Arkolith/Funds/Crews Bank & Trust

Crews Bank & Trust

CIK 2052279Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Crews Bank & Trust holds a focused book of 662 stocks worth $766.0M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Guardian Phrmcy Services-A and trimmed SS SPDR P S&P 600 Small Cap. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 14% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
153
new positions
Added to
84
existing
Trimmed
171
reduced
Sold out
62
exited

Concentration

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
49%
Top 20 holdings
64%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

23% mapped to company sectors

ETF / fund or unclassified
77%
Information Technology
8%
Financials
4%
Health Care
3%
Consumer Discretionary
2%
Industrials
2%
Materials
1%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

662 positions
#SecurityValueShares% PortLast moveHistory
1State Street SPDR Port S&P 500 Large Cap ETF
Com
$104.2M1.19M
13.6%
+2.6%
Added · +30K sh
2Vanguard Dividend Appreciation ETF
Com
$43.0M181.6K
5.6%
+3.7%
Added · +6K sh
3iShares 0-5 Year Investment Grade ETF
Com
$39.7M788.5K
5.2%
+3.8%
Added · +29K sh
4Vanguard High Dividend Yield ETF
Com
$39.4M249.0K
5.1%
+1.1%
Added · +3K sh
5Vanguard Growth ETF
Com
$36.5M424.1K
4.8%
+526%
Added · +356K sh
6State Street SPDR Intermediate Corp Bond ETF
Com
$26.6M796.2K
3.5%
+3.4%
Added · +26K sh
7State Street SPDR Port S&P 600 Small Cap ETF
Com
$26.3M456.2K
3.4%
−6.3%
Reduced · −30K sh
8State Street SPDR Port S&P 400 Mid Cap ETF
Com
$21.4M317.0K
2.8%
−3.4%
Reduced · −11K sh
9Apple Inc
Com
$20.4M70.6K
2.7%
−1.0%
Reduced · −697 sh
10Vanguard Intermediate-Term Corporate Bond ETF
Com
$19.9M240.7K
2.6%
+1.9%
Added · +5K sh
11Invesco S&P 500 Equal Weight ETF
Com
$17.9M84.4K
2.3%
+2.1%
Added · +2K sh
12iShares MSCI USA Equal Weighted ETF
Com
$16.3M143.1K
2.1%
−1.5%
Reduced · −2K sh
13State Street Technology Select Sector SPDR
Com
$11.3M59.1K
1.5%
−2.2%
Reduced · −1K sh
14Vanguard Short-Term Bond ETF
Com
$11.1M142.0K
1.4%
+2.4%
Added · +3K sh
15Microsoft Corporation
Com
$10.8M29.1K
1.4%
−0.3%
Reduced · −78 sh
16Vanguard Total Stock Market ETF
Com
$10.7M28.9K
1.4%
+0.6%
Added · +183 sh
17iShares Core Dividend Growth ETF
Com
$9.6M127.0K
1.3%
+1.8%
Added · +2K sh
18Alphabet Inc Class A
Com
$8.5M23.8K
1.1%
−2.1%
Reduced · −516 sh
19Vanguard Ultra-Short Bond ETF
Com
$8.1M162.0K
1.1%
+2.9%
Added · +5K sh
20Invesco QQQ Trust ETF
Com
$7.7M10.5K
1.0%
~0%
Reduced · −2 sh
21State Street SPDR S&P 500 ETF Trust
Com
$7.5M10.1K
1.0%
−0.5%
Reduced · −46 sh
22Visa Inc
Com
$7.0M20.4K
0.9%
−0.5%
Reduced · −104 sh
23Eli Lilly and Co
Com
$6.8M5.7K
0.9%
−2.9%
Reduced · −170 sh
24Vanguard Mega Cap ETF
Com
$6.3M23.1K
0.8%
+17%
Added · +3K sh
25Corning Incorporated
Com
$5.5M21.7K
0.7%
+0.2%
Added · +36 sh
26iBonds December 2027 Corporate Term ETF
Com
$5.5M226.4K
0.7%
+1.7%
Added · +4K sh
27Amazon Com Inc
Com
$5.2M21.8K
0.7%
−0.9%
Reduced · −194 sh
28iShares Floating Rate Bond ETF
Com
$5.2M101.5K
0.7%
+12%
Added · +11K sh
29iShares Russell 2000 Small-Cap ETF
Com
$5.2M17.2K
0.7%
−0.5%
Reduced · −83 sh
30iBonds December 2026 Corporate Term ETF
Com
$5.1M211.9K
0.7%
−6.1%
Reduced · −14K sh
31iBonds December 2028 Corporate Term ETF
Com
$5.1M200.2K
0.7%
−0.9%
Reduced · −2K sh
32JPMorgan Chase & Co
Com
$5.1M15.4K
0.7%
−1.6%
Reduced · −251 sh
33Alphabet Inc
Com
$5.0M14.2K
0.7%
−1.6%
Reduced · −224 sh
34Guardian Pharmacy Svcs Inc Class A
Com
$4.2M101.1K
0.6%
New
New position
35State Street SPDR ICE Preferred Sec ETF
Pfd Stk
$4.2M138.1K
0.6%
+0.1%
Added · +90 sh
36iBonds December 2029 Corporate Term ETF
Com
$4.1M179.0K
0.5%
−2.3%
Reduced · −4K sh
37State Street SPDR S&P 400 Mid-Cap ETF
Com
$4.0M5.8K
0.5%
−1.6%
Reduced · −97 sh
38Johnson & Johnson
Com
$3.1M12.2K
0.4%
−0.6%
Reduced · −71 sh
39iShares U.S. Preferred Stock ETF
Pfd Stk
$3.1M100.8K
0.4%
+4.7%
Added · +4K sh
40Cisco Systems Inc
Com
$2.6M22.1K
0.3%
−0.5%
Reduced · −109 sh
41Vanguard Communication Services ETF
Com
$2.5M13.7K
0.3%
−1.5%
Reduced · −210 sh
42Qualcomm Inc
Com
$2.5M13.3K
0.3%
−0.2%
Reduced · −31 sh
43iShares Core High Dividend ETF
Com
$2.4M89.0K
0.3%
+390%
Added · +71K sh
44Home Depot Inc
Com
$2.4M6.8K
0.3%
−2.5%
Reduced · −176 sh
45State Street Consumer Dis Select Sector SPDR
Com
$2.4M20.1K
0.3%
Held
46Vanguard International High Dividend ETF
Com
$2.4M24.0K
0.3%
−21%
Reduced · −7K sh
47State Street Industrial Select Sector SPDR ET
Com
$2.3M12.5K
0.3%
−0.5%
Reduced · −65 sh
48Global X US Preferred ETF
Pfd Stk
$2.3M121.7K
0.3%
+1.9%
Added · +2K sh
49State Street Health Care Select Sector SPDR E
Com
$2.3M14.3K
0.3%
−1.2%
Reduced · −170 sh
50Vanguard S&P 500 Index ETF
Com
$2.2M3.3K
0.3%
+2.2%
Added · +69 sh
Showing 50 of 662 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 2026662$766.0M13F-HR
Q1 2026Mar 31, 2026May 13, 2026673$689.8M13F-HR
Q4 2025Dec 31, 2025Jan 21, 2026623$698.8M13F-HR
Q3 2025Sep 30, 2025Oct 22, 2025636$683.3M13F-HR
Q2 2025Jun 30, 2025Jul 21, 2025618$635.2M13F-HR
Q1 2025Mar 31, 2025Apr 22, 2025609$586.3M13F-HR
Q4 2024Dec 31, 2024Jan 23, 2025609$593.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.