COTTONWOOD CAPITAL ADVISORS, LLC
COTTONWOOD CAPITAL ADVISORS, LLC reported 88 positions worth $165.9M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: IYW (9.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IYW | SH | $16.3M | 9.85% | 64,798 | — | — | |
| ▸ 2 | SOXX | SH | $14.0M | 8.42% | 21,813 | — | — | |
| ▸ 3 | CLSE | SH | $12.3M | 7.43% | 361,235 | — | — | |
| ▸ 4 | MBSD | SH | $8.0M | 4.79% | 385,784 | — | — | |
| ▸ 5 | ITA | SH | $7.7M | 4.64% | 31,762 | — | — | |
| ▸ 6 | RDVY | SH | $7.1M | 4.26% | 87,248 | — | — | |
| ▸ 7 | HYDB | SH | $6.5M | 3.92% | 138,985 | — | — | |
| ▸ 8 | ITB | SH | $5.8M | 3.51% | 55,786 | — | — | |
| ▸ 9 | FTA | SH | $5.6M | 3.36% | 57,559 | — | — | |
| ▸ 10 | IYC | SH | $4.9M | 2.95% | 48,382 | — | — |
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Frequently Asked Questions
What stocks does COTTONWOOD CAPITAL ADVISORS, LLC hold as of Q2 2026?
COTTONWOOD CAPITAL ADVISORS, LLC reported 88 positions worth $165.9M in its Q2 2026 13F filing. Largest positions: IYW (9.9%), SOXX (8.4%), CLSE (7.4%), MBSD (4.8%) and ITA (4.6%).
What did COTTONWOOD CAPITAL ADVISORS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did COTTONWOOD CAPITAL ADVISORS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.