Crew Capital Management as of March 31, 2025
Portfolio Holdings for Crew Capital Management
Crew Capital Management holds 150 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Procter & Gamble Company (PG) | 5.7 | $7.0M | 41k | 170.42 | |
| Apple (AAPL) | 5.0 | $6.1M | 27k | 222.13 | |
| Microsoft Corporation (MSFT) | 3.4 | $4.1M | 11k | 375.40 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.0 | $3.7M | 7.9k | 468.95 | |
| Select Sector Spdr Tr Technology (XLK) | 2.4 | $2.9M | 14k | 206.48 | |
| RBB Us Treas 3 Mnth (TBIL) | 2.2 | $2.7M | 55k | 50.01 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $2.6M | 4.9k | 532.58 | |
| RBB Fm Ultrashort Tr (RBIL) | 1.8 | $2.3M | 45k | 50.40 | |
| NVIDIA Corporation (NVDA) | 1.6 | $2.0M | 19k | 108.38 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.5 | $1.8M | 12k | 146.00 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.3 | $1.6M | 2.00 | 798441.50 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $1.6M | 27k | 58.35 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $1.6M | 6.4k | 245.30 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.2 | $1.5M | 16k | 91.73 | |
| AutoZone (AZO) | 1.2 | $1.5M | 393.00 | 3812.78 | |
| Visa Com Cl A (V) | 1.2 | $1.4M | 4.1k | 350.50 | |
| Broadcom (AVGO) | 1.1 | $1.4M | 8.2k | 167.42 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $1.3M | 2.3k | 561.98 | |
| Ross Stores (ROST) | 1.1 | $1.3M | 10k | 127.79 | |
| Rollins (ROL) | 1.0 | $1.3M | 24k | 54.03 | |
| Monster Beverage Corp (MNST) | 1.0 | $1.3M | 22k | 58.52 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $1.3M | 4.0k | 312.04 | |
| Intuit (INTU) | 1.0 | $1.3M | 2.0k | 613.88 | |
| Fastenal Company (FAST) | 1.0 | $1.3M | 16k | 77.55 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $1.2M | 7.9k | 154.64 | |
| Cintas Corporation (CTAS) | 1.0 | $1.2M | 5.8k | 205.53 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 1.0 | $1.2M | 104k | 11.22 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $1.1M | 11k | 104.57 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $1.1M | 3.0k | 383.53 | |
| Kroger (KR) | 0.9 | $1.1M | 17k | 67.69 | |
| IDEXX Laboratories (IDXX) | 0.9 | $1.1M | 2.6k | 419.95 | |
| Hershey Company (HSY) | 0.9 | $1.1M | 6.3k | 171.04 | |
| Mettler-Toledo International (MTD) | 0.9 | $1.1M | 900.00 | 1180.91 | |
| Zoetis Cl A (ZTS) | 0.8 | $1.0M | 6.3k | 164.65 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.8 | $1.0M | 5.2k | 197.45 | |
| Tesla Motors (TSLA) | 0.8 | $1.0M | 3.9k | 259.16 | |
| Church & Dwight (CHD) | 0.8 | $992k | 9.0k | 110.09 | |
| Lowe's Companies (LOW) | 0.8 | $990k | 4.2k | 233.23 | |
| Home Depot (HD) | 0.8 | $988k | 2.7k | 366.53 | |
| O'reilly Automotive (ORLY) | 0.8 | $977k | 682.00 | 1432.58 | |
| Bondbloxx Etf Trust Bbb Rated 5 10 Y (BBBI) | 0.8 | $941k | 19k | 50.86 | |
| Eli Lilly & Co. (LLY) | 0.8 | $931k | 1.1k | 825.91 | |
| Paychex (PAYX) | 0.8 | $929k | 6.0k | 154.28 | |
| Cincinnati Financial Corporation (CINF) | 0.8 | $923k | 6.3k | 147.72 | |
| Fair Isaac Corporation (FICO) | 0.8 | $920k | 499.00 | 1844.16 | |
| NVR (NVR) | 0.8 | $920k | 127.00 | 7244.39 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $878k | 31k | 27.96 | |
| Palantir Technologies Cl A (PLTR) | 0.7 | $875k | 10k | 84.40 | |
| Nike CL B (NKE) | 0.7 | $873k | 14k | 63.48 | |
