Crumly & Associates

SPRINGFIELD, ILfiles as Crumly & Associates Inc.

$522m in 194 US stocks at the end of 30 June 2026. The top 10 are 38.5% of the money. It changed about 8.0% of the portfolio this quarter.

Value

$522m

Stocks

194

Top 10 share

38.5%

Turnover

8.0%

What changed this quarter

New

Bought for the first time this quarter.

AstrazenecaAZN
0.2% of the fund
Fidelity Merrimack STR TRFAAA
0.2% of the fund
Space Exploration TechnologiesSPCX
0.1% of the fund
Johnson & JohnsonJNJ
0.1% of the fund
Marvell TechnologyMRVL
<0.1% of the fund
IntelINTC
<0.1% of the fund
Bunge Global SABG
<0.1% of the fund
Rocket LabRKLB
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
Nebius GroupNBIS
<0.1% of the fund
Vanguard Index FDSVO
<0.1% of the fund
Vanguard Intl Equity Index FVGK
<0.1% of the fund
ASML Holding NVASML
<0.1% of the fund
Vanguard Index FDSVBK
<0.1% of the fund
CaterpillarCAT
<0.1% of the fund
Vanguard Index FDSVUG
<0.1% of the fund
ComcastCMCSA
<0.1% of the fund

Added

Bought more of a stock they already held.

First TR Exchange Traded FDRDVY
5.0% of the fund
+6%
ETF SER SolutionsDSTL
4.3% of the fund
+4%
ETF SER SolutionsDSTX
4.0% of the fund
+5%
First TR Exchange Traded FDSDVY
3.9% of the fund
+8%
First TR Exch TRD Alphdx FDNFTY
3.0% of the fund
+4%
Tidal Trust IISMCO
2.7% of the fund
+3%
Pgim ETF TRPSH
2.6% of the fund
+2%
First TR Exchange Traded FDAIRR
2.6% of the fund
+3%
Vanguard World FDMGV
2.4% of the fund
+8%
First TR Exchange-Traded FDGRID
2.1% of the fund
+24%
Fidelity Covington TrustFCOM
1.9% of the fund
+4%
Vanguard Index FDSVOO
1.6% of the fund
+3%
AppleAAPL
1.4% of the fund
+15%
Pimco ETF TRSMMU
1.2% of the fund
+18%
J P Morgan Exchange Traded FJMUB
1.0% of the fund
+67%
Morgan Stanley ETF TrustEVIM
0.8% of the fund
+351%
Pgim ETF TRPAAA
0.5% of the fund
+381%
NvidiaNVDA
0.5% of the fund
+7%
JPMorgan ChaseJPM
0.4% of the fund
+2%
NetflixNFLX
0.3% of the fund
+2%
MerckMRK
0.2% of the fund
+28%
Constellation EnergyCEG
0.2% of the fund
+5%
First TR Exchange-Traded FDFDL
0.2% of the fund
+6%
Fidelity Covington TrustFHLC
0.2% of the fund
+15%
Meta PlatformsMETA
0.2% of the fund
+13%

Cut

Sold some of their stake.

J P Morgan Exchange Traded FJGRO
4.7% of the fund
-2%
First TR Exchange Traded FDTDIV
2.2% of the fund
-4%
Fidelity Covington TrustFTEC
1.8% of the fund
-2%
Bitwise Bitcoin ETF TRBITB
1.5% of the fund
-3%
DBX ETF TRDEUS
1.1% of the fund
-3%
Invesco Exchange Traded FD TRSP
1.1% of the fund
-13%
Vanguard Scottsdale FDSVONG
1.0% of the fund
-12%
Select Sector Spdr TRXLE
0.9% of the fund
-21%
First TR Exchange-Traded FDQQEW
0.9% of the fund
-6%
Ishares TRIQLT
0.9% of the fund
-18%
State STR Spdr S&P 500 ETF TSPY
0.8% of the fund
-21%
First TR Exchange-Traded FDFXN
0.5% of the fund
-27%
KLAKLAC
0.5% of the fund
-5%
Taiwan Semiconductor ManufacturingTSM
0.5% of the fund
-9%
J P Morgan Exchange Traded FJAVA
0.5% of the fund
-8%
AlphabetGOOGL
0.4% of the fund
-10%
Ishares TRIWR
0.4% of the fund
-4%
CrowdStrike HoldingsCRWD
0.4% of the fund
-6%
First TR Exchange-Traded FDFXO
0.3% of the fund
-3%
Simplify Exchange Traded FUNMTBA
0.2% of the fund
-57%
Palo Alto NetworksPANW
0.2% of the fund
-24%
Spdr Gold TRGLD
0.2% of the fund
-32%
Ishares TRIWF
0.2% of the fund
-6%
Ishares TRMUB
0.2% of the fund
-48%
First TR Exch Traded FD IIIFMHI
0.2% of the fund
-70%

