1y return+13.7%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: $119 against $127 in the S&P 500.2
CrobanS&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 |
|---|---|---|---|
| VGITVanguard Scottsdale Fds | $13.7M | 6.0% | +1.5% |
| VYMIVanguard Whitehall Fds | $11.8M | 5.2% | |
| VSLUEtf Opportunities Trust | $11.3M | 5.0% | |
| FLHYFranklin Templeton Etf Tr | $9.1M | 4.0% | New |
| AVEMAmerican Centy Etf Tr | $8.3M | 3.7% | −1.8% |
| IGSBIshares Tr | $8.2M | 3.6% | +28.9% |
| VYMVanguard Whitehall Fds | $7.9M | 3.5% | |
| IGLBIshares Tr | $7.4M | 3.3% | +2.5% |
| AVDEAmerican Centy Etf Tr | $7.3M | 3.2% | New |
| HGERHarbor Etf Trust | $7.2M | 3.2% | New |
| DFAUDimensional Etf Trust | $7.1M | 3.1% | |
| IVWIshares Tr | $7.0M | 3.1% | −36.3% |
| GSEWGoldman Sachs Etf Tr | $6.5M | 2.9% | +159.0% |
| LVHILegg Mason Etf Invt | $6.3M | 2.8% | +1.6% |
| TCHPT Rowe Price Exchange-traded | $5.7M | 2.5% | +1.7% |
| DESWisdomtree Tr | $5.3M | 2.3% | +2.1% |
| GNMAIshares Tr | $5.2M | 2.3% | +1.6% |
| AGGIshares Tr | $4.7M | 2.1% | +1.3% |
| DFISDimensional Etf Trust | $4.7M | 2.1% | |
| PWBInvesco Exchange Traded Fd T | $4.2M | 1.9% | New |
| JPIBJ P Morgan Exchange Traded F | $3.8M | 1.7% | New |
| IDUIshares Tr | $3.7M | 1.6% | +2.8% |
| FESMFidelity Covington Trust | $3.2M | 1.4% | −48.3% |
| IYZIshares Tr | $3.2M | 1.4% | |
| FLMIFranklin Templeton Etf Tr | $3.1M | 1.4% |
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 |
|---|---|---|---|
| ANDEAndersons Inc | December 31, 2024 | +68.8% | $1.7M |
| RRyder Sys Inc | December 31, 2024 | +68.2% | $2.2M |
| IYZIshares Tr | December 31, 2024 | +57.7% | $3.2M |
| FESMFidelity Covington Trust | December 31, 2024 | +49.3% | $3.2M |
| VYMIVanguard Whitehall Fds | December 31, 2024 | +44.7% | $11.8M |
| ABBVAbbvie Inc | December 31, 2024 | +41.6% | $1.8M |
| AMGNAmgen Inc | December 31, 2024 | +38.9% | $1.5M |
| IVWIshares Tr | December 31, 2024 | +35.5% | $7.0M |
| GDGeneral Dynamics Corp | December 31, 2024 | +34.4% | $1.7M |
| LVHILegg Mason Etf Invt | December 31, 2024 | +33.0% | $6.3M |
Sold off last quarter
- SIHYHarbor Etf Trust was $9.0M
- BWXSpdr Series Trust was $4.9M
- USMVIshares Tr was $4.1M
- KDPKeurig Dr Pepper Inc was $685K
- UNHUnitedhealth Group Inc was $556K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.3% | +14.8% |
| March 31, 2026 | +1.2% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +3.3% | +10.5% |
| March 31, 2025 | +1.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Croban Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1694663&type=13F-HR&dateb=&owner=include&count=40CIK 1694663
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1694663/000169466326000003/Filed August 3, 2026 · accession 0001694663-26-000003