Managers / Q2 2026
Crumly & Associates Inc.
CIK 0001759578 · 1200 CENTRE WEST DRIVE, SPRINGFIELD, IL, 62704 · 2173213210
Reported Value
$522M
Q2 2026
Positions
196
Filings on Record
28
2019–present window
Filed
Jul 8, 2026
original filing
Summary
Crumly & Associates Inc. reported $522M in U.S.-listed holdings across 196 positions for Q2 2026.
Its largest position, HEFA, represents 5.6% of the portfolio.
Compared with Q1 2026, the fund opened 18 new positions and exited 24.
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 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $522M | 196 | Jul 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $476M | 200 | Apr 2, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $477M | 203 | Jan 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $457M | 193 | Nov 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $411M | 159 | Jul 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $362M | 167 | Apr 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $367M | 155 | Feb 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $362M | 148 | Nov 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $347M | 137 | Aug 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $380M | 131 | May 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $344M | 127 | Jan 29, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2023 | $255M | 114 | Nov 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $250M | 117 | Jul 21, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $230M | 108 | Apr 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $242M | 104 | Oct 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $241M | 106 | Aug 1, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $267M | 108 | May 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $253M | 103 | Feb 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $215M | 101 | Oct 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $206M | 97 | Aug 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $171M | 92 | Apr 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $142M | 80 | Jan 25, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $117M | 61 | Oct 21, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $107M | 51 | Jul 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $81M | 47 | Apr 21, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $97M | 51 | Feb 11, 2020 | 13F-HR | changes · EDGAR ↗ |
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 ↗.