Sold out

Sold their entire stake.

MedtronicMDT
-100%
Berkshire HathawayBRK-B
-100%
Honeywell InternationalHON
-100%
First TR Exchange-Traded FDFTSM
-100%
TargetTGT
-100%
Invesco Exch Traded FD TR IITBLL
-100%
McDonald'sMCD
-100%
Travelers CompaniesTRV
-100%
Fidelity Merrimack STR TRFBND
-100%
Capital GRP Fixed Incm ETF TCGMS
-100%
ETF SER SolutionsVBND
-100%
Expand EnergyEXE
-100%
Kinder MorganKMI
-100%
Ishares TRIVV
-100%
Coca-ColaKO
-100%
Ishares TRIWL
-100%
IsharesEWG
-100%
Berkley W RWRB
-100%
Spdr Series TrustPSK
-100%
Spdr Series TrustSJNK
-100%
Alliancebernstein Hldg L PAB
-100%
Starwood Property TrustSTWD
-100%
Proshares TRBITO
-100%
Rithm CapitalRITM
-100%

Holdings

Ishares TRHEFA
Share
5.6%
Value
$29m
Shares
618,984
Held
First TR Exchange Traded FDRDVY
Share
5.0%
Value
$26m
Shares
322,777
+6%
J P Morgan Exchange Traded FJGRO
Share
4.7%
Value
$25m
Shares
248,565
-2%
ETF SER SolutionsDSTL
Share
4.3%
Value
$22m
Shares
374,640
+4%
ETF SER SolutionsDSTX
Share
4.0%
Value
$21m
Shares
641,780
+5%
First TR Exchange Traded FDSDVY
Share
3.9%
Value
$20m
Shares
468,829
+8%
First TR Exch TRD Alphdx FDNFTY
Share
3.0%
Value
$16m
Shares
293,242
+4%
Tidal Trust IISMCO
Share
2.7%
Value
$14m
Shares
461,501
+3%
Janus Detroit STR TRJAAA
Share
2.7%
Value
$14m
Shares
276,101
Held
Pgim ETF TRPSH
Share
2.6%
Value
$14m
Shares
271,387
+2%
Ishares TRSMIN
Share
2.6%
Value
$14m
Shares
191,179
Held
First TR Exchange Traded FDAIRR
Share
2.6%
Value
$13m
Shares
99,934
+3%
Vanguard World FDMGV
Share
2.4%
Value
$13m
Shares
76,747
+8%
Ishares TRIWY
Share
2.2%
Value
$12m
Shares
40,226
Held
First TR Exchange Traded FDTDIV
Share
2.2%
Value
$11m
Shares
99,902
-4%
First TR Exchange-Traded FDGRID
Share
2.1%
Value
$11m
Shares
58,095
+24%
Fidelity Covington TrustFCOM
Share
1.9%
Value
$10m
Shares
140,850
+4%
Fidelity Covington TrustFTEC
Share
1.8%
Value
$10m
Shares
33,452
-2%
Ishares TRDGRO
Share
1.7%
Value
$9m
Shares
114,563
Held
Vanguard Index FDSVOO
Share
1.6%
Value
$9m
Shares
12,477
+3%
Bitwise Bitcoin ETF TRBITB
Share
1.5%
Value
$8m
Shares
249,044
-3%
First TR Exchange-Traded FDFVD
Share
1.5%
Value
$8m
Shares
157,145
Held
AppleAAPL
Share
1.4%
Value
$7m
Shares
25,444
+15%
Pimco ETF TRSMMU
Share
1.2%
Value
$6m
Shares
124,280
+18%
DBX ETF TRDEUS
Share
1.1%
Value
$6m
Shares
91,913
-3%
Invesco Exchange Traded FD TRSP
