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Crew Capital Management, Ltd. 13F Holdings
Holdings from the most recent 13F from Crew Capital Management, Ltd.
Filed: 2024-02-05 (Q4 2023) | Holdings: 89 | Value: $98.3M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| QQQ - INVESCO QQQ TR | Reduce 6% $(459.1K) | 7.66% | $7.5M | +68.08% | +2.61% | +24.01% | |
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(83.1K) | 6.34% | $6.2M | -3.94% | +4.55% | +9.31% | |
| AAPL - APPLE INC | Reduce 4% $(262.2K) | 6.23% | $6.1M | +58.40% | -2.63% | +25.42% | |
| XLK - SELECT SECTOR SPDR TR | 5.43% | $5.3M | +77.84% | +1.16% | +16.52% | ||
| LLY - ELI LILLY & CO | Reduce 1% $(48.4K) | 5.42% | $5.3M | +32.37% | +3.51% | +18.07% | |
| ZROZ - PIMCO ETF TR | New Purchase | 4.88% | $4.8M | -11.78% | -5.93% | -5.33% | |
| BND - VANGUARD BD INDEX FDS | Add 3% ($143.3K) | 4.47% | $4.4M | +10.16% | -0.66% | +3.77% | |
| XLV - SELECT SECTOR SPDR TR | Add 4% ($170.3K) | 4.38% | $4.3M | +3.44% | -1.14% | +4.12% | |
| SCHD - SCHWAB STRATEGIC TR | Add 5% ($199.6K) | 3.97% | $3.9M | +35.04% | +2.70% | +12.62% | |
| MSFT - MICROSOFT CORP | Add 54% ($1.1M) | 3.27% | $3.2M | +3.42% | +2.08% | +3.22% | |
| XLY - SELECT SECTOR SPDR TR | Add 1% ($27.4K) | 2.62% | $2.6M | +39.77% | +3.52% | +33.28% | |
| XLU - SELECT SECTOR SPDR TR | Add 8% ($165.2K) | 2.31% | $2.3M | +60.32% | +15.20% | +34.24% | |
| XLP - SELECT SECTOR SPDR TR | Add 7% ($147.9K) | 2.29% | $2.3M | +20.13% | +3.76% | +10.85% | |
| INTC - INTEL CORP | New Purchase | 1.59% | $1.6M | +206.30% | -27.18% | -54.14% | |
| LULU - LULULEMON ATHLETICA INC | New Purchase | 1.34% | $1.3M | -72.37% | -23.41% | -9.95% | |
| IVV - ISHARES TR | Reduce 1% $(19.1K) | 1.32% | $1.3M | +54.20% | +5.04% | +24.58% | |
| GOOGL - ALPHABET INC | Reduce 3% $(37.7K) | 1.21% | $1.2M | +170.90% | +16.21% | +32.94% | |
| IJH - ISHARES TR | Reduce 9% $(115.3K) | 1.16% | $1.1M | +39.14% | +8.87% | +20.35% | |
| PANW - PALO ALTO NETWORKS INC | New Purchase | 1.10% | $1.1M | +23.69% | -13.00% | +8.47% | |
| NVDA - NVIDIA CORPORATION | Reduce 54% $(1.2M) | 1.06% | $1.0M | +215.34% | +32.33% | +84.86% | |
| SNPS - SYNOPSYS INC | New Purchase | 1.04% | $1.0M | -8.03% | -2.80% | -5.00% | |
| IJR - ISHARES TR | Reduce 7% $(81.5K) | 1.03% | $1.0M | +38.56% | +5.57% | +17.88% | |
| JNJ - JOHNSON & JOHNSON | 1.01% | $990.0K | +51.89% | -3.93% | +1.63% | ||
| V - VISA INC | Reduce 1% $(5.5K) | 1.00% | $984.6K | +19.84% | -0.59% | +27.41% | |
| JPM - JPMORGAN CHASE & CO | 0.95% | $932.7K | +80.26% | +10.60% | +62.21% | ||
| SPLG - SPDR SER TR | Reduce 29% $(377.8K) | 0.95% | $932.6K | +54.16% | +5.00% | +24.52% | |
