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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001759578

Crumly & Associates Inc.

SPRINGFIELD, IL · File #028-19832

Latest AUM
$476.7M
Positions
203
Top-10 Concentration
45.2%
Filings
12

Sector Allocation

Technology
4.6%$22.2M
Financials
3.0%$14.4M
Healthcare
1.0%$4.9M
Energy
0.6%$2.8M
Utilities
0.5%$2.6M
Industrials
0.5%$2.2M
Materials
0.1%$543,427
Real Estate
0.0%$197,426

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1J P MORGAN EXCHANGE TRADED F46654Q609287,447$26.7M6.86%
2FIRST TR EXCHANGE TRADED FD33738R506338,770$23.5M6.06%
3ETF SER SOLUTIONS26922A321366,485$21.6M5.56%
4ISHARES TR46434V803454,722$18.8M4.84%
5FIRST TR EXCHANGE-TRADED FD33741X102476,716$18.3M4.70%
6VANGUARD WORLD FD921910840100,169$14.1M3.64%
7ETF SER SOLUTIONS26922B501438,986$13.9M3.58%
8TIDAL TRUST II88636J675506,124$13.6M3.49%
9FIRST TR EXCHANGE TRADED FD33738R118139,472$13.5M3.48%
10FIDELITY COVINGTON TRUST316092873158,791$11.6M2.99%
11ISHARES TR46428943841,131$11.4M2.93%
12FIRST TR EXCH TRD ALPHDX FD33737J802190,433$11.1M2.86%
13FIRST TR EXCHANGE TRADED FD33738R704107,724$10.6M2.73%
14JANUS DETROIT STR TR47103U746179,881$9.4M2.41%
15BITWISE BITCOIN ETF TRBITB194,851$9.3M2.38%
16ISHARES TR46434V621117,981$8.2M2.11%
17FIDELITY COVINGTON TRUST31609280834,392$7.7M1.99%
18VANGUARD INDEX FDS92290836312,181$7.6M1.97%
19FIRST TR EXCHANGE TRADED FD33737A10849,139$7.5M1.94%
20ISHARES TR46429B614105,831$7.4M1.90%