Institutional Fund
Crews Bank & Trust
Port Charlotte, FLCIK 20522795 filings on record
Portfolio Value
$689.76M
Q1 2026
Holdings
673
Reported positions
New Buys
61
Opened this quarter
QoQ Change
-1.3%
from $698.78M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust12.8%
- Ishares Tr5.6%
- Vanguard Specialized Funds5.5%
- Vanguard Whitehall Fds5.3%
- Vanguard Index Fds4.3%
- Spdr Series Trust3.7%
- Other62.8%
Portfolio Holdings
673 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 1.16M | $88.47M | 12.8% | +19.5K | Added |
| 2 | Ishares Tr | 759.6K | $38.35M | 5.6% | +23.2K | Added |
| 3 | Vanguard Specialized Funds | 175.1K | $37.65M | 5.5% | +2.9K | Added |
| 4 | Vanguard Whitehall Fds | 246.3K | $36.48M | 5.3% | −1.7K | Reduced |
| 5 | Vanguard Index Fds | 67.8K | $29.60M | 4.3% | +2.3K | Added |
| 6 | Spdr Series Trust | 770.3K | $25.83M | 3.7% | +37.2K | Added |
| 7 | Spdr Series Trust | 486.7K | $23.52M | 3.4% | −31.9K | Reduced |
| 8 | Vanguard Scottsdale Fds | 236.2K | $19.54M | 2.8% | +6.7K | Added |
| 9 | Spdr Series Trust | 328.1K | $19.43M | 2.8% | −13.0K | Reduced |
| 10 | Apple Inc | 71.3K | $18.10M | 2.6% | −1.5K | Reduced |
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