Albert Socorro
Crown Advisors Management, Inc.
Assets Managed
$150.656M
Holdings
40
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-0.89%(2Q avg: 0.41%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Crown Advisors Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 40 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 2026 - Q1, they manage 150.656M in assets, with a quarterly growth rate of -0.89% and a 2-quarter average growth rate of 0.41%. The portfolio is managed by Albert Socorro, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
FIX Comfort Systems Usa Inc
| 11.9% | $17.926M 13,000 shares@ $1378.93 avg price | Decreased -18.75% |
LRCX Lam Research Corp
| 7.1% | $10.683M 50,000 shares@ $213.66 avg price | |
NVDA Nvidia Corp
| 6.95% | $10.464M 60,000 shares@ $174.4 avg price | |
STRL Sterling Infrastructure Inc
| 5.41% | $8.145M 20,000 shares@ $407.25 avg price | Increased 11.12% |
LOPE Grand Canyon Education Inc
| 5.08% | $7.651M 45,000 shares@ $170.03 avg price | |
FCFS Firstcash Holdings Inc
| 5% | $7.52M 40,000 shares@ $188.0 avg price | |
AROC Archrock Inc
| 4.62% | $6.96M 200,000 shares@ $34.8 avg price | |
NWPX Northwest Pipe Co
| 3.88% | $5.839M 75,000 shares@ $77.86 avg price | |
ROST Ross Stores Inc
| 3.74% | $5.632M 26,000 shares@ $216.62 avg price | |
FANG Diamondback Energy Inc
| 3.29% | $4.944M 25,000 shares@ $197.76 avg price |
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