Crown Oak Advisors, LLC
24 holdingsFiling period: 2026-03-31Current AUM: $209.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHW | SCHWAB CHARLES CORP | 459.7K | $43.2M | $48.4M | 23.13% | +35 | 2026-03-31 |
| 2 | V | VISA INC | 64.8K | $19.6M | $23.7M | 11.35% | +537 | 2026-03-31 |
| 3 | KEYS | KEYSIGHT TECHNOLOGIES INC | 58.3K | $16.5M | $18.6M | 8.90% | +78 | 2026-03-31 |
| 4 | HEI/A | HEICO CORP NEW | 65.5K | $13.8M | $13.8M | 6.61% | +2 | 2026-03-31 |
| 5 | DE | DEERE & CO | 24.3K | $13.7M | $14.4M | 6.88% | +11 | 2026-03-31 |
| 6 | ROL | ROLLINS INC | 217.1K | $11.6M | $8.2M | 3.94% | +1.1K | 2026-03-31 |
| 7 | CHD | CHURCH & DWIGHT CO INC | 113.0K | $10.5M | $11.2M | 5.34% | -1,846 | 2026-03-31 |
| 8 | WSO | WATSCO INC | 27.1K | $9.9M | $8.4M | 4.01% | +376 | 2026-03-31 |
| 9 | NDSN | NORDSON CORP | 29.2K | $7.8M | $8.7M | 4.16% | -9,880 | 2026-03-31 |
| 10 | MTD | METTLER TOLEDO INTERNATIONAL | 6.0K | $7.6M | $8.5M | 4.08% | +36 | 2026-03-31 |
| 11 | SITE | SITEONE LANDSCAPE SUPPLY INC | 55.1K | $7.3M | $5.2M | 2.49% | +370 | 2026-03-31 |
| 12 | MCO | MOODYS CORP | 16.7K | $7.3M | $8.0M | 3.83% | +298 | 2026-03-31 |
| 13 | BR | BROADRIDGE FINL SOLUTIONS IN | 38.4K | $6.2M | $5.9M | 2.83% | +794 | 2026-03-31 |
| 14 | CPRT | COPART INC | 186.5K | $6.2M | $5.4M | 2.60% | +4.8K | 2026-03-31 |
| 15 | CAT | CATERPILLAR INC | 5.8K | $4.1M | $4.7M | 2.27% | -- | 2026-03-31 |
| 16 | GE | GE AEROSPACE | 13.1K | $3.7M | $4.7M | 2.25% | -- | 2026-03-31 |
| 17 | IT | GARTNER INC | 23.4K | $3.7M | $3.5M | 1.69% | +177 | 2026-03-31 |
| 18 | DSGX | DESCARTES SYS GROUP INC | 45.9K | $3.3M | $3.5M | 1.65% | +2.4K | 2026-03-31 |
| 19 | SWK | STANLEY BLACK & DECKER INC | 11.5K | $815K | $1.1M | 0.52% | +7 | 2026-03-31 |
| 20 | PFF | ISHARES TR | 24.7K | $748K | $752K | 0.36% | -81,869 | 2026-03-31 |
| 21 | CVX | CHEVRON CORPORATION | 3.3K | $683K | $650K | 0.31% | +31 | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 3.8K | $644K | $590K | 0.28% | +26 | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 3.8K | $644K | $590K | 0.28% | +26 | 2026-03-31 |
| 24 | AAPL | APPLE INC | 1.8K | $453K | $551K | 0.26% | -- | 2026-03-31 |
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