Crown Oak Advisors, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002009273 · PIEDMONT, CA

As of Sep 30, 2025, Crown Oak Advisors, LLC reported 23 positions worth $211.5M in its SEC Form 13F filing.

Top 23 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
SCHWAB CHARLES CORP	SCHW	Equity	459,576	$41.9M	19.83%
VISA INC-CLASS A SHARES	V	Financial Services	64,673	$23.0M	10.86%
HEICO CORP	HEI.A	Industrials	65,511	7.0M	8.02%
DEERE & CO	DE	Industrials	24,225	2.3M	5.83%
ROLLINS INC	ROL	Equity	217,344	2.3M	5.80%
CHURCH & DWIGHT CO INC	CHD	Consumer Defensive	115,839	1.1M	5.26%
WATSCO INC	WSO	Industrials	23,921	0.6M	5.00%
KEYSIGHT TECHNOLOGIES INC	KEYS	Technology	59,012	$9.7M	4.57%
BROADRIDGE FINANCIAL SOLUTIONS INC	BR	Technology	38,092	$9.3M	4.38%
GARTNER INC	IT	Technology	22,498	$9.1M	4.30%
COPART INC	CPRT	Industrials	179,527	$8.8M	4.17%
MOODYS CORP	MCO	Financial Services	16,673	$8.4M	3.95%
NORDSON CORP	NDSN	Industrials	38,925	$8.3M	3.95%
METTLER-TOLEDO INTERNATIONAL	MTD	Healthcare	6,035	$7.1M	3.35%
SITEONE LANDSCAPE SUPPLY INC	SITE	Industrials	55,670	$6.7M	3.18%
DESCARTES SYSTEMS GROUP INC	DSGX	Technology	42,857	$4.4M	2.06%
ISHARES PREFERRED & INCOME S	PFF	—	130,000	$4.0M	1.89%
GE AEROSPACE	GE	Industrials	13,073	$3.4M	1.59%
CATERPILLAR INC	CAT	Industrials	5,821	$2.3M	1.07%
STANLEY BLACK & DECKER INC	SWK	Industrials	11,674	$790.9K	0.37%
CHEVRON CORP	CHV	Energy	3,203	$458.6K	0.22%
EXXON MOBIL CORP	XOM	Energy	3,710	$400.0K	0.19%
APPLE INC	AAPL	Technology	1,785	$366.2K	0.17%