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: 2023-11-02 (Q3 2023) | Holdings: 74 | Value: $92.9M | 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 |
| CWB - SPDR SER TR | New Purchase | 8.26% | $7.7M | +68.65% | +8.37% | +18.98% | |
| QQQ - INVESCO QQQ TR | Add 30% ($1.6M) | 7.52% | $7.0M | +98.46% | +17.76% | +34.16% | |
| PG - PROCTER AND GAMBLE CO | Reduce 2% $(144.1K) | 6.76% | $6.3M | +0.81% | +4.89% | +11.46% | |
| AAPL - APPLE INC | Reduce 10% $(643.4K) | 6.11% | $5.7M | +70.10% | +7.86% | +28.07% | |
| LLY - ELI LILLY & CO | Reduce 3% $(158.5K) | 5.33% | $5.0M | +70.12% | +22.31% | +40.30% | |
| XLK - SELECT SECTOR SPDR TR | Add 30% ($1.0M) | 4.91% | $4.6M | +112.95% | +19.61% | +32.71% | |
| BND - VANGUARD BD INDEX FDS | Add 52% ($1.4M) | 4.34% | $4.0M | +15.08% | +4.30% | +7.77% | |
| XLV - SELECT SECTOR SPDR TR | Add 54% ($1.4M) | 4.20% | $3.9M | +16.83% | +12.08% | +16.80% | |
| SCHD - SCHWAB STRATEGIC TR | Add 51% ($1.2M) | 3.70% | $3.4M | +48.93% | +9.87% | +24.75% | |
| XLY - SELECT SECTOR SPDR TR | Add 26% ($471.5K) | 2.47% | $2.3M | +53.00% | +9.94% | +26.20% | |
| XLP - SELECT SECTOR SPDR TR | Add 51% ($679.9K) | 2.17% | $2.0M | +29.18% | +7.53% | +19.63% | |
| NVDA - NVIDIA CORPORATION | Add 26% ($409.3K) | 2.13% | $2.0M | +398.85% | +57.51% | +209.16% | |
| XLU - SELECT SECTOR SPDR TR | Add 46% ($618.7K) | 2.11% | $2.0M | +55.65% | -2.86% | +27.44% | |
| TSLA - TESLA INC | Add 252% ($1.4M) | 2.06% | $1.9M | +101.22% | -18.13% | +9.81% | |
| MSFT - MICROSOFT CORP | Reduce 30% $(760.7K) | 1.88% | $1.7M | +20.30% | +16.26% | +17.70% | |
| INTU - INTUIT | New Purchase | 1.44% | $1.3M | -18.80% | +30.17% | +26.34% | |
| BKNG - BOOKING HOLDINGS INC | New Purchase | 1.40% | $1.3M | +44.56% | +30.40% | +73.05% | |
| ADBE - ADOBE INC | New Purchase | 1.33% | $1.2M | -56.04% | +12.59% | -14.04% | |
| IVV - ISHARES TR | Reduce 2% $(23.6K) | 1.28% | $1.2M | +76.45% | +14.25% | +33.47% | |
| SPLG - SPDR SER TR | Reduce 9% $(114.3K) | 1.27% | $1.2M | +76.48% | +14.26% | +33.48% | |
| GOOGL - ALPHABET INC | Reduce 26% $(393.8K) | 1.24% | $1.1M | +206.09% | +12.23% | +32.53% | |
| IJH - ISHARES TR | Reduce 44% $(892.4K) | 1.21% | $1.1M | +54.93% | +11.23% | +27.95% | |
| JNJ - JOHNSON & JOHNSON | 1.06% | $988.4K | +57.78% | +3.86% | +7.96% | ||
| IJR - ISHARES TR | Reduce 29% $(387.2K) | 1.03% | $954.1K | +53.08% | +10.67% | +24.89% | |
| XOM - EXXON MOBIL CORP | Add 1% ($6.6K) | 0.97% | $898.2K | +50.38% | -5.46% | +13.26% | |
| V - VISA INC | Reduce 5% $(47.6K) | 0.94% | $874.7K | +34.64% | +12.67% | +20.00% | |
| BAR - GRANITESHARES GOLD TR | Reduce 38% $(521.0K) | 0.93% | $864.6K | +137.06% | +1.73% | +37.42% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 3% $(21.7K) | 0.88% | $819.7K | +36.95% | +11.59% | +26.31% | |
