Crew Capital Management, Ltd — 13F Holdings & Portfolio

CIK 1835669 · latest 13F-HR filed 2026-08-03

Crew Capital Management, Ltd manages $183.1M in 13F-reported U.S. long-equity assets across 112 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are QQQ (11.99%), AAPL (4.45%), XLK (4.39%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions, exited 15, added to 64, and trimmed 18.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4030 SMITH ROAD
SUITE 200
CINCINNATI, OH 45209
Phone
(513) 618-6460
Filing Manager
Crew Capital Management, Ltd
CINCINNATI, OH
Signatory
Kaleb Williams
Consultant
Loading holdings…
AUM

$183.1M

Long-equity book

Holdings

112

Distinct positions

Period

2026-06-30

Filed 2026-08-03

Q/Q Activity

+18 / −15 / ↑64 / ↓18

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO QQQ TR$5.0M +29.7%
  • INTEL CORP$2.6M +139.9%
  • SELECT SECTOR SPDR TR$2.1M +35.7%
  • RBB FD INC$1.5M +130.0%
  • KLA CORP$1.2M +58.1%
Show all 64

Top Trims

  • ANALOG DEVICES INC-$1.0M -71.8%
  • HOME DEPOT INC-$759.1K -54.6%
  • KROGER CO-$272.6K -23.4%
  • RBB FD INC-$255.6K -8.9%
  • EXXON MOBIL CORP-$162.6K -19.4%
Show all 18

New Positions

  • PALO ALTO NETWORKS INC$2.0M
  • LAM RESEARCH CORP$1.8M
  • QUALCOMM INC$1.6M
  • MONSTER BEVERAGE CORP NEW$1.3M
  • ARISTA NETWORKS INC$1.3M
Show all 18

Exited Positions

  • STRYKER CORPORATION$989.4K
  • STARBUCKS CORP$953.9K
  • CADENCE DESIGN SYSTEM INC$941.7K
  • OREILLY AUTOMOTIVE INC$927.1K
  • AUTOZONE INC$888.4K
Show all 15
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO QQQ TR QQQ 46090E103 $22.0M 11.99% 29,813 SH
2 APPLE INC AAPL 037833100 $8.1M 4.45% 28,164 SH
3 SELECT SECTOR SPDR TR XLK 81369Y803 $8.0M 4.39% 42,131 SH
4 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $7.4M 4.06% 14,853 SH
5 PROCTER & GAMBLE CO PG 742718109 $6.4M 3.51% 43,858 SH
6 SELECT SECTOR SPDR TR XLV 81369Y209 $4.9M 2.65% 30,619 SH
7 RBB FD INC ZHOG 74933W445 $4.8M 2.61% 92,963 SH
8 INTEL CORP INTC 458140100 $4.5M 2.46% 32,260 SH
9 MICROSOFT CORP MSFT 594918104 $4.0M 2.16% 10,616 SH
10 RBB FD INC ZTEN 74933W411 $3.9M 2.12% 76,967 SH
11 ALPHABET INC GOOGL 02079K305 $3.9M 2.11% 10,815 SH
12 APPLIED MATLS INC AMAT 038222105 $3.3M 1.80% 4,545 SH
13 KLA CORP KLAC 482480100 $3.3M 1.79% 10,832 SH
14 SELECT SECTOR SPDR TR XLI 81369Y704 $3.0M 1.62% 16,005 SH
15 SELECT SECTOR SPDR TR XLY 81369Y407 $2.8M 1.55% 24,194 SH
16 NVIDIA CORPORATION NVDA 67066G104 $2.8M 1.52% 13,890 SH
17 RBB FD INC ZTRE 74933W395 $2.7M 1.46% 53,044 SH
18 RBB FD INC ZTWO 74933W429 $2.7M 1.46% 52,879 SH
19 RBB FD INC ZMUN 74933W163 $2.6M 1.45% 52,866 SH
20 RBB FD INC TBIL 74933W452 $2.6M 1.43% 52,418 SH
21 VISA INC V 92826C839 $2.4M 1.33% 7,103 SH
22 JOHNSON & JOHNSON JNJ 478160104 $2.4M 1.29% 9,271 SH
23 MICRON TECHNOLOGY INC MU 595112103 $2.3M 1.27% 2,017 SH
24 SELECT SECTOR SPDR TR XLP 81369Y308 $2.3M 1.27% 28,025 SH
25 BROADCOM INC AVGO 11135F101 $2.2M 1.22% 5,924 SH
26 ABBVIE INC ABBV 00287Y109 $2.2M 1.18% 8,551 SH
27 JPMORGAN CHASE & CO JPM 46625H100 $2.1M 1.14% 6,381 SH
28 ASML HLDG NV ASML N07059210 $2.1M 1.12% 1,032 SH
29 PALO ALTO NETWORKS INC PANW 697435105 $2.0M 1.08% 5,775 SH
30 LAM RESEARCH CORP LRCX 512807306 $1.8M 1.00% 4,241 SH
31 RBB FD INC UTEN 74933W536 $1.8M 0.99% 41,831 SH
32 AMPHENOL CORP APH 032095101 $1.7M 0.94% 9,748 SH
33 MERCK & CO INC MRK 58933Y105 $1.7M 0.93% 13,251 SH
34 QUALCOMM INC QCOM 747525103 $1.6M 0.87% 8,599 SH
35 MASTERCARD INCORPORATED MA 57636Q104 $1.5M 0.84% 2,977 SH
36 ALPHABET INC GOOG 02079K107 $1.5M 0.83% 4,317 SH
37 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $1.5M 0.82% 2 SH
38 ISHARES TR IVV 464287200 $1.4M 0.78% 1,912 SH
39 RBB FD INC UFIV 74933W510 $1.4M 0.77% 29,269 SH
40 META PLATFORMS INC META 30303M102 $1.4M 0.76% 2,473 SH
41 RBB FD INC UTRE 74933W494 $1.4M 0.76% 28,377 SH
42 AMAZON COM INC AMZN 023135106 $1.4M 0.76% 5,817 SH
43 GE AEROSPACE GE 369604301 $1.4M 0.76% 3,701 SH
44 PHILIP MORRIS INTL INC PM 718172109 $1.4M 0.74% 7,503 SH
45 ISHARES TR IJH 464287507 $1.3M 0.72% 17,181 SH
46 MONSTER BEVERAGE CORP NEW MNST 61174X109 $1.3M 0.70% 13,352 SH
47 ARISTA NETWORKS INC ANET 040413205 $1.3M 0.70% 7,518 SH
48 BANK OF AMER CORP BAC 060505104 $1.2M 0.64% 20,487 SH
49 GE VERNOVA INC GEV 36828A101 $1.1M 0.61% 944 SH
50 BOOKING HOLDINGS INC BKNG 09857L108 $1.1M 0.58% 5,985 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-03 $183.1M 112 0001835669-26-000005
2026-03-31 2026-04-22 $150.8M 109 0001835669-26-000004
2025-12-31 2026-01-16 $158.9M 111 0001835669-26-000002