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Crew Capital Management, Ltd. 13F Holdings
Holdings from the most recent 13F from Crew Capital Management, Ltd.
Filed: 2023-07-20 (Q2 2023) | Holdings: 85 | Value: $87.9M | 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 | Reduce 9% $(739.0K) | 8.14% | $7.2M | +52.90% | -10.75% | +16.00% | |
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(51.3K) | 7.60% | $6.7M | +1.88% | -1.37% | +14.13% | |
| QQQ - INVESCO QQQ TR | Add 104% ($2.8M) | 6.32% | $5.6M | +91.19% | -6.06% | +28.08% | |
| BIL - SPDR SER TR | Add 521% ($4.2M) | 5.75% | $5.1M | +13.55% | +1.33% | +5.36% | |
| LLY - LILLY ELI & CO | Reduce 10% $(469.4K) | 5.08% | $4.5M | +111.88% | +24.17% | +87.46% | |
| XLK - SELECT SECTOR SPDR TR | Add 163% ($2.3M) | 4.23% | $3.7M | +104.38% | -7.25% | +28.49% | |
| BND - VANGUARD BD INDEX FDS | New Purchase | 3.14% | $2.8M | +12.09% | -4.94% | +3.51% | |
| MSFT - MICROSOFT CORP | Add 24% ($525.5K) | 3.08% | $2.7M | +20.72% | -5.48% | +27.85% | |
| XLV - SELECT SECTOR SPDR TR | Add 267% ($1.9M) | 2.97% | $2.6M | +10.92% | -5.35% | +11.94% | |
| SCHD - SCHWAB STRATEGIC TR | Add 196% ($1.5M) | 2.65% | $2.3M | +40.70% | -7.52% | +12.36% | |
| IJH - ISHARES TR | Reduce 41% $(1.5M) | 2.41% | $2.1M | +40.00% | -13.04% | +12.94% | |
| XLY - SELECT SECTOR SPDR TR | Add 103% ($977.1K) | 2.19% | $1.9M | +41.57% | -11.79% | +10.97% | |
| NVDA - NVIDIA CORPORATION | Add 12% ($165.4K) | 1.74% | $1.5M | +379.63% | -6.14% | +169.89% | |
| XLU - SELECT SECTOR SPDR TR | Add 295% ($1.1M) | 1.69% | $1.5M | +44.97% | -14.34% | +8.01% | |
| BAR - GRANITESHARES GOLD TR | Reduce 34% $(732.1K) | 1.64% | $1.4M | +140.24% | +0.57% | +22.05% | |
| XLP - SELECT SECTOR SPDR TR | New Purchase | 1.63% | $1.4M | +18.99% | -10.46% | +6.57% | |
| IJR - ISHARES TR | Reduce 24% $(436.4K) | 1.61% | $1.4M | +38.02% | -14.19% | +12.47% | |
| GOOGL - ALPHABET INC | Reduce 34% $(711.9K) | 1.60% | $1.4M | +224.86% | +13.17% | +50.79% | |
| SPLG - SPDR SER TR | Reduce 3% $(39.9K) | 1.52% | $1.3M | +68.98% | -6.99% | +24.02% | |
| IVV - ISHARES TR | Reduce 8% $(107.9K) | 1.43% | $1.3M | +68.98% | -7.02% | +24.02% | |
| NOBL - PROSHARES TR | Reduce 21% $(305.4K) | 1.30% | $1.1M | +17.01% | -11.45% | +5.12% | |
| JNJ - JOHNSON & JOHNSON | 1.19% | $1.0M | +42.89% | -9.33% | -5.42% | ||
| SNSR - GLOBAL X FDS | Reduce 31% $(450.3K) | 1.17% | $1.0M | +39.53% | -17.58% | +8.16% | |
| SPTM - SPDR SER TR | Reduce 4% $(38.5K) | 1.15% | $1.0M | +66.38% | -7.58% | +23.18% | |
| META - META PLATFORMS INC | New Purchase | 1.13% | $994.7K | +98.17% | +3.10% | +60.36% | |
