Cottonwood Capital Advisors, LLC has filed its latest 13F-HR report, revealing a substantial investment portfolio valued at over $166 million as of September 30, 2026. This update is significant for the firm as it reflects its investment strategies and market positioning within the financial services sector.
Based in Salt Lake City, Utah, Cottonwood Capital Advisors is categorized under the financial services industry. The firm has been actively managing its investments, as evidenced by its recent filings, including a 13F-HR on October 20, 2026, and prior filings on July 23 and April 17 of the same year.
The recent filing indicates that Cottonwood holds 90 different securities, with a total value of $166,086,120. Notably, the report highlights significant investments in major companies, including:
"Apple Inc: 6,314 shares valued at $2,102,736"
"Amazon Com Inc: 3,134 shares valued at $780,836"
"Alphabet Inc (Class A): 1,303 shares valued at $448,336"
"Altria Group Inc: 3,840 shares valued at $258,554"
These holdings demonstrate Cottonwood's focus on established tech giants and consumer staples, reflecting a balanced investment approach aimed at capitalizing on growth while mitigating risks associated with market volatility.
The implications of this filing extend beyond Cottonwood itself, as it may influence other firms in the financial services industry. Competitors could analyze Cottonwood's portfolio choices to gauge market trends and investor sentiment. The report's disclosure of significant stakes in well-known companies may prompt other investment advisors to reassess their strategies in response to Cottonwood's positioning.
As for what’s next, the filing does not specify any upcoming actions or changes following this report. However, stakeholders and industry analysts will likely keep a close eye on Cottonwood's future filings and market activities to better understand its ongoing investment strategies.
In summary, Cottonwood Capital Advisors' recent filing underscores its strategic investments and positions the firm as a noteworthy player in the financial services landscape. With a diverse portfolio and significant stakes in leading companies, Cottonwood is poised to navigate the evolving market environment.