| IBDS - ISHARES TR | Add 6% ($47.4K) | 0.89% | $873.0K | +12.06% | +0.45% | +5.36% | |
| IBDR - ISHARES TR | Add 5% ($41.7K) | 0.88% | $867.2K | +11.55% | +0.64% | +5.37% | |
| IBTF - ISHARES TR | Add 5% ($39.4K) | 0.87% | $851.2K | +0.72% | +4.80% | ||
| IBTE - ISHARES TR | Add 5% ($37.9K) | 0.86% | $845.0K | +1.19% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(7.1K) | 0.84% | $827.5K | +22.87% | +3.75% | +22.27% | |
| SPTM - SPDR SER TR | Reduce 2% $(16.2K) | 0.78% | $770.4K | +52.76% | +5.23% | +24.10% | |
| XOM - EXXON MOBIL CORP | 0.78% | $763.5K | +58.26% | +15.45% | +9.85% | ||
| KR - KROGER CO | Add 1% ($6.9K) | 0.76% | $748.1K | +48.84% | +21.68% | +45.40% | |
| TSLA - TESLA INC | Reduce 61% $(1.2M) | 0.76% | $742.7K | +151.11% | +4.26% | +111.23% | |
| USXF - ISHARES TR | Add 4% ($27.2K) | 0.71% | $700.8K | +62.20% | +4.68% | +23.47% | |
| BAR - GRANITESHARES GOLD TR | Reduce 30% $(284.7K) | 0.69% | $679.7K | +132.57% | +14.61% | +40.60% | |
| CINF - CINCINNATI FINL CORP | Reduce 13% $(97.3K) | 0.69% | $676.1K | +54.23% | +5.71% | +26.54% | |
| BIL - SPDR SER TR | Reduce 7% $(48.2K) | 0.63% | $622.4K | +10.37% | +1.28% | +5.08% | |
| AMZN - AMAZON COM INC | Add 2% ($13.8K) | 0.60% | $588.6K | +58.80% | +11.40% | +40.99% | |
| NOBL - PROSHARES TR | Reduce 28% $(218.8K) | 0.58% | $570.1K | +18.28% | +4.21% | +9.87% | |
| WFC-PL - WELLS FARGO CO NEW | Reduce 1% $(6.0K) | 0.51% | $504.6K | +59.61% | +24.05% | +71.04% | |
| HD - HOME DEPOT INC | New Purchase | 0.50% | $487.5K | -7.24% | -2.96% | +19.57% | |
| GOOG - ALPHABET INC | Reduce 1% $(6.1K) | 0.49% | $483.8K | +167.16% | +16.35% | +32.92% | |
| TBIL - RBB FD INC | Add 1% ($3.4K) | 0.48% | $475.0K | +10.41% | +1.28% | +5.05% | |
| GE - GENERAL ELECTRIC CO | Reduce 1% $(2.7K) | 0.46% | $450.9K | +177.70% | +53.24% | +88.90% | |
| MRK - MERCK & CO INC | Reduce 1% $(2.2K) | 0.43% | $419.8K | -5.62% | +1.40% | -28.55% | |
| META - META PLATFORMS INC | Reduce 14% $(66.2K) | 0.42% | $414.5K | +30.08% | +0.47% | +54.03% | |
| PH - PARKER-HANNIFIN CORP | New Purchase | 0.41% | $404.0K | +75.85% | +8.38% | +37.19% | |
| GILD - GILEAD SCIENCES INC | New Purchase | 0.41% | $398.0K | +86.90% | -13.87% | +32.75% | |
| IBTD - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| INTU - INTUIT | Reduce 100% | 0.00% | $0.00 | ||||
| FLR - FLUOR CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| FDX - FEDEX CORP | Reduce 100% | 0.00% | $0.00 | ||||
| ABBV - ABBVIE INC | Reduce 100% | 0.00% | $0.00 | ||||
| BKNG - BOOKING HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ADBE - ADOBE INC | Reduce 100% | 0.00% | $0.00 | ||||
| CWB - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||