Crown Oak Advisors, LLC
- SEC CIK
- 0002009273
- Latest filing
- Jul 17, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 20, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 23
- 0 vs. Q3 2025
- Portfolio value
- $210.8M
- −$646.7K (−0.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SCHWSchwab Charles Corp | Stock | 459,634 | $45.9M | 21.8% | +580.0% | Added | History |
| VVisa Inc. | Stock | 64,303 | $22.6M | 10.7% | −370−0.6% | Reduced | History |
| HEI.AHeico Corp | CL A | 65,512 | $16.5M | 7.8% | +10.0% | Added | History |
| ROLRollins Inc | COM | 216,014 | $13.0M | 6.1% | −1,330−0.6% | Reduced | History |
| KEYSKeysight Technologies, Inc. | Stock | 58,225 | $11.8M | 5.6% | −787−1.3% | Reduced | History |
| DEDeere & Co | Stock | 24,251 | $11.3M | 5.4% | +26+0.1% | Added | History |
| CHDChurch & Dwight Co Inc | COM | 114,882 | $9.63M | 4.6% | −957−0.8% | Reduced | History |
| NDSNNordson Corp | COM | 39,068 | $9.39M | 4.5% | +143+0.4% | Added | History |
| WSOWatsco Inc | COM | 26,721 | $9.00M | 4.3% | +2,800+11.7% | Added | History |
| MCOMoodys Corp | Stock | 16,449 | $8.40M | 4.0% | −224−1.3% | Reduced | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 37,620 | $8.40M | 4.0% | −472−1.2% | Reduced | History |
| MTDMettler Toledo International Inc | COM | 5,984 | $8.34M | 4.0% | −51−0.8% | Reduced | History |
| CPRTCopart Inc | COM | 181,718 | $7.11M | 3.4% | +2,191+1.2% | Added | History |
| SITESiteOne Landscape Supply, Inc. | COM | 54,758 | $6.82M | 3.2% | −912−1.6% | Reduced | History |
| ITGartner Inc | COM | 23,184 | $5.85M | 2.8% | +686+3.0% | Added | History |
| GEGeneral Electric Co | Stock | 13,073 | $4.03M | 1.9% | 00.0% | Unchanged | History |
| DSGXDescartes Systems Group Inc | COM | 43,559 | $3.82M | 1.8% | +702+1.6% | Added | History |
| CATCaterpillar Inc | Stock | 5,821 | $3.33M | 1.6% | 00.0% | Unchanged | History |
| iShares Tr464288687 | PFD AND INCM SEC | 106,543 | $3.30M | 1.6% | −23,457−18.0% | Reduced | – |
| SWKStanley Black & Decker, Inc. | COM | 11,474 | $852.3K | 0.4% | −200−1.7% | Reduced | History |
| CVXChevron Corp | Stock | 3,275 | $499.1K | 0.2% | +72+2.2% | Added | History |
| AAPLApple Inc. | Stock | 1,785 | $485.3K | 0.2% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 3,775 | $454.3K | 0.2% | +65+1.8% | Added | History |