Crown Advisors Management, Inc. Portfolio Holdings

Crown Advisors Management, Inc.

  • $149 Million
  • Q3 2025

Crown Advisors Management, Inc. has filed its 13F form on November 19, 2025 for Q3 2025 where it was disclosed a total value porftolio of $149 Million distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Comfort Systems Usa Inc with a value of $14.9M, Nvidia Corp with a value of $11.2M, Build A Bear Workshop Inc with a value of $9.78M, Grand Canyon Education, Inc. with a value of $7.68M, and Federal Agricultural Mortgage Corp with a value of $7.56M.

Examining the 13F form we can see an increase of $24.1M in the current position value, from $125M to 149M.

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 $149 Million
Industrials: $41.6 Million
Consumer Cyclical: $28.2 Million
Financial Services: $16.8 Million
Consumer Defensive: $16.5 Million
Technology: $16.1 Million
Energy: $12.4 Million
Real Estate: $2.39 Million
ETFs: $2 Million
Other: $2.75 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2 Million 1.34% of portfolio
20,000
Q4 2023 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $149 Million
  • Prior Value $125 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 19, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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