CO

Crown Oak Advisors, LLC

13F
Crown Oak Advisors, LLC
Last update 2025-07-17 23 Stocks (1 new)
Value $211.00 Mil Turnover 3 %
Countries:
Top Holdings: SCHW(19.83%)V(10.86%)HEI.A(8.02%)DE(5.83%)ROL(5.80%)
Summary Stock Picks Current Portfolio
Crown Oak Advisors, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHW
Charles Schwab Corp
459,576
41,931.7
+0.47%
19.830
+0.09%
0.030
+24.96%
+29.73%
173,320.8
Capital Markets
V
Visa Inc
64,673
22,962.2
-0.23%
10.860
-0.03%
0.000
+6.35%
+11.71%
687,358.6
Credit Services
HEI.A
Heico Corp
65,511
16,950.9
0%
8.020
0%
0.050
+28.51%
+33.93%
38,343.8
Aerospace & Defense
DE
Deere & Co
24,225
12,318.2
+0.05%
5.830
0%
0.010
+11.58%
+20.15%
136,954.5
Farm & Heavy Construction Machinery
ROL
Rollins Inc
217,344
12,262.5
+0.72%
5.800
+0.04%
0.040
+0.02%
+20.50%
26,902.7
Personal Services
CHD
Church & Dwight Co Inc
115,839
11,133.3
+0.18%
5.260
+0.01%
0.050
-5.23%
-5.75%
24,162.3
Consumer Packaged Goods
WSO
Watsco Inc
23,921
10,564.0
-1.85%
5.000
-0.12%
0.060
-3.94%
+3.16%
19,216.5
Industrial Distribution
KEYS
Keysight Technologies Inc
59,012
9,669.7
+0.59%
4.570
+0.03%
0.030
+22.32%
+2.89%
28,444.4
Hardware
BR
Broadridge Financial Solutions Inc
38,092
9,257.4
+0.64%
4.380
+0.03%
0.030
+4.25%
+8.79%
28,672.8
Software
IT
Gartner Inc
22,498
9,094.1
+0.59%
4.300
+0.03%
0.030
-10.94%
-26.41%
27,440.3
Software

Crown Oak Advisors, LLC's Historical Top Holdings Breakdowns

Crown Oak Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DSGX
The Descartes Systems Group Inc
2025-06-30
New Buy
New Buy
+2.06%
●
94.15 ($105.41) 116.93
$104.58
-0.78%
New holding
42,857
42,857
WSO
Watsco Inc
2025-06-30
Reduce
Reduce
-0.12%
●
421.84 ($464.6) 520.66
$480.29
3.38%
Reduce -1.85%
23,921
-450
CPRT
Copart Inc
2025-06-30
Add
Add
+0.11%
●
47.72 ($55.97) 63.84
$46.39
-17.12%
Add 2.64%
179,527
4,610
SCHW
Charles Schwab Corp
2025-06-30
Add
Add
+0.09%
●
69.06 ($83.65) 91.24
$95.39
14.03%
Add 0.47%
459,576
2,134
MTD
Mettler-Toledo International Inc
2025-06-30
Add
Add
+0.05%
●
970.15 ($1118.51) 1216.57
$1,218.96
8.98%
Add 1.57%
6,035
93
MCO
Moodys Corp
2025-06-30
Add
Add
+0.05%
●
396.7 ($463.23) 501.59
$499.12
7.75%
Add 1.24%
16,673
205
GE
GE Aerospace
2025-06-30
Reduce
Reduce
-0.04%
●
166.81 ($219.12) 257.39
$259.00
18.20%
Reduce -3%
13,073
-404
NDSN
Nordson Corp
2025-06-30
Add
Add
+0.04%
●
167.51 ($199.02) 223.5
$218.30
9.69%
Add 1.13%
38,925
435
ROL
Rollins Inc
2025-06-30
Add
Add
+0.04%
●
50.65 ($56.07) 58.58
$55.51
-1.00%
Add 0.72%
217,344
1,547
BR
Broadridge Financial Solutions Inc
2025-06-30
Add
Add
+0.03%
●
217.22 ($237.73) 246.25
$244.10
2.68%
Add 0.64%
38,092
244

Crown Oak Advisors, LLC Total Holding History ($B)

To

Crown Oak Advisors, LLC's Asset Allocation

To

Crown Oak Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Crown Oak Advisors, LLC's Hypothetical Growth since 2025-06-30

Crown Oak Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Crown Oak Advisors, LLC's Holdings Heat Map

Size field:

Crown Oak Advisors, LLC's Holdings Bubble Chart

Crown Oak Advisors, LLC News

  • 1

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