Share
1.1%
Value
$6m
Shares
26,521
-13%
Vanguard Scottsdale FDSVONG
Share
1.0%
Value
$5m
Shares
42,603
-12%
J P Morgan Exchange Traded FJMUB
Share
1.0%
Value
$5m
Shares
105,539
+67%
Select Sector Spdr TRXLE
Share
0.9%
Value
$5m
Shares
90,826
-21%
First TR Exchange-Traded FDQQEW
Share
0.9%
Value
$5m
Shares
29,243
-6%
Ishares TRIQLT
Share
0.9%
Value
$4m
Shares
90,578
-18%
State STR Spdr S&P 500 ETF TSPY
Share
0.8%
Value
$4m
Shares
5,653
-21%
Morgan Stanley ETF TrustEVIM
Share
0.8%
Value
$4m
Shares
76,536
+351%
BroadcomAVGO
Share
0.7%
Value
$4m
Shares
10,347
Held
Ishares TRIJH
Share
0.7%
Value
$4m
Shares
49,193
Held
CoreWeaveCRWV
Share
0.7%
Value
$3m
Shares
34,452
Held
First TR Exchange-Traded FDEMLP
Share
0.6%
Value
$3m
Shares
72,836
Held
First TR Exchange-Traded FDFXR
Share
0.6%
Value
$3m
Shares
33,874
Held
State STR Spdr DOW Jones INDDIA
Share
0.6%
Value
$3m
Shares
5,754
Held
Pgim ETF TRPAAA
Share
0.5%
Value
$3m
Shares
55,875
+381%
First TR Exchange-Traded FDFXN
Share
0.5%
Value
$3m
Shares
140,849
-27%
KLAKLAC
Share
0.5%
Value
$3m
Shares
8,738
-5%
NvidiaNVDA
Share
0.5%
Value
$3m
Shares
12,988
+7%
Taiwan Semiconductor ManufacturingTSM
Share
0.5%
Value
$2m
Shares
5,198
-9%
J P Morgan Exchange Traded FJAVA
Share
0.5%
Value
$2m
Shares
30,838
-8%
Amazon.comAMZN
Share
0.5%
Value
$2m
Shares
9,866
Held
MicrosoftMSFT
Share
0.4%
Value
$2m
Shares
5,933
Held
Invesco QQQ TRQQQ
Share
0.4%
Value
$2m
Shares
2,990
Held
JPMorgan ChaseJPM
Share
0.4%
Value
$2m
Shares
6,613
+2%
AlphabetGOOGL
Share
0.4%
Value
$2m
Shares
5,883
-10%
Select Sector Spdr TRXLF
Share
0.4%
Value
$2m
Shares
38,491
Held
TeslaTSLA
Share
0.4%
Value
$2m
Shares
4,698
Held
Ishares TRIWR
Share
0.4%
Value
$2m
Shares
16,792
-4%
CrowdStrike HoldingsCRWD
Share
0.4%
Value
$2m
Shares
2,406
-6%
Spdr Series TrustONEY
Share
0.3%
Value
$2m
Shares
13,723
Held
WalmartWMT
Share
0.3%
Value
$2m
Shares
15,200
Held
First TR Exchange-Traded FDFXO
Share
0.3%
Value
$2m
Shares
25,838
-3%
DBX ETF TRDEEF
Share
0.3%
Value
$2m
Shares
41,235
Held
NetflixNFLX
Share
0.3%
Value
$1m
Shares
20,983
+2%
Select Sector Spdr TRXLV
Share
0.3%
Value
$1m
Shares
8,741
Held
Goldman Sachs GroupGS
Share
0.3%
Value
$1m
Shares
1,370
Held
PrologisPLD
Share
0.3%
Value
$1m
Shares
10,128
Held
Simplify Exchange Traded FUNMTBA
Share
0.2%
Value
$1m
Shares
25,744
