10,000+ stock pitches from top investors available on joinyellowbrick.com
Crew Capital Management, Ltd. 13F Holdings
Holdings from the most recent 13F from Crew Capital Management, Ltd.
Filed: 2023-01-18 (Q4 2022) | Holdings: 90 | Value: $69.7M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| PG - PROCTER AND GAMBLE CO | Reduce 5% $(388.7K) | 9.71% | $6.8M | +8.80% | +5.53% | +5.59% | |
| AAPL - APPLE INC | Reduce 1% $(82.4K) | 8.43% | $5.9M | +121.99% | +25.21% | +43.67% | |
| LLY - LILLY ELI & CO | 5.53% | $3.9M | +181.49% | +5.48% | +80.15% | ||
| IJH - ISHARES TR | Add 2% ($73.3K) | 5.05% | $3.5M | +52.33% | -0.26% | +9.49% | |
| BAR - GRANITESHARES GOLD TR | Reduce 2% $(57.7K) | 3.31% | $2.3M | +145.42% | +3.95% | +5.53% | |
| QQQ - INVESCO QQQ TR | Reduce 7% $(167.8K) | 3.09% | $2.2M | +163.22% | +15.56% | +53.53% | |
| IJR - ISHARES TR | Reduce 5% $(94.6K) | 2.81% | $2.0M | +46.44% | -2.82% | +7.20% | |
| V - VISA INC | Reduce 2% $(29.5K) | 2.55% | $1.8M | +52.20% | +6.84% | +25.20% | |
| SNSR - GLOBAL X FDS | Reduce 7% $(134.4K) | 2.42% | $1.7M | +58.33% | +4.62% | +10.92% | |
| VNQ - VANGUARD INDEX FDS | Reduce 18% $(365.2K) | 2.41% | $1.7M | +27.22% | -3.05% | +2.89% | |
| GOOGL - ALPHABET INC | Reduce 3% $(52.9K) | 2.41% | $1.7M | +331.94% | +14.84% | +61.35% | |
| NOBL - PROSHARES TR | Reduce 6% $(104.4K) | 2.21% | $1.5M | +25.33% | +1.51% | +5.77% | |
| MSFT - MICROSOFT CORP | Reduce 8% $(128.1K) | 2.16% | $1.5M | +81.15% | +23.69% | +72.04% | |
| IVV - ISHARES TR | Reduce 15% $(218.6K) | 1.81% | $1.3M | +98.63% | +6.81% | +25.91% | |
| SPLG - SPDR SER TR | Add 11% ($120.7K) | 1.79% | $1.2M | +98.64% | +6.85% | +25.97% | |
| JNJ - JOHNSON & JOHNSON | Reduce 6% $(71.5K) | 1.61% | $1.1M | +44.27% | -3.15% | -1.45% | |
| PGX - INVESCO EXCH TRADED FD TR II | Reduce 4% $(45.9K) | 1.55% | $1.1M | +10.84% | -3.67% | +0.58% | |
| SPTM - SPDR SER TR | 1.27% | $884.4K | +94.31% | +6.16% | +24.61% | ||
| XLK - SELECT SECTOR SPDR TR | Reduce 23% $(233.3K) | 1.15% | $803.0K | +183.54% | +16.49% | +57.27% | |
| JPM - JPMORGAN CHASE & CO | Reduce 4% $(31.9K) | 1.13% | $786.1K | +139.24% | +5.18% | +29.45% | |
| CINF - CINCINNATI FINL CORP | 1.08% | $755.7K | +71.33% | +5.31% | +10.58% | ||
| FLR - FLUOR CORP NEW | 1.07% | $745.2K | +24.58% | -14.34% | +5.33% | ||
| XOM - EXXON MOBIL CORP | Reduce 2% $(12.5K) | 1.06% | $740.2K | +51.77% | +6.72% | -8.91% | |
| KR - KROGER CO | Add 5% ($35.7K) | 1.04% | $723.1K | +53.65% | +5.31% | +3.79% | |
| TBIL - RBB FD INC | Add 59% ($264.8K) | 1.03% | $714.5K | +16.34% | +1.19% | +5.14% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 4% $(32.4K) | 1.02% | $707.5K | -10.87% | -2.65% | -28.01% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.01% | $701.2K | +56.65% | +5.54% | +19.88% | ||
