Crews Bank & Trust

CIK 0002052279 · WAUCHULA, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

Crews Bank & Trust reported 662 positions worth $766.0M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SPYM (13.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$766.0M
2026 Q2
Positions
662
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
49.3%
Est. Net Flow (Q)
2026 Q2
10 / 662 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYMState Street SPDR Port S&P 500 Large Cap ETFSH$104.2M13.60%1,185,830
2VIGVanguard Dividend Appreciation ETFSH$43.0M5.61%181,557
3SLQDiShares 0-5 Year Investment Grade ETFSH$39.7M5.19%788,528
4VYMVanguard High Dividend Yield ETFSH$39.4M5.14%249,044
5VUGVanguard Growth ETFSH$36.5M4.77%424,148
6SPIBState Street SPDR Intermediate Corp Bond ETFSH$26.6M3.48%796,215
7SPSMState Street SPDR Port S&P 600 Small Cap ETFSH$26.3M3.43%456,249
8SPMDState Street SPDR Port S&P 400 Mid Cap ETFSH$21.4M2.80%317,015
9AAPLApple IncSH$20.4M2.67%70,608
10VCITVanguard Intermediate-Term Corporate Bond ETFSH$19.9M2.60%240,669

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Crews Bank & Trust hold as of Q2 2026?

Crews Bank & Trust reported 662 positions worth $766.0M in its Q2 2026 13F filing. Largest positions: SPYM (13.6%), VIG (5.6%), SLQD (5.2%), VYM (5.1%) and VUG (4.8%).

What did Crews Bank & Trust buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Crews Bank & Trust sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.