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Crown Oak Advisors, LLC Portfolio
$211.6M across 23 positions as of 2026-09-30, with 77% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SCHWCharles Schwab Corp | $46.1M | 21.8% | 471,800 |
| VVisa Inc | $23.1M | 10.9% | 64,286 |
| HEI.AHEICO Corp | $20.1M | 9.5% | 88,053 |
| DEDeere & Co | $18.8M | 8.9% | 28,058 |
| CHDChurch & Dwight Co Inc | $11M | 5.2% | 116,504 |
| KEYSKeysight Technologies Inc | $10.3M | 4.9% | 28,356 |
| NDSNNordson Corp | $9.4M | 4.5% | 28,776 |
| WSOWatsco Inc | $9.1M | 4.3% | 30,223 |
| MTDMettler-toledo International Inc | $8.5M | 4.0% | 5,645 |
| MCOMoody's Corp | $7.2M | 3.4% | 15,796 |
| ROLRollins Inc | $6.9M | 3.2% | 228,174 |
| BRBroadridge Financial Solutions Inc | $6.1M | 2.9% | 37,629 |
| CPRTCopart Inc | $5M | 2.4% | 183,294 |
| SITESiteOne Landscape Supply Inc | $4.6M | 2.2% | 50,417 |
| ITGartner Inc | $4.3M | 2.0% | 23,040 |
| IDXXIDEXX Laboratories Inc | $4.1M | 1.9% | 7,879 |
| GEGeneral Electric Co | $4.1M | 1.9% | 13,073 |
| CATCaterpillar Inc | $4.1M | 1.9% | 5,034 |
| DSGXDescartes Systems Group Inc | $3.6M | 1.7% | 44,035 |
| PFFiShares Preferred and Income Securities ETF | $2.7M | 1.3% | 92,032 |
| CVXChevron Corp | $1.3M | 0.6% | 6,364 |
| XOMExxonmobil Holdings Corp | $626.8K | 0.3% | 3,851 |
| AAPLApple Inc | $594.4K | 0.3% | 1,785 |
Quarter ending 2026-09-30.
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