Crew Capital Management as of Sept. 30, 2025
Portfolio Holdings for Crew Capital Management
Crew Capital Management holds 115 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 11.7 | $18M | 29k | 600.36 | |
| Apple (AAPL) | 4.9 | $7.4M | 29k | 254.63 | |
| Procter & Gamble Company (PG) | 4.9 | $7.3M | 48k | 153.65 | |
| Select Sector Spdr Tr Technology (XLK) | 4.3 | $6.4M | 23k | 281.86 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.9 | $5.8M | 12k | 502.74 | |
| Microsoft Corporation (MSFT) | 3.5 | $5.2M | 10k | 517.97 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.6 | $3.9M | 28k | 139.17 | |
| RBB Us Treas 3 Mnth (TBIL) | 2.1 | $3.1M | 62k | 50.00 | |
| RBB Fm Opportunistic (XFIX) | 2.0 | $3.0M | 58k | 52.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $3.0M | 12k | 243.10 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.9 | $2.9M | 12k | 239.65 | |
| NVIDIA Corporation (NVDA) | 1.9 | $2.8M | 15k | 186.57 | |
| RBB F M 10 Year Inve (ZTEN) | 1.7 | $2.6M | 50k | 51.51 | |
| Select Sector Spdr Tr Indl (XLI) | 1.6 | $2.4M | 16k | 154.23 | |
| Broadcom (AVGO) | 1.4 | $2.1M | 6.3k | 329.92 | |
| Visa Com Cl A (V) | 1.4 | $2.1M | 6.0k | 341.39 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.4 | $2.0M | 26k | 78.37 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $2.0M | 6.2k | 315.43 | |
| Abbvie (ABBV) | 1.2 | $1.8M | 7.9k | 231.54 | |
| RBB F M 2year Inves (ZTWO) | 1.2 | $1.8M | 34k | 50.94 | |
| RBB F/m 3 Year Inves (ZTRE) | 1.2 | $1.7M | 34k | 51.34 | |
| Home Depot (HD) | 1.1 | $1.6M | 4.0k | 405.15 | |
| Meta Platforms Cl A (META) | 1.1 | $1.6M | 2.2k | 734.38 | |
| Kla Corp Com New (KLAC) | 1.0 | $1.5M | 1.4k | 1078.60 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.0 | $1.5M | 2.00 | 754200.00 | |
| Amphenol Corp Cl A (APH) | 1.0 | $1.5M | 12k | 123.75 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $1.4M | 2.1k | 669.41 | |
| Tesla Motors (TSLA) | 0.9 | $1.3M | 3.0k | 444.72 | |
| Applied Materials (AMAT) | 0.9 | $1.3M | 6.3k | 204.74 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $1.3M | 2.3k | 568.81 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.8 | $1.2M | 1.3k | 968.09 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $1.2M | 19k | 65.26 | |
| RBB Us Treasr 10 Yr (UTEN) | 0.8 | $1.2M | 28k | 44.22 | |
| Advanced Micro Devices (AMD) | 0.8 | $1.2M | 7.6k | 161.79 | |
| Kroger (KR) | 0.7 | $1.1M | 16k | 67.41 | |
| Nike CL B (NKE) | 0.7 | $1.1M | 16k | 69.73 | |
| Analog Devices (ADI) | 0.7 | $1.1M | 4.4k | 245.70 | |
| Cadence Design Systems (CDNS) | 0.7 | $1.1M | 3.0k | 351.26 | |
| Ge Aerospace Com New (GE) | 0.7 | $1.1M | 3.5k | 300.82 | |
| Bank of America Corporation (BAC) | 0.7 | $1.0M | 20k | 51.59 | |
| Intuit (INTU) | 0.7 | $1.0M | 1.5k | 683.03 | |
| AutoZone (AZO) | 0.7 | $1.0M | 240.00 | 4290.24 | |
| Synopsys (SNPS) | 0.7 | $1.0M | 2.1k | 493.39 | |
| Stryker Corporation (SYK) | 0.7 | $1.0M | 2.7k | 369.67 | |
| Cincinnati Financial Corporation (CINF) | 0.7 | $974k | 6.2k | 158.10 | |
| Autodesk (ADSK) | 0.7 | $972k | 3.1k | 317.67 | |
| Netflix (NFLX) | 0.6 | $965k | 805.00 | 1198.92 | |
| RBB Us Treas 5 Yr Nt (UFIV) | 0.6 | $964k | 20k | 49.35 | |
| O'reilly Automotive (ORLY) | 0.6 | $946k | 8.8k | 107.81 | |
| Cintas Corporation (CTAS) | 0.6 | $942k | 4.6k | 205.26 | |
| Johnson & Johnson (JNJ) | 0.6 | $940k | 5.1k | 185.42 | |
| RBB Us Treas 3 Yr Nt (UTRE) | 0.6 | $931k | 19k | 49.84 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $924k | 3.8k | 243.55 | |
| Booking Holdings (BKNG) | 0.6 | $923k | 171.00 | 5399.27 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $868k | 3.5k | 246.60 | |
| RBB Fm Ultrashort Tr (RBIL) | 0.6 | $861k | 17k | 50.05 | |
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.6 | $847k | 11k | 78.34 | |
