Crown Oak Advisors
Latest statistics and disclosures from Crown Oak Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHW, V, HEI.A, ROL, KEYS, and represent 52.09% of Crown Oak Advisors's stock portfolio.
- Added to shares of these 10 stocks: WSO, IT, CPRT, DSGX, NDSN, DE, CVX, XOM, SCHW, HEI.A.
- Reduced shares in these 10 stocks: PFF, KEYS, V, MCO, SITE, BR, CHD, ROL, MTD, SWK.
- Crown Oak Advisors was a net seller of stock by $-260k.
- Crown Oak Advisors has $211M in assets under management (AUM), dropping by -0.31%.
- Central Index Key (CIK): 0002009273
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Portfolio Holdings for Crown Oak Advisors
Crown Oak Advisors holds 23 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 21.8 | $46M | 460k | 99.91 |
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| Visa Com Cl A (V) | 10.7 | $23M | 64k | 350.71 |
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| Heico Corp Cl A (HEI.A) | 7.8 | $17M | 66k | 252.43 |
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| Rollins (ROL) | 6.1 | $13M | 216k | 60.02 |
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| Keysight Technologies (KEYS) | 5.6 | $12M | 58k | 203.19 |
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| Deere & Company (DE) | 5.4 | $11M | 24k | 465.57 |
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| Church & Dwight (CHD) | 4.6 | $9.6M | 115k | 83.85 |
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| Nordson Corporation (NDSN) | 4.5 | $9.4M | 39k | 240.43 |
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| Watsco, Incorporated (WSO) | 4.3 | $9.0M | +11% | 27k | 336.95 |
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| Moody's Corporation (MCO) | 4.0 | $8.4M | 16k | 510.85 |
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| Broadridge Financial Solutions (BR) | 4.0 | $8.4M | 38k | 223.17 |
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| Mettler-Toledo International (MTD) | 4.0 | $8.3M | 6.0k | 1394.19 |
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| Copart (CPRT) | 3.4 | $7.1M | 182k | 39.15 |
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| Siteone Landscape Supply (SITE) | 3.2 | $6.8M | 55k | 124.56 |
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| Gartner (IT) | 2.8 | $5.8M | +3% | 23k | 252.28 |
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| Ge Aerospace Com New (GE) | 1.9 | $4.0M | 13k | 308.02 |
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| Descartes Sys Grp (DSGX) | 1.8 | $3.8M | 44k | 87.66 |
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| Caterpillar (CAT) | 1.6 | $3.3M | 5.8k | 572.87 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.6 | $3.3M | -18% | 107k | 30.96 |
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| Stanley Black & Decker (SWK) | 0.4 | $852k | 12k | 74.28 |
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| Chevron Corporation (CVX) | 0.2 | $499k | +2% | 3.3k | 152.39 |
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| Apple (AAPL) | 0.2 | $485k | 1.8k | 271.86 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $454k | 3.8k | 120.35 |
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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 Q4 filed Jan. 20, 2026
- 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