Crown Oak Advisors as of March 31, 2026
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 | |
| Visa Com Cl A (V) | 9.8 | $20M | 65k | 302.24 | |
| Keysight Technologies (KEYS) | 8.3 | $17M | 58k | 282.37 | |
| Heico Corp Cl A (HEI.A) | 6.9 | $14M | 66k | 211.09 | |
| Deere & Company (DE) | 6.9 | $14M | 24k | 563.30 | |
| Rollins (ROL) | 5.8 | $12M | 217k | 53.41 | |
| Church & Dwight (CHD) | 5.3 | $11M | 113k | 93.32 | |
| Watsco, Incorporated (WSO) | 4.9 | $9.9M | 27k | 363.80 | |
| Nordson Corporation (NDSN) | 3.9 | $7.8M | 29k | 266.06 | |
| Mettler-Toledo International (MTD) | 3.8 | $7.6M | 6.0k | 1261.20 | |
| Siteone Landscape Supply (SITE) | 3.7 | $7.3M | 55k | 133.11 | |
| Moody's Corporation (MCO) | 3.7 | $7.3M | 17k | 436.25 | |
| Broadridge Financial Solutions (BR) | 3.1 | $6.2M | 38k | 162.48 | |
| Copart (CPRT) | 3.1 | $6.2M | 187k | 33.20 | |
| Caterpillar (CAT) | 2.1 | $4.1M | 5.8k | 708.46 | |
| Ge Aerospace Com New (GE) | 1.9 | $3.7M | 13k | 283.76 | |
| Gartner (IT) | 1.9 | $3.7M | 23k | 158.34 | |
| Descartes Sys Grp (DSGX) | 1.6 | $3.3M | 46k | 71.56 | |
| Stanley Black & Decker (SWK) | 0.4 | $816k | 12k | 71.06 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $748k | 25k | 30.32 | |
| Chevron Corporation (CVX) | 0.3 | $684k | 3.3k | 206.87 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $645k | 3.8k | 169.67 | |
| Apple (AAPL) | 0.2 | $453k | 1.8k | 253.79 |
