Fund Holdings

Crews Bank & Trust

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
State Street SPDR Port S&P 500 Large Cap ETF1,155,8571,185,830+29,97388,469,295104,210,74013.60%+15,741,445
Vanguard Growth ETF67,777424,148+356,37129,604,31636,536,1094.77%+6,931,793
Vanguard Dividend Appreciation ETF175,069181,557+6,48837,650,33942,960,0175.61%+5,309,678
Guardian Pharmacy Svcs Inc Class A(GRDN)0101,127+101,12704,234,1870.55%+4,234,187
State Street Technology Select Sector SPDR60,42459,069-1,3558,030,35011,253,8261.47%+3,223,476
Vanguard High Dividend Yield ETF246,335249,044+2,70936,482,21439,356,4235.14%+2,874,209
State Street SPDR Port S&P 600 Small Cap ETF486,725456,249-30,47623,518,55226,311,8803.43%+2,793,328
Corning Incorporated(GLW)21,68921,725+362,949,0535,549,2170.72%+2,600,164
Apple Inc(AAPL)71,30570,608-69718,096,49620,431,1312.67%+2,334,635
Invesco S&P 500 Equal Weight ETF82,59484,362+1,76815,851,44017,949,7032.34%+2,098,263
State Street SPDR Port S&P 400 Mid Cap ETF328,133317,015-11,11819,432,03621,417,5332.80%+1,985,497
Invesco QQQ Trust ETF10,50510,503-26,063,2767,734,4091.01%+1,671,133
Vanguard Mega Cap ETF19,74023,110+3,3704,665,5496,323,5890.83%+1,658,040
iShares MSCI USA Equal Weighted ETF145,382143,137-2,24514,795,52616,344,8142.13%+1,549,288
Alphabet Inc Class A(GOOG)24,27823,762-5166,981,3828,491,8261.11%+1,510,444
Vanguard Total Stock Market ETF28,72428,907+1839,214,94610,696,7461.40%+1,481,800
Eli Lilly and Co(LLY)5,8235,653-1705,355,8216,780,3780.89%+1,424,557
iShares 0-5 Year Investment Grade ETF759,580788,528+28,94838,351,19439,718,1555.19%+1,366,961
Advanced Micro Devices Inc.(AMD)4,5403,490-1,050923,5722,027,3760.26%+1,103,804
iShares Russell 1000 ETF1162,461+2,34541,3611,007,7800.13%+966,419
STATE STREET SPDR S&P 500 ETF TRUST(SPY)10,12110,075-466,582,0917,523,7080.98%+941,617
Micron Technology Inc(MU)7461,007+261252,0291,162,3700.15%+910,341
iShares Russell 2000 Small-Cap ETF17,31117,228-834,293,1285,176,1530.68%+883,025
Alphabet Inc(GOOG)14,39614,172-2244,129,6375,007,3930.65%+877,756
Cisco Systems Inc(CSCO)22,17822,069-1091,720,7912,592,2250.34%+871,434
iShares Core Dividend Growth ETF124,712126,951+2,2398,752,2889,621,6161.26%+869,328
Honeywell Intl Inc03,705+3,7050829,5500.11%+829,550
Honeywell Aerospace Inc03,705+3,7050819,1010.11%+819,101
State Street SPDR Intermediate Corp Bond ETF770,253796,215+25,96225,834,28626,641,3543.48%+807,068
Visa Inc(V)20,55020,446-1046,211,0327,014,8180.92%+803,786
QUALCOMM Inc(QCOM)13,35113,320-311,719,3422,461,4030.32%+742,061
Intel Corp(INTC)6,5666,5660289,758916,8110.12%+627,053
Amazon Com Inc(AMZN)21,95321,759-1944,572,1515,186,0400.68%+613,889
iShares Floating Rate Bond ETF90,422101,475+11,0534,607,0015,180,2990.68%+573,298
State Street SPDR S&P 400 Mid-Cap ETF(MDY)5,8485,751-973,606,8124,044,9080.53%+438,096
JPMorgan Chase & Co(JPM)15,67915,428-2514,612,1355,050,0470.66%+437,912
UnitedHealth Group Inc(UNH)2,0572,262+205556,604940,1550.12%+383,551
Caterpillar Inc(CAT)1,0871,077-10770,0961,146,8970.15%+376,801
Carrier Global Corporation(CARR)22,56422,459-1051,270,5791,647,3680.22%+376,789
Vanguard Intermediate-Term Corporate Bond ETF236,156240,669+4,51319,541,90919,891,2932.60%+349,384
Vanguard S&P 500 Index ETF3,1843,253+691,902,5992,234,1930.29%+331,594
Nvidia Corp Com(NVDA)10,62810,768+1401,853,5232,154,5690.28%+301,046
Taiwan Semiconductor Mfg Ltd ADS(TSM)2,0982,102+4709,0191,003,8520.13%+294,833
AbbVie Inc(ABBV)8,4798,457-221,844,0982,128,1190.28%+284,021
State Street Industrial Select Sector SPDR ET12,55012,485-652,029,7122,312,5970.30%+282,885
Vanguard International Equity Index Fund ETF2183,569+3,35116,372298,9040.04%+282,532
iShares Core S&P Mid-Cap ETF12,30914,187+1,878831,2271,093,9600.14%+262,733
