Arkolith/Funds/Crown Advisors Management, Inc.

Crown Advisors Management, Inc.

CIK 1733248
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Crown Advisors Management, Inc. holds a focused book of 43 stocks worth $182.1M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Azz Inc and trimmed Comfort Systems USA Inc. Their largest long position is Comfort Systems USA Inc at 11% of the equity book.

Opened
35
bought for the first time
Added to
5
already held, bought more
Trimmed
8
sold some, still holds it
Sold out
2
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
59%
Top 20 holdings
80%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Industrials
37%
Consumer Discretionary
21%
Information Technology
11%
Energy
8%
Materials
7%
Utilities
7%
Financials
3%
ETF / fund or unclassified
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Crown Advisors Management, Inc.

Manager / fundShared namesTheir $ in those
BlackRock, Inc.71 / 43$479.9B
MORGAN STANLEY71 / 43$87.3B
UBS Group AG71 / 43$23.7B
BNP PARIBAS FINANCIAL MARKETS71 / 43$10.9B
GEODE CAPITAL MANAGEMENT, LLC70 / 43$143.8B
NORTHERN TRUST CORP70 / 43$60.1B
ROYAL BANK OF CANADA70 / 43$22.2B
WELLS FARGO & COMPANY/MN70 / 43$15.1B

Ranked by how many of Crown Advisors Management, Inc.'s top 43 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

43 positions
#SecurityValueShares% PortLast moveHistory
1Comfort Sys USA Inc
COM
$19.8M10.0K
10.9%
−23%
Reduced · −3K sh
2Sterling Infrastructure Inc
COM
$16.8M20.0K
9.2%
Held
3Lam Research Corporation CMN
COM NEW
$15.2M35.0K
8.3%
−30%
Reduced · −15K sh
4Nvidia Corporation CMN
COM
$12.0M60.0K
6.6%
Held
5NWPX Infrastructure Inc
COM
$10.5M70.0K
5.8%
−6.7%
Reduced · −5K sh
6Firstcash Holdings Inc
COM
$8.7M40.0K
4.8%
Held
7Archrock Inc
COM
$8.1M200.0K
4.5%
Held
8Enova Intl Inc
COM
$6.0M25.0K
3.3%
Held
9Ross Stores,inc CMN
COM
$5.5M26.0K
3.0%
Held
10Grand Canyon Education, Inc. CMN
COM
$5.0M35.0K
2.8%
−22%
Reduced · −10K sh
11Teradyne Inc
COM
$4.8M10.0K
2.7%
Held
12Kodiak Gas Svcs Inc
COM
$4.5M60.0K
2.5%
+20%
Added · +10K sh
13Diamondback Energy Inc
COM
$4.4M25.0K
2.4%
Held
14Laureate Ed Inc
COMMON STOCK
$3.6M100.0K
2.0%
Held
15Tetra Tech Inc (New) CMN
COM
$3.6M125.0K
2.0%
Held
16Ezcorp Inc
CL A NON VTG
$3.5M100.0K
1.9%
Held
17Natural Gas Services Group
COM
$3.5M80.0K
1.9%
Held
18American Pub Ed Inc
COM
$3.2M60.0K
1.8%
+20%
Added · +10K sh
19SPDR Series Trust
ST STR SP BIOT
$3.2M20.0K
1.7%
Held
20Azz Inc
COM
$3.1M20.0K
1.7%
New
New position
21Cavco Inds Inc Del
COM
$3.1M5.0K
1.7%
Held
22Build-A-Bear Workshop Inc
COM
$3.1M100.0K
1.7%
Held
23PDF Solutions Inc
COM
$2.8M40.0K
1.6%
+60%
Added · +15K sh
24Vitesse Energy Inc
COMMON STOCK
$2.4M150.0K
1.3%
New
New position
25Barrett Business Svcs Inc
COM
$2.1M60.0K
1.2%
Held
26Hasbro Inc
COM
$2.1M25.0K
1.1%
Held
27Federal Signal Corp
COM
$1.9M15.0K
1.1%
Held
28Exxon Mobil Corp
COM
$1.9M13.9K
1.0%
Held
29Permian Resources Corp
CLASS A COM
$1.8M100.0K
1.0%
Held
30Greenbrier Cos Inc
COM
$1.7M35.0K
0.9%
−22%
Reduced · −10K sh
31Green Brick Partners Inc
COM
$1.6M20.0K
0.9%
−56%
Reduced · −25K sh
32NPK International Inc
COM SHS
$1.6M100.0K
0.9%
Held
33Jones Lang Lasalle Inc
COM
$1.5M5.0K
0.9%
Held
34N V R Inc CMN
COM
$1.4M200
0.7%
−50%
Reduced · −200 sh
35Liberty Energy Inc
COM CL A
$1.3M50.0K
0.7%
−50%
Reduced · −50K sh
36Turning PT Brands Inc
COM
$1.3M15.0K
0.7%
Held
37TSS Inc Del
COM
$1.2M100.0K
0.7%
New
New position
38Covista Inc
COM
$997K8.0K
0.5%
Held
39Builders Firstsource, Inc. CMN
COM
$895K10.0K
0.5%
Held
40Stratus Pptys Inc
COM NEW
$786K27.4K
0.4%
+121%
Added · +15K sh
41Pure Cycle Corp
COM NEW
$750K70.0K
0.4%
New
New position
42Aytu Biopharma Inc
COM
$430K200.0K
0.2%
+38%
Added · +55K sh
43Fossil Group Inc
COM
$414K100.0K
0.2%
New
New position
Showing all 43 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202643$182.1M13F-HR
Q1 2026Mar 31, 2026May 8, 202640$150.7M13F-HR
Q4 2025Dec 31, 2025Jan 28, 202637$152.0M13F-HR
Q3 2025Sep 30, 2025Nov 20, 202538$149.5M13F-HR
Q2 2025Jun 30, 2025Aug 5, 202539$125.4M13F-HR
Q1 2025Mar 31, 2025May 13, 202537$113.5M13F-HR
Q4 2024Dec 31, 2024Feb 11, 202537$155.7M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202441$155.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.