| Sherwin-Williams Company (SHW) | 0.6 | $842k | 2.4k | 346.26 | |
| Starbucks Corporation (SBUX) | 0.6 | $824k | 9.7k | 84.60 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $800k | 2.3k | 352.75 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $764k | 1.0k | 758.15 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $681k | 5.7k | 118.83 | |
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.4 | $657k | 12k | 57.31 | |
| Fortinet (FTNT) | 0.4 | $644k | 7.7k | 84.08 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $566k | 5.0k | 112.75 | |
| Ge Vernova (GEV) | 0.4 | $555k | 903.00 | 614.90 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $540k | 8.3k | 65.00 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $521k | 782.00 | 666.18 | |
| American Express Company (AXP) | 0.3 | $485k | 1.5k | 332.16 | |
| RBB Us Treasry 12 Mt (OBIL) | 0.3 | $456k | 9.1k | 50.30 | |
| Tidal Trust Ii Peerless Option (WEEL) | 0.3 | $455k | 23k | 20.00 | |
| Merck & Co (MRK) | 0.3 | $453k | 5.4k | 83.93 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $449k | 3.5k | 128.24 | |
| Walt Disney Company (DIS) | 0.3 | $432k | 3.8k | 114.50 | |
| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.3 | $429k | 11k | 38.06 | |
| McDonald's Corporation (MCD) | 0.3 | $426k | 1.4k | 303.89 | |
| Wal-Mart Stores (WMT) | 0.3 | $423k | 4.1k | 103.06 | |
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.3 | $420k | 5.2k | 80.65 | |
| Tapestry (TPR) | 0.3 | $408k | 3.6k | 113.21 | |
| Republic Bancorp Inc Ky Cl A (RBCAA) | 0.3 | $397k | 5.5k | 72.25 | |
| Coca-Cola Company (KO) | 0.3 | $393k | 5.9k | 66.32 | |
| Abbott Laboratories (ABT) | 0.2 | $369k | 2.8k | 133.94 | |
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.2 | $352k | 3.4k | 103.40 | |
| AmerisourceBergen (COR) | 0.2 | $352k | 1.1k | 312.53 | |
| Strategy Cl A New (MSTR) | 0.2 | $338k | 1.0k | 322.21 | |
| FedEx Corporation (FDX) | 0.2 | $336k | 1.4k | 235.81 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $332k | 2.3k | 145.65 | |
| Philip Morris International (PM) | 0.2 | $314k | 1.9k | 162.24 | |
| Union Pacific Corporation (UNP) | 0.2 | $307k | 1.3k | 236.37 | |
| TJX Companies (TJX) | 0.2 | $292k | 2.0k | 144.55 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.2 | $290k | 235.00 | 1234.29 | |
| Gilead Sciences (GILD) | 0.2 | $286k | 2.6k | 111.00 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $284k | 2.3k | 120.72 | |
| Deere & Company (DE) | 0.2 | $279k | 611.00 | 457.26 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $278k | 1.5k | 182.42 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $275k | 3.1k | 89.37 | |
| Altria (MO) | 0.2 | $269k | 4.1k | 66.06 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $266k | 2.6k | 103.06 | |
| Trane Technologies SHS (TT) | 0.2 | $265k | 628.00 | 421.96 | |
| Fluor Corporation (FLR) | 0.2 | $259k | 6.2k | 42.07 | |
| Southern Company (SO) | 0.2 | $256k | 2.7k | 94.77 | |
| Ross Stores (ROST) | 0.2 | $250k | 1.6k | 152.40 | |
| Synovus Finl Corp Com New (SNV) | 0.2 | $245k | 5.0k | 49.08 | |
| Nextera Energy (NEE) | 0.2 | $243k | 3.2k | 75.49 | |
| Costco Wholesale Corporation (COST) | 0.2 | $234k | 253.00 | 924.37 | |
| Amazon (AMZN) | 0.2 | $232k | 1.1k | 219.57 | |
| Honeywell International (HON) | 0.2 | $229k | 1.1k | 210.50 | |
| Verizon Communications (VZ) | 0.2 | $227k | 5.2k | 43.95 | |
| ConocoPhillips (COP) | 0.1 | $220k | 2.3k | 94.59 | |
| Blackrock (BLK) | 0.1 | $209k | 179.00 | 1165.87 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $206k | 2.2k | 95.14 | |
| Qualcomm (QCOM) | 0.1 | $206k | 1.2k | 166.36 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $202k | 1.6k | 123.75 | |
| First Horizon National Corporation (FHN) | 0.1 | $201k | 8.9k | 22.61 | |
| Greenbrier Cos Note 2.875% 4/1 | 0.0 | $31k | 29k | 1.08 |