Crown Oak Advisors, LLC
- SEC CIK
- 0002009273
- Latest filing
- Jul 17, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 17, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 23
- +1 vs. Q1 2025
- Portfolio value
- $211.5M
- +$13.6M (+6.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 1,785 | $366.2K | 0.2% | −195−9.8% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 3,710 | $400.0K | 0.2% | +34+0.9% | Added | History |
| CVXChevron Corp | Stock | 3,203 | $458.6K | 0.2% | +38+1.2% | Added | History |
| SWKStanley Black & Decker, Inc. | COM | 11,674 | $790.9K | 0.4% | −141−1.2% | Reduced | History |
| CATCaterpillar Inc | Stock | 5,821 | $2.26M | 1.1% | −179−3.0% | Reduced | History |
| GEGeneral Electric Co | Stock | 13,073 | $3.36M | 1.6% | −404−3.0% | Reduced | History |
| iShares Tr464288687 | PFD AND INCM SEC | 130,000 | $3.99M | 1.9% | 00.0% | Unchanged | – |
| DSGXDescartes Systems Group Inc | COM | 42,857 | $4.36M | 2.1% | +42,857 | New | History |
| SITESiteOne Landscape Supply, Inc. | COM | 55,670 | $6.73M | 3.2% | +194+0.3% | Added | History |
| MTDMettler Toledo International Inc | COM | 6,035 | $7.09M | 3.4% | +93+1.6% | Added | History |
| NDSNNordson Corp | COM | 38,925 | $8.34M | 3.9% | +435+1.1% | Added | History |
| MCOMoodys Corp | Stock | 16,673 | $8.36M | 4.0% | +205+1.2% | Added | History |
| CPRTCopart Inc | COM | 179,527 | $8.81M | 4.2% | +4,610+2.6% | Added | History |
| ITGartner Inc | COM | 22,498 | $9.09M | 4.3% | +133+0.6% | Added | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 38,092 | $9.26M | 4.4% | +244+0.6% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 59,012 | $9.67M | 4.6% | +347+0.6% | Added | History |
| WSOWatsco Inc | COM | 23,921 | $10.6M | 5.0% | −450−1.8% | Reduced | History |
| CHDChurch & Dwight Co Inc | COM | 115,839 | $11.1M | 5.3% | +204+0.2% | Added | History |
| ROLRollins Inc | COM | 217,344 | $12.3M | 5.8% | +1,547+0.7% | Added | History |
| DEDeere & Co | Stock | 24,225 | $12.3M | 5.8% | +13+0.1% | Added | History |
| HEI.AHeico Corp | CL A | 65,511 | $17.0M | 8.0% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 64,673 | $23.0M | 10.9% | −151−0.2% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 459,576 | $41.9M | 19.8% | +2,134+0.5% | Added | History |