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: 2023-04-17 (Q1 2023) | Holdings: 87 | Value: $69.6M | 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 |
| AAPL - APPLE INC | Reduce 10% $(740.2K) | 9.64% | $6.7M | +78.92% | +16.80% | +1.10% | |
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(37.5K) | 9.47% | $6.6M | +3.28% | -0.51% | +7.52% | |
| LLY - LILLY ELI & CO | 5.19% | $3.6M | +165.06% | +21.28% | +101.66% | ||
| IJH - ISHARES TR | Reduce 6% $(217.9K) | 4.92% | $3.4M | +52.24% | +8.38% | +13.32% | |
| QQQ - INVESCO QQQ TR | Reduce 9% $(227.9K) | 3.40% | $2.4M | +126.16% | +20.34% | +32.79% | |
| BAR - GRANITESHARES GOLD TR | Reduce 11% $(265.4K) | 3.20% | $2.2M | +136.22% | -0.81% | +19.20% | |
| MSFT - MICROSOFT CORP | Add 2% ($31.7K) | 2.65% | $1.8M | +44.88% | +23.56% | +39.79% | |
| GOOGL - ALPHABET INC | Reduce 7% $(132.3K) | 2.64% | $1.8M | +267.97% | +16.22% | +46.50% | |
| IJR - ISHARES TR | Reduce 10% $(202.6K) | 2.58% | $1.8M | +49.71% | +8.04% | +7.83% | |
| SNSR - GLOBAL X FDS | Reduce 27% $(519.1K) | 2.04% | $1.4M | +49.85% | +9.70% | +4.08% | |
| V - VISA INC | Reduce 27% $(514.0K) | 2.03% | $1.4M | +41.73% | +3.20% | +17.01% | |
| NOBL - PROSHARES TR | Reduce 10% $(159.6K) | 2.02% | $1.4M | +23.66% | +4.14% | +7.17% | |
| SPLG - SPDR SER TR | Reduce 4% $(58.0K) | 1.83% | $1.3M | +85.38% | +9.72% | +22.11% | |
| IVV - ISHARES TR | Reduce 7% $(92.9K) | 1.81% | $1.3M | +85.32% | +9.73% | +22.03% | |
| VNQ - VANGUARD INDEX FDS | Reduce 26% $(443.1K) | 1.80% | $1.3M | +31.56% | +3.73% | -1.21% | |
| XLK - SELECT SECTOR SPDR TR | Add 26% ($253.1K) | 1.76% | $1.2M | +141.60% | +20.16% | +31.83% | |
| PGX - INVESCO EXCH TRADED FD TR II | Reduce 11% $(121.2K) | 1.41% | $984.5K | +15.36% | -1.58% | +3.29% | |
| JNJ - JOHNSON & JOHNSON | 1.41% | $982.1K | +47.41% | -2.43% | -8.54% | ||
| SPTM - SPDR SER TR | Add 3% ($27.7K) | 1.39% | $970.8K | +82.46% | +9.62% | +21.42% | |
| NVDA - NVIDIA CORPORATION | Reduce 17% $(184.4K) | 1.28% | $895.0K | +697.70% | +72.51% | +207.62% | |
| XOM - EXXON MOBIL CORP | Add 17% ($127.3K) | 1.24% | $863.2K | +44.92% | -11.01% | +7.32% | |
| XLY - SELECT SECTOR SPDR TR | Add 16% ($112.2K) | 1.19% | $832.1K | +64.55% | +18.85% | +16.08% | |
| CINF - CINCINNATI FINL CORP | 1.19% | $827.3K | +63.68% | -6.67% | +12.31% | ||
| JPM - JPMORGAN CHASE & CO | Add 7% ($55.3K) | 1.18% | $819.1K | +129.00% | +10.30% | +32.64% | |
| BIL - SPDR SER TR | New Purchase | 1.17% | $813.1K | +14.98% | +1.18% | +5.29% | |
| KR - KROGER CO | 1.15% | $800.8K | +45.07% | -2.65% | +19.30% | ||
| SCHD - SCHWAB STRATEGIC TR | Add 93% ($381.7K) | 1.14% | $793.4K | +43.68% | +0.45% | +6.03% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 7% ($50.9K) | 1.08% | $751.9K | +47.58% | +6.27% | +23.06% | |
