Managers / Q4 2024 · view latest →
Crumly & Associates Inc.
CIK 0001759578 · 1200 CENTRE WEST DRIVE, SPRINGFIELD, IL, 62704 · 2173213210
Reported Value
$367M
Q4 2024
Positions
155
Filings on Record
28
2019–present window
Filed
Feb 3, 2025
original filing
Summary
Crumly & Associates Inc. reported $367M in U.S.-listed holdings across 155 positions for Q4 2024.
Its largest position, RDVY, represents 5.4% of the portfolio.
Compared with Q3 2024, the fund opened 11 new positions and exited 4.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 85.8% · $315M
- Common Stock · 12.3% · $45M
- ADR · 0.7% · $3M
- Other · 0.6% · $2M
- Closed-End Fund · 0.2% · $776,063
- Other · 0.4% · $2M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
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 ↗.