Crew Capital Management, Ltd — 13F Holdings

2026 Q2  ·  127 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Crew Capital Management, Ltd maintained a portfolio of 127 distinct positions. The most significant new addition was PALO ALTO NETWORKS INC, now representing 1.08% of the total fund value. They heavily accumulated shares in RBB FD INC, increasing the position by 129.9%. The fund also reduced its exposure to ANALOG DEVICES INC by 77.4%.
Position History hover any row below to update
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Crew Capital Management, Ltd Orchard Park, NY RIA / Wealth Manager AUM $182M
PCA Score Concentration Risk
Risk ENB
Total Positions
127
Quarter
2026 Q2
Top Holding
QQQ (12.0%)
Top 10 Concentration
40.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 127

Crew Capital Management, Ltd Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
QQQ
INVESCO QQQ TR
ETF 11.99% 11.23% #1
Prev: #1
6.5
477 1.6%
P
S
29,813 $21,954,324 2021 Q1 13F Filing 2026-06-30 2026-08-03
AAPL
APPLE INC
Technology 4.45% 4.77% #2
Prev: #2
3.8
-152 -0.5%
P
S
28,164 $8,149,522 2021 Q1 13F Filing 2026-06-30 2026-08-03
XLK
SELECT SECTOR S...
ETF 4.39% 3.92% #3 2
Prev: #5
3.3
-2,370 -5.3%
P
S
42,131 $8,026,879 2021 Q1 13F Filing 2026-06-30 2026-08-03
BRK/B
BERKSHIRE HATHA...
Financial Services 4.06% 4.25% #4
Prev: #4
4.1
1,468 11.0%
P
S
14,853 $7,432,293 2021 Q1 13F Filing 2026-06-30 2026-08-03
PG
PROCTER & GAMBL...
Consumer Defensive 3.51% 4.37% #5 2
Prev: #3
2.4
-1,765 -3.9%
P
S
43,858 $6,431,334 2021 Q1 13F Filing 2026-06-30 2026-08-03
XLV
SELECT SECTOR S...
ETF 2.65% 2.82% #6
Prev: #6
3.1
1,579 5.4%
P
S
30,619 $4,858,040 2021 Q2 13F Filing 2026-06-30 2026-08-03
XFIX
RBB FD INC
Unknown 2.61% 2.60% #7
Prev: #7
3.5
16,641 21.8%
P
S
92,963 $4,770,285 2025 Q2 13F Filing 2026-06-30 2026-08-03
INTC
INTEL CORP
Technology 2.46% 1.25% #8 14
Prev: #22
1.0
-10,290 -24.2%
P
S
32,260 $4,504,464 2021 Q1 13F Filing 2026-06-30 2026-08-03
MSFT
MICROSOFT CORP
Technology 2.16% 2.49% #9 1
Prev: #8
1.4
478 4.7%
P
S
10,616 $3,960,102 2021 Q1 13F Filing 2026-06-30 2026-08-03
ZTEN
RBB FD INC
Unknown 2.12% 2.16% #10
Prev: #10
2.8
12,510 19.4%
P
S
76,967 $3,880,730 2025 Q1 13F Filing 2026-06-30 2026-08-03
GOOGL
ALPHABET INC
Communication Services 2.11% 2.27% #11 2
Prev: #9
1.3
-1,077 -9.1%
P
S
10,815 $3,864,957 2021 Q1 13F Filing 2026-06-30 2026-08-03
AMAT
APPLIED MATLS I...
Technology 1.80% 1.40% #12 6
Prev: #18
0.7
-1,627 -26.4%
P
S
4,545 $3,286,035 2025 Q2 13F Filing 2026-06-30 2026-08-03
KLAC
KLA CORP
Technology 1.79% 1.37% #13 6
Prev: #19
3.7
9,428 671.5%
P
S
10,832 $3,268,123 2024 Q2 13F Filing 2026-06-30 2026-08-03
XLI
SELECT SECTOR S...
ETF 1.62% 1.76% #14 2
Prev: #12
1.1
-364 -2.2%
P
S
16,005 $2,964,562 2024 Q1 13F Filing 2026-06-30 2026-08-03
XLY
SELECT SECTOR S...
