.	$849K	0.18%	0.00%	+20.6%	Q1 2021
PNCPNC Financial Services Group, Inc.	$829K	0.17%	0.00%	+14.6%	Q4 2023
TTETotalEnergies SE	$819K	0.17%	0.00%	+1.4%	Q1 2021
CVXChevron Corp	$812K	0.17%	0.00%	+8.8%	Q4 2021
SLViShares Silver Trust	$784K	0.16%	0.00%	+1.2%	Q4 2019
TMUST-Mobile US, Inc.	$779K	0.16%	0.00%	+8.0%	Q1 2021
PANWPalo Alto Networks Inc	$778K	0.16%	0.00%	+108.1%	Q4 2025
MDTMedtronic plc	$774K	0.16%	0.00%	+17.4%	Q2 2020
EWBCEast West Bancorp Inc	$755K	0.16%	0.01%	-2.2%	Q1 2023
METAMeta Platforms, Inc.	$738K	0.16%	Not reported	+4.8%	Q1 2021
LLYELI LILLY & Co	$722K	0.15%	0.00%	+1.0%	Q1 2021
NEENextera Energy Inc	$713K	0.15%	0.00%	+0.4%	Q4 2021
XOMExxonMobil Holdings Corp	$705K	0.15%	0.00%	+71.0%	Q3 2025
SLBSLB Limited	$692K	0.15%	0.00%	Not reported	Q1 2021
AMGNAmgen Inc	$680K	0.14%	0.00%	+5.7%	Q2 2024
PLTRPalantir Technologies Inc.	$677K	0.14%	0.00%	+8.1%	Q2 2025
CRMSalesforce, Inc.	$620K	0.13%	0.00%	+28.4%	Q2 2020
VZVerizon Communications Inc	$619K	0.13%	0.00%	+1.6%	Q2 2025

Q4 2025Reported Jan 14, 2026116 positions
BITBBitwise Bitcoin ETF	$9.27M	1.94%	0.28%	+25.4%	Q1 2025
FVDFirst Trust Value Line Dividend Fund	$7.4M	1.55%	Not reported	0.0%	Q4 2019
AAPLApple Inc.	$5.16M	1.08%	0.00%	-1.1%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$4.71M	0.99%	Not reported	-0.8%	Q4 2022
SMMUOasys Mobile, Inc.	$4.58M	0.96%	Not reported	+2.7%	Q4 2019
AVGOBroadcom Inc.	$3.45M	0.72%	0.00%	-0.5%	Q2 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$2.81M	0.59%	Not reported	Not reported	Q4 2022
JAVASun Microsystems, Inc.	$2.66M	0.56%	Not reported	-2.4%	Q4 2023
MSFTMicrosoft Corp	$2.49M	0.52%	0.00%	-2.0%	Q2 2020
AMZNAmazon Com Inc	$2.21M	0.46%	0.00%	+6.9%	Q4 2019
NVDANvidia Corp	$2.16M	0.45%	0.00%	+1.6%	Q2 2024
TSLATesla, Inc.	$1.99M	0.42%	0.00%	-8.2%	Q2 2020
GOOGLAlphabet Inc.	$1.94M	0.41%	0.00%	-7.3%	Q3 2021
JPMJPMorgan Chase & Co	$1.93M	0.41%	0.00%	+0.5%	Q4 2019
GLDSPDR Gold Trust	$1.86M	0.39%	0.00%	+7.7%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$1.83M	0.38%	Not reported	+32.1%	Q2 2020
NFLXNetflix Inc	$1.82M	0.38%	0.00%	+2.0%	Q2 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.7M	0.36%	0.00%	+7.9%	Q1 2023
WMTWalmart Inc.	$1.57M	0.33%	0.00%	-1.5%	Q4 2019
CEGConstellation Energy Corp	$1.29M	0.27%	0.00%	-1.4%	Q1 2025
AXPAmerican Express Co	$1.28M	0.27%	0.00%	-1.6%	Q1 2024
