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Portfolio (Quarterly) Guide ↗

COTTONWOOD CAPITAL ADVISORS, LLC

· CIK 0001903321
13F Portfolio $166M AUM 88 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 14 Added 16 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FPA FIRST TR EXCH TRD ALPHDX FD 13,327.0 $713K 0.43% NEW $53.52 -5.8%
2 FEUZ FIRST TR EXCH TRD ALPHDX FD 3,568.0 $237K 0.14% NEW $66.35 +3.5%
3 CSCO CISCO SYS INC Technology 1,997.0 $235K 0.14% NEW $117.44 -6.4%
4 MS MORGAN STANLEY Financial Services 1,084.0 $227K 0.14% NEW $208.96 +2.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.2%
Industrials 22.1%
Consumer Defensive 16.2%
Financial Services 11.8%
Consumer Cyclical 10.1%
Energy 8.7%
Healthcare 4.9%
Communication Services 2.9%