Crown Oak Advisors
Latest statistics and disclosures from Crown Oak Advisors's latest quarterly 13F-HR filing:
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Positions held by Crown Oak Advisors consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Crown Oak Advisors
Crown Oak Advisors holds 23 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 19.8 | $42M | 460k | 91.24 |
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| Visa Com Cl A (V) | 10.9 | $23M | 65k | 355.05 |
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| Heico Corp Cl A (HEI.A) | 8.0 | $17M | 66k | 258.75 |
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| Deere & Company (DE) | 5.8 | $12M | 24k | 508.49 |
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| Rollins (ROL) | 5.8 | $12M | 217k | 56.42 |
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| Church & Dwight (CHD) | 5.3 | $11M | 116k | 96.11 |
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| Watsco, Incorporated (WSO) | 5.0 | $11M | 24k | 441.62 |
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| Keysight Technologies (KEYS) | 4.6 | $9.7M | 59k | 163.86 |
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| Broadridge Financial Solutions (BR) | 4.4 | $9.3M | 38k | 243.03 |
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| Gartner (IT) | 4.3 | $9.1M | 23k | 404.22 |
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| Copart (CPRT) | 4.2 | $8.8M | 180k | 49.07 |
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| Moody's Corporation (MCO) | 4.0 | $8.4M | 17k | 501.60 |
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| Nordson Corporation (NDSN) | 3.9 | $8.3M | 39k | 214.37 |
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| Mettler-Toledo International (MTD) | 3.4 | $7.1M | 6.0k | 1174.72 |
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| Siteone Landscape Supply (SITE) | 3.2 | $6.7M | 56k | 120.94 |
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| Descartes Sys Grp (DSGX) | 2.1 | $4.4M | 43k | 101.64 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.9 | $4.0M | 130k | 30.68 |
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| Ge Aerospace Com New (GE) | 1.6 | $3.4M | 13k | 257.38 |
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| Caterpillar (CAT) | 1.1 | $2.3M | 5.8k | 388.21 |
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| Stanley Black & Decker (SWK) | 0.4 | $791k | 12k | 67.75 |
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| Chevron Corporation (CVX) | 0.2 | $459k | 3.2k | 143.18 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $400k | 3.7k | 107.80 |
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| Apple (AAPL) | 0.2 | $366k | 1.8k | 205.17 |
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Past Filings by Crown Oak Advisors
SEC 13F filings are viewable for Crown Oak Advisors going back to 2023
- Crown Oak Advisors 2025 Q3 filed Oct. 21, 2025
- Crown Oak Advisors 2025 Q2 filed July 17, 2025
- Crown Oak Advisors 2025 Q1 filed April 18, 2025
- Crown Oak Advisors 2024 Q4 filed Jan. 21, 2025
- Crown Oak Advisors 2024 Q3 filed Oct. 16, 2024
- Crown Oak Advisors 2024 Q2 filed July 15, 2024
- Crown Oak Advisors 2024 Q1 filed May 14, 2024
- Crown Oak Advisors 2023 Q4 filed Jan. 29, 2024