Institutional Fund
Crown Advisors Management, Inc.
Larkspur, CACIK 17332485 filings on record
Portfolio Value
$150.7K
Q1 2026
Holdings
40
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-0.9%
from $152.0K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Comfort Sys USA Inc11.9%
- Lam Research Corp7.1%
- Nvidia Corporation6.9%
- Sterling Infrastructure Inc5.4%
- Grand Canyon Ed Inc5.1%
- Firstcash Holdings Inc5.0%
- Other58.6%
Portfolio Holdings
40 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Comfort Sys USA Inc | 13.0K | $17.9K | 11.9% | −3.0K | Reduced |
| 2 | Lam Research Corp | 50.0K | $10.7K | 7.1% | 0 | Held |
| 3 | Nvidia Corporation | 60.0K | $10.5K | 6.9% | 0 | Held |
| 4 | Sterling Infrastructure Inc | 20.0K | $8.1K | 5.4% | +2.0K | Added |
| 5 | Grand Canyon Ed Inc | 45.0K | $7.7K | 5.1% | 0 | Held |
| 6 | Firstcash Holdings Inc | 40.0K | $7.5K | 5.0% | 0 | Held |
| 7 | Archrock Inc | 200.0K | $7.0K | 4.6% | 0 | Held |
| 8 | Nwpx Infrastructure Inc | 75.0K | $5.8K | 3.9% | 0 | Held |
| 9 | Ross Stores Inc | 26.0K | $5.6K | 3.7% | 0 | Held |
| 10 | Diamondback Energy Inc | 25.0K | $4.9K | 3.3% | 0 | Held |
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