Crumly & Associates Inc.

Q3 2025 13F-HR Holdings

Location
Springfield, IL
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
193
Total value ($000)
$457,265
Net value change ($000)
+46,438 (11.3%)
New positions
39
Sold out positions
6
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/2/2025 Next filing: 1/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JGRO 2,879 10.0%
RDVY 2,612 11.9%
BITB 2,540 35.6%
SMCO 2,126 18.7%
DSTL 2,034 10.2%
MGV 2,030 15.3%
AIRR 1,760 21.7%
SGVT 1,657 NEW
GLD 1,548 NEW
SDVY 1,402 10.3%
Top Reduces (Value $000, Stocks/ETFs)
JPST -9,676 -53.6%
PUSH -752 -100.0%
IWD -574 -67.1%
PMIO -379 -100.0%
MUNI -378 -100.0%
IWR -325 -16.2%
SMIN -287 -3.8%
IWL -281 -53.5%
DVYE -247 -100.0%
UNH -230 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type