-57%
Palo Alto NetworksPANW
Share
0.2%
Value
$1m
Shares
3,682
-24%
Enterprise Products Partners L.P.EPD
Share
0.2%
Value
$1m
Shares
33,637
Held
Spdr Gold TRGLD
Share
0.2%
Value
$1m
Shares
3,232
-32%
MerckMRK
Share
0.2%
Value
$1m
Shares
9,224
+28%
Ishares TRIWF
Share
0.2%
Value
$1m
Shares
9,080
-6%
Constellation EnergyCEG
Share
0.2%
Value
$1m
Shares
4,147
+5%
AstrazenecaAZN
Share
0.2%
Value
$1m
Shares
5,313
New
Ishares TRMUB
Share
0.2%
Value
$999,893
Shares
9,291
-48%
PNC Financial Services GroupPNC
Share
0.2%
Value
$998,422
Shares
4,055
Held
First TR Exch Traded FD IIIFMHI
Share
0.2%
Value
$995,792
Shares
20,536
-70%
NisourceNI
Share
0.2%
Value
$988,612
Shares
20,791
Held
Charles SchwabSCHW
Share
0.2%
Value
$966,881
Shares
10,479
Held
VisaV
Share
0.2%
Value
$964,528
Shares
2,811
Held
Advanced Micro DevicesAMD
Share
0.2%
Value
$958,502
Shares
1,650
-24%
First TR Exchange-Traded FDFDL
Share
0.2%
Value
$956,023
Shares
19,647
+6%
Eli LillyLLY
Share
0.2%
Value
$951,148
Shares
793
Held
First TR Exch Traded FD IIIFMB
Share
0.2%
Value
$944,386
Shares
18,385
Held
Fidelity Merrimack STR TRFAAA
Share
0.2%
Value
$897,925
Shares
17,903
New
FortinetFTNT
Share
0.2%
Value
$887,616
Shares
5,778
-15%
Fidelity Covington TrustFHLC
Share
0.2%
Value
$885,829
Shares
11,467
+15%
BlackRockBLK
Share
0.2%
Value
$874,713
Shares
910
Held
East West BancorpEWBC
Share
0.2%
Value
$872,003
Shares
6,755
-4%
NewmontNEM
Share
0.2%
Value
$869,834
Shares
9,313
-17%
DBX ETF TRRVNU
Share
0.2%
Value
$832,010
Shares
32,873
-46%
Meta PlatformsMETA
Share
0.2%
Value
$821,325
Shares
1,458
+13%
Micron TechnologyMU
Share
0.2%
Value
$809,157
Shares
701
-16%
Applied DigitalAPLD
Share
0.2%
Value
$793,371
Shares
21,270
Held
American ExpressAXP
Share
0.1%
Value
$778,652
Shares
2,302
-38%
CumminsCMI
Share
0.1%
Value
$768,840
Shares
1,078
Held
AbbVieABBV
Share
0.1%
Value
$710,959
Shares
2,825
+6%
TotalEnergies SETTE
Share
0.1%
Value
$704,326
Shares
9,058
Held
J P Morgan Exchange Traded FJEPI
Share
0.1%
Value
$686,514
Shares
12,155
+20%
NextEra EnergyNEE
Share
0.1%
Value
$678,111
Shares
7,726
Held
HSBC HoldingsHSBC
Share
0.1%
Value
$674,854
Shares
7,097
Held
Ishares Silver TRSLV
Share
0.1%
Value
$674,684
Shares
12,618
+10%
EatonETN
Share
0.1%
Value
$670,287
Shares
1,573
-4%
ChevronCVX
Share
0.1%
Value
$654,586
Shares
3,949
Held

