Crumly & Associates Inc.

CIK 0001759578 · Q2 2026

13F Equity AUM

$522.3M

+9.7% QoQ

Positions

194

-6 QoQ

AUM Rank

#4,815

Top 38%

Skill Alpha (FF)

-3.3%/yr

Underperformer

Rank #7,058 · Top 85%

vs S&P -4.5%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 23.6%Top 10: 38.5%Top 20: 59.6%

HEFA5.6%

RDVY5.0%

JGRO4.7%

DSTL4.3%

DSTX4.0%

SDVY3.9%

NFTY3.0%

SMCO2.7%

JAAA2.7%

PSH2.6%

Others (184)61.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services84.4%

Technology7.3%

Other8.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 194Median: 0.13%Avg: 0.52%

0–0.5%

152(20.8%)

0.5–1%

14(9.8%)

1–3%

21(39.0%)

3–5%

5(19.9%)

5%+

2(10.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 194vs 20 funds

0%Low

194

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New18Increased83Decreased62Exited24

New Positions

AZN0.2%

+5K

FIDELITY MERRIMACK S…0.2%

+18K

SPACE EXPLORATION TE…0.1%

+4K

JNJ0.1%

+2K

MRVL0.1%

+2K

BG0.1%

+4K

INTC0.1%

+3K

6RJ00.1%

+3K

HONEYWELL AEROSPACE …0.1%

+1K

HONEYWELL INTL INC0.1%

+1K

Increased

EVIM0.8%

+60K(+351%)

PAAA0.6%

+44K(+381%)

JMUB1.0%

+42K(+67%)

PRPL0.0%

+41K(+14%)

SDVY3.9%

+35K(+8%)

DSTX4.0%

+32K(+5%)

SMMU1.2%

+19K(+18%)

RDVY5.0%

+17K(+6%)

DSTL4.3%

+15K(+4%)

SMCO2.7%

+12K(+3%)

Decreased

FXN0.6%

-52,371(-27%)

FMHI0.2%

-48,335(-70%)

JPST0.0%

-42,388(-90%)

MTBA0.2%

-34,364(-57%)

RVNU0.2%

-28,354(-46%)

XLE0.9%

-24,624(-21%)

IQLT0.9%

-19,272(-18%)

MUB0.2%

-8,594(-48%)

PBI0.0%

-8,529(-42%)

BITB1.5%

-7,157(-3%)

Exited

-8,934

-1,261

-9,324

-2,580

-4,404

-4,150

-1,274

-1,082

-6,549

-8,309

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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