Crew Capital Management as of June 30, 2025
Portfolio Holdings for Crew Capital Management
Crew Capital Management holds 113 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 11.1 | $16M | 28k | 551.64 | |
| Procter & Gamble Company (PG) | 4.7 | $6.5M | 41k | 159.32 | |
| Apple (AAPL) | 4.3 | $6.0M | 29k | 205.17 | |
| Select Sector Spdr Tr Technology (XLK) | 4.2 | $5.9M | 23k | 253.23 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.8 | $5.3M | 11k | 485.77 | |
| Microsoft Corporation (MSFT) | 3.7 | $5.2M | 10k | 497.40 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.7 | $3.7M | 28k | 134.79 | |
| RBB Fm Opportunistic (XFIX) | 2.1 | $2.9M | 55k | 51.89 | |
| Broadcom (AVGO) | 2.0 | $2.8M | 10k | 275.64 | |
| NVIDIA Corporation (NVDA) | 1.9 | $2.7M | 17k | 157.99 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.8 | $2.6M | 12k | 217.33 | |
| RBB Us Treas 3 Mnth (TBIL) | 1.7 | $2.4M | 48k | 50.00 | |
| Select Sector Spdr Tr Indl (XLI) | 1.6 | $2.2M | 15k | 147.52 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $2.2M | 13k | 176.23 | |
| RBB F M 10 Year Inve (ZTEN) | 1.6 | $2.2M | 43k | 50.76 | |
| Visa Com Cl A (V) | 1.6 | $2.2M | 6.2k | 355.04 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.5 | $2.1M | 25k | 80.97 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $1.8M | 6.2k | 289.91 | |
| Meta Platforms Cl A (META) | 1.1 | $1.6M | 2.2k | 738.09 | |
| RBB F M 2year Inves (ZTWO) | 1.1 | $1.6M | 31k | 50.82 | |
| RBB F/m 3 Year Inves (ZTRE) | 1.1 | $1.6M | 31k | 51.12 | |
| Home Depot (HD) | 1.1 | $1.5M | 4.1k | 366.61 | |
| Abbvie (ABBV) | 1.1 | $1.5M | 8.0k | 185.61 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.0 | $1.5M | 2.00 | 728800.00 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $1.4M | 22k | 62.02 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $1.3M | 2.2k | 621.00 | |
| Kla Corp Com New (KLAC) | 0.9 | $1.3M | 1.4k | 895.74 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $1.3M | 2.2k | 561.94 | |
| Intuit (INTU) | 0.9 | $1.2M | 1.5k | 787.64 | |
| Amphenol Corp Cl A (APH) | 0.8 | $1.2M | 12k | 98.75 | |
| Kroger (KR) | 0.8 | $1.2M | 16k | 71.73 | |
| Applied Materials (AMAT) | 0.8 | $1.1M | 6.2k | 183.07 | |
| RBB Us Treasr 10 Yr (UTEN) | 0.8 | $1.1M | 26k | 43.90 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $1.1M | 3.7k | 298.89 | |
| Nike CL B (NKE) | 0.8 | $1.1M | 15k | 71.04 | |
| Netflix (NFLX) | 0.8 | $1.1M | 803.00 | 1339.13 | |
| Stryker Corporation (SYK) | 0.8 | $1.1M | 2.7k | 395.63 | |
| Cintas Corporation (CTAS) | 0.7 | $1.0M | 4.6k | 222.87 | |
| Analog Devices (ADI) | 0.7 | $1.0M | 4.3k | 238.02 | |
| Tesla Motors (TSLA) | 0.7 | $1.0M | 3.2k | 317.66 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $995k | 1.2k | 801.39 | |
| Constellation Energy (CEG) | 0.7 | $985k | 3.1k | 322.76 | |
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.7 | $980k | 18k | 53.93 | |
| Booking Holdings (BKNG) | 0.7 | $961k | 166.00 | 5789.24 | |
| Bank of America Corporation (BAC) | 0.7 | $958k | 20k | 47.32 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $947k | 2.4k | 386.88 | |
| Autodesk (ADSK) | 0.7 | $928k | 3.0k | 309.57 | |
| Cadence Design Systems (CDNS) | 0.7 | $924k | 3.0k | 308.15 | |
| Cincinnati Financial Corporation (CINF) | 0.7 | $917k | 6.2k | 148.92 | |
| Starbucks Corporation (SBUX) | 0.7 | $911k | 9.9k | 91.63 | |
| AutoZone (AZO) | 0.6 | $902k | 243.00 | 3712.23 | |
| Ge Aerospace Com New (GE) | 0.6 | $898k | 3.5k | 257.39 | |
| RBB Us Treas 5 Yr Nt (UFIV) | 0.6 | $890k | 18k | 49.22 | |
| RBB Us Treas 3 Yr Nt (UTRE) | 0.6 | $865k | 17k | 49.80 | |
| Fortinet (FTNT) | 0.6 | $854k | 8.1k | 105.72 | |
| Sherwin-Williams Company (SHW) | 0.6 | $844k | 2.5k | 343.36 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $843k | 7.7k | 109.29 | |
