Institutional Fund
Crumly & Associates Inc.
Springfield, ILCIK 17595785 filings on record
Portfolio Value
$475.95M
Q1 2026
Holdings
200
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-0.2%
from $476.71M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr5.5%
- J P Morgan Exchange Traded F4.5%
- First Tr Exchange Traded Fd4.4%
- ETF Ser Solutions4.4%
- ETF Ser Solutions4.2%
- First Tr Exchange-Traded Fd3.6%
- Other73.5%
Portfolio Holdings
200 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 616.7K | $26.21M | 5.5% | +161.9K | Added |
| 2 | J P Morgan Exchange Traded F | 253.8K | $21.45M | 4.5% | −33.7K | Reduced |
| 3 | First Tr Exchange Traded Fd | 305.9K | $20.89M | 4.4% | −32.9K | Reduced |
| 4 | ETF Ser Solutions | 359.2K | $20.79M | 4.4% | −7.3K | Reduced |
| 5 | ETF Ser Solutions | 609.6K | $19.76M | 4.2% | +170.6K | Added |
| 6 | First Tr Exchange-Traded Fd | 433.5K | $17.09M | 3.6% | −43.2K | Reduced |
| 7 | First Tr Exch Trd Alphdx Fd | 282.0K | $14.52M | 3.1% | +91.6K | Added |
| 8 | Janus Detroit Str Tr | 270.8K | $13.64M | 2.9% | +180.5K | Added |
| 9 | Pgim ETF Tr | 265.6K | $13.17M | 2.8% | +157.8K | Added |
| 10 | Tidal Trust II | 449.8K | $12.23M | 2.6% | −56.3K | Reduced |
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