Company	Share of fund	Value	Shares	Change
Ishares TRHEFA	5.6%	$29m	618,984	Held
First TR Exchange Traded FDRDVY	5.0%	$26m	322,777	+6%
J P Morgan Exchange Traded FJGRO	4.7%	$25m	248,565	-2%
ETF SER SolutionsDSTL	4.3%	$22m	374,640	+4%
ETF SER SolutionsDSTX	4.0%	$21m	641,780	+5%
First TR Exchange Traded FDSDVY	3.9%	$20m	468,829	+8%
First TR Exch TRD Alphdx FDNFTY	3.0%	$16m	293,242	+4%
Tidal Trust IISMCO	2.7%	$14m	461,501	+3%
Janus Detroit STR TRJAAA	2.7%	$14m	276,101	Held
Pgim ETF TRPSH	2.6%	$14m	271,387	+2%
Ishares TRSMIN	2.6%	$14m	191,179	Held
First TR Exchange Traded FDAIRR	2.6%	$13m	99,934	+3%
Vanguard World FDMGV	2.4%	$13m	76,747	+8%
Ishares TRIWY	2.2%	$12m	40,226	Held
First TR Exchange Traded FDTDIV	2.2%	$11m	99,902	-4%
First TR Exchange-Traded FDGRID	2.1%	$11m	58,095	+24%
Fidelity Covington TrustFCOM	1.9%	$10m	140,850	+4%
Fidelity Covington TrustFTEC	1.8%	$10m	33,452	-2%
Ishares TRDGRO	1.7%	$9m	114,563	Held
Vanguard Index FDSVOO	1.6%	$9m	12,477	+3%
Bitwise Bitcoin ETF TRBITB	1.5%	$8m	249,044	-3%
First TR Exchange-Traded FDFVD	1.5%	$8m	157,145	Held
AppleAAPL	1.4%	$7m	25,444	+15%
Pimco ETF TRSMMU	1.2%	$6m	124,280	+18%
DBX ETF TRDEUS	1.1%	$6m	91,913	-3%
Invesco Exchange Traded FD TRSP	1.1%	$6m	26,521	-13%
Vanguard Scottsdale FDSVONG	1.0%	$5m	42,603	-12%
J P Morgan Exchange Traded FJMUB	1.0%	$5m	105,539	+67%
Select Sector Spdr TRXLE	0.9%	$5m	90,826	-21%
First TR Exchange-Traded FDQQEW	0.9%	$5m	29,243	-6%
Ishares TRIQLT	0.9%	$4m	90,578	-18%
State STR Spdr S&P 500 ETF TSPY	0.8%	$4m	5,653	-21%
Morgan Stanley ETF TrustEVIM	0.8%	$4m	76,536	+351%
BroadcomAVGO	0.7%	$4m	10,347	Held
Ishares TRIJH	0.7%	$4m	49,193	Held
CoreWeaveCRWV	0.7%	$3m	34,452	Held
First TR Exchange-Traded FDEMLP	0.6%	$3m	72,836	Held
First TR Exchange-Traded FDFXR	0.6%	$3m	33,874	Held
State STR Spdr DOW Jones INDDIA	0.6%	$3m	5,754	Held
Pgim ETF TRPAAA	0.5%	$3m	55,875	+381%
First TR Exchange-Traded FDFXN	0.5%	$3m	140,849	-27%
KLAKLAC	0.5%	$3m	8,738	-5%
NvidiaNVDA	0.5%	$3m	12,988	+7%
Taiwan Semiconductor ManufacturingTSM	0.5%	$2m	5,198	-9%
J P Morgan Exchange Traded FJAVA	0.5%	$2m	30,838	-8%
Amazon.comAMZN	0.5%	$2m	9,866	Held
MicrosoftMSFT	0.4%	$2m	5,933	Held
Invesco QQQ TRQQQ	0.4%	$2m	2,990	Held
JPMorgan ChaseJPM	0.4%	$2m	6,613	+2%
AlphabetGOOGL	0.4%	$2m	5,883	-10%
Select Sector Spdr TRXLF	0.4%	$2m	38,491	Held
TeslaTSLA	0.4%	$2m	4,698	Held
Ishares TRIWR	0.4%	$2m	16,792	-4%
CrowdStrike HoldingsCRWD	0.4%	$2m	2,406	-6%
Spdr Series TrustONEY	0.3%	$2m	13,723	Held
WalmartWMT	0.3%	$2m	15,200	Held
