Managers / Q2 2019 · view latest →
Crewe Advisors LLC
CIK 0001730033 · 650 S. MAIN STREET, SUITE 700, SALT LAKE CITY, UT, 84101 · 3853552700
Reported Value
$308M
Q2 2019
Positions
310
Filings on Record
30
2019–present window
Filed
Aug 9, 2019
original filing
Summary
Crewe Advisors Llc reported $308M in U.S.-listed holdings across 310 positions for Q2 2019.
The portfolio is heavily concentrated: Pluralsight alone accounts for 51.4% of reported value.
Compared with Q1 2019, the fund opened 69 new positions and exited 8.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.2B | 1,038 | May 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.1B | 1,099 | Jan 16, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.0B | 964 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $707M | 747 | Jul 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $712M | 716 | Apr 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $725M | 646 | Jan 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $862M | 713 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $892M | 936 | Jul 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $858M | 928 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $632M | 432 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $578M | 580 | Nov 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $712M | 868 | Jul 28, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $686M | 811 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $630.3B | 1,018 | Feb 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $553M | 1,289 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $453M | 1,165 | Aug 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $512M | 503 | Apr 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $492M | 415 | Feb 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $423M | 408 | Oct 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $403M | 473 | Aug 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $403M | 474 | Apr 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $250M | 457 | Jan 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $213M | 640 | Oct 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $205M | 231 | Jul 24, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $168M | 193 | May 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $228M | 262 | Feb 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $218M | 225 | Nov 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $308M | 310 | Aug 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $318M | 249 | May 10, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $316M | 228 | Feb 5, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 9 additional managers.
- ALTA CAPITAL MANAGEMENT LLC/028-05119
- LAZARD ASSET MANAGEMENT LLC028-10469
- NAVELLIER & ASSOCIATES INC028-02824
- ANCHOR CAPITAL ADVISORS LLC028-01880
- Dana Investment Advisors, Inc.028-13023
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC028-05792
- GW&K Investment Management, LLC028-04145
- Neuberger Berman Investment Advisers LLC028-17085
- CONGRESS ASSET MANAGEMENT CO /MA028-03434
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.