Deere & Company(DE)3,3583,35801,891,5612,130,0800.28%+238,519
Vanguard Information Technology ETF9597,512+6,553669,113897,8340.12%+228,721
Vanguard Ultra-Short Bond ETF157,446161,976+4,5307,838,4518,063,1651.05%+224,714
CVS Health Corporation(CVS)7,4247,317-107533,192756,9440.10%+223,752
Vanguard Value ETF10,12410,116-81,986,3292,204,5800.29%+218,251
Tower Semiconductor Ltd New(TSEM)2,6002,580-20456,248672,4510.09%+216,203
Cummins Inc(CMI)1,2001,2000645,624855,8520.11%+210,228
iShares Barclays MBS Bond Fund02,100+2,1000198,4920.03%+198,492
Vanguard Short-Term Bond ETF138,627142,016+3,38910,869,74311,064,4671.44%+194,724
Argenx Se ADR(ARGX)9359350682,784867,4650.11%+184,681
Morgan Stanley(MS)3,8563,866+10634,582808,1490.11%+173,567
State Street Consumer Dis Select Sector SPDR20,07420,07402,187,6652,354,2790.31%+166,614
MFS Intl Diversification A05,269+5,2690157,0540.02%+157,054
Textron Inc(TXT)01,696+1,6960155,5740.02%+155,574
Bank of America Corp15,27215,754+482744,510897,6630.12%+153,153
iShares U.S. Preferred Stock ETF96,325100,810+4,4852,920,5743,073,6970.40%+153,123
Texas Instruments Incorporated(TXN)1,4541,4540282,280433,3940.06%+151,114
iShares Core S&P 500 ETF762862+100497,746645,5430.08%+147,797
iShares Core S&P Small-Cap ETF5,2935,429+136657,973805,1750.11%+147,202
State Street Health Care Select Sector SPDR E14,44114,271-1702,117,1952,264,2370.30%+147,042
Broadcom Inc(AVGO)1,8411,891+50569,808714,3250.09%+144,517
Financial Select Sector SPDR ETF41,50740,787-7202,049,2012,186,5910.29%+137,390
iShares Core Total International Stock ETF16,66516,560-1051,443,8561,580,4860.21%+136,630
Monster Beverage Corporation(MNST)5,4025,4020391,429519,2400.07%+127,811
Union Pacific Corporation(UNP)4,5374,463-741,100,7671,213,9360.16%+113,169
State Street SPDR S&P 1500 ETF1,1432,227+1,08490,366202,1890.03%+111,823
Home Depot Inc(HD)7,0056,829-1762,303,8742,408,4520.31%+104,578
Coherent Corp(COHR)900800-100214,389315,5760.04%+101,187
Goldman Sachs Group Inc(GS)676664-12571,889671,5500.09%+99,661
Johnson & Johnson(JNJ)12,30612,235-713,008,0793,107,3230.41%+99,244
Penguin Solutions Inc(PENG)1,6001,600028,160121,6160.02%+93,456
3M Co(MMM)5,8545,814-40850,176941,3450.12%+91,169
iBonds December 2027 Corporate Term ETF222,525226,390+3,8655,394,0065,483,1660.72%+89,160
Dover Corp(DOV)5,5975,59701,166,6951,255,2950.16%+88,600
United Rentals Inc(URI)2162160157,369244,7040.03%+87,335
Capital One Financial Corp(COF)4,5364,552+16827,502913,2220.12%+85,720
Emerson Electric Co(EMR)7,6537,594-591,002,6961,087,0810.14%+84,385
Invesco Bulletshares 2033 Muni Bond ETF7,66010,775+3,115194,706278,0490.04%+83,343
Invesco Bulletshares 2032 Muni Bond ETF7,85011,040+3,190195,102277,5460.04%+82,444
Invesco BulletShares 2031 Muni Bond ETF9,46013,265+3,805197,528278,3660.04%+80,838
State Street SPDR S&P Aerospace & Defense ETF1,9392,014+75492,467571,5530.07%+79,086
Vanguard Real Estate Index ETF11,09111,021-70983,7721,062,7550.14%+78,983
ST Microelectronics N V NY Registry(STM)2,8002,340-46096,740175,2430.02%+78,503
Global X US Preferred ETF119,515121,730+2,2152,199,0762,275,1340.30%+76,058
Norfolk Southern Corp(NSC)394597+203113,078187,8100.02%+74,732
First Trust NASDAQ-100 Technology Index ETF6236230134,556208,5120.03%+73,956
Eaton Corporation PLC(ETN)1,0761,0760384,853458,5050.06%+73,652
eBay Inc(EBAY)3,4933,4930317,933390,3430.05%+72,410
Altria Group Inc(MO)3,0353,771+736200,280271,3230.04%+71,043
Consolidated Edison Inc(ED)9731,626+653110,124179,8840.02%+69,760
Bank Of New York Mellon Corporation2,6832,6830318,284387,9890.05%+69,705
Coca-Cola Company(KO)13,96313,913-501,061,8861,130,7100.15%+68,824
Truist Financial Corporation(TFC)20,82020,592-228957,0951,025,8930.13%+68,798
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