| GLD - SPDR GOLD TR | Add 3% ($19.2K) | 0.93% | $645.6K | +143.68% | +3.92% | +5.36% | |
| XLY - SELECT SECTOR SPDR TR | Reduce 7% $(50.1K) | 0.89% | $621.8K | +79.17% | +8.41% | +28.79% | |
| NVDA - NVIDIA CORPORATION | Reduce 3% $(16.7K) | 0.82% | $567.9K | +1189.46% | +63.98% | +249.36% | |
| SHY - ISHARES TR | Add 20% ($92.4K) | 0.80% | $559.9K | +13.14% | +0.52% | +3.27% | |
| WFC-PL - WELLS FARGO CO NEW | 0.74% | $517.8K | +87.44% | -0.93% | +15.65% | ||
| DAL - DELTA AIR LINES INC DEL | Reduce 19% $(119.9K) | 0.73% | $508.5K | +93.88% | -5.07% | -1.02% | |
| MRK - MERCK & CO INC | Add 1% ($6.7K) | 0.70% | $488.7K | +13.28% | +5.98% | +12.70% | |
| USXF - ISHARES TR | New Purchase | 0.65% | $450.5K | +119.62% | +5.85% | +32.18% | |
| ABBV - ABBVIE INC | Reduce 4% $(20.4K) | 0.64% | $444.3K | +52.99% | +9.23% | +15.10% | |
| SCHD - SCHWAB STRATEGIC TR | New Purchase | 0.61% | $425.1K | +42.63% | -1.21% | +5.51% | |
| ABT - ABBOTT LABS | Reduce 13% $(62.1K) | 0.60% | $421.3K | -20.66% | +1.61% | +5.37% | |
| DE - DEERE & CO | New Purchase | 0.60% | $418.0K | +45.84% | -6.68% | -8.13% | |
| SCHE - SCHWAB STRATEGIC TR | Reduce 12% $(54.1K) | 0.58% | $407.2K | +58.16% | -4.23% | -2.96% | |
| VO - VANGUARD INDEX FDS | Reduce 6% $(24.3K) | 0.57% | $395.2K | +55.28% | +0.99% | +10.76% | |
| MA - MASTERCARD INCORPORATED | New Purchase | 0.56% | $387.0K | +39.18% | +2.41% | +20.52% | |
| DIS - DISNEY WALT CO | Reduce 38% $(232.4K) | 0.54% | $379.1K | +9.24% | +0.64% | -4.85% | |
| SCHG - SCHWAB STRATEGIC TR | Reduce 3% $(11.3K) | 0.54% | $378.6K | +142.03% | +14.44% | +50.21% | |
| META - META PLATFORMS INC | Reduce 27% $(138.4K) | 0.54% | $374.3K | +355.55% | +62.80% | +189.42% | |
| KO - COCA COLA CO | New Purchase | 0.52% | $362.1K | +45.13% | +7.44% | +3.34% | |
| IGSB - ISHARES TR | Reduce 17% $(72.2K) | 0.51% | $358.7K | +18.44% | +0.32% | +4.64% | |
| SCHA - SCHWAB STRATEGIC TR | New Purchase | 0.51% | $358.5K | +64.76% | -1.20% | +8.83% | |
| SPMD - SPDR SER TR | New Purchase | 0.51% | $357.3K | +53.43% | -0.32% | +10.21% | |
| GE - GENERAL ELECTRIC CO | New Purchase | 0.51% | $353.3K | +392.03% | +27.18% | +67.05% | |
| IEF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| FLOT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| HYG - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SPSB - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| TLT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| VIG - VANGUARD SPECIALIZED FUNDS | Reduce 100% | 0.00% | $0.00 | ||||
| CWB - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||