PLDPrologis, Inc.	$1.19M	0.25%	0.00%	+2.9%	Q1 2021
GSGoldman Sachs Group Inc	$1.19M	0.25%	0.00%	-10.8%	Q4 2021
KLACKla Corp	$1.11M	0.23%	0.00%	-4.4%	Q3 2023
CRWDCrowdStrike Holdings, Inc.	$1.07M	0.22%	0.00%	-0.8%	Q2 2024
NEMNEWMONT Corp	$1.07M	0.22%	0.00%	+5.4%	Q2 2025
EPDEnterprise Products Partners L.P.	$1.02M	0.21%	0.00%	+6.1%	Q1 2021
SCHWSchwab Charles Corp	$948K	0.20%	0.00%	+2.0%	Q1 2021
BLKBlackRock, Inc.	$882K	0.18%	0.00%	+0.4%	Q1 2021
LLYELI LILLY & Co	$835K	0.18%	0.00%	-1.0%	Q1 2021
VVisa Inc.	$817K	0.17%	0.00%	+1.7%	Q1 2021
METAMeta Platforms, Inc.	$813K	0.17%	Not reported	+2.2%	Q1 2021
EWBCEast West Bancorp Inc	$812K	0.17%	0.01%	-13.1%	Q1 2023
NINisource Inc.	$808K	0.17%	0.00%	+0.8%	Q2 2023
PLTRPalantir Technologies Inc.	$762K	0.16%	0.00%	-10.2%	Q2 2025
AZNAstrazeneca PLC	$746K	0.16%	Not reported	-4.8%	Q4 2022
SLViShares Silver Trust	$733K	0.15%	0.00%	+32.1%	Q4 2019
MRKMerck & Co., Inc.	$732K	0.15%	0.00%	-26.4%	Q2 2020
MDTMedtronic plc	$731K	0.15%	0.00%	+1.2%	Q2 2020
PNCPNC Financial Services Group, Inc.	$726K	0.15%	0.00%	-0.7%	Q4 2023
TMUST-Mobile US, Inc.	$697K	0.15%	0.00%	+1.2%	Q1 2021
CRMSalesforce, Inc.	$685K	0.14%	0.00%	-8.8%	Q2 2020
BRK.BBerkshire Hathaway Inc	$628K	0.13%	Not reported	Not reported	Q3 2025
NEENextera Energy Inc	$614K	0.13%	0.00%	-1.7%	Q4 2021
PAXSPIMCO Access Income Fund	$608K	0.13%	Not reported	Not reported	Q2 2022
AMGNAmgen Inc	$599K	0.13%	0.00%	+30.5%	Q2 2024
CMICummins Inc	$589K	0.12%	0.00%	-0.4%	Q2 2023
GPIGroup 1 Automotive Inc	$584K	0.12%	0.01%	Not reported	Q1 2021
TTETotalEnergies SE	$581K	0.12%	0.00%	-0.9%	Q1 2021
HSBCHSBC Holdings PLC	$575K	0.12%	0.00%	-0.6%	Q2 2022

Q3 2025Reported Nov 3, 2025113 positions
BITBBitwise Bitcoin ETF	$9.67M	2.11%	0.21%	+27.7%	Q1 2025
FVDFirst Trust Value Line Dividend Fund	$7.42M	1.62%	Not reported	-1.8%	Q4 2019
AAPLApple Inc.	$4.89M	1.07%	0.00%	+0.9%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$4.64M	1.01%	Not reported	+0.8%	Q4 2022
SMMUOasys Mobile, Inc.	$4.47M	0.98%	Not reported	+28.2%	Q4 2019
AVGOBroadcom Inc.	$3.3M	0.72%	0.00%	-0.4%	Q2 2020
MSFTMicrosoft Corp	$2.72M	0.59%	0.00%	+4.6%	Q2 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$2.71M	0.59%	Not reported	Not reported	Q4 2022
JAVASun Microsystems, Inc.	$2.62M	0.57%	Not reported	-6.3%	Q4 2023
NFLXNetflix Inc	$2.28M	0.50%	0.00%	+2.6%	Q2 2022
