Crown Oak Advisors as of Dec. 31, 2025
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 | |
| Visa Com Cl A (V) | 10.7 | $23M | 64k | 350.71 | |
| Heico Corp Cl A (HEI.A) | 7.8 | $17M | 66k | 252.43 | |
| Rollins (ROL) | 6.1 | $13M | 216k | 60.02 | |
| Keysight Technologies (KEYS) | 5.6 | $12M | 58k | 203.19 | |
| Deere & Company (DE) | 5.4 | $11M | 24k | 465.57 | |
| Church & Dwight (CHD) | 4.6 | $9.6M | 115k | 83.85 | |
| Nordson Corporation (NDSN) | 4.5 | $9.4M | 39k | 240.43 | |
| Watsco, Incorporated (WSO) | 4.3 | $9.0M | 27k | 336.95 | |
| Moody's Corporation (MCO) | 4.0 | $8.4M | 16k | 510.85 | |
| Broadridge Financial Solutions (BR) | 4.0 | $8.4M | 38k | 223.17 | |
| Mettler-Toledo International (MTD) | 4.0 | $8.3M | 6.0k | 1394.19 | |
| Copart (CPRT) | 3.4 | $7.1M | 182k | 39.15 | |
| Siteone Landscape Supply (SITE) | 3.2 | $6.8M | 55k | 124.56 | |
| Gartner (IT) | 2.8 | $5.8M | 23k | 252.28 | |
| Ge Aerospace Com New (GE) | 1.9 | $4.0M | 13k | 308.02 | |
| Descartes Sys Grp (DSGX) | 1.8 | $3.8M | 44k | 87.66 | |
| Caterpillar (CAT) | 1.6 | $3.3M | 5.8k | 572.87 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 1.6 | $3.3M | 107k | 30.96 | |
| Stanley Black & Decker (SWK) | 0.4 | $852k | 12k | 74.28 | |
| Chevron Corporation (CVX) | 0.2 | $499k | 3.3k | 152.39 | |
| Apple (AAPL) | 0.2 | $485k | 1.8k | 271.86 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $454k | 3.8k | 120.35 |
