Rs Crum Inc. has filed its 13F form on September 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $400 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Short with a value of $77.1M, Dimensional ETF Tr U S Equity with a value of $48.4M, Dimensional ETF Tr U S Core Eq with a value of $44.8M, Dimensional ETF Tr Dimensional with a value of $35.7M, and Dimensional ETF Tr Emerging Mk with a value of $20M.

Examining the 13F form we can see an increase of $47.9M in the current position value, from $352M to 400M.

Below you can find more details about Rs Crum Inc. portfolio as well as his latest detailed transactions.

Portfolio value $400 Million
ETFs: $347 Million
Technology: $12.3 Million
Consumer Cyclical: $10.5 Million
Industrials: $6.23 Million
Communication Services: $5.35 Million
Energy: $4.92 Million
Healthcare: $2.43 Million
Consumer Defensive: $2.32 Million
Other: $4.25 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $400 Million
  • Prior Value $352 Million
  • Filing
  • Period Q2 2025
  • Filing Date September 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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