TSLATesla, Inc.	$2.14M	0.47%	0.00%	+7.0%	Q2 2020
NVDANvidia Corp	$2.12M	0.46%	0.00%	+6.7%	Q2 2024
AMZNAmazon Com Inc	$1.97M	0.43%	0.00%	+3.6%	Q4 2019
JPMJPMorgan Chase & Co	$1.88M	0.41%	0.00%	-1.2%	Q4 2019
GOOGLAlphabet Inc.	$1.63M	0.36%	0.00%	+19.3%	Q3 2021
GLDSPDR Gold Trust	$1.55M	0.34%	0.00%	New	Q3 2025
WMTWalmart Inc.	$1.48M	0.32%	0.00%	+4.0%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.45M	0.32%	0.00%	-1.1%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$1.35M	0.30%	Not reported	+68.0%	Q2 2020
CEGConstellation Energy Corp	$1.22M	0.27%	0.00%	+10.1%	Q1 2025
GSGoldman Sachs Group Inc	$1.2M	0.26%	0.00%	+2.2%	Q4 2021
AXPAmerican Express Co	$1.17M	0.26%	0.00%	+75.8%	Q1 2024
CRWDCrowdStrike Holdings, Inc.	$1.13M	0.25%	0.00%	+7.5%	Q2 2024
PLDPrologis, Inc.	$1.04M	0.23%	0.00%	+16.6%	Q1 2021
KLACKla Corp	$1.03M	0.22%	0.00%	+1.4%	Q3 2023
BLKBlackRock, Inc.	$957K	0.21%	0.00%	-0.4%	Q1 2021
EPDEnterprise Products Partners L.P.	$938K	0.21%	0.00%	+68.8%	Q1 2021
SCHWSchwab Charles Corp	$888K	0.19%	0.00%	+3.1%	Q1 2021
EWBCEast West Bancorp Inc	$885K	0.19%	0.01%	-4.1%	Q1 2023
METAMeta Platforms, Inc.	$885K	0.19%	Not reported	+11.1%	Q1 2021
PLTRPalantir Technologies Inc.	$871K	0.19%	0.00%	+21.4%	Q2 2025
NEMNEWMONT Corp	$855K	0.19%	0.00%	+18.1%	Q2 2025
NINisource Inc.	$831K	0.18%	0.00%	+5.0%	Q2 2023
TMUST-Mobile US, Inc.	$812K	0.18%	0.00%	+2.7%	Q1 2021
MRKMerck & Co., Inc.	$792K	0.17%	0.00%	+19.2%	Q2 2020
VVisa Inc.	$782K	0.17%	0.00%	+7.8%	Q1 2021
MDTMedtronic plc	$716K	0.16%	0.00%	+6.4%	Q2 2020
PNCPNC Financial Services Group, Inc.	$704K	0.15%	0.00%	+6.5%	Q4 2023
FISVFiserv Inc	$702K	0.15%	0.00%	+13.7%	Q1 2021
CRMSalesforce, Inc.	$672K	0.15%	0.00%	+29.5%	Q2 2020
AZNAstrazeneca PLC	$654K	0.14%	Not reported	+20.6%	Q4 2022
GPIGroup 1 Automotive Inc	$650K	0.14%	0.01%	-2.6%	Q1 2021
PAXSPIMCO Access Income Fund	$647K	0.14%	Not reported	Not reported	Q2 2022
CVXChevron Corp	$641K	0.14%	0.00%	+18.7%	Q4 2021
BRK.BBerkshire Hathaway Inc	$628K	0.14%	Not reported	New	Q3 2025
MRVLMarvell Technology, Inc.	$623K	0.14%	0.00%	+4.9%	Q2 2023
LLYELI LILLY & Co	$599K	0.13%	0.00%	+31.1%	Q1 2021
PEverpure, Inc.	$595K	0.13%	0.00%	+68.8%	Q4 2024
NEENextera Energy Inc	$587K	0.13%	0.00%	+0.4%	Q4 2021
EOGEog Resources Inc	$563K	0.12%	0.00%	+38.8%	Q3 2023

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