Crown Oak Advisors
Latest statistics and disclosures from Crown Oak Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002009273
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Portfolio Holdings for Crown Oak Advisors
Crown Oak Advisors holds 21 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 18.3 | $31M | 455k | 68.80 |
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| Visa Com Cl A (V) | 9.7 | $17M | 64k | 261.83 |
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| Church & Dwight (CHD) | 5.9 | $10M | 107k | 94.56 |
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| Gartner (IT) | 5.6 | $9.6M | 21k | 451.11 |
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| Rollins (ROL) | 5.6 | $9.5M | 202k | 47.38 |
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| Deere & Company (DE) | 5.6 | $9.5M | 24k | 399.87 |
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| Nordson Corporation (NDSN) | 5.6 | $9.5M | 36k | 264.16 |
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| Heico Corp Cl A (HEI.A) | 5.5 | $9.3M | 66k | 142.44 |
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| Watsco, Incorporated (WSO) | 5.3 | $9.1M | 21k | 428.48 |
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| Keysight Technologies (KEYS) | 5.1 | $8.7M | 54k | 159.09 |
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| Siteone Landscape Supply (SITE) | 4.6 | $7.9M | 49k | 162.50 |
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| Copart (CPRT) | 4.5 | $7.7M | 158k | 49.00 |
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| Broadridge Financial Solutions (BR) | 4.1 | $7.0M | 34k | 205.75 |
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| Mettler-Toledo International (MTD) | 3.8 | $6.4M | 5.3k | 1212.96 |
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| Moody's Corporation (MCO) | 3.4 | $5.8M | 15k | 390.55 |
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| At&t (T) | 2.7 | $4.6M | 271k | 16.78 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 2.4 | $4.1M | 130k | 31.19 |
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| Caterpillar (CAT) | 1.0 | $1.8M | 6.0k | 295.67 |
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| General Electric Com New (GE) | 1.0 | $1.7M | 14k | 127.63 |
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| Chevron Corporation (CVX) | 0.3 | $448k | 3.0k | 149.16 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $352k | 3.5k | 99.99 |
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Past Filings by Crown Oak Advisors
SEC 13F filings are viewable for Crown Oak Advisors going back to 2023
- Crown Oak Advisors 2023 Q4 filed Jan. 29, 2024