Crumly--Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ACN",
  null,
  "ABNB",
  "ADBE",
  "APD",
  "VONG",
  "GOOGL",
  null,
  "AXP",
  "BLK",
  null,
  null,
  "AVGO",
  "BSX",
  null,
  null,
  "CMI",
  null,
  "JMIA",
  null,
  null,
  null,
  "EBAY",
  null,
  "EOG",
  null,
  null,
  "FCX",
  null,
  null,
  "APLD",
  "HON",
  "BITB",
  null,
  "AZN",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "QCOM",
  null,
  null,
  "HSBC",
  "EMR",
  "MUB",
  "META",
  "HEFA",
  "IJH",
  "PRPL",
  null,
  null,
  "PAXS",
  null,
  null,
  "MRVL",
  null,
  "MDT",
  "MSFT",
  "TMUS",
  null,
  "NI",
  null,
  "KLAC",
  "KHC",
  null,
  null,
  "PEP",
  "PNC",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PFE",
  "MRK",
  "AMGN",
  null,
  "PDO",
  null,
  null,
  "SLB",
  "RIO",
  null,
  "AMT",
  "TJX",
  "VO",
  "MET",
  "SCHW",
  "EWBC",
  "SUN",
  null,
  "LYG",
  "TTE",
  "TSCO",
  "IEF",
  "TSM",
  null,
  "GPI",
  null,
  "AEE",
  "FI",
  "FTNT",
  "IFF",
  null,
  "AMZN",
  "CLF",
  "LCID",
  null,
  null,
  null,
  null,
  null,
  "VXUS",
  "VIOG",
  "MGV",
  "VB",
  "VOO",
  "V",
  "WMT",
  null,
  "LNT",
  null,
  null,
  "NXPI",
  "CRM",
  "TDY",
  "DIA",
  null,
  "HBI",
  null,
  "PBI",
  null,
  "DGRO",
  null,
  null,
  "AN",
  "BALL",
  "BAC",
  "CVX",
  "GTLS",
  "CSCO",
  "CFG",
  "KO",
  "CMCSA",
  "CEG",
  "CRWD",
  "CYBR",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "ETN",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "MO",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 167
Total Value: 362160419
Accession Number: 0001759578-25-000008
Form Type: 13F-HR
CIK: crumly--associates
Manager Name: Crumly--Associates

Data Enrichment

66% identified

110 identified57 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

167 positions • $362.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 9

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46654Q609

Shares:283.1K

Value:$20.9M

% of Portfolio:5.8% ($20.9M/$362.2M)

33738R506

Shares:341.8K

Value:$20.0M

% of Portfolio:5.5% ($20.0M/$362.2M)

26922A321

Shares:346.5K

Value:$18.8M

% of Portfolio:5.2% ($18.8M/$362.2M)

46434V803

HEFA|46434V803

Shares:437.6K

Value:$15.9M

% of Portfolio:4.4% ($15.9M/$362.2M)

921910840

MGV|921910840

Shares:86.1K

Value:$11.1M

% of Portfolio:3.1% ($11.1M/$362.2M)

26922B501

Shares:412.0K

Value:$10.3M

% of Portfolio:2.9% ($10.3M/$362.2M)

922908363

VOO|922908363

Shares:19.1K

Value:$9.8M

% of Portfolio:2.7% ($9.8M/$362.2M)

88636J675

Shares:409.1K

Value:$9.6M

% of Portfolio:2.7% ($9.6M/$362.2M)

33737J802

Shares:168.8K

Value:$9.4M

% of Portfolio:2.6% ($9.4M/$362.2M)

47103U746

Shares:177.3K

Value:$9.3M

% of Portfolio:2.6% ($9.3M/$362.2M)

33741X102

Shares:276.6K

Value:$9.3M

% of Portfolio:2.6% ($9.3M/$362.2M)

464289438

Shares:41.6K

Value:$8.8M

% of Portfolio:2.4% ($8.8M/$362.2M)

46434V621

DGRO|46434V621

Shares:132.7K

Value:$8.2M

% of Portfolio:2.3% ($8.2M/$362.2M)

33738R118

Shares:111.1K

Value:$8.2M

% of Portfolio:2.3% ($8.2M/$362.2M)

33734H106

Shares:170.0K

Value:$7.6M

% of Portfolio:2.1% ($7.6M/$362.2M)

316092808

Shares:40.3K

Value:$6.5M

% of Portfolio:1.8% ($6.5M/$362.2M)

46429B614

Shares:93.3K

Value:$6.4M

% of Portfolio:1.8% ($6.4M/$362.2M)

316092873

Shares:111.5K

Value:$6.3M

% of Portfolio:1.7% ($6.3M/$362.2M)

26922B667

Shares:187.5K

Value:$5.9M

% of Portfolio:1.6% ($5.9M/$362.2M)

