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CIK: 0001733248
Total reported value
$182.1M
$182.1M
40 檔
30.1%
The Q1 2026 SEC filing reveals that Crown Advisors Management, Inc. held a total portfolio value of $182.1M, covering 40 public equity positions.
Crown Advisors Management, Inc. executed strategic sector rebalancing during Q1 2026, establishing 10 new positions while fully exiting 7 holdings and trimming 9 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FIX | Comfort Systems USA Inc | Stock-Industrials | 11.90% | -1.02% | -18.75% | |
| 2 | LRCX | Lam Research CORP | Stock-Tech | 7.09% | +1.24% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.95% | -0.36% | — | |
| 4 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 5.41% | +3.81% | +11.11% | |
| 5 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 5.08% | -2.33% | — | |
| 6 | FCFS | Firstcash Holdings Inc | Stock-Financials | 4.99% | -0.24% | — | |
| 7 | AROC | Archrock Inc | Stock-Energy | 4.62% | -0.15% | — | |
| 8 | NWPX | Nwpx Infrastructure Inc | Stock-Other | 3.88% | +1.88% | — | |
| 9 | ROST | Ross Stores Inc | Stock-Consumer Disc | 3.74% | -0.70% | — | |
| 10 | FANG | Diamondback Energy Inc | Stock-Energy | 3.28% | -0.87% | — | |
| 11 | TTEK | Tetra Tech Inc | Stock-Industrials | 2.50% | -0.52% | — | |
| 12 | BBW | Build-a-bear Workshop Inc | Stock-Other | 2.49% | -0.81% | -33.33% | |
| 13 | LAUR | Laureate Education Inc | Stock-Other | 2.31% | -0.32% | — | |
| 14 | ENVA | Enova International Inc | Stock-Financials | 2.25% | +1.05% | — | |
| 15 | NGS | Natural Gas Services Group | Stock-Other | 2.00% | -0.10% | — | |
| 16 | TER | Teradyne Inc | Stock-Tech | 1.97% | +0.69% | — | |
| 17 | KGS | Kodiak Gas Services Inc | Stock-Other | 1.94% | +0.54% | — | |
| 18 | GRBK | Green Brick Partners Inc | Stock-Other | 1.92% | -1.04% | — | |
| 19 | LBRT | Liberty Energy Inc | Stock-Energy | 1.91% | -1.19% | — | |
| 20 | APEI | American Public Education | Stock-Other | 1.89% | -0.12% | — | |
| 21 | NVR | Nvr Inc | Stock-Consumer Disc | 1.75% | -1.00% | -20.00% | |
| 22 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.70% | +0.04% | — | |
| 23 | EZPW | Ezcorp Inc-cl A | Stock-Other | 1.68% | +0.22% | — | |
| 24 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 1.61% | +0.08% | -37.50% | |
| 25 | GBX | Greenbrier Companies Inc | Stock-Other | 1.57% | -0.63% | -25.00% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.57% | -0.52% | — | |
| 27 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.55% | -0.42% | — | |
| 28 | AVNW | Aviat Networks Inc | Stock-Other | 1.50% | -1.50% | EXIT | |
| 29 | PR | Permian Resources Corp-cl A | Stock-Energy | 1.42% | -0.41% | — | |
| 30 | BBSI | Barrett Business Svcs Inc | Stock-Other | 1.16% | +0.01% | -40.00% | |
| 31 | FSS | Federal Signal CORP | Stock-Industrials | 1.08% | -0.02% | — | |
| 32 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 1.01% | -0.16% | -50.00% | |
| 33 | NPKI | Npk International Inc | Stock-Other | 0.96% | -0.09% | — | |
| 34 | TPB | Turning Point Brands Inc | Stock-Other | 0.86% | -0.16% | -70.00% | |
| 35 | CVSA | Covista Inc | Stock-Consumer Staples | 0.61% | -0.06% | -46.67% | |
| 36 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.55% | -0.06% | — | |
| 37 | PDFS | Pdf Solutions Inc | Stock-Other | 0.54% | +1.01% | — | |
| 38 | AYTU | Aytu Biopharma Inc | Stock-Other | 0.26% | -0.02% | — | |
| 39 | NAUT | Nautilus Biotechnology Inc | Stock-Other | 0.26% | -0.26% | EXIT | |
| 40 | STRS | Stratus Properties Inc | Stock-Other | 0.25% | +0.18% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FIX | Comfort Systems USA Inc | +2.1% | -18.75% | Trim |
