Crumly & Associates Inc.

CIK 0001759578 · Q1 2026

13F Equity AUM

$475.9M

-0.2% QoQ

Positions

200

-3 QoQ

AUM Rank

#4,436

Top 36%

Skill Alpha (FF)

-3.5%/yr

Underperformer

Rank #6,714 · Top 82%

vs S&P -7.0%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 22.9%Top 10: 37.8%Top 20: 57.6%

HEFA5.5%

JGRO4.5%

RDVY4.4%

DSTL4.4%

DSTX4.2%

SDVY3.6%

NFTY3.0%

JAAA2.9%

PSH2.8%

SMCO2.6%

Others (190)62.2%

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

Sector Allocation

Financial Services85.3%

Technology5.9%

Other8.7%

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

Position Sizing

Positions: 200Median: 0.12%Avg: 0.50%

0–0.5%

158(22.1%)

0.5–1%

13(9.0%)

1–3%

22(39.4%)

3–5%

6(24.1%)

5%+

1(5.5%)

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

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Portfolio Overlap

Shared: 190Unique: 10vs 20 funds

2.6%Low

200

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

3.6%

BANK OF AMERICA CORP /DE/

3.9%

3.6%

5.2%

3.3%

VANGUARD CAPITAL MANAGEMENT LLC

2.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.2%

GEODE CAPITAL MANAGEMENT, LLC

2.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New6Increased109Decreased42Exited9

New Positions

CRWV0.6%

+34K

EVIM0.2%

+17K

IBIT0.1%

+7K

GEV0.1%

+328

MO0.1%

+4K

SCHF0.0%

+9K

Increased

JAAA2.9%

+181K(+200%)

DSTX4.2%

+171K(+39%)

HEFA5.5%

+162K(+36%)

PSH2.8%

+158K(+146%)

NFTY3.0%

+92K(+48%)

SMIN2.4%

+82K(+77%)

BITB2.0%

+61K(+31%)

MTBA0.6%

+39K(+179%)

PRPL0.0%

+16K(+6%)

JMUB0.7%

+15K(+32%)

Decreased

CGMS0.1%

-220,574(-95%)

FBND0.1%

-131,386(-95%)

SMCO2.6%

-56,339(-11%)

SDVY3.6%

-43,209(-9%)

TDIV2.0%

-35,046(-25%)

JGRO4.5%

-33,668(-12%)

RDVY4.4%

-32,860(-10%)

MGV2.2%

-28,804(-29%)

FCOM1.9%

-23,286(-15%)

JPST0.5%

-22,583(-32%)

Exited

-179,881

-13,617

-8,111

-1,058

-3,546

-16,986

-2,414

-419

-1,177

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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