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: 2024-10-21 (Q3 2024) | Holdings: 132 | Value: $125.1M | 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 3% $(205.9K) | 5.67% | $7.1M | -11.43% | -2.27% | -7.97% | |
| AAPL - APPLE INC | Reduce 13% $(950.9K) | 5.22% | $6.5M | +26.08% | -4.19% | +11.02% | |
| TLT - ISHARES TR | New Purchase | 5.06% | $6.3M | -1.05% | -4.53% | +3.75% | |
| ZROZ - PIMCO ETF TR | New Purchase | 4.93% | $6.2M | -10.82% | -8.30% | -1.19% | |
| MSFT - MICROSOFT CORP | Reduce 3% $(137.3K) | 3.63% | $4.5M | -0.24% | +6.83% | +25.32% | |
| XLK - SELECT SECTOR SPDR TR | Reduce 8% $(288.1K) | 2.65% | $3.3M | +55.58% | +4.78% | +24.50% | |
| NVDA - NVIDIA CORPORATION | Reduce 22% $(763.4K) | 2.13% | $2.7M | +53.61% | +2.92% | +26.19% | |
| QQQ - INVESCO QQQ TR | Reduce 67% $(4.7M) | 1.81% | $2.3M | +45.92% | +8.04% | +23.55% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 3% ($64.0K) | 1.58% | $2.0M | +3.33% | -0.78% | +5.97% | |
| XLV - SELECT SECTOR SPDR TR | Reduce 8% $(180.8K) | 1.57% | $2.0M | -2.47% | -5.12% | -1.30% | |
| ADBE - ADOBE INC | Add 80% ($748.7K) | 1.35% | $1.7M | -50.42% | -11.91% | -28.67% | |
| IJH - ISHARES TR | Reduce 79% $(5.9M) | 1.26% | $1.6M | +19.80% | +4.58% | +4.34% | |
| HD - HOME DEPOT INC | Reduce 5% $(73.3K) | 1.22% | $1.5M | -18.95% | +3.45% | -0.08% | |
| SCHD - SCHWAB STRATEGIC TR | Reduce 19% $(354.4K) | 1.21% | $1.5M | +18.67% | -0.42% | -0.98% | |
| ROST - ROSS STORES INC | Add 11% ($141.2K) | 1.12% | $1.4M | +49.06% | +2.70% | +7.94% | |
| JPM - JPMORGAN CHASE & CO. | Reduce 1% $(10.5K) | 1.06% | $1.3M | +38.69% | +18.46% | +34.67% | |
| BIL - SPDR SER TR | Reduce 77% $(4.4M) | 1.05% | $1.3M | +6.40% | +1.13% | +4.30% | |
| GOOGL - ALPHABET INC | Reduce 30% $(552.6K) | 1.02% | $1.3M | +139.84% | +21.85% | +55.11% | |
| IJR - ISHARES TR | 0.99% | $1.2M | +21.76% | +3.68% | +4.76% | ||
| IVV - ISHARES TR | Reduce 24% $(386.5K) | 0.99% | $1.2M | +29.64% | +4.72% | +16.43% | |
| ACN - ACCENTURE PLC IRELAND | Add 17% ($177.1K) | 0.99% | $1.2M | -52.36% | -3.73% | -32.11% | |
| TJX - TJX COS INC NEW | Reduce 8% $(105.5K) | 0.97% | $1.2M | +30.91% | +6.14% | +25.06% | |
| GILD - GILEAD SCIENCES INC | New Purchase | 0.93% | $1.2M | +62.46% | +9.50% | +45.98% | |
| XLY - SELECT SECTOR SPDR TR | Reduce 12% $(157.9K) | 0.92% | $1.1M | +23.06% | +17.32% | +21.84% | |
| MTD - METTLER TOLEDO INTERNATIONAL | Add 13% ($130.5K) | 0.91% | $1.1M | -20.10% | -1.87% | +2.33% | |
| TBIL - RBB FD INC | New Purchase | 0.90% | $1.1M | +6.47% | +1.15% | +4.34% | |
| MANH - MANHATTAN ASSOCIATES INC | Add 19% ($181.2K) | 0.89% | $1.1M | -53.32% | -4.43% | -34.07% | |
