Crumly & Associates Inc.

Q3 2026 13F-HR Holdings

Location
Springfield, IL
Holdings as of
9/30/2026
Date filed
10/7/2026
Form type
13F-HR
Num holdings
207
Total value ($000)
$563,480
Net value change ($000)
+41,213 (7.9%)
New positions
21
Sold out positions
10
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
FFEM 10,822 NEW
DSTX 7,687 36.7%
DSTL 4,893 21.8%
BITB 4,330 54.6%
MGV 3,815 30.4%
SPACE EXPLORATION TECHN CORP 3,418 565.0%
SDVY 3,082 15.2%
HEFA 2,418 8.3%
FCOM 2,406 24.6%
NVDA 1,926 74.1%
Top Reduces (Value $000, Stocks/ETFs)
NFTY -12,122 -76.8%
SMIN -2,500 -18.5%
JGRO -1,685 -6.9%
AIRR -1,419 -10.7%
PAAA -958 -33.4%
KLAC -943 -35.8%
RSP -816 -14.5%
GTLS -596 -100.0%
IQLT -452 -10.1%
XOM -447 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 161 (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