| Verisk Analytics (VRSK) | 0.7 | $857k | 2.9k | 297.62 | |
| Johnson & Johnson (JNJ) | 0.7 | $850k | 5.1k | 165.84 | |
| Copart (CPRT) | 0.7 | $849k | 15k | 56.59 | |
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.7 | $848k | 18k | 46.67 | |
| Bank of America Corporation (BAC) | 0.7 | $845k | 20k | 41.73 | |
| Lam Research Corp Com New (LRCX) | 0.7 | $809k | 11k | 72.70 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.7 | $807k | 12k | 65.76 | |
| Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) | 0.7 | $807k | 16k | 51.05 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.7 | $801k | 9.8k | 81.67 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $796k | 6.7k | 118.94 | |
| Gilead Sciences (GILD) | 0.6 | $793k | 7.1k | 112.05 | |
| Booking Holdings (BKNG) | 0.6 | $792k | 172.00 | 4606.91 | |
| Allegion Ord Shs (ALLE) | 0.6 | $774k | 5.9k | 130.46 | |
| Abbvie (ABBV) | 0.6 | $741k | 3.5k | 209.50 | |
| TJX Companies (TJX) | 0.6 | $732k | 6.0k | 121.80 | |
| Ge Aerospace Com New (GE) | 0.6 | $699k | 3.5k | 200.15 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.6 | $683k | 10k | 66.34 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.6 | $682k | 36k | 19.04 | |
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.5 | $665k | 13k | 50.35 | |
| Lincoln Electric Holdings (LECO) | 0.5 | $654k | 3.5k | 189.16 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.5 | $629k | 9.2k | 68.01 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $627k | 4.0k | 156.23 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $615k | 1.0k | 607.85 | |
| RBB Us Treasry 12 Mt (OBIL) | 0.5 | $595k | 12k | 50.20 | |
| Bondbloxx Etf Trust Bbb Rated 10 Ye (BBBL) | 0.4 | $551k | 11k | 48.35 | |
| Bondbloxx Etf Trust Bloomberg Three (XTRE) | 0.4 | $540k | 11k | 49.53 | |
| Bondbloxx Etf Trust Bloomberg Two Yr (XTWO) | 0.4 | $540k | 11k | 49.47 | |
| Merck & Co (MRK) | 0.4 | $536k | 6.0k | 89.76 | |
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.4 | $534k | 11k | 49.72 | |
| Select Sector Spdr Tr Indl (XLI) | 0.4 | $525k | 4.0k | 131.06 | |
| McDonald's Corporation (MCD) | 0.4 | $519k | 1.7k | 312.37 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $498k | 2.9k | 170.89 | |
| Broadridge Financial Solutions (BR) | 0.4 | $490k | 2.0k | 242.50 | |
| Coca-Cola Company (KO) | 0.4 | $470k | 6.6k | 71.62 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.4 | $445k | 19k | 24.06 | |
| Meta Platforms Cl A (META) | 0.4 | $444k | 770.00 | 576.36 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $438k | 783.00 | 559.39 | |
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.3 | $423k | 4.6k | 91.53 | |
| Amazon (AMZN) | 0.3 | $413k | 2.2k | 190.26 | |
| Microstrategy Cl A New (MSTR) | 0.3 | $410k | 1.4k | 288.27 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $403k | 3.9k | 102.17 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $402k | 733.00 | 548.12 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $401k | 3.6k | 111.48 | |
| Palo Alto Networks (PANW) | 0.3 | $394k | 2.3k | 170.64 | |
| American Express Company (AXP) | 0.3 | $393k | 1.5k | 269.05 | |
| Netflix (NFLX) | 0.3 | $390k | 418.00 | 932.53 | |
| Walt Disney Company (DIS) | 0.3 | $385k | 3.9k | 98.70 | |
| Autodesk (ADSK) | 0.3 | $371k | 1.4k | 261.80 | |
| Abbott Laboratories (ABT) | 0.3 | $368k | 2.8k | 132.65 | |
