Top 50 Crews Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | State Street SPDR Port S&P 500 Large Cap ETF | 13.6% | 1.19M | $104.2M | +2.59%(+29.97K) | $69.47(+31.05%) | 2026-06-30 | |
| VIG | Vanguard Dividend Appreciation ETF | 5.61% | 181.6K | $43.0M | +3.71%(+6.49K) | $200.89(+22.76%) | 2026-06-30 | |
| SLQD | iShares 0-5 Year Investment Grade ETF | 5.19% | 788.5K | $39.7M | +3.81%(+28.95K) | $50.19(-0.19%) | 2026-06-30 | |
| VYM | Vanguard High Dividend Yield ETF | 5.14% | 249.0K | $39.4M | +1.10%(+2.71K) | $128.90(+29.22%) | 2026-06-30 | |
| VUG | Vanguard Growth ETF | 4.77% | 424.1K | $36.5M | +4.30%(+17.49K) | $68.59(+29.85%) | 2026-06-30 | |
| SPIB | State Street SPDR Intermediate Corp Bond ETF | 3.48% | 796.2K | $26.6M | +3.37%(+25.96K) | $33.38(-0.78%) | 2026-06-30 | |
| SPSM | State Street SPDR Port S&P 600 Small Cap ETF | 3.43% | 456.2K | $26.3M | -6.26%(-30.48K) | $44.97(+28.60%) | 2026-06-30 | |
| SPMD | State Street SPDR Port S&P 400 Mid Cap ETF | 2.8% | 317.0K | $21.4M | -3.39%(-11.12K) | $54.58(+25.08%) | 2026-06-30 | |
| AAPL | Apple Inc | 2.67% | 70.6K | $20.4M | -0.98%(-697) | $232.35(+31.98%) | 2026-06-30 | |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | 2.6% | 240.7K | $19.9M | +1.91%(+4.51K) | $82.17(-1.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +17.86% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +18.04% |
Crews Bank & Trust reports $765.99M in US-listed equity holdings across 662 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (13.6%), VIG (5.6%) and SLQD (5.2%). The top 20 holdings account for 63.92% of reported assets. Its disclosed equity book has returned +17.86% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Crews Bank & Trustโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052279). View Crews Bank & Trustโs 13F filings on SEC