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.6 | $836k | 12k | 72.69 | |
| Johnson & Johnson (JNJ) | 0.6 | $775k | 5.1k | 152.75 | |
| O'reilly Automotive (ORLY) | 0.6 | $768k | 8.5k | 90.13 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.5 | $745k | 8.1k | 91.73 | |
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.5 | $706k | 9.4k | 74.89 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $704k | 6.5k | 107.80 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $703k | 1.0k | 698.47 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $687k | 3.9k | 177.39 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $520k | 8.5k | 61.21 | |
| Microstrategy Cl A New (MSTR) | 0.4 | $517k | 1.3k | 404.23 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $483k | 782.00 | 617.85 | |
| McDonald's Corporation (MCD) | 0.3 | $483k | 1.7k | 292.17 | |
| Amazon (AMZN) | 0.3 | $481k | 2.2k | 219.39 | |
| Ge Vernova (GEV) | 0.3 | $478k | 903.00 | 529.15 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.3 | $469k | 19k | 25.35 | |
| Walt Disney Company (DIS) | 0.3 | $468k | 3.8k | 124.01 | |
| American Express Company (AXP) | 0.3 | $466k | 1.5k | 318.98 | |
| Merck & Co (MRK) | 0.3 | $453k | 5.7k | 79.16 | |
| Coca-Cola Company (KO) | 0.3 | $448k | 6.3k | 70.75 | |
| RBB Us Treasry 12 Mt (OBIL) | 0.3 | $436k | 8.7k | 50.19 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $423k | 3.5k | 121.01 | |
| Tidal Tr Ii Peerless Option (WEEL) | 0.3 | $410k | 21k | 19.39 | |
| Republic Bancorp Inc Ky Cl A (RBCAA) | 0.3 | $402k | 5.5k | 73.11 | |
| Wal-Mart Stores (WMT) | 0.3 | $402k | 4.1k | 97.78 | |
| Abbott Laboratories (ABT) | 0.3 | $375k | 2.8k | 136.01 | |
| Ross Stores (ROST) | 0.3 | $375k | 2.9k | 127.60 | |
| Philip Morris International (PM) | 0.2 | $346k | 1.9k | 182.13 | |
| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.2 | $343k | 11k | 32.64 | |
| AmerisourceBergen (COR) | 0.2 | $337k | 1.1k | 299.85 | |
| Tapestry (TPR) | 0.2 | $334k | 3.8k | 87.80 | |
| FedEx Corporation (FDX) | 0.2 | $324k | 1.4k | 227.31 | |
| Fluor Corporation (FLR) | 0.2 | $315k | 6.2k | 51.27 | |
| Deere & Company (DE) | 0.2 | $311k | 611.00 | 508.49 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $310k | 3.1k | 100.69 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $308k | 2.3k | 135.04 | |
| TJX Companies (TJX) | 0.2 | $300k | 2.4k | 123.51 | |
| Union Pacific Corporation (UNP) | 0.2 | $298k | 1.3k | 230.08 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $287k | 3.3k | 88.25 | |
| Gilead Sciences (GILD) | 0.2 | $285k | 2.6k | 110.87 | |
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.2 | $283k | 3.4k | 83.00 | |
| RBB Fm Ultrashort Tr (RBIL) | 0.2 | $278k | 5.5k | 50.08 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.2 | $276k | 235.00 | 1174.13 | |
| Trane Technologies SHS (TT) | 0.2 | $275k | 628.00 | 437.41 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $263k | 2.4k | 110.10 | |
| Synovus Finl Corp Com New (SNV) | 0.2 | $259k | 5.0k | 51.75 | |
| Honeywell International (HON) | 0.2 | $254k | 1.1k | 232.88 | |
| Costco Wholesale Corporation (COST) | 0.2 | $250k | 252.00 | 991.36 | |
| Verizon Communications (VZ) | 0.2 | $249k | 5.7k | 43.27 | |
| Southern Company (SO) | 0.2 | $248k | 2.7k | 91.83 | |
| Altria (MO) | 0.2 | $237k | 4.0k | 58.63 | |
| Fair Isaac Corporation (FICO) | 0.2 | $227k | 124.00 | 1827.96 | |
| Nextera Energy (NEE) | 0.2 | $223k | 3.2k | 69.42 | |
| ConocoPhillips (COP) | 0.1 | $209k | 2.3k | 89.74 | |
| Anthem (ELV) | 0.1 | $206k | 529.00 | 388.96 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $203k | 2.2k | 93.87 | |
| Greenbrier Cos Note 2.875% 4/1 | 0.0 | $31k | 29k | 1.06 |