Crown Advisors Management, Inc. Portfolio Holdings

Crown Advisors Management, Inc.

  • $125 Million
  • Q2 2025

Crown Advisors Management, Inc. has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Million distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Comfort Systems Usa Inc with a value of $9.65M, Nvidia Corp with a value of $9.48M, Federal Agricultural Mortgage Corp with a value of $7.77M, Build A Bear Workshop Inc with a value of $7.73M, and Grand Canyon Education, Inc. with a value of $6.62M.

Examining the 13F form we can see an increase of $11.9M in the current position value, from $114M to 125M.

Crown Advisors Management, Inc. is based out at Larkspur, CA

Below you can find more details about Crown Advisors Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $125 Million
Industrials: $31.1 Million
Consumer Cyclical: $26.3 Million
Financial Services: $16.9 Million
Technology: $14.6 Million
Consumer Defensive: $14.2 Million
Energy: $11.7 Million
ETFs: $1.66 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.7B
$9.65 Million 7.7% of portfolio
18,000
Q2 2025 Added 28.57%
$456B
$9.48 Million 7.56% of portfolio
60,000
Q2 2025 Reduced 14.29%
$1.7B
$7.77 Million 6.2% of portfolio
40,000
Q4 2023 Added 14.29%
$833M
$7.73 Million 6.17% of portfolio
150,000
Q2 2023 Added 50.0%
$6.17B
$6.62 Million 5.27% of portfolio
35,000
Q3 2024 Added 16.67%
$6.49B
$5.41 Million 4.31% of portfolio
40,000
Q2 2025 Added 33.33%
$3.73B
$4.97 Million 3.96% of portfolio
200,000
Q4 2024 Added 33.33%
$1.96B
$4.5 Million 3.58% of portfolio
125,000
Q3 2024 Added 400.0%
$335M
$4.17 Million 3.32% of portfolio
100,000
Q2 2024 Added 300.0%
$25.6B
$3.69 Million 2.94% of portfolio
500
Q1 2025 Reduced 41.18%
$4.22B
$3.48 Million 2.77% of portfolio
8,000
Q2 2025 Added 33.33%
$24.6B
$3.44 Million 2.74% of portfolio
25,000
Q1 2022 Added 66.67%
$51.4B
$3.32 Million 2.65% of portfolio
26,000
Q2 2025 Reduced 13.33%
$519M
$3.08 Million 2.45% of portfolio
75,000
Q4 2021 New
$1.53B
$2.99 Million 2.39% of portfolio
65,000
Q2 2025 Reduced 23.53%
$23.5B
$2.96 Million 2.36% of portfolio
5,000
Q1 2021 Reduced 50.0%
$6.82B
$2.7 Million 2.16% of portfolio
15,000
Q2 2025 New
$4.38B
$2.34 Million 1.86% of portfolio
100,000
Q2 2024 New
$9.34B
$2.31 Million 1.84% of portfolio
10,000
Q1 2025 New
$491M
$2.26 Million 1.8% of portfolio
85,000
Q2 2025 Reduced 22.73%
$14B
$2.21 Million 1.76% of portfolio
5,000
Q3 2024 New
$252M
$2.16 Million 1.73% of portfolio
90,000
Q2 2025 New
$1.74B
$1.89 Million 1.51% of portfolio
25,000
Q2 2025 New
$10.8B
$1.85 Million 1.47% of portfolio
25,000
Q2 2025 New
$309M
$1.81 Million 1.44% of portfolio
70,000
Q2 2025 Reduced 30.0%
$2.57B
$1.57 Million 1.25% of portfolio
25,000
Q2 2025 New
$442B
$1.5 Million 1.2% of portfolio
13,940
Q2 2024 New
$21.5B
$1.17 Million 0.93% of portfolio
10,000
Q1 2025 Reduced 66.67%
$1.19B
$1.12 Million 0.9% of portfolio
20,000
Q2 2025 Reduced 33.33%
$174M
$1.13 Million 0.9% of portfolio
200,000
Q2 2025 New
$7.87B
$1.06 Million 0.85% of portfolio
10,000
Q2 2025 Reduced 71.43%
$0
$1.03 Million 0.82% of portfolio
29,000
Q2 2025 New
$181M
$948,000 0.76% of portfolio
40,000
Q2 2025 Reduced 2.44%
$2B
$844,000 0.67% of portfolio
15,000
Q2 2025 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $125 Million
  • Prior Value $114 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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