Skip to main content
Livermore
Livermore
ZHEN

RS Crum Inc.

SEC CIK
0001401459
Latest filing
Aug 10, 2026

The latest 13F from RS Crum Inc. covers Q2 2026 (filed Aug 10, 2026): 103 long positions worth $533.4M. The top 10 holdings make up 74.5% of the portfolio, and the largest is Vanguard Short-Term Bond ETF at 18.3%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
7
Est. +$1.59M
Added
42
Est. +$10.7M
Reduced
22
Est. −$1.47M
Sold out
6
Est. −$34.4M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Short-Term Bond ETF921937827
    18.3%$97.7M
  2. Dimensional ETF Trust25434V401
    11.6%$61.8M
  3. Dimensional U.S. Core Equity 2 ETF25434V708
    10.8%$57.6M
  4. Dimensional ETF Trust25434V799
    8.5%$45.3M
  5. Dimensional ETF Trust25434V732
    5.1%$27.2M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Short-Term Bond ETF921937827
    +$4.85MAdded
  2. Dimensional ETF Trust25434V799
    +$1.95MAdded
  3. GLDSPDR Gold Trust
    +$684.5KAddedHistory
  4. Dimensional ETF Trust25434V401
    +$602.3KAdded
  5. Dimensional U.S. Core Equity 2 ETF25434V708
    +$498.4KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional ETF Trust25434V401
    +1.34 pp10.2% → 11.6%
  2. Dimensional U.S. Core Equity 2 ETF25434V708
    +1.12 pp9.7% → 10.8%
  3. Vanguard Morningstar Small-Cap Growth ETF922908595
    +0.56 pp3.2% → 3.8%
  4. Dimensional ETF Trust25434V799
    +0.50 pp8.0% → 8.5%
  5. Dimensional ETF Trust25434V724
    +0.45 pp4.4% → 4.9%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr464288653
    −$29.2MSold out
  2. iShares Tr464287432
    −$4.13MSold out
  3. Dimensional ETF Trust25434V732
    −$342.3KReduced
  4. iShares Tips Bond ETF464287176
    −$341.8KSold out
  5. PLTRPalantir Technologies Inc.
    −$244.7KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464288653
    −5.65 pp5.7% → 0.0%
  2. iShares Tr464287432
    −0.80 pp0.8% → 0.0%
  3. Alps ETF Tr00162Q452
    −0.17 pp3.4% → 3.2%
  4. iShares Tips Bond ETF464287176
    −0.07 pp0.1% → 0.0%
  5. PLTRPalantir Technologies Inc.
    −0.05 pp<0.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$533.4M
+$16.4M (+3.2%) vs. prior quarter
Positions
103
+1 vs. prior quarter
Top 10 concentration
74.5%
Top 10 as share of value
Turnover
2.3%
Q2 2026, one quarter
Average holding period
17.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $533.4M (Q2 2026)

Q4 2021: $181.1MQ1 2022: $176.7MQ2 2022: $195.2MQ3 2022: $190.6MQ4 2022: $213.5MQ1 2023: $260.5MQ2 2023: $276.8MQ3 2023: $278.1MQ4 2023: $324.0MQ1 2024: $366.7MQ2 2024: $381.6MQ3 2024: $426.8MQ4 2024: $405.1MQ1 2025: $371.4MQ2 2025: $417.1MQ3 2025: $449.9MQ4 2025: $500.5MQ1 2026: $516.9MQ2 2026: $533.4M
Q4 2021Q2 2026
13F filings of RS Crum Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 10, 2026103$533.4MVanguard Short-Term Bond ETFDimensional ETF TrustDimensional U.S. Core Equity 2 ETFvs. Q1 2026SEC
Q1 2026Apr 15, 2026102$516.9MVanguard Short-Term Bond ETFDimensional ETF TrustDimensional U.S. Core Equity 2 ETFvs. Q4 2025SEC
Q4 2025Feb 17, 202697$500.5MVanguard Short-Term Bond ETFDimensional ETF TrustDimensional U.S. Core Equity 2 ETFvs. Q3 2025SEC
Q3 2025Nov 12, 202599$449.9MVanguard Short-Term Bond ETFDimensional ETF TrustDimensional U.S. Core Equity 2 ETFvs. Q2 2025SEC
Q2 2025Sep 23, 202591$417.1MVanguard Short-Term Bond ETFDimensional ETF TrustDimensional U.S. Core Equity 2 ETFvs. Q1 2025SEC
Q1 2025Apr 17, 202588$371.4MVanguard Short-Term Bond ETFDimensional ETF TrustDimensional U.S. Core Equity 2 ETFvs. Q4 2024SEC
Q4 2024Feb 10, 202591$405.1MVanguard Short-Term Bond ETFDimensional ETF TrustDimensional U.S. Core Equity 2 ETFvs. Q3 2024SEC
Q3 2024Nov 13, 202494$426.8MVanguard Short-Term Bond ETFDimensional ETF TrustDimensional U.S. Core Equity 2 ETFvs. Q2 2024SEC
Q2 2024Aug 8, 202495$381.6MVanguard Short-Term Bond ETFDimensional ETF TrustDimensional U.S. Core Equity 2 ETFvs. Q1 2024SEC
Q1 2024May 13, 202481$366.7MVanguard Short-Term Bond ETFDimensional U.S. Core Equity 2 ETFDimensional ETF Trustvs. Q4 2023SEC
Q4 2023Feb 12, 202481$324.0MVanguard Short-Term Bond ETFDimensional U.S. Core Equity 2 ETFDimensional ETF Trustvs. Q3 2023SEC
Q3 2023Nov 9, 202377$278.1MVanguard Short-Term Bond ETFDimensional U.S. Core Equity 2 ETFDimensional ETF Trustvs. Q2 2023SEC
Q2 2023Aug 9, 202372$276.8MVanguard Short-Term Bond ETFDimensional U.S. Core Equity 2 ETFDimensional ETF Trustvs. Q1 2023SEC
Q1 2023Aug 11, 202371$260.5MVanguard Short-Term Bond ETFDimensional U.S. Core Equity 2 ETFDimensional ETF Trustvs. Q4 2022SEC
Q4 2022Aug 11, 202371$213.5MVanguard Short-Term Bond ETFDimensional U.S. Core Equity 2 ETFDimensional ETF Trustvs. Q3 2022SEC
Q3 2022Nov 14, 202270$190.6MVanguard Short-Term Bond ETFDimensional U.S. Core Equity 2 ETFiShares Trvs. Q2 2022SEC
Q2 2022Jul 27, 202270$195.2MVanguard Short-Term Bond ETFDimensional U.S. Core Equity 2 ETFiShares Trvs. Q1 2022SEC
Q1 2022Apr 21, 202270$176.7MDimensional U.S. Core Equity 2 ETFiShares TrVanguard Short-Term Bond ETFvs. Q4 2021SEC
Q4 2021Feb 22, 202269$181.1MDimensional U.S. Core Equity 2 ETFiShares TrVanguard Short-Term Bond ETF–SEC