First TR Exchange-Traded FDFXO	0.3%	$2m	25,838	-3%
DBX ETF TRDEEF	0.3%	$2m	41,235	Held
NetflixNFLX	0.3%	$1m	20,983	+2%
Select Sector Spdr TRXLV	0.3%	$1m	8,741	Held
Goldman Sachs GroupGS	0.3%	$1m	1,370	Held
PrologisPLD	0.3%	$1m	10,128	Held
Simplify Exchange Traded FUNMTBA	0.2%	$1m	25,744	-57%
Palo Alto NetworksPANW	0.2%	$1m	3,682	-24%
Enterprise Products Partners L.P.EPD	0.2%	$1m	33,637	Held
Spdr Gold TRGLD	0.2%	$1m	3,232	-32%
MerckMRK	0.2%	$1m	9,224	+28%
Ishares TRIWF	0.2%	$1m	9,080	-6%
Constellation EnergyCEG	0.2%	$1m	4,147	+5%
AstrazenecaAZN	0.2%	$1m	5,313	New
Ishares TRMUB	0.2%	$999,893	9,291	-48%
PNC Financial Services GroupPNC	0.2%	$998,422	4,055	Held
First TR Exch Traded FD IIIFMHI	0.2%	$995,792	20,536	-70%
NisourceNI	0.2%	$988,612	20,791	Held
Charles SchwabSCHW	0.2%	$966,881	10,479	Held
VisaV	0.2%	$964,528	2,811	Held
Advanced Micro DevicesAMD	0.2%	$958,502	1,650	-24%
First TR Exchange-Traded FDFDL	0.2%	$956,023	19,647	+6%
Eli LillyLLY	0.2%	$951,148	793	Held
First TR Exch Traded FD IIIFMB	0.2%	$944,386	18,385	Held
Fidelity Merrimack STR TRFAAA	0.2%	$897,925	17,903	New
FortinetFTNT	0.2%	$887,616	5,778	-15%
Fidelity Covington TrustFHLC	0.2%	$885,829	11,467	+15%
BlackRockBLK	0.2%	$874,713	910	Held
East West BancorpEWBC	0.2%	$872,003	6,755	-4%
NewmontNEM	0.2%	$869,834	9,313	-17%
DBX ETF TRRVNU	0.2%	$832,010	32,873	-46%
Meta PlatformsMETA	0.2%	$821,325	1,458	+13%
Micron TechnologyMU	0.2%	$809,157	701	-16%
Applied DigitalAPLD	0.2%	$793,371	21,270	Held
American ExpressAXP	0.1%	$778,652	2,302	-38%
CumminsCMI	0.1%	$768,840	1,078	Held
AbbVieABBV	0.1%	$710,959	2,825	+6%
TotalEnergies SETTE	0.1%	$704,326	9,058	Held
J P Morgan Exchange Traded FJEPI	0.1%	$686,514	12,155	+20%
NextEra EnergyNEE	0.1%	$678,111	7,726	Held
HSBC HoldingsHSBC	0.1%	$674,854	7,097	Held
Ishares Silver TRSLV	0.1%	$674,684	12,618	+10%
EatonETN	0.1%	$670,287	1,573	-4%
ChevronCVX	0.1%	$654,586	3,949	Held

Showing the largest 100 of 194.

Options (2)

ComcastCMCSA
Type
Call
Value
$98,200
Contracts
4,000
Palantir TechnologiesPLTR
Type
Call
Value
$58,335
Contracts
500

Company	Type	Value	Contracts
ComcastCMCSA	Call	$98,200	4,000
Palantir TechnologiesPLTR	Call	$58,335	500

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 27.1% since 30 June 2025.

Where the money is

Technology7.5%

Financial services2.1%

Media & telecom1.3%

Retail & consumer1.2%

Health care1.0%

Utilities0.9%

Industrials0.8%

Energy0.5%

Everyday goods0.5%

Real estate0.4%

Materials0.4%

Other83.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.