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Crew Capital Management, Ltd. 13F Holdings
Holdings from the most recent 13F from Crew Capital Management, Ltd.
Filed: 2025-02-06 (Q4 2024) | Holdings: 144 | Value: $120.7M | 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 |
| AAPL - APPLE INC | Add 3% ($195.8K) | 5.97% | $7.2M | +26.63% | -15.53% | +18.71% | |
| PG - PROCTER AND GAMBLE CO | 5.69% | $6.9M | -12.23% | -5.21% | -4.40% | ||
| MSFT - MICROSOFT CORP | Add 2% ($101.6K) | 3.76% | $4.5M | +0.04% | +4.26% | +0.04% | |
| IJH - ISHARES TR | Add 168% ($2.6M) | 3.50% | $4.2M | +15.61% | -9.99% | +12.22% | |
| XLK - SELECT SECTOR SPDR TR | Reduce 6% $(193.5K) | 2.67% | $3.2M | +52.01% | -8.31% | +22.35% | |
| QQQ - INVESCO QQQ TR | Add 35% ($824.2K) | 2.65% | $3.2M | +35.40% | -8.70% | +16.47% | |
| NVDA - NVIDIA CORPORATION | Reduce 17% $(495.4K) | 2.03% | $2.4M | +69.87% | -9.40% | +47.11% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 9% ($181.3K) | 1.76% | $2.1M | +0.45% | +8.55% | +4.33% | |
| TSLA - TESLA INC | Add 43% ($632.0K) | 1.73% | $2.1M | +20.21% | -25.38% | +12.73% | |
| ZROZ - PIMCO ETF TR | Reduce 62% $(3.2M) | 1.60% | $1.9M | -5.77% | -3.66% | -3.93% | |
| XLV - SELECT SECTOR SPDR TR | Reduce 6% $(100.2K) | 1.37% | $1.7M | -0.80% | -7.77% | +7.97% | |
| ROST - ROSS STORES INC | Add 7% ($105.4K) | 1.26% | $1.5M | +50.51% | -0.66% | +36.15% | |
| JPM - JPMORGAN CHASE & CO. | Add 1% ($12.0K) | 1.25% | $1.5M | +10.98% | -9.50% | +18.55% | |
| GOOGL - ALPHABET INC | 1.21% | $1.5M | +104.36% | -20.67% | +70.42% | ||
| ACN - ACCENTURE PLC IRELAND | Add 13% ($158.3K) | 1.15% | $1.4M | -54.31% | -20.92% | -37.77% | |
| BIL - SPDR SER TR | Add 3% ($37.8K) | 1.12% | $1.3M | +5.00% | +0.98% | +4.07% | |
| ADBE - ADOBE INC | Reduce 11% $(159.6K) | 1.07% | $1.3M | -43.57% | -11.75% | -38.82% | |
| V - VISA INC | 1.06% | $1.3M | -6.08% | +0.70% | -5.78% | ||
| INTU - INTUIT | Add 14% ($158.4K) | 1.06% | $1.3M | -32.75% | +8.75% | -25.42% | |
| IVV - ISHARES TR | 1.04% | $1.3M | +23.69% | -7.27% | +15.78% | ||
| IJR - ISHARES TR | Add 3% ($34.6K) | 1.04% | $1.3M | +17.72% | -13.94% | +12.94% | |
| AZO - AUTOZONE INC | Add 18% ($188.9K) | 1.02% | $1.2M | -0.84% | +8.35% | +5.13% | |
| PGX - INVESCO EXCH TRADED FD TR II | Add 30% ($283.4K) | 1.01% | $1.2M | +4.10% | -2.65% | +4.28% | |
| XLY - SELECT SECTOR SPDR TR | Reduce 11% $(144.7K) | 0.94% | $1.1M | +5.59% | -12.64% | +3.77% | |
| TBIL - RBB FD INC | Add 1% ($16.4K) | 0.94% | $1.1M | +5.06% | +1.00% | +4.13% | |
| MNST - MONSTER BEVERAGE CORP NEW | Add 15% ($143.9K) | 0.94% | $1.1M | +86.63% | +30.80% | +74.73% | |
| MANH - MANHATTAN ASSOCIATES INC | Add 3% ($31.1K) | 0.91% | $1.1M | -30.99% | -7.85% | -25.65% | |
