Crumly & Associates Inc.

Q4 2025 13F-HR Holdings

Location
Springfield, IL
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
203
Total value ($000)
$476,705
Net value change ($000)
+19,440 (4.3%)
New positions
24
Sold out positions
14
Turnover %
7.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/3/2025 Next filing: 4/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GRID 7,519 NEW
RSP 7,186 NEW
PSH 5,434 NEW
SDVY 3,204 21.3%
FCOM 2,723 30.6%
HEFA 1,438 8.3%
MTBA 1,086 NEW
TDIV 1,044 8.4%
DSTX 822 6.3%
AIRR 714 7.2%
Top Reduces (Value $000, Stocks/ETFs)
JGRO -5,133 -16.1%
JPST -4,855 -58.0%
JSI -1,563 -14.3%
MGV -1,123 -7.4%
RDVY -1,036 -4.2%
GOVI -969 -100.0%
FISV -702 -100.0%
DSMC -626 -52.0%
MRVL -623 -100.0%
CMCSA -556 -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