233051481

Shares:106.2K

Value:$5.7M

% of Portfolio:1.6% ($5.7M/$362.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46654Q609)✕	283.1K	QoQ +102.70% (+143.4K) YoY NEW(+283.1K)	All Managers (Combined)	$20.9M	5.8% ($20.9M/$362.2M)	QoQ +84.59% (+$9.6M) YoY NEW(+$20.9M)
(cusip33738R506)✕	341.8K	QoQ +2.33% (+7.8K) YoY +0.38% (+1.3K)	All Managers (Combined)	$20.0M	5.5% ($20.0M/$362.2M)	QoQ +1.30% (+$256.9K) YoY +4.62% (+$884.0K)
(cusip26922A321)✕	346.5K	QoQ +3.08% (+10.4K) YoY -2.42% (-8.6K)	All Managers (Combined)	$18.8M	5.2% ($18.8M/$362.2M)	QoQ +1.80% (+$333.2K) YoY -1.83% (-$350.7K)
(HEFAcusip46434V803)	437.6K	QoQ +0.42% (+1.8K) YoY -17.85% (-95.1K)	All Managers (Combined)	$15.9M	4.4% ($15.9M/$362.2M)	QoQ +4.87% (+$737.7K) YoY -14.53% (-$2.7M)
(MGVcusip921910840)	86.1K	QoQ NEW(+86.1K) YoY NEW(+86.1K)	All Managers (Combined)	$11.1M	3.1% ($11.1M/$362.2M)	QoQ NEW(+$11.1M) YoY NEW(+$11.1M)
(cusip26922B501)✕	412.0K	QoQ +1.58% (+6.4K) YoY +1.52% (+6.2K)	All Managers (Combined)	$10.3M	2.9% ($10.3M/$362.2M)	QoQ +10.49% (+$982.4K) YoY +4.13% (+$410.7K)
(VOOcusip922908363)	19.1K	QoQ -9.99% (-2.1K) YoY +55.54% (+6.8K)	All Managers (Combined)	$9.8M	2.7% ($9.8M/$362.2M)	QoQ -14.15% (-$1.6M) YoY +66.29% (+$3.9M)
(cusip88636J675)✕	409.1K	QoQ +99.96% (+204.5K) YoY NEW(+409.1K)	All Managers (Combined)	$9.6M	2.7% ($9.6M/$362.2M)	QoQ +85.35% (+$4.4M) YoY NEW(+$9.6M)
(cusip33737J802)✕	168.8K	QoQ +9.91% (+15.2K) YoY +19.06% (+27.0K)	All Managers (Combined)	$9.4M	2.6% ($9.4M/$362.2M)	QoQ +9.46% (+$813.4K) YoY +16.55% (+$1.3M)
(cusip47103U746)✕	177.3K	QoQ NEW(+177.3K) YoY NEW(+177.3K)	All Managers (Combined)	$9.3M	2.6% ($9.3M/$362.2M)	QoQ NEW(+$9.3M) YoY NEW(+$9.3M)
(cusip33741X102)✕	276.6K	QoQ +18.20% (+42.6K) YoY +48.41% (+90.2K)	All Managers (Combined)	$9.3M	2.6% ($9.3M/$362.2M)	QoQ +10.45% (+$877.3K) YoY +42.79% (+$2.8M)
(cusip464289438)✕	41.6K	QoQ -0.41% (-173) YoY -10.51% (-4.9K)	All Managers (Combined)	$8.8M	2.4% ($8.8M/$362.2M)	QoQ -10.71% (-$1.1M) YoY -3.24% (-$294.5K)
(DGROcusip46434V621)	132.7K	QoQ -46.42% (-115.0K) YoY -52.17% (-144.8K)	All Managers (Combined)	$8.2M	2.3% ($8.2M/$362.2M)	QoQ -46.03% (-$7.0M) YoY -49.10% (-$7.9M)
(cusip33738R118)✕	111.1K	QoQ +6.42% (-6.7K) YoY NEW(+111.1K)	All Managers (Combined)	$8.2M	2.3% ($8.2M/$362.2M)	QoQ -0.15% (-$12.8K) YoY NEW(+$8.2M)
(cusip33734H106)✕	170.0K	QoQ -0.23% (-399) YoY -2.68% (-4.7K)	All Managers (Combined)	$7.6M	2.1% ($7.6M/$362.2M)	QoQ +1.93% (-$144.1K) YoY +2.75% (-$203.2K)
(cusip316092808)✕	40.3K	QoQ -1.71% (-704) YoY -44.87% (-32.8K)	All Managers (Combined)	$6.5M	1.8% ($6.5M/$362.2M)	QoQ -14.26% (-$1.1M) YoY -42.95% (-$4.9M)
(cusip46429B614)✕	93.3K	QoQ +22.48% (+17.1K) YoY +44.40% (+28.7K)	All Managers (Combined)	$6.4M	1.8% ($6.4M/$362.2M)	QoQ +9.08% (+$529.3K) YoY +39.92% (+$1.8M)
(cusip316092873)✕	111.5K	QoQ +212.61% (+75.8K) YoY -6.61% (-7.9K)	All Managers (Combined)	$6.3M	1.7% ($6.3M/$362.2M)	QoQ +199.61% (+$4.2M) YoY +6.01% (-$355.8K)
(cusip26922B667)✕	187.5K	QoQ +3.23% (-5.9K) YoY -46.14% (-160.7K)	All Managers (Combined)	$5.9M	1.6% ($5.9M/$362.2M)	QoQ -6.83% (-$434.0K) YoY -54.05% (-$7.0M)
(cusip233051481)✕	106.2K	QoQ -48.47% (-99.9K) YoY -53.02% (-119.9K)	All Managers (Combined)	$5.7M	1.6% ($5.7M/$362.2M)	QoQ -48.51% (-$5.4M) YoY -51.68% (-$6.1M)