| CTAS - CINTAS CORP | Add 361% ($872.1K) | 0.89% | $1.1M | -20.65% | -5.09% | -7.17% | |
| V - VISA INC | 0.89% | $1.1M | +14.88% | +13.73% | +22.01% | ||
| INTU - INTUIT | Add 10% ($96.2K) | 0.88% | $1.1M | -34.66% | +0.62% | +10.89% | |
| ZTS - ZOETIS INC | Add 16% ($149.1K) | 0.88% | $1.1M | -58.31% | -11.08% | -20.97% | |
| ROL - ROLLINS INC | Add 14% ($131.9K) | 0.88% | $1.1M | +8.91% | -2.02% | +15.67% | |
| NVR - NVR INC | New Purchase | 0.88% | $1.1M | -38.43% | -12.69% | -19.82% | |
| LOW - LOWES COS INC | Add 1% ($10.0K) | 0.84% | $1.0M | -14.08% | -4.34% | -8.29% | |
| IDXX - IDEXX LABS INC | Add 20% ($172.3K) | 0.84% | $1.0M | +17.31% | -5.05% | +39.76% | |
| FAST - FASTENAL CO | New Purchase | 0.82% | $1.0M | +15.88% | -2.01% | +12.20% | |
| AZO - AUTOZONE INC | Add 14% ($122.9K) | 0.82% | $1.0M | +7.80% | +4.60% | +25.71% | |
| HSY - HERSHEY CO | Add 17% ($145.8K) | 0.80% | $1.0M | +7.78% | -17.21% | +3.43% | |
| PGX - INVESCO EXCH TRADED FD TR II | Add 11% ($101.2K) | 0.80% | $1.0M | -0.07% | -3.25% | +0.29% | |
| IBTF - ISHARES TR | Reduce 14% $(164.9K) | 0.79% | $992.4K | +1.04% | +4.22% | ||
| KR - KROGER CO | 0.79% | $989.9K | +18.67% | +4.94% | +24.34% | ||
| ADSK - AUTODESK INC | New Purchase | 0.79% | $989.2K | -17.90% | +4.84% | +7.17% | |
| MNST - MONSTER BEVERAGE CORP NEW | New Purchase | 0.79% | $982.0K | +60.82% | -8.41% | +29.76% | |
| NKE - NIKE INC | New Purchase | 0.76% | $945.8K | -46.04% | -8.52% | -13.20% | |
| TSLA - TESLA INC | New Purchase | 0.75% | $942.7K | +104.78% | +91.02% | +102.00% | |
| IBDT - ISHARES TR | Reduce 7% $(67.6K) | 0.75% | $937.5K | +7.53% | +0.05% | +6.07% | |
| IBDS - ISHARES TR | Reduce 18% $(200.4K) | 0.74% | $931.3K | +7.30% | +0.52% | +5.43% | |
| IBDR - ISHARES TR | Reduce 18% $(199.1K) | 0.74% | $929.1K | +7.01% | +0.86% | +4.77% | |
| IBTE - ISHARES TR | Reduce 17% $(185.4K) | 0.74% | $927.4K | ||||
| PFFD - GLOBAL X FDS | New Purchase | 0.73% | $914.1K | +1.65% | -2.33% | -0.28% | |
| TSCO - TRACTOR SUPPLY CO | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| XLP - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||
| USXF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| LLY - ELI LILLY & CO | Reduce 100% | 0.00% | $0.00 | ||||
| SWKS - SKYWORKS SOLUTIONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SPLG - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| GOOG - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||
| BAC - BANK AMERICA CORP | Reduce 100% | 0.00% | $0.00 | ||||
| BR - BROADRIDGE FINL SOLUTIONS IN | Reduce 100% | 0.00% | $0.00 | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||