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Crew Capital Management, Ltd. 13F Holdings
Holdings from the most recent 13F from Crew Capital Management, Ltd.
Filed: 2024-07-26 (Q2 2024) | Holdings: 114 | Value: $125.0M | 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 |
| LLY - ELI LILLY & CO | Reduce 1% $(74.2K) | 5.87% | $7.3M | +20.25% | +10.18% | -0.05% | |
| IJH - ISHARES TR | Add 19% ($1.1M) | 5.61% | $7.0M | +22.83% | +2.32% | +5.80% | |
| PG - PROCTER AND GAMBLE CO | 5.56% | $7.0M | -11.05% | +0.86% | -4.60% | ||
| QQQ - INVESCO QQQ TR | Add 93% ($3.3M) | 5.45% | $6.8M | +54.60% | +6.52% | +22.68% | |
| AAPL - APPLE INC | Reduce 1% $(40.0K) | 5.41% | $6.8M | +36.07% | +7.70% | -0.88% | |
| BIL - SPDR SER TR | New Purchase | 4.54% | $5.7M | +7.67% | +1.25% | +4.53% | |
| MSFT - MICROSOFT CORP | Add 2% ($100.6K) | 3.88% | $4.9M | -3.09% | -0.98% | +19.66% | |
| XLK - SELECT SECTOR SPDR TR | Reduce 10% $(393.7K) | 2.89% | $3.6M | +64.98% | +5.79% | +21.97% | |
| NVDA - NVIDIA CORPORATION | Add 796% ($3.1M) | 2.79% | $3.5M | +93.11% | +23.61% | +55.52% | |
| XLV - SELECT SECTOR SPDR TR | Reduce 21% $(538.0K) | 1.63% | $2.0M | -1.75% | -0.41% | -8.26% | |
| GOOGL - ALPHABET INC | Add 42% ($594.7K) | 1.61% | $2.0M | +131.83% | -1.12% | +14.62% | |
| SCHD - SCHWAB STRATEGIC TR | Reduce 22% $(494.6K) | 1.37% | $1.7M | +23.26% | +3.94% | +2.67% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.35% | $1.7M | +9.48% | +4.68% | +9.97% | ||
| IVV - ISHARES TR | Reduce 1% $(10.4K) | 1.23% | $1.5M | +38.42% | +6.73% | +18.16% | |
| HD - HOME DEPOT INC | Add 8% ($95.7K) | 1.09% | $1.4M | -9.54% | +12.84% | +7.55% | |
| JPM - JPMORGAN CHASE & CO. | 1.02% | $1.3M | +46.35% | +6.69% | +43.42% | ||
| TJX - TJX COS INC NEW | Add 13% ($145.4K) | 0.99% | $1.2M | +36.10% | +2.46% | +13.59% | |
| ROST - ROSS STORES INC | Add 27% ($256.5K) | 0.98% | $1.2M | +54.45% | +1.47% | +0.66% | |
| XLY - SELECT SECTOR SPDR TR | Reduce 23% $(351.5K) | 0.95% | $1.2M | +31.77% | +9.71% | +24.12% | |
| IBTF - ISHARES TR | Reduce 20% $(286.0K) | 0.92% | $1.1M | +1.42% | +4.68% | ||
| IJR - ISHARES TR | Add 14% ($140.5K) | 0.90% | $1.1M | +19.88% | -1.17% | -2.52% | |
| IBTE - ISHARES TR | Reduce 23% $(335.5K) | 0.89% | $1.1M | +1.29% | |||
| IBDR - ISHARES TR | Reduce 23% $(336.4K) | 0.88% | $1.1M | +9.14% | +1.86% | +5.45% | |
| IBDS - ISHARES TR | Reduce 23% $(337.9K) | 0.88% | $1.1M | +9.30% | +1.70% | +5.63% | |
| XOM - EXXON MOBIL CORP | Add 14% ($130.3K) | 0.86% | $1.1M | +35.32% | +2.16% | -1.70% | |
| INTU - INTUIT | Add 15% ($142.6K) | 0.85% | $1.1M | -37.48% | -3.82% | +26.11% | |
| V - VISA INC | Add 4% ($39.4K) | 0.85% | $1.1M | +26.04% | +9.39% | +37.54% | |
| ADBE - ADOBE INC | Add 11% ($98.3K) | 0.80% | $1.0M | -54.78% | -11.62% | -32.12% | |