| V - VISA INC | Reduce 36% $(540.3K) | 1.08% | $952.3K | +37.92% | -3.24% | +12.53% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(11.3K) | 0.93% | $819.1K | +38.30% | -2.86% | +25.73% | |
| XOM - EXXON MOBIL CORP | Reduce 4% $(31.0K) | 0.92% | $813.3K | +57.79% | +5.94% | +14.56% | |
| JPM - JPMORGAN CHASE & CO | Reduce 11% $(104.7K) | 0.92% | $809.5K | +104.77% | -8.83% | +38.36% | |
| ISRG - INTUITIVE SURGICAL INC | New Purchase | 0.87% | $768.0K | +25.05% | -18.85% | +37.27% | |
| KR - KROGER CO | 0.87% | $762.3K | +43.91% | -8.93% | +17.46% | ||
| FTNT - FORTINET INC | New Purchase | 0.84% | $741.6K | +47.30% | -28.42% | -25.42% | |
| CINF - CINCINNATI FINL CORP | 0.82% | $719.8K | +69.72% | -4.05% | +20.16% | ||
| TSLA - TESLA INC | Add 14% ($70.4K) | 0.65% | $570.7K | +66.04% | -20.87% | -6.15% | |
| USXF - ISHARES TR | Reduce 4% $(26.1K) | 0.65% | $570.6K | +85.13% | -8.04% | +29.66% | |
| AMZN - AMAZON COM INC | Add 8% ($43.0K) | 0.64% | $565.2K | +104.80% | -3.64% | +38.99% | |
| VNQ - VANGUARD INDEX FDS | Reduce 61% $(762.3K) | 0.56% | $496.2K | +25.49% | -15.84% | +8.86% | |
| WFC-PL - WELLS FARGO CO NEW | 0.56% | $491.9K | +68.10% | -15.66% | +29.10% | ||
| PGX - INVESCO EXCH TRADED FD TR II | Reduce 51% $(497.2K) | 0.54% | $477.8K | +16.49% | -7.90% | +10.18% | |
| TBIL - RBB FD INC | 0.54% | $476.9K | +13.52% | +1.31% | +5.27% | ||
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 20% $(119.6K) | 0.53% | $464.5K | -0.77% | -11.46% | -29.91% | |
| MRK - MERCK & CO INC | Reduce 1% $(3.0K) | 0.52% | $461.0K | +11.45% | -4.30% | +18.68% | |
| IBDO - ISHARES TR | New Purchase | 0.52% | $453.4K | +1.45% | |||
| IBDQ - ISHARES TR | New Purchase | 0.51% | $451.0K | +0.59% | +5.55% | ||
| IBDR - ISHARES TR | New Purchase | 0.51% | $450.5K | +15.52% | -0.23% | +5.66% | |
| IBDS - ISHARES TR | New Purchase | 0.51% | $449.9K | +16.02% | -1.47% | +5.75% | |
| MA - MASTERCARD INCORPORATED | Reduce 1% $(2.4K) | 0.50% | $437.7K | +26.90% | -3.62% | +13.02% | |
| SHY - ISHARES TR | Add 1% ($5.7K) | 0.50% | $435.3K | +12.63% | +0.59% | +4.65% | |
| FDX - FEDEX CORP | 0.49% | $434.6K | +54.08% | -8.18% | +20.45% | ||
| GOOG - ALPHABET INC | 0.49% | $430.7K | +222.62% | +14.09% | +51.86% | ||
| FLR - FLUOR CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| DE - DEERE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| SPMD - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| ABT - ABBOTT LABS | Reduce 100% | 0.00% | $0.00 | ||||
| VTI - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | ||||
| ABBV - ABBVIE INC | Reduce 100% | 0.00% | $0.00 | ||||
| DAL - DELTA AIR LINES INC DEL | Reduce 100% | 0.00% | $0.00 | ||||