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CAM

Crown Advisors Management Portfolio holdings

AUM $182M
1-Year Est. Return 103.97%
This Fund
S&P 500
This Quarter Est. Return
+38.71%
1 Year Est. Return
+103.97%
3 Year Est. Return
+283.89%
5 Year Est. Return
+511.49%
10 Year Est. Return
–
AUM
$182M
AUM Growth
+$31.5M
Cap. Flow
-$9.16M
Cap. Flow %
-5.03%
Top 10 Hldgs %
59.1%
Holding
45
New
5
Increased
5
Reduced
8
Closed
2

Top Buys

Rank Stock Value
1
AZZ icon
AZZ Inc
AZZ
+$2.84M
2
VTS icon
Vitesse Energy
VTS
+$2.66M
3
TSSI
TSS Inc
TSSI
+$1.35M
4
PCYO icon
Pure Cycle
PCYO
+$765K
5
PDFS icon
PDF Solutions
PDFS
+$744K

Top Sells

Rank Stock Value
1
FIX icon
Comfort Systems
FIX
+$5.44M
2
LRCX icon
Lam Research
LRCX
+$4.55M
3
AVNW icon
Aviat Networks
AVNW
+$2.26M
4
GRBK icon
Green Brick Partners
GRBK
+$1.73M
5
LOPE icon
Grand Canyon Education
LOPE
+$1.59M

Sector Composition

Rank Sector Weight
1 Industrials 28.32%
2 Technology 19.81%
3 Energy 15.33%
4 Financials 9.95%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIX icon
1
Comfort Systems
FIX
$53.5B
$19.8M 10.88%
10,000
-3,000
-23% -$5.44M
STRL icon
2
Sterling Infrastructure
STRL
$14.4B
$16.8M 9.22%
20,000
– –
LRCX icon
3
Lam Research
LRCX
$378B
$15.2M 8.33%
35,000
-15,000
-30% -$4.55M
NVDA icon
4
NVIDIA
NVDA
$5.25T
$12M 6.59%
60,000
– –
NWPX icon
5
NWPX Infrastructure Inc
NWPX
$1.08B
$10.5M 5.76%
70,000
-5,000
-7% -$547K
FCFS icon
6
FirstCash
FCFS
$9.51B
$8.65M 4.75%
40,000
– –
AROC icon
7
Archrock
AROC
$5.48B
$8.14M 4.47%
200,000
– –
ENVA icon
8
Enova International
ENVA
$5.79B
$6.02M 3.3%
25,000
– –
ROST icon
9
Ross Stores
ROST
$73.3B
$5.53M 3.04%
26,000
– –
LOPE icon
10
Grand Canyon Education
LOPE
$3.94B
$5.01M 2.75%
35,000
-10,000
-22% -$1.59M
TER icon
11
Teradyne
TER
$55.5B
$4.84M 2.66%
10,000
– –
KGS icon
12
Kodiak Gas Services
KGS
$5.83B
$4.51M 2.48%
60,000
+10,000
+20% +$680K
FANG icon
13
Diamondback Energy
FANG
$55.4B
$4.39M 2.41%
25,000
– –
LAUR icon
14
Laureate Education
LAUR
$5.34B
$3.63M 1.99%
100,000
– –
TTEK icon
15
Tetra Tech
TTEK
$9.36B
$3.61M 1.98%
125,000
– –
EZPW icon
16
Ezcorp Inc
EZPW
$2.03B
$3.46M 1.9%
100,000
– –
NGS icon
17
Natural Gas Services Group
NGS
$447M
$3.45M 1.9%
80,000
– –
APEI icon
18
American Public Education
APEI
$842M
$3.22M 1.77%
60,000
+10,000
+20% +$549K
XBI icon
19
State Street SPDR S&P Biotech ETF
XBI
$11.3B
$3.17M 1.74%
20,000
– –
AZZ icon
20
AZZ Inc
AZZ
$4.16B
$3.1M 1.7%
+20,000
New +$2.84M
CVCO icon
21
Cavco Industries
CVCO
$4.37B
$3.07M 1.69%
5,000
– –
BBW icon
22
Build-A-Bear
BBW
$374M
$3.06M 1.68%
100,000
– –
PDFS icon
23
PDF Solutions
PDFS
$1.89B
$2.83M 1.55%
40,000
+15,000
+60% +$744K
VTS icon
24
Vitesse Energy
VTS
$724M
$2.37M 1.3%
+150,000
New +$2.66M
BBSI icon
25
Barrett Business Services
BBSI
$833M
$2.13M 1.17%
60,000
– –
1
2

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Crown Advisors Management's Q2 2026 Portfolio in Review

As of Q2 2026, Crown Advisors Management held 45 positions worth $182M, up 21% from $151M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Crown Advisors Management withdrew a net $9.16M in Q2 2026, closing 2 positions and reducing 8 holdings. Its most notable exit was Aviat Networks, an estimated $2.26M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 28% of assets, up from 25% a quarter earlier, followed by Technology and Energy.

Against the trend, Crown Advisors Management opened a new position in AZZ Inc worth $3.1M.

  • Crown Advisors Management's largest Q2 2026 buy was AZZ Inc: 20,000 shares worth $3.1M.
  • Crown Advisors Management added most to PDF Solutions in Q2 2026, an estimated $744K increase.
  • Crown Advisors Management's biggest Q2 2026 reduction was Comfort Systems, cutting an estimated $5.44M.
  • Crown Advisors Management fully exited Aviat Networks in Q2 2026, selling an estimated $2.26M.
  • Crown Advisors Management's ten largest holdings make up 59% of its $182M portfolio in Q2 2026.
  • Crown Advisors Management opened 5 new positions and closed 2 in Q2 2026.
  • Crown Advisors Management's portfolio value rose 21% quarter-over-quarter to $182M.

Based on Crown Advisors Management's 13F filing for Q2 2026, filed 7 Aug 2026.