Crown Oak Advisors
Latest statistics and disclosures from Crown Oak Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHW, V, KEYS, HEI.A, DE, and represent 53.55% of Crown Oak Advisors's stock portfolio.
- Added to shares of these 10 stocks: DSGX, V, CPRT, WSO, MCO, BR, ROL, SITE, MTD, IT.
- Reduced shares in these 3 stocks: NDSN, PFF, CHD.
- Crown Oak Advisors was a net seller of stock by $-4.2M.
- Crown Oak Advisors has $199M in assets under management (AUM), dropping by -5.44%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 21.7 | $43M | 460k | 93.98 |
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| Visa Com Cl A (V) | 9.8 | $20M | 65k | 302.24 |
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| Keysight Technologies (KEYS) | 8.3 | $17M | 58k | 282.37 |
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| Heico Corp Cl A (HEI.A) | 6.9 | $14M | 66k | 211.09 |
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| Deere & Company (DE) | 6.9 | $14M | 24k | 563.30 |
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| Rollins (ROL) | 5.8 | $12M | 217k | 53.41 |
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| Church & Dwight (CHD) | 5.3 | $11M | 113k | 93.32 |
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| Watsco, Incorporated (WSO) | 4.9 | $9.9M | 27k | 363.80 |
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| Nordson Corporation (NDSN) | 3.9 | $7.8M | -25% | 29k | 266.06 |
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| Mettler-Toledo International (MTD) | 3.8 | $7.6M | 6.0k | 1261.20 |
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| Siteone Landscape Supply (SITE) | 3.7 | $7.3M | 55k | 133.11 |
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| Moody's Corporation (MCO) | 3.7 | $7.3M | 17k | 436.25 |
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| Broadridge Financial Solutions (BR) | 3.1 | $6.2M | +2% | 38k | 162.48 |
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| Copart (CPRT) | 3.1 | $6.2M | +2% | 187k | 33.20 |
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| Caterpillar (CAT) | 2.1 | $4.1M | 5.8k | 708.46 |
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| Ge Aerospace Com New (GE) | 1.9 | $3.7M | 13k | 283.76 |
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| Gartner (IT) | 1.9 | $3.7M | 23k | 158.34 |
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| Descartes Sys Grp (DSGX) | 1.6 | $3.3M | +5% | 46k | 71.56 |
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| Stanley Black & Decker (SWK) | 0.4 | $816k | 12k | 71.06 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $748k | -76% | 25k | 30.32 |
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| Chevron Corporation (CVX) | 0.3 | $684k | 3.3k | 206.87 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $645k | 3.8k | 169.67 |
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| Apple (AAPL) | 0.2 | $453k | 1.8k | 253.79 |
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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 2026 Q1 filed April 24, 2026
- 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