ETF 1.55% 1.72% #15 2
Prev: #13
1.1
422 1.8%
P
S
24,194 $2,837,449 2021 Q1 13F Filing 2026-06-30 2026-08-03
NVDA
NVIDIA CORPORAT...
Technology 1.52% 1.66% #16 2
Prev: #14
1.1
-493 -3.4%
P
S
13,890 $2,779,346 2021 Q1 13F Filing 2026-06-30 2026-08-03
ZTRE
RBB FD INC
ETF 1.46% 1.47% #17 1
Prev: #16
3.1
9,309 21.3%
P
S
53,044 $2,680,579 2025 Q1 13F Filing 2026-06-30 2026-08-03
ZTWO
RBB FD INC
Unknown 1.46% 1.49% #18 3
Prev: #15
2.6
8,337 18.7%
P
S
52,879 $2,663,484 2025 Q1 13F Filing 2026-06-30 2026-08-03
ZMUN
RBB FD INC
ETF 1.45% 0.76% #19 20
Prev: #39
3.6
29,869 129.9%
P
S
52,866 $2,648,851 2026 Q1 13F Filing 2026-06-30 2026-08-03
TBIL
RBB FD INC
Unknown 1.43% 1.90% #20 9
Prev: #11
1.1
-5,127 -8.9%
P
S
52,418 $2,613,557 2022 Q3 13F Filing 2026-06-30 2026-08-03
V
VISA INC
Financial Services 1.33% 1.30% #21 1
Prev: #20
2.5
616 9.5%
P
S
7,103 $2,437,097 2021 Q1 13F Filing 2026-06-30 2026-08-03
JNJ
JOHNSON & JOHNS...
Healthcare 1.29% 0.90% #22 10
Prev: #32
3.5
3,727 67.2%
P
S
9,271 $2,354,556 2021 Q1 13F Filing 2026-06-30 2026-08-03
MU
MICRON TECHNOLO...
Technology 1.27% 1.09% #23 3
Prev: #26
0.5
-2,852 -58.6%
P
S
2,017 $2,328,203 2024 Q1 13F Filing 2026-06-30 2026-08-03
XLP
SELECT SECTOR S...
ETF 1.27% 1.44% #24 7
Prev: #17
2.5
1,509 5.7%
P
S
28,025 $2,328,032 2023 Q1 13F Filing 2026-06-30 2026-08-03
AVGO
BROADCOM INC
Technology 1.22% 1.26% #25 4
Prev: #21
1.0
-209 -3.4%
P
S
5,924 $2,237,632 2023 Q4 13F Filing 2026-06-30 2026-08-03
ABBV
ABBVIE INC
Healthcare 1.18% 1.19% #26 2
Prev: #24
1.0
332 4.0%
P
S
8,551 $2,151,774 2021 Q1 13F Filing 2026-06-30 2026-08-03
JPM
JPMORGAN CHASE ...
Financial Services 1.14% 1.20% #27 4
Prev: #23
1.0
208 3.4%
P
S
6,381 $2,088,693 2021 Q1 13F Filing 2026-06-30 2026-08-03
ASML
ASML HLDG NV
Technology 1.12% 1.15% #28 3
Prev: #25
0.4
-278 -21.2%
P
S
1,032 $2,053,102 2025 Q2 13F Filing 2026-06-30 2026-08-03
PANW
PALO ALTO NETWO...
Technology 1.08% #29
Prev: #—
3.9
5,775
NEW
5,775 $1,969,390 2023 Q4 13F Filing 2026-06-30 2026-08-03
LRCX
LAM RESEARCH CO...
Technology 1.00% #30
Prev: #—
3.9
4,241
NEW
4,241 $1,837,753 2024 Q1 13F Filing 2026-06-30 2026-08-03
UTEN
RBB FD INC
Unknown 0.99% 0.95% #31 1
Prev: #30
2.9
9,018 27.5%
P
S
41,831 $1,807,061 2025 Q1 13F Filing 2026-06-30 2026-08-03
APH
AMPHENOL CORP
Technology 0.94% 0.98% #32 5
Prev: #27
0.9
-1,913 -16.4%
P
S
9,748 $1,718,767 2024 Q3 13F Filing 2026-06-30 2026-08-03
MRK
MERCK & CO INC
Healthcare 0.93% 0.44% #33 32
Prev: #65
3.4
7,742 140.5%
P
S
13,251 $1,702,754 2021 Q1 13F Filing 2026-06-30 2026-08-03
QCOM
QUALCOMM INC
Technology 0.87% #34
Prev: #—
3.8
8,599
NEW
8,599 $1,589,009 2021 Q4 13F Filing 2026-06-30 2026-08-03
MA
MASTERCARD INCO...
