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CIK: 0002009273
Total reported value
$214.7M
$214.7M
23 檔
49.6%
According to the latest 13F quarterly dataset, Crown Oak Advisors, LLC managed an equity portfolio of $214.7M at the end of Q2 2025, spanning 23 distinct U.S. exchange-listed positions.
During Q2 2025, Crown Oak Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | Stock-Financials | 19.83% | -1.40% | +0.47% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 10.86% | +0.58% | -0.23% | |
| 3 | HEI-A | Heico Corp-class A | Stock-Other | 8.02% | +3.59% | — | |
| 4 | DE | Deere & Co | Stock-Industrials | 5.83% | +1.43% | +0.05% | |
| 5 | ROL | Rollins Inc | Stock-Consumer Disc | 5.80% | -1.47% | +0.72% | |
| 6 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 5.26% | +0.03% | +0.18% | |
| 7 | WSO | Watsco Inc | Stock-Industrials | 5.00% | +0.75% | -1.85% | |
| 8 | KEYS | Keysight Technologies In | Stock-Tech | 4.57% | -3.54% | +0.59% | |
| 9 | BR | Broadridge Financial Solutio | Stock-Tech | 4.38% | -0.69% | +0.64% | |
| 10 | IT | Gartner Inc | Stock-Tech | 4.30% | -0.45% | +0.59% | |
| 11 | CPRT | Copart Inc | Stock-Industrials | 4.17% | -0.69% | +2.64% | |
| 12 | MCO | Moody's CORP | Stock-Financials | 3.95% | -0.27% | +1.24% | |
| 13 | NDSN | Nordson CORP | Stock-Industrials | 3.95% | +0.24% | +1.13% | |
| 14 | MTD | Mettler-toledo International | Stock-Healthcare | 3.35% | -0.36% | +1.57% | |
| 15 | SITE | Siteone Landscape Supply Inc | Stock-Industrials | 3.18% | -0.94% | +0.35% | |
| 16 | DSGX | Descartes Systems Grp/the | Stock-Tech | 2.06% | -0.21% | — | |
| 17 | PFF | Ishares Preferred & Income S | ETF-Other | 1.89% | +0.92% | — | |
| 18 | GE | General Electric | Stock-Industrials | 1.59% | +0.42% | -3.00% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.07% | +0.43% | -2.98% | |
| 20 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.37% | -0.41% | EXIT | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.22% | +0.15% | +1.20% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.08% | +0.92% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.17% | +0.01% | -9.85% |
According to official SEC Form 13F filings, Crown Oak Advisors, LLC reported a total U.S. public equity portfolio value of $214.7M across 23 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHW, V, HEI-A) accounted for 49.6% of total reported equity market value during Q2 2025.
During Q2 2025, Crown Oak Advisors, LLC's top holdings by market value included SCHW (19.8%)、V (10.9%)、HEI-A (8.0%). The largest single position, SCHW, represented 19.8% of total portfolio value.
In Q2 2025, Crown Oak Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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