Crown Oak Advisors, LLC
- SEC CIK
- 0002009273
- Latest filing
- Jul 17, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 21, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 26
- +4 vs. Q3 2024
- Portfolio value
- $194.3M
- +$14.2M (+7.9%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SCHWSchwab Charles Corp | Stock | 457,507 | $33.9M | 17.4% | +1310.0% | Added | History |
| VVisa Inc. | Stock | 64,016 | $20.2M | 10.4% | +2,668+4.3% | Added | History |
| HEI.AHeico Corp | CL A | 65,508 | $12.2M | 6.3% | 00.0% | Unchanged | History |
| CHDChurch & Dwight Co Inc | COM | 112,543 | $11.8M | 6.1% | +8,245+7.9% | Added | History |
| WSOWatsco Inc | COM | 24,121 | $11.4M | 5.9% | +4,101+20.5% | Added | History |
| ITGartner Inc | COM | 21,648 | $10.5M | 5.4% | +1,976+10.0% | Added | History |
| DEDeere & Co | Stock | 24,198 | $10.3M | 5.3% | +214+0.9% | Added | History |
| CPRTCopart Inc | COM | 169,028 | $9.70M | 5.0% | +17,611+11.6% | Added | History |
| ROLRollins Inc | COM | 206,942 | $9.59M | 4.9% | +24,750+13.6% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 56,710 | $9.11M | 4.7% | +5,196+10.1% | Added | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 36,376 | $8.22M | 4.2% | +3,553+10.8% | Added | History |
| NDSNNordson Corp | COM | 37,761 | $7.90M | 4.1% | +3,510+10.2% | Added | History |
| MCOMoodys Corp | Stock | 15,817 | $7.49M | 3.9% | +1,692+12.0% | Added | History |
| SITESiteOne Landscape Supply, Inc. | COM | 53,084 | $6.99M | 3.6% | +6,074+12.9% | Added | History |
| MTDMettler Toledo International Inc | COM | 5,644 | $6.91M | 3.6% | +702+14.2% | Added | History |
| TAT&T Inc. | Stock | 245,595 | $5.59M | 2.9% | +403+0.2% | Added | History |
| iShares Tr464288687 | PFD AND INCM SEC | 130,000 | $4.09M | 2.1% | 00.0% | Unchanged | – |
| GEGeneral Electric Co | Stock | 13,477 | $2.25M | 1.2% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 6,000 | $2.18M | 1.1% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 4,313 | $1.08M | 0.6% | +4,313 | New | History |
| SWKStanley Black & Decker, Inc. | COM | 11,809 | $948.2K | 0.5% | −212−1.8% | Reduced | History |
| CVXChevron Corp | Stock | 3,132 | $453.6K | 0.2% | +32+1.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 2,355 | $448.5K | 0.2% | +2,355 | New | History |
| XOMExxonMobil Holdings Corp | COM | 3,644 | $392.0K | 0.2% | +32+0.9% | Added | History |
| MSFTMicrosoft Corp | Stock | 895 | $377.2K | 0.2% | +895 | New | History |
| LLYEli Lilly & Co | Stock | 391 | $301.9K | 0.2% | +391 | New | History |