RS CRUM INC.
SEC Form 13F institutional filer · CIK 0001401459
13F-HR · 53 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
57.7%
RS CRUM INC. — $54.7M AUM allocation strategy
RS CRUM INC. files SEC Form 13F and reports $54.7M of long US equity value across 53 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.3%, followed by Consumer Discretionary 16.4% and Industrials 11.3%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
RS CRUM INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$54.7M
total across 53 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +2K sh · +$78.5K+$GOOG +555 sh · +$108K+$PLTR +190 sh · −$18.9K
Biggest trims (shares)
−$DOC −2K sh · −$26.1K−$CMCSA −1.43K sh · −$76.8K−$AAPL −975 sh · −$636K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Broadline Retail16.4%—
- Technology Hardware, Storage & Peripherals9.5%—
- Construction Machinery & Heavy Transportation Equipment5.7%—
- Electrical Components & Equipment4.3%—
- Systems Software4.0%—
- Integrated Oil & Gas3.4%—
- Oil & Gas Storage & Transportation3.2%—
- Movies & Entertainment2.5%—
- Other holdings51.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AMZN | Amazon.com Inc | 43.1K | $8.97M | -17 | 16.4% |
| $AAPL | Apple Inc | 20.5K | $5.2M | -975 | 9.5% |
| $CAT | Caterpillar Inc | 4.43K | $3.14M | +0 | 5.7% |
| $EMR | Emerson Electric Company | 17.8K | $2.33M | +0 | 4.3% |
| $MSFT | Microsoft Corporation | 5.84K | $2.16M | +91 | 4.0% |
| $OKE | ONEOK Inc | 19.3K | $1.75M | +0 | 3.2% |
| $DIS | Walt Disney Company | 14.3K | $1.38M | -737 | 2.5% |
…and 46 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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