Crown Oak Advisors, LLC
- SEC CIK
- 0002009273
- Latest filing
- Jul 17, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 29, 2024. Long positions only.
- Positions
- 21
- No filing for Q3 2023
- Portfolio value
- $171.0M
- No filing for Q3 2023
Crown Oak Advisors, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SCHWSchwab Charles Corp | Stock | 455,400 | $31.3M | 18.3% | – | – | History |
| VVisa Inc. | Stock | 63,487 | $16.6M | 9.7% | – | – | History |
| CHDChurch & Dwight Co Inc | COM | 107,257 | $10.1M | 5.9% | – | – | History |
| ITGartner Inc | COM | 21,192 | $9.56M | 5.6% | – | – | History |
| ROLRollins Inc | COM | 201,501 | $9.55M | 5.6% | – | – | History |
| DEDeere & Co | Stock | 23,839 | $9.53M | 5.6% | – | – | History |
| NDSNNordson Corp | COM | 35,949 | $9.50M | 5.6% | – | – | History |
| HEI.AHeico Corp | CL A | 65,503 | $9.33M | 5.5% | – | – | History |
| WSOWatsco Inc | COM | 21,138 | $9.06M | 5.3% | – | – | History |
| KEYSKeysight Technologies, Inc. | Stock | 54,427 | $8.66M | 5.1% | – | – | History |
| SITESiteOne Landscape Supply, Inc. | COM | 48,721 | $7.92M | 4.6% | – | – | History |
| CPRTCopart Inc | COM | 157,628 | $7.72M | 4.5% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 34,179 | $7.03M | 4.1% | – | – | History |
| MTDMettler Toledo International Inc | COM | 5,300 | $6.43M | 3.8% | – | – | History |
| MCOMoodys Corp | Stock | 14,747 | $5.76M | 3.4% | – | – | History |
| TAT&T Inc. | Stock | 271,298 | $4.55M | 2.7% | – | – | History |
| iShares Tr464288687 | PFD AND INCM SEC | 130,000 | $4.05M | 2.4% | – | – | – |
| CATCaterpillar Inc | Stock | 6,000 | $1.77M | 1.0% | – | – | History |
| GEGeneral Electric Co | Stock | 13,477 | $1.72M | 1.0% | – | – | History |
| CVXChevron Corp | Stock | 3,000 | $447.5K | 0.3% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 3,521 | $352.1K | 0.2% | – | – | History |