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Crabel Capital Management, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$132M
+18.4%
Holdings
62
-1
New Purchases
9
Added To
23
Closed
14
Reduced
16
Top 10 Concentration
59.7%
Turnover
37.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EMB 6.15% 3.33% +2.82% $8M
IEI 4.55% 2.06% +2.49% $6M
MBB 3.30% 1.26% +2.04% $4M
MUB 4.05% 2.08% +1.97% $5M
HYD 1.77% 0.34% +1.42% $2M
AGG 5.68% 4.57% +1.11% $8M
SJNK 6.97% 5.89% +1.08% $9M
TFI 1.47% 0.54% +0.93% $2M
HYG 10.92% 10.03% +0.90% $14M
VTEB 1.74% 1.03% +0.72% $2M
VTIP 1.33% 0.67% +0.66% $2M
EEM 0.60% 0.00% +0.60% $796K
SHYG 2.25% 1.74% +0.51% $3M
BNDX 1.99% 1.60% +0.39% $3M
SPY 0.37% 0.00% +0.37% $488K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TIP 1.94% 5.09% -3.15% $3M
LQD 4.02% 6.82% -2.81% $5M
VCIT 4.81% 6.86% -2.06% $6M
PFF 1.20% 3.17% -1.97% $2M
XLU 0.00% 1.28% -1.28% $0
GDXJ 0.63% 1.72% -1.09% $831K
IEF 2.57% 3.57% -1.00% $3M
GDX 0.75% 1.72% -0.96% $997K
SILJ 0.00% 0.93% -0.93% $0
VTI 0.00% 0.66% -0.66% $0
JNK 8.70% 9.33% -0.63% $12M
BKLN 2.42% 2.97% -0.55% $3M
MRK 0.00% 0.51% -0.51% $0
HL 0.00% 0.49% -0.49% $0
PAAS 0.00% 0.35% -0.35% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 14 $7M 5.6%
Large Cap 31 $86M 65.4%
Mid Cap 16 $38M 28.7%
Small Cap 1 $361K 0.3%

Portfolio Analytics

Avg Market Cap
$164.9B
Median Market Cap
$27.8B
Avg P/E
25.5
Median P/E
27.2
Avg Dividend Yield
0.02%
Avg Beta
0.89
# Stocks
18
# ETFs / Funds
44