| IBTE - ISHARES TR | New Purchase | 0.87% | $806.5K | +1.35% | +5.21% | ||
| IBDR - ISHARES TR | Add 80% ($358.1K) | 0.87% | $806.0K | +14.78% | +2.81% | +7.14% | |
| IBTF - ISHARES TR | New Purchase | 0.87% | $804.8K | +1.71% | +5.41% | ||
| IBTD - ISHARES TR | New Purchase | 0.86% | $803.1K | ||||
| IBDS - ISHARES TR | Add 80% ($354.9K) | 0.86% | $798.4K | +16.09% | +3.55% | +8.00% | |
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(9.6K) | 0.86% | $797.6K | +122.73% | +23.48% | +58.26% | |
| CINF - CINCINNATI FINL CORP | Add 1% ($8.1K) | 0.82% | $764.6K | +71.59% | +11.23% | +40.27% | |
| NOBL - PROSHARES TR | Reduce 32% $(341.9K) | 0.79% | $733.9K | +27.92% | +7.94% | +20.69% | |
| KR - KROGER CO | 0.78% | $725.7K | +50.12% | +1.52% | +26.44% | ||
| SPTM - SPDR SER TR | Reduce 27% $(266.9K) | 0.76% | $706.4K | +74.54% | +14.03% | +33.04% | |
| BIL - SPDR SER TR | Reduce 87% $(4.4M) | 0.73% | $673.7K | +11.86% | +1.33% | +5.31% | |
| USXF - ISHARES TR | Add 7% ($36.2K) | 0.63% | $586.3K | +94.17% | +19.35% | +42.59% | |
| AMZN - AMAZON COM INC | Reduce 13% $(70.3K) | 0.52% | $480.9K | +93.53% | +22.53% | +40.86% | |
| WFC-PL - WELLS FARGO CO NEW | 0.51% | $476.1K | +89.43% | +19.12% | +57.90% | ||
| TBIL - RBB FD INC | Reduce 1% $(3.0K) | 0.51% | $473.6K | +11.85% | +1.29% | +5.26% | |
| GOOG - ALPHABET INC | Reduce 2% $(11.1K) | 0.49% | $458.3K | +202.07% | +12.27% | +32.54% | |
| META - META PLATFORMS INC | Reduce 61% $(632.8K) | 0.44% | $407.7K | +93.11% | +46.99% | +79.93% | |
| FLR - FLUOR CORP NEW | New Purchase | 0.44% | $407.0K | +23.77% | +6.97% | +49.60% | |
| MRK - MERCK & CO INC | Reduce 3% $(12.8K) | 0.43% | $398.5K | +16.43% | +22.95% | +1.16% | |
| GE - GENERAL ELECTRIC CO | New Purchase | 0.42% | $392.9K | +252.44% | +26.94% | +99.51% | |
| FDX - FEDEX CORP | Reduce 17% $(79.5K) | 0.41% | $384.9K | +60.23% | -3.92% | +11.03% | |
| ABBV - ABBVIE INC | New Purchase | 0.40% | $374.9K | +53.60% | +20.11% | +44.35% | |
| IBDQ - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IBDO - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SHY - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| FTNT - FORTINET INC | Reduce 100% | 0.00% | $0.00 | ||||
| PGX - INVESCO EXCH TRADED FD TR II | Reduce 100% | 0.00% | $0.00 | ||||
| VNQ - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| SNSR - GLOBAL X FDS | Reduce 100% | 0.00% | $0.00 | ||||
| ISRG - INTUITIVE SURGICAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| MA - MASTERCARD INCORPORATED | Reduce 100% | 0.00% | $0.00 | ||||
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 100% | 0.00% | $0.00 | ||||