| Wal-Mart Stores (WMT) | 0.3 | $366k | 4.2k | 87.79 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $362k | 9.6k | 37.73 | |
| Tema Etf Trust American Resh (RSHO) | 0.3 | $361k | 11k | 33.93 | |
| FedEx Corporation (FDX) | 0.3 | $348k | 1.4k | 243.78 | |
| RBB F M 10 Year Inve (ZTEN) | 0.3 | $334k | 6.6k | 50.28 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $325k | 4.1k | 78.85 | |
| Tapestry (TPR) | 0.3 | $314k | 4.5k | 70.42 | |
| Starbucks Corporation (SBUX) | 0.3 | $313k | 3.2k | 98.09 | |
| AmerisourceBergen (COR) | 0.3 | $313k | 1.1k | 278.09 | |
| Union Pacific Corporation (UNP) | 0.3 | $309k | 1.3k | 236.24 | |
| Philip Morris International (PM) | 0.2 | $302k | 1.9k | 158.73 | |
| Tractor Supply Company (TSCO) | 0.2 | $299k | 5.4k | 55.10 | |
| Sherwin-Williams Company (SHW) | 0.2 | $296k | 848.00 | 349.19 | |
| Global X Fds Internet Of Thng (SNSR) | 0.2 | $290k | 8.8k | 32.94 | |
| Skyworks Solutions (SWKS) | 0.2 | $288k | 4.5k | 64.63 | |
| Deere & Company (DE) | 0.2 | $288k | 614.00 | 469.35 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $288k | 454.00 | 634.23 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.2 | $282k | 235.00 | 1200.80 | |
| UnitedHealth (UNH) | 0.2 | $278k | 531.00 | 523.75 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $278k | 2.3k | 122.01 | |
| Ge Vernova (GEV) | 0.2 | $276k | 903.00 | 305.28 | |
| W.W. Grainger (GWW) | 0.2 | $267k | 270.00 | 987.83 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $265k | 1.4k | 193.99 | |
| RBB F M 2year Inves (ZTWO) | 0.2 | $265k | 5.2k | 50.63 | |
| ConocoPhillips (COP) | 0.2 | $252k | 2.4k | 105.02 | |
| Anthem (ELV) | 0.2 | $251k | 578.00 | 434.96 | |
| Southern Company (SO) | 0.2 | $248k | 2.7k | 91.95 | |
| 3M Company (MMM) | 0.2 | $247k | 1.7k | 146.88 | |
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.2 | $244k | 3.2k | 76.62 | |
| Altria (MO) | 0.2 | $242k | 4.0k | 60.02 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $242k | 2.6k | 92.83 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $238k | 770.00 | 308.88 | |
| Honeywell International (HON) | 0.2 | $237k | 1.1k | 211.75 | |
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.2 | $236k | 2.5k | 95.30 | |
| RBB F/m 3 Year Inves (ZTRE) | 0.2 | $236k | 4.6k | 50.79 | |
| Synovus Finl Corp Com New (SNV) | 0.2 | $234k | 5.0k | 46.74 | |
| Nextera Energy (NEE) | 0.2 | $232k | 3.3k | 70.89 | |
| RBB Us Treasr 10 Yr (UTEN) | 0.2 | $230k | 5.2k | 43.91 | |
| Costco Wholesale Corporation (COST) | 0.2 | $230k | 243.00 | 946.14 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $228k | 1.9k | 121.97 | |
| Fluor Corporation (FLR) | 0.2 | $224k | 6.3k | 35.82 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $219k | 3.0k | 73.44 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $217k | 2.4k | 91.03 | |
| Lululemon Athletica (LULU) | 0.2 | $213k | 751.00 | 283.06 | |
| Trane Technologies SHS (TT) | 0.2 | $212k | 628.00 | 336.92 | |
| Qualcomm (QCOM) | 0.2 | $210k | 1.4k | 153.61 | |
| Verizon Communications (VZ) | 0.2 | $206k | 4.5k | 45.36 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $203k | 2.2k | 93.66 | |
| Etf Ser Solutions Bahl Gaynor Sml (SMIG) | 0.2 | $202k | 7.1k | 28.53 | |
| PennantPark Investment (PNNT) | 0.1 | $105k | 15k | 7.03 | |
| Horizon Technology Fin (HRZN) | 0.1 | $101k | 11k | 9.42 | |
| Greenbrier Cos Note 2.875% 4/1 | 0.0 | $32k | 29k | 1.12 |