Top Holdings (62 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HYG 10.92% 179,163 $14M $80.63 $3M +41,220 +29.9%
2 JNK 8.70% 118,383 $12M $97.21 $1M +12,063 +11.3%
3 SJNK 6.97% 364,230 $9M $25.32 $3M +107,119 +41.7%
4 EMB 6.15% 84,486 $8M $96.28 $4M +45,430 +116.3%
5 AGG 5.68% 75,181 $8M $99.88 $2M +24,274 +47.7%
6 VCIT 4.81% 75,896 $6M $83.75 -$1M -15,247 -16.7%
7 IEI 4.55% 50,420 $6M $119.35 $4M +31,165 +161.8%
8 MUB 4.05% 49,992 $5M $107.11 $3M +28,181 +129.2%
9 LQD 4.02% 48,226 $5M $110.19 -$2M -20,141 -29.5%
10 BND 3.84% 68,642 $5M $74.07 $1M +15,130 +28.3%
11 GOVT 3.67% 211,039 $5M $23.03 $831K +36,795 +21.1%
12 MBB 3.30% 45,867 $4M $95.22 $3M +31,032 +209.2%
13 EMLC 2.58% 132,377 $3M $25.82 $893K +33,410 +33.8%
14 IEF 2.57% 35,329 $3M $96.16 -$589K -6,001 -14.5%
15 BKLN 2.42% 152,730 $3M $21.00 -$112K -5,866 -3.7%
16 SHYG 2.25% 69,410 $3M $42.87 $1M +24,462 +54.4%
17 BNDX 1.99% 54,373 $3M $48.32 $843K +18,306 +50.8%
18 TIP 1.94% 23,340 $3M $109.91 -$3M -27,815 -54.4%
19 HYD 1.77% 45,685 $2M $51.12 $2M +38,122 +504.1%
20 VTEB 1.74% 45,833 $2M $50.29 $1M +22,924 +100.1%
21 TFI 1.47% 42,551 $2M $45.71 $1M +29,399 +223.5%
22 VTIP 1.33% 35,699 $2M $49.46 $1M +20,905 +141.3%
23 PFF 1.20% 51,402 $2M $30.96 -$2M -60,535 -54.1%
24 VMBS 1.18% 33,097 $2M $47.08 $640K +13,547 +69.3%
25 TLT 1.14% 17,373 $2M $87.16 -$85K -518 -2.9%
26 VCSH 1.01% 16,693 $1M $79.73 $526K +6,618 +65.7%
27 SCHZ 0.80% 45,108 $1M $23.37 $385K +16,577 +58.1%
28 SPAB 0.77% 39,753 $1M $25.75 $104K +4,172 +11.7%
29 GDX 0.75% 11,627 $997K $85.77 -$919K -13,450 -53.6%
30 GDXJ 0.63% 7,303 $831K $113.78 -$1M -12,056 -62.3%
31 FLOT 0.61% 15,873 $807K $50.86 -$211K -4,062 -20.4%
32 EEM 0.60% 14,549 $796K $54.71 +14,549 NEW
33 BSV 0.56% 9,467 $746K $78.81 $455K +5,781 +156.8%
34 PFE 0.40% 21,346 $532K $24.90 -$39K -1,032 -4.6%
35 HD 0.40% 1,542 $531K $344.10 -$1K +230 +17.5%
36 SPY 0.37% 715 $488K $681.92 +715 NEW
37 FLRN 0.34% 14,517 $446K $30.73 -$50K -1,552 -9.7%
38 MINT 0.32% 4,265 $428K $100.34 +4,265 NEW
39 PCY 0.27% 16,680 $361K $21.66 -$17K -878 -5.0%
40 SHY 0.27% 4,270 $354K $82.82 +4,270 NEW
41 SHV 0.24% 2,923 $322K $110.15 +2,923 NEW
42 INTC 0.21% 7,436 $274K $36.90 +7,436 NEW
43 PEP 0.20% 1,858 $267K $143.52 +1,858 NEW
44 PG 0.20% 1,858 $266K $143.31 -$272K -1,643 -46.9%
45 JNJ 0.20% 1,286 $266K $206.95 +1,286 NEW
46 CSCO 0.20% 3,441 $265K $77.03 -$7K -531 -13.4%
47 VGSH 0.19% 4,277 $251K $58.73 +4,277 NEW
48 PGX 0.19% 22,196 $249K $11.24 -$42K -2,973 -11.8%
49 EXK —% -$157K -20,000 -100.0% SOLD
50 UNH —% -$267K -773 -100.0% SOLD
51 FSM —% -$179K -20,000 -100.0% SOLD
52 ORCL —% -$268K -953 -100.0% SOLD
53 SVM —% -$158K -25,000 -100.0% SOLD
54 MRK —% -$569K -6,783 -100.0% SOLD
55 XLU —% -$1M -16,453 -100.0% SOLD
56 CMCSA —% -$266K -8,468 -100.0% SOLD
57 SILJ —% -$1M -45,000 -100.0% SOLD
58 MA —% -$268K -471 -100.0% SOLD
59 HL —% -$544K -45,000 -100.0% SOLD
60 PAAS —% -$387K -10,000 -100.0% SOLD
61 AMZN —% -$269K -1,227 -100.0% SOLD
62 VTI —% -$737K -2,247 -100.0% SOLD

New Positions

SymbolValue% Port
EEM $796K 0.60%
SPY $488K 0.37%
MINT $428K 0.32%
SHY $354K 0.27%
SHV $322K 0.24%
INTC $274K 0.21%
PEP $267K 0.20%
JNJ $266K 0.20%
VGSH $251K 0.19%

Sold Out Positions

SymbolValue% Port
PAAS —%
EXK —%
FSM —%
MA —%
MRK —%
HL —%
UNH —%
AMZN —%
VTI —%
CMCSA —%
SILJ —%
SVM —%
XLU —%
ORCL —%
View SEC EDGAR Filings for Crabel Capital Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms