Crumly & Associates Inc.

Q2 2026 13F-HR Holdings

Location
Springfield, IL
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
196
Total value ($000)
$522,267
Net value change ($000)
+46,319 (9.7%)
New positions
18
Sold out positions
23
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
RDVY 5,276 25.3%
GRID 3,456 45.0%
EVIM 3,185 357.1%
SDVY 3,132 18.3%
JGRO 3,057 14.3%
HEFA 2,841 10.8%
AIRR 2,548 23.7%
FTEC 2,423 34.0%
PAAA 2,271 382.3%
SMIN 2,264 20.1%
Top Reduces (Value $000, Stocks/ETFs)
FMHI -2,278 -69.6%
XLE -2,248 -31.8%
JPST -2,145 -90.3%
MTBA -1,710 -57.5%
BITB -1,496 -15.9%
FXN -1,491 -34.4%
MUB -898 -47.3%
GLD -853 -41.7%
MDT -774 -100.0%
RVNU -676 -44.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 156 (0.0% of total reported value)
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