Crown Oak Advisors, LLC Top Holdings and 13F Report (2025) About Crown Oak Advisors, LLCInvestment ActivityCrown Oak Advisors, LLC has $211.47 million in total holdings as of June 30, 2025.Crown Oak Advisors, LLC owns shares of 23 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.55% of the portfolio was purchased this quarter.About 0.22% of the portfolio was sold this quarter.This quarter, Crown Oak Advisors, LLC has purchased 22 new stocks and bought additional shares in 14 stocks.Crown Oak Advisors, LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings Charles Schwab $41,931,711Visa $22,962,194Heico $16,950,859Deere & Company $12,318,161Rollins $12,262,552 Largest New Holdings this Quarter 249906108 - The Descartes Systems Group $4,356,200 Holding Largest Purchases this Quarter The Descartes Systems Group 42,857 shares (about $4.36M)Copart 4,610 shares (about $226.21K)Charles Schwab 2,134 shares (about $194.71K)Mettler-Toledo International 93 shares (about $109.25K)Moody's 205 shares (about $102.83K) Largest Sales this Quarter Watsco 450 shares (about $198.73K)GE Aerospace 404 shares (about $103.98K)Caterpillar 179 shares (about $69.49K)Visa 151 shares (about $53.61K)Apple 195 shares (about $40.01K) 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$41,931,711$194,706 ▲0.5%459,57619.8%FinanceVVisa$22,962,194$53,613 ▼-0.2%64,67310.9%Business ServicesHEI.AHeico$16,950,8590.0%65,5118.0%AerospaceDEDeere & Company$12,318,161$6,610 ▲0.1%24,2255.8%IndustrialsROLRollins$12,262,552$87,282 ▲0.7%217,3445.8%ConstructionCHDChurch & Dwight$11,133,327$19,607 ▲0.2%115,8395.3%Consumer StaplesWSOWatsco$10,564,034$198,730 ▼-1.8%23,9215.0%ConstructionKEYSKeysight Technologies$9,669,706$56,859 ▲0.6%59,0124.6%Computer and TechnologyBRBroadridge Financial Solutions$9,257,407$59,299 ▲0.6%38,0924.4%Computer and TechnologyITGartner$9,094,142$53,761 ▲0.6%22,4984.3%Business ServicesCPRTCopart$8,809,390$226,213 ▲2.6%179,5274.2%Business ServicesMCOMoody's$8,363,209$102,828 ▲1.2%16,6734.0%FinanceNDSNNordson$8,344,359$93,251 ▲1.1%38,9253.9%IndustrialsMTDMettler-Toledo International$7,089,435$109,249 ▲1.6%6,0353.4%MedicalSITESiteOne Landscape Supply$6,732,730$23,462 ▲0.3%55,6703.2%IndustrialsDSGXThe Descartes Systems Group$4,356,200$4,356,200 ▲New Holding42,8572.1%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$3,988,4000.0%130,0001.9%ETFGEGE Aerospace$3,364,731$103,982 ▼-3.0%13,0731.6%AerospaceCATCaterpillar$2,259,770$69,490 ▼-3.0%5,8211.1%IndustrialsSWKStanley Black & Decker$790,909$9,553 ▼-1.2%11,6740.4%IndustrialsCVXChevron$458,608$5,441 ▲1.2%3,2030.2%EnergyXOMExxon Mobil$399,954$3,665 ▲0.9%3,7100.2%EnergyAAPLApple$366,228$40,008 ▼-9.8%1,7850.2%Computer and TechnologyShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
