RS Crum Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing, signed by Daniel Sexton, the company's Secretary and Chief Compliance Officer, lists 102 separate positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with over 60 holdings categorized as such. Among the individual equity positions, the filing shows significant exposure to technology and healthcare companies. The largest individual stock holding is Broadcom Inc., with 612 shares. Other notable individual positions include Apple Inc. (21,449 shares), Microsoft Corporation (5,540 shares), NVIDIA Corporation (6,344 shares), and Eli Lilly & Co. (417 shares).
The filing also lists several other major corporations, including Amazon.com Inc., Meta Platforms Inc., Costco Wholesale Corporation, and Procter & Gamble Co. In addition to equities, the portfolio includes holdings in gold trusts, such as SPDR Gold Trust (53,194 shares) and VanEck Merker Gold ETF (5,860 shares).