| FAST - FASTENAL CO | Add 6% ($60.0K) | 0.91% | $1.1M | +18.54% | +5.24% | +26.68% | |
| MTD - METTLER TOLEDO INTERNATIONAL | Add 19% ($172.5K) | 0.91% | $1.1M | -25.02% | -24.61% | -4.00% | |
| ROL - ROLLINS INC | Add 7% ($70.6K) | 0.89% | $1.1M | +7.37% | +13.80% | +29.74% | |
| IDXX - IDEXX LABS INC | Add 24% ($205.9K) | 0.88% | $1.1M | +14.41% | +4.65% | +37.59% | |
| HSY - HERSHEY CO | Add 19% ($165.8K) | 0.87% | $1.1M | +27.69% | +10.42% | +54.55% | |
| NKE - NIKE INC | Add 27% ($216.5K) | 0.85% | $1.0M | -38.10% | -16.50% | -9.47% | |
| HD - HOME DEPOT INC | Reduce 30% $(444.9K) | 0.85% | $1.0M | -22.24% | -11.65% | -5.49% | |
| LOW - LOWES COS INC | Add 6% ($59.5K) | 0.84% | $1.0M | -9.77% | -12.51% | +9.99% | |
| KR - KROGER CO | Reduce 5% $(48.9K) | 0.83% | $1.0M | +2.43% | +12.12% | +10.26% | |
| CTAS - CINTAS CORP | Add 2% ($16.8K) | 0.83% | $1.0M | -18.83% | +5.13% | -4.22% | |
| ZTS - ZOETIS INC | Add 8% ($69.9K) | 0.82% | $988.0K | -55.16% | -10.16% | -25.87% | |
| NVR - NVR INC | Add 7% ($65.4K) | 0.81% | $981.5K | -23.54% | -8.21% | +1.97% | |
| FICO - FAIR ISAAC CORP | New Purchase | 0.79% | $959.6K | -42.18% | +10.93% | -27.32% | |
| CHD - CHURCH & DWIGHT CO INC | New Purchase | 0.76% | $920.0K | -12.34% | -12.25% | -5.19% | |
| USXF - ISHARES TR | New Purchase | 0.75% | $903.3K | +31.21% | -6.36% | +16.23% | |
| CINF - CINCINNATI FINL CORP | New Purchase | 0.74% | $897.1K | +21.73% | +5.79% | +24.99% | |
| BAC - BANK AMERICA CORP | New Purchase | 0.73% | $885.7K | +8.72% | -13.90% | +20.64% | |
| SCHD - SCHWAB STRATEGIC TR | Add 80% ($391.7K) | 0.73% | $878.9K | +19.69% | -6.94% | +17.19% | |
| SPLG - SPDR SER TR | New Purchase | 0.70% | $846.1K | +23.68% | -7.23% | +15.76% | |
| CPRT - COPART INC | New Purchase | 0.69% | $827.9K | -43.99% | +3.10% | -32.15% | |
| PAYX - PAYCHEX INC | New Purchase | 0.68% | $826.3K | -34.84% | +0.78% | -31.92% | |
| BBBI - BONDBLOXX ETF TRUST | New Purchase | 0.67% | $813.8K | +8.72% | +1.34% | +8.86% | |
| LLY - ELI LILLY & CO | New Purchase | 0.67% | $812.1K | +11.33% | -11.23% | +20.07% | |
| GILD - GILEAD SCIENCES INC | Reduce 100% | 0.00% | $0.00 | ||||
| IBDR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| ADSK - AUTODESK INC | Reduce 100% | 0.00% | $0.00 | ||||
| IBTF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IBDT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| TLT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IBTE - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| PFFD - GLOBAL X FDS | Reduce 100% | 0.00% | $0.00 | ||||
| TJX - TJX COS INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| IBDS - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||