| 2 | STRL | Sterling Infrastructure Inc | +1.8% | +11.11% | Add |
| 3 | LRCX | Lam Research CORP | +1.5% | — | Unchanged |
| 4 | AROC | Archrock Inc | +1.2% | — | Unchanged |
| 5 | FANG | Diamondback Energy Inc | +0.8% | — | Unchanged |
| 6 | NWPX | Nwpx Infrastructure Inc | +0.8% | — | Unchanged |
| 7 | FCFS | Firstcash Holdings Inc | +0.8% | — | Unchanged |
| 8 | KGS | Kodiak Gas Services Inc | +0.7% | — | Unchanged |
| 9 | ROST | Ross Stores Inc | +0.7% | — | Unchanged |
| 10 | APEI | American Public Education | +0.7% | — | Unchanged |
| 11 | XOM | Exxon Mobil CORP | +0.5% | — | Unchanged |
| 12 | NGS | Natural Gas Services Group | +0.2% | — | Unchanged |
| 13 | HAS | Hasbro Inc | +0.2% | — | Unchanged |
| 14 | LOPE | Grand Canyon Education Inc | +0.2% | — | Unchanged |
| 15 | LAUR | Laureate Education Inc | +0.1% | — | Unchanged |
| 16 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | — | Unchanged |
| 17 | GRBK | Green Brick Partners Inc | +0.1% | — | Unchanged |
| 18 | FSS | Federal Signal CORP | 0% | — | Unchanged |
| 19 | BLDR | Builders Firstsource Inc | -0.1% | — | Unchanged |
| 20 | TTEK | Tetra Tech Inc | -0.3% | — | Unchanged |
| 21 | GBX | Greenbrier Companies Inc | -0.3% | -25.00% | Trim |
| 22 | ENVA | Enova International Inc | -0.3% | — | Unchanged |
| 23 | NVDA | Nvidia CORP | -0.4% | — | Unchanged |
| 24 | CVSA | Covista Inc | -0.4% | -46.67% | Trim |
| 25 | NVR | Nvr Inc | -0.7% | -20.00% | Trim |
| 26 | JLL | Jones Lang Lasalle Inc | -1.2% | -50.00% | Trim |
| 27 | BBSI | Barrett Business Svcs Inc | -1.2% | -40.00% | Trim |
| 28 | CVCO | Cavco Industries Inc | -1.5% | -37.50% | Trim |
| 29 | TPB | Turning Point Brands Inc | -2.7% | -70.00% | Trim |
| 30 | BBW | Build-a-bear Workshop Inc | -3.6% | -33.33% | Trim |
| 31 | AGM | Federal Agric Mtg Corp-cl C | — | EXIT | Sold out |
| 32 | TER | Teradyne Inc | — | NEW | New buy |
| 33 | LBRT | Liberty Energy Inc | — | NEW | New buy |
| 34 | MMSI | Merit Medical Systems Inc | — | EXIT | Sold out |
| 35 | EZPW | Ezcorp Inc-cl A | — | NEW | New buy |
| 36 | TYL | Tyler Technologies Inc | — | EXIT | Sold out |
| 37 | AVNW | Aviat Networks Inc | — | NEW | New buy |
| 38 | PR | Permian Resources Corp-cl A | — | NEW | New buy |
| 39 | HQY | Healthequity Inc | — | EXIT | Sold out |
| 40 | NPKI | Npk International Inc | — | NEW | New buy |
| 41 | GBFH | Gbank Financial Holdings Inc | — | EXIT | Sold out |
| 42 | ✓ | Calavo Growers Inc | — | EXIT | Sold out |
| 43 | CCS | Century Communities Inc | — | EXIT | Sold out |
| 44 | PDFS | Pdf Solutions Inc | — | NEW | New buy |
| 45 | AYTU | Aytu Biopharma Inc | — | NEW | New buy |
| 46 | NAUT | Nautilus Biotechnology Inc | — | NEW | New buy |
| 47 | STRS | Stratus Properties Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Crown Advisors Management, Inc. reported a total U.S. public equity portfolio value of $182.1M across 40 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FIX, LRCX, NVDA) accounted for 30.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
TER
市值: $3.0M
Top Position Liquidated / Trimmed
AGM
前期市值: $6.1M
During Q1 2026, Crown Advisors Management, Inc.'s top holdings by market value included FIX (11.9%)、LRCX (7.1%)、NVDA (7.0%). The largest single position, FIX, represented 11.9% of total portfolio value.
In Q1 2026, Crown Advisors Management, Inc. made 27 total portfolio adjustments, initiating 10 new buys, adding to 1 positions, trimming 9 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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