Financial Services 0.84% 0.88% #35 2
Prev: #33
2.3
325 12.3%
P
S
2,977 $1,528,987 2021 Q1 13F Filing 2026-06-30 2026-08-03
GOOG
ALPHABET INC
Communication Services 0.83% 0.79% #36 1
Prev: #37
0.8
172 4.1%
P
S
4,317 $1,525,326 2021 Q1 13F Filing 2026-06-30 2026-08-03
BRK/A
BERKSHIRE HATHA...
Financial Services 0.82% 0.95% #37 8
Prev: #29
1.3
no change no change
P
S
2 $1,497,700 2021 Q1 13F Filing 2026-06-30 2026-08-03
IVV
ISHARES TR
ETF 0.78% 0.87% #38 4
Prev: #34
0.8
-105 -5.2%
P
S
1,912 $1,431,772 2021 Q1 13F Filing 2026-06-30 2026-08-03
UFIV
RBB FD INC
Bond/Debt 0.77% 0.75% #39 1
Prev: #40
2.8
6,063 26.1%
P
S
29,269 $1,412,258 2025 Q2 13F Filing 2026-06-30 2026-08-03
META
META PLATFORMS ...
Communication Services 0.76% 0.87% #40 5
Prev: #35
2.3
173 7.5%
P
S
2,473 $1,393,045 2021 Q1 13F Filing 2026-06-30 2026-08-03
UTRE
RBB FD INC
Bond/Debt 0.76% 0.73% #41
Prev: #41
2.8
6,070 27.2%
P
S
28,377 $1,391,631 2025 Q2 13F Filing 2026-06-30 2026-08-03
AMZN
AMAZON COM INC
Consumer Cyclical 0.76% 0.17% #42 54
Prev: #96
3.3
4,556 361.3%
P
S
5,817 $1,386,424 2021 Q1 13F Filing 2026-06-30 2026-08-03
GE
GE AEROSPACE
Industrials 0.76% 0.66% #43 1
Prev: #42
2.3
209 6.0%
P
S
3,701 $1,383,175 2021 Q1 13F Filing 2026-06-30 2026-08-03
PM
PHILIP MORRIS I...
Consumer Defensive 0.74% 0.21% #44 41
Prev: #85
3.3
5,565 287.2%
P
S
7,503 $1,357,451 2024 Q3 13F Filing 2026-06-30 2026-08-03
IJH
ISHARES TR
ETF 0.72% 0.79% #45 9
Prev: #36
0.8
-542 -3.1%
P
S
17,181 $1,324,827 2021 Q1 13F Filing 2026-06-30 2026-08-03
MNST
MONSTER BEVERAG...
Consumer Defensive 0.70% #46
Prev: #—
3.8
13,352
NEW
13,352 $1,283,394 2024 Q1 13F Filing 2026-06-30 2026-08-03
ANET
ARISTA NETWORKS...
Technology 0.70% #47
Prev: #—
3.8
7,518
NEW
7,518 $1,277,158 2026 Q2 13F Filing 2026-06-30 2026-08-03
BAC
BANK OF AMER CO...
Financial Services 0.64% 0.65% #48 4
Prev: #44
0.8
235 1.2%
P
S
20,487 $1,167,349 2024 Q1 13F Filing 2026-06-30 2026-08-03
GEV
GE VERNOVA INC
Industrials 0.61% 0.52% #49 8
Prev: #57
0.7
41 4.5%
P
S
944 $1,109,068 2024 Q3 13F Filing 2026-06-30 2026-08-03
BKNG
BOOKING HOLDING...
Consumer Cyclical 0.58% 0.51% #50 9
Prev: #59
3.2
5,803 3188.5%
P
S
5,985 $1,066,766 2023 Q3 13F Filing 2026-06-30 2026-08-03
Showing 1-50 of 127 holdings

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