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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%

No holdings matched the selected filter criteria.

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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.