Crumly & Associates Inc.

Q1 2026 13F-HR Holdings

Location
Springfield, IL
Holdings as of
3/31/2026
Date filed
4/2/2026
Form type
13F-HR
Num holdings
200
Total value ($000)
$475,948
Net value change ($000)
-757 (-0.2%)
New positions
6
Sold out positions
9
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
JAAA 9,076 198.8%
PSH 7,741 142.5%
HEFA 7,398 39.3%
DSTX 5,841 42.0%
SMIN 3,859 52.2%
NFTY 3,416 30.8%
CRWV 2,654 NEW
XLE 1,912 37.1%
MTBA 1,887 173.8%
FXN 1,158 36.4%
Top Reduces (Value $000, Stocks/ETFs)
JSI -9,365 -100.0%
CGMS -6,096 -95.4%
FBND -6,052 -95.3%
JGRO -5,226 -19.6%
MGV -3,796 -26.8%
TDIV -3,726 -27.6%
RDVY -2,646 -11.2%
FCOM -2,405 -20.7%
SGVT -1,368 -100.0%
RSP -1,351 -18.8%
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