Crumly & Associates Inc.
•CIK: 1759578•Filing: Q4 2025
**Crumly & Associates Inc.** manages $477M across a diversified portfolio of 203 positions. The firm exhibits concentrated exposure, with top holdings including JGRO at $26.7M and RDVY at $23.5M. Significant allocations are also noted in DSTL ($21.6M), HEFA ($18.8M), and SDVY ($18.3M). This positioning suggests a focused, multi-sector approach targeting established market opportunities.
Total AUM
$476.7M
QoQ Performance
+4.3%
Positions
143
Top 10 Concentration
36.9%
Latest Filing
Q4 2025
Top Holdings Allocation
JGRO
JGRO5.6%
RDVY4.9%
DSTL4.5%
HEFA3.9%
SDVY3.8%
MGV3.0%
DSTX2.9%
SMCO2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.8%
Technology4.2%
ETF2.7%
Financial1.8%
Consumer1.3%
Healthcare0.7%
Communication0.6%
Real Estate0.3%
🚪 Exited Positionssold since Q3 2025
+12 more exited positions
Changes from Q3 2025
NEW24 new positions
↑57 increased
↓74 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023