Crown Advisors Management, Inc. Portfolio Holdings

Crown Advisors Management, Inc.

  • $114 Million
  • Q1 2025

Crown Advisors Management, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $114 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $7.59M, Federal Agricultural Mortgage Corp with a value of $7.5M, Grand Canyon Education, Inc. with a value of $6.06M, Build A Bear Workshop Inc with a value of $5.58M, and Archrock, Inc. with a value of $5.25M.

Examining the 13F form we can see an decrease of $42.2M in the current position value, from $156M to 114M.

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 $114 Million
Industrials: $29.3 Million
Consumer Cyclical: $24.4 Million
Financial Services: $14.7 Million
Energy: $13.1 Million
Consumer Defensive: $10.7 Million
Technology: $10.5 Million
ETFs: $1.62 Million
Healthcare: $1.01 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$416B
$7.59 Million 6.68% of portfolio
70,000
Q1 2025 Reduced 42.86%
$452B
$1.66 Million 1.46% of portfolio
13,940
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $114 Million
  • Prior Value $156 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Crown Advisors Management, Inc. Portfolio

Follow Crown Advisors Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crown Advisors Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Crown Advisors Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email