Crown Oak Advisors, LLC Top Holdings and 13F Report (2025) About Crown Oak Advisors, LLCInvestment ActivityCrown Oak Advisors, LLC has $194.26 million in total holdings as of December 31, 2024.Crown Oak Advisors, LLC owns shares of 26 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 7.17% of the portfolio was purchased this quarter.About 0.01% of the portfolio was sold this quarter.This quarter, Crown Oak Advisors, LLC has purchased 22 new stocks and bought additional shares in 17 stocks.Crown Oak Advisors, LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings Charles Schwab $33,860,091Visa $20,231,474HEICO $12,189,770Church & Dwight $11,784,397Watsco $11,430,500 Largest New Holdings this Quarter Apple $1,080,061 HoldingAlphabet $448,486 HoldingMicrosoft $377,243 HoldingEli Lilly and Company $301,852 Holding Largest Purchases this Quarter Watsco 4,101 shares (about $1.94M)Rollins 24,750 shares (about $1.15M)Apple 4,313 shares (about $1.08M)Copart 17,611 shares (about $1.01M)Gartner 1,976 shares (about $957.31K) Largest Sales this Quarter Stanley Black & Decker 212 shares (about $17.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrown Oak Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHWCharles Schwab$33,860,091$9,695 ▲0.0%457,50717.4%FinanceVVisa$20,231,474$843,189 ▲4.3%64,01610.4%Business ServicesHEI.AHEICO$12,189,7700.0%65,5086.3%AerospaceCHDChurch & Dwight$11,784,397$863,335 ▲7.9%112,5436.1%Consumer StaplesWSOWatsco$11,430,500$1,943,389 ▲20.5%24,1215.9%ConstructionITGartner$10,487,807$957,313 ▲10.0%21,6485.4%Business ServicesDEDeere & Company$10,252,806$90,673 ▲0.9%24,1985.3%Industrial ProductsCPRTCopart$9,700,517$1,010,695 ▲11.6%169,0285.0%Business ServicesROLRollins$9,591,754$1,147,162 ▲13.6%206,9424.9%ConstructionKEYSKeysight Technologies$9,109,327$834,633 ▲10.1%56,7104.7%Computer and TechnologyBRBroadridge Financial Solutions$8,224,333$803,306 ▲10.8%36,3764.2%Business ServicesNDSNNordson$7,901,059$734,428 ▲10.2%37,7614.1%Industrial ProductsMCOMoody's$7,487,181$800,930 ▲12.0%15,8173.9%FinanceSITESiteOne Landscape Supply$6,994,879$800,371 ▲12.9%53,0843.6%Industrial ProductsMTDMettler-Toledo International$6,906,450$859,023 ▲14.2%5,6443.6%Computer and TechnologyTAT&T$5,592,205$9,176 ▲0.2%245,5952.9%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$4,087,2000.0%130,0002.1%ETFGEGeneral Electric$2,247,7450.0%13,4771.2%TransportationCATCaterpillar$2,176,5600.0%6,0001.1%Industrial ProductsAAPLApple$1,080,061$1,080,061 ▲New Holding4,3130.6%Computer and TechnologySWKStanley Black & Decker$948,181$17,022 ▼-1.8%11,8090.5%Industrial ProductsCVXChevron$453,584$4,634 ▲1.0%3,1320.2%Oils/EnergyGOOGAlphabet$448,486$448,486 ▲New Holding2,3550.2%Computer and TechnologyXOMExxon Mobil$391,973$3,442 ▲0.9%3,6440.2%Oils/EnergyMSFTMicrosoft$377,243$377,243 ▲New Holding8950.2%Computer and TechnologyLLYEli Lilly and Company$301,852$301,852 ▲New Holding3910.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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