1y return+15.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $118 against $127 in the S&P 500.2
Crews Bank & TrustS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMState Street SPDR Port S&P 500 Large Cap ETF | $104.2M | 13.6% | +2.6% |
| VIGVanguard Dividend Appreciation ETF | $43.0M | 5.6% | +3.7% |
| SLQDiShares 0-5 Year Investment Grade ETF | $39.7M | 5.2% | +3.8% |
| VYMVanguard High Dividend Yield ETF | $39.4M | 5.1% | +1.1% |
| VUGVanguard Growth ETF | $36.5M | 4.8% | +4.3% |
| SPIBState Street SPDR Intermediate Corp Bond ETF | $26.6M | 3.5% | +3.4% |
| SPSMState Street SPDR Port S&P 600 Small Cap ETF | $26.3M | 3.4% | −6.3% |
| SPMDState Street SPDR Port S&P 400 Mid Cap ETF | $21.4M | 2.8% | −3.4% |
| AAPLApple Inc | $20.4M | 2.7% | |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $19.9M | 2.6% | +1.9% |
| RSPInvesco S&P 500 Equal Weight ETF | $17.9M | 2.3% | +2.1% |
| EUSAiShares MSCI USA Equal Weighted ETF | $16.3M | 2.1% | −1.5% |
| XLKState Street Technology Select Sector SPDR | $11.3M | 1.5% | −2.2% |
| BSVVanguard Short-Term Bond ETF | $11.1M | 1.4% | +2.4% |
| MSFTMicrosoft Corporation | $10.8M | 1.4% | |
| VTIVanguard Total Stock Market ETF | $10.7M | 1.4% | |
| DGROiShares Core Dividend Growth ETF | $9.6M | 1.3% | +1.8% |
| GOOGLAlphabet Inc Class A | $8.5M | 1.1% | −2.1% |
| VUSBVanguard Ultra-Short Bond ETF | $8.1M | 1.1% | +2.9% |
| QQQInvesco QQQ Trust ETF | $7.7M | 1.0% | |
| SPYState Street Spdr S&p 500 Etf Trust | $7.5M | 1.0% | |
| VVisa Inc | $7.0M | 0.9% | |
| LLYEli Lilly and Co | $6.8M | 0.9% | −2.9% |
| MGCVanguard Mega Cap ETF | $6.3M | 0.8% | +17.1% |
| GLWCorning Incorporated | $5.5M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Incorporated | December 31, 2024 | +437.5% | $5.5M |
| CSCOCisco Systems Inc | December 31, 2024 | +98.4% | $2.6M |
| GOOGLAlphabet Inc Class A | December 31, 2024 | +88.8% | $8.5M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $5.0M |
| JNJJohnson & Johnson | December 31, 2024 | +75.6% | $3.1M |
| XLKState Street Technology Select Sector SPDR | December 31, 2024 | +63.9% | $11.3M |
| LLYEli Lilly and Co | December 31, 2024 | +55.4% | $6.8M |
| QQQInvesco QQQ Trust ETF | December 31, 2024 | +44.0% | $7.7M |
| JPMJPMorgan Chase & Co | December 31, 2024 | +36.6% | $5.1M |
| IWMiShares Russell 2000 Small-Cap ETF | December 31, 2024 | +36.0% | $5.2M |
Sold off last quarter
- Honeywell International IncCUSIP 438516106 was $1.7M
- WDIVSs Spdr S& P Global Div Etf was $142K
- RDIVInvesco S&P Ultra Dividend Revenue ETF was $125K
- DLSWisdomTree International SmallCap Div ETF was $99K
- TTDThe Trade Desk Inc Cl A was $74K
- FGDFirst Trust Dow Jones Global Select DIV ETF was $53K
- Dupont De Nemours IncCUSIP 26614N102 was $34K
- DALDelta Air Lines Inc was $33K
- Carnival CorporationCUSIP 143658300 was $25K
- INGRIngredion Inc was $19K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.5% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +5.5% | +7.8% |
| June 30, 2025 | +5.3% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Crews Bank & Trust Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2052279&type=13F-HR&dateb=&owner=include&count=40CIK 2052279
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2052279/000114036126028650/Filed July 16, 2026 · accession 0001140361-26-028650