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Albert Socorro

@Crown Advisors Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$155.408MTotal holdings41
Assets growth rate-0.27%Assets growth rate (2-Q avg)-2.93%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Crown Advisors Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 41 positions.

Assets under management

The assets under management (AUM) of Crown Advisors Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 155.408M in assets, with a quarterly growth rate of -0.27% and a 2-quarter average growth rate of -2.93%. The portfolio is managed by Albert Socorro, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation Cmn
Recent Activity
10.16%
$15.787M
130,000 shares@ $121.44 avg price
DECKDeckers Outdoors Corp Cmn
Recent Activity
Increased 500%
6.16%
$9.567M
60,000 shares@ $159.45 avg price
NVRN V R Inc Cmn
Recent Activity
5.37%
$8.34M
850 shares@ $9811.77 avg price
BLDRBuilders Firstsource, Inc. Cmn
Recent Activity
Decreased -5.88%
4.99%
$7.754M
40,000 shares@ $193.85 avg price
CCSCentury Communities Inc Cmn
Recent Activity
4.97%
$7.723M
75,000 shares@ $102.98 avg price
AGMFederal Agric Mtg Corp
Recent Activity
4.83%
$7.496M
40,000 shares@ $187.4 avg price
TTEKTetra Tech Inc (new) Cmn
Recent Activity
Increased 400%
3.8%
$5.895M
125,000 shares@ $47.16 avg price
BBWBuild-a-bear Workshop Inc
Recent Activity
3.32%
$5.155M
150,000 shares@ $34.37 avg price
LOPEGrand Canyon Education, Inc. Cmn
Recent Activity
Increased 16.67%
3.2%
$4.964M
35,000 shares@ $141.83 avg price
ROSTRoss Stores,inc Cmn
Recent Activity
2.91%
$4.515M
30,000 shares@ $150.5 avg price