| SWKS - SKYWORKS SOLUTIONS INC | Add 15% ($127.7K) | 0.79% | $983.9K | -36.11% | -17.60% | -37.10% | |
| IBDT - ISHARES TR | Reduce 8% $(86.2K) | 0.78% | $975.2K | +9.60% | +1.64% | +6.02% | |
| GOOG - ALPHABET INC | 0.77% | $967.3K | +128.45% | -1.14% | +13.99% | ||
| XLP - SELECT SECTOR SPDR TR | Reduce 29% $(393.6K) | 0.76% | $948.2K | +11.37% | +4.21% | +5.57% | |
| ROL - ROLLINS INC | New Purchase | 0.75% | $934.5K | +17.52% | +2.77% | +25.69% | |
| MTD - METTLER TOLEDO INTERNATIONAL | New Purchase | 0.75% | $933.6K | -25.62% | -10.70% | -13.03% | |
| JNJ - JOHNSON & JOHNSON | 0.74% | $920.8K | +45.66% | +1.79% | +7.29% | ||
| ACN - ACCENTURE PLC IRELAND | Add 11% ($92.2K) | 0.73% | $910.5K | -45.47% | +10.38% | -14.15% | |
| SPLG - SPDR SER TR | Add 1% ($11.0K) | 0.73% | $906.2K | +38.42% | +6.73% | +18.18% | |
| BR - BROADRIDGE FINL SOLUTIONS IN | Add 14% ($109.9K) | 0.71% | $892.1K | -27.92% | +0.75% | +20.39% | |
| KR - KROGER CO | 0.69% | $862.5K | +24.13% | +6.11% | +30.76% | ||
| AZO - AUTOZONE INC | New Purchase | 0.68% | $850.7K | +11.00% | +0.58% | +22.95% | |
| USXF - ISHARES TR | Reduce 4% $(34.9K) | 0.68% | $846.3K | +45.70% | +8.49% | +21.67% | |
| LOW - LOWES COS INC | Add 14% ($104.3K) | 0.68% | $845.7K | -1.91% | +12.94% | -1.61% | |
| ZTS - ZOETIS INC | New Purchase | 0.68% | $844.7K | -56.52% | +1.18% | -15.53% | |
| IDXX - IDEXX LABS INC | Add 13% ($96.5K) | 0.67% | $842.9K | +13.26% | -4.32% | +20.61% | |
| PGX - INVESCO EXCH TRADED FD TR II | New Purchase | 0.67% | $842.4K | +6.27% | +5.83% | +1.75% | |
| HSY - HERSHEY CO | Add 10% ($77.9K) | 0.66% | $824.9K | +3.64% | -4.44% | -1.10% | |
| CTAS - CINTAS CORP | New Purchase | 0.66% | $821.4K | -12.44% | +9.57% | +16.40% | |
| MANH - MANHATTAN ASSOCIATES INC | New Purchase | 0.66% | $821.0K | -47.11% | +5.76% | -14.95% | |
| BAC - BANK AMERICA CORP | New Purchase | 0.64% | $801.4K | +26.00% | +2.68% | +18.27% | |
| TSCO - TRACTOR SUPPLY CO | New Purchase | 0.64% | $800.3K | -40.76% | +3.12% | +12.37% | |
| BND - VANGUARD BD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| PCAR - PACCAR INC | Reduce 100% | 0.00% | $0.00 | +18.59% | +8.25% | ||
| CINF - CINCINNATI FINL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| MU - MICRON TECHNOLOGY INC | Reduce 100% | 0.00% | $0.00 | -11.29% | -3.65% | ||
| MNST - MONSTER BEVERAGE CORP NEW | Reduce 100% | 0.00% | $0.00 | +8.10% | +4.12% | ||
| CEG - CONSTELLATION ENERGY CORP | Reduce 100% | 0.00% | $0.00 | +46.23% | +51.93% | ||
| XLU - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||
| FAST - FASTENAL CO | Reduce 100% | 0.00% | $0.00 | ||||
| META - META PLATFORMS INC | Reduce 100% | 0.00% | $0.00 | +22.34% | +23.16% | ||
| CWB - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||