Crown Oak Advisors as of March 31, 2025
Portfolio Holdings for Crown Oak Advisors
Crown Oak Advisors holds 22 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 18.1 | $36M | 457k | 78.28 | |
| Visa Com Cl A (V) | 11.5 | $23M | 65k | 350.46 | |
| Heico Corp Cl A (HEI.A) | 7.0 | $14M | 66k | 210.97 | |
| Church & Dwight (CHD) | 6.4 | $13M | 116k | 110.09 | |
| Watsco, Incorporated (WSO) | 6.3 | $12M | 24k | 508.30 | |
| Rollins (ROL) | 5.9 | $12M | 216k | 54.03 | |
| Deere & Company (DE) | 5.7 | $11M | 24k | 469.35 | |
| Copart (CPRT) | 5.0 | $9.9M | 175k | 56.59 | |
| Gartner (IT) | 4.7 | $9.4M | 22k | 419.74 | |
| Broadridge Financial Solutions (BR) | 4.6 | $9.2M | 38k | 242.46 | |
| Keysight Technologies (KEYS) | 4.4 | $8.8M | 59k | 149.77 | |
| Nordson Corporation (NDSN) | 3.9 | $7.8M | 39k | 201.72 | |
| Moody's Corporation (MCO) | 3.9 | $7.7M | 17k | 465.68 | |
| Mettler-Toledo International (MTD) | 3.5 | $7.0M | 5.9k | 1180.91 | |
| Siteone Landscape Supply (SITE) | 3.4 | $6.7M | 56k | 121.44 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 2.0 | $4.0M | 130k | 30.73 | |
| Ge Aerospace Com New (GE) | 1.4 | $2.7M | 14k | 200.14 | |
| Caterpillar (CAT) | 1.0 | $2.0M | 6.0k | 329.80 | |
| Stanley Black & Decker (SWK) | 0.5 | $908k | 12k | 76.88 | |
| Chevron Corporation (CVX) | 0.3 | $530k | 3.2k | 167.30 | |
| Apple (AAPL) | 0.2 | $440k | 2.0k | 222.13 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $437k | 3.7k | 118.94 |
