1y return+58.3%S&P 500 +20.9%
3y return+104.5%S&P 500 +68.5%
5y return+129.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $405 against $280 in the S&P 500.2
Crown Advisors Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FIXComfort Sys Usa Inc | $19.8M | 10.9% | −23.1% |
| STRLSterling Infrastructure Inc | $16.8M | 9.2% | |
| LRCXLam Research Corporation Cmn | $15.2M | 8.3% | −30.0% |
| NVDANvidia Corporation Cmn | $12.0M | 6.6% | |
| NWPXNwpx Infrastructure Inc | $10.5M | 5.8% | −6.7% |
| FCFSFirstcash Holdings Inc | $8.7M | 4.8% | |
| AROCArchrock Inc | $8.1M | 4.5% | |
| ENVAEnova Intl Inc | $6.0M | 3.3% | |
| ROSTRoss Stores,inc Cmn | $5.5M | 3.0% | |
| LOPEGrand Canyon Education, Inc. Cmn | $5.0M | 2.8% | −22.2% |
| TERTeradyne Inc | $4.8M | 2.7% | |
| KGSKodiak Gas Svcs Inc | $4.5M | 2.5% | +20.0% |
| FANGDiamondback Energy Inc | $4.4M | 2.4% | |
| LAURLaureate Ed Inc | $3.6M | 2.0% | |
| TTEKTetra Tech Inc (new) Cmn | $3.6M | 2.0% | |
| EZPWEzcorp Inc | $3.5M | 1.9% | |
| NGSNatural Gas Services Group | $3.5M | 1.9% | |
| APEIAmerican Pub Ed Inc | $3.2M | 1.8% | +20.0% |
| XBISpdr Series Trust | $3.2M | 1.7% | |
| AZZAzz Inc | $3.1M | 1.7% | New |
| CVCOCavco Inds Inc Del | $3.1M | 1.7% | |
| BBWBuild-a-bear Workshop Inc | $3.1M | 1.7% | |
| PDFSPdf Solutions Inc | $2.8M | 1.6% | +60.0% |
| VTSVitesse Energy Inc | $2.4M | 1.3% | New |
| BBSIBarrett Business Svcs Inc | $2.1M | 1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Cmn | June 30, 2020 | +2006.7% | $12.0M |
| FIXComfort Sys Usa Inc | December 31, 2023 | +863.7% | $19.8M |
| STRLSterling Infrastructure Inc | March 31, 2025 | +641.4% | $16.8M |
| LRCXLam Research Corporation Cmn | December 31, 2024 | +499.9% | $15.2M |
| NWPXNwpx Infrastructure Inc | December 31, 2021 | +371.5% | $10.5M |
| BLDRBuilders Firstsource, Inc. Cmn | June 30, 2020 | +332.3% | $895K |
| AROCArchrock Inc | March 31, 2023 | +316.7% | $8.1M |
| FCFSFirstcash Holdings Inc | September 30, 2022 | +194.9% | $8.7M |
| ENVAEnova Intl Inc | September 30, 2024 | +187.3% | $6.0M |
| ROSTRoss Stores,inc Cmn | June 30, 2020 | +149.7% | $5.5M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +28.5% | +14.8% |
| March 31, 2026 | +6.9% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +13.2% | +7.8% |
| June 30, 2025 | +11.9% | +10.5% |
| March 31, 2025 | −12.0% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | −2.9% | +4.0% |
| March 31, 2024 | +17.6% | +10.0% |
| December 31, 2023 | +12.5% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | +9.6% | +8.3% |
| March 31, 2023 | +12.8% | +7.0% |
| December 31, 2022 | +8.1% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −16.4% | −16.5% |
| March 31, 2022 | −15.6% | −4.9% |
| December 31, 2021 | +24.6% | +10.7% |
| September 30, 2021 | +0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Crown Advisors Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1733248&type=13F-HR&dateb=&owner=include&count=40CIK 1733248
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1733248/000173324826000006/Filed August 7, 2026 · accession 0001733248-26-000006