| XLV - SELECT SECTOR SPDR TR | New Purchase | 1.00% | $694.2K | +11.61% | -1.57% | +4.43% | |
| FLR - FLUOR CORP NEW | Reduce 5% $(30.9K) | 0.91% | $633.7K | +42.17% | +2.70% | +27.60% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 7% $(48.5K) | 0.91% | $633.0K | -9.34% | -11.34% | -28.60% | |
| USXF - ISHARES TR | Add 13% ($62.9K) | 0.79% | $548.8K | +106.43% | +12.20% | +28.33% | |
| WFC-PL - WELLS FARGO CO NEW | Reduce 2% $(11.8K) | 0.72% | $502.3K | +93.93% | +11.52% | +47.09% | |
| TBIL - RBB FD INC | Reduce 33% $(238.9K) | 0.69% | $478.8K | +14.99% | +1.19% | +5.24% | |
| SHY - ISHARES TR | Reduce 23% $(131.4K) | 0.63% | $435.4K | +12.44% | -0.10% | +2.47% | |
| ABBV - ABBVIE INC | Reduce 1% $(6.4K) | 0.62% | $431.7K | +40.25% | -14.23% | +6.42% | |
| MRK - MERCK & CO INC | Reduce 9% $(40.9K) | 0.61% | $427.8K | +6.56% | -6.83% | +12.38% | |
| AMZN - AMAZON COM INC | New Purchase | 0.59% | $413.8K | +158.77% | +27.78% | +72.41% | |
| VTI - VANGUARD INDEX FDS | New Purchase | 0.59% | $412.3K | +83.18% | +10.05% | +21.43% | |
| MA - MASTERCARD INCORPORATED | Add 1% ($2.2K) | 0.58% | $406.7K | +35.49% | +6.63% | +22.31% | |
| DE - DEERE & CO | 0.58% | $402.6K | +56.10% | +10.09% | +3.31% | ||
| FDX - FEDEX CORP | New Purchase | 0.58% | $400.5K | +75.25% | +14.41% | +16.72% | |
| DAL - DELTA AIR LINES INC DEL | Reduce 26% $(142.3K) | 0.57% | $398.1K | +110.03% | +38.73% | +37.95% | |
| TSLA - TESLA INC | New Purchase | 0.57% | $396.5K | +137.78% | +56.74% | -19.89% | |
| XLU - SELECT SECTOR SPDR TR | New Purchase | 0.56% | $389.6K | +42.81% | -4.62% | -3.83% | |
| ABT - ABBOTT LABS | 0.56% | $388.5K | -16.85% | +1.92% | +1.86% | ||
| GOOG - ALPHABET INC | New Purchase | 0.53% | $370.2K | +264.43% | +15.96% | +47.16% | |
| SPMD - SPDR SER TR | Reduce 2% $(6.4K) | 0.52% | $363.0K | +53.50% | +8.40% | +14.11% | |
| DIS - DISNEY WALT CO | Reduce 17% $(75.1K) | 0.52% | $361.8K | +6.54% | -14.57% | +12.11% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 0.51% | $354.9K | +84.86% | +9.70% | +21.94% | |
| SCHA - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| KO - COCA COLA CO | Reduce 100% | 0.00% | $0.00 | ||||
| GE - GENERAL ELECTRIC CO | Reduce 100% | 0.00% | $0.00 | ||||
| SCHE - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCHG - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| VO - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| GLD - SPDR GOLD TR | Reduce 100% | 0.00% | $0.00 | ||||
| META - META PLATFORMS INC | Reduce 100% | 0.00% | $0.00 | ||||
| IGSB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||