Cottonwood Capital Advisors, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $137 Million distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Dj Us Tech ETF with a value of $7.84M, Flexshares Tr Disciplined Dura with a value of $7.23M, Ishares Semiconductor ETF with a value of $6.31M, First Trust Rising Dividend Ac with a value of $5.82M, and Ishares Tr Edge High Yield Def with a value of $5.55M.
Examining the 13F form we can see an increase of $11.3M in the current position value, from $126M to 137M.
Below you can find more details about Cottonwood Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$137 Million
ETFs: $103 Million
Technology: $10.1 Million
Financial Services: $7.23 Million
Industrials: $4.61 Million
Consumer Defensive: $4.18 Million
Consumer Cyclical: $3.72 Million
Healthcare: $1.48 Million
Energy: $1.47 Million
Other: $1.85 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
