13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002009273
Total reported value
$214.7M
$214.7M
23 檔
51.1%
According to the latest 13F quarterly dataset, Crown Oak Advisors, LLC managed an equity portfolio of $214.7M at the end of Q4 2025, spanning 23 distinct U.S. exchange-listed positions.
During Q4 2025, Crown Oak Advisors, LLC performed routine portfolio adjustments (0 new buys, 10 additions, 10 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | Stock-Financials | 21.78% | -1.40% | +0.01% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 10.70% | +0.58% | -0.57% | |
| 3 | HEI-A | Heico Corp-class A | Stock-Other | 7.84% | +3.59% | +0.00% | |
| 4 | ROL | Rollins Inc | Stock-Consumer Disc | 6.15% | -1.47% | -0.61% | |
| 5 | KEYS | Keysight Technologies In | Stock-Tech | 5.61% | -3.54% | -1.33% | |
| 6 | DE | Deere & Co | Stock-Industrials | 5.36% | +1.43% | +0.11% | |
| 7 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 4.57% | +0.03% | -0.83% | |
| 8 | NDSN | Nordson CORP | Stock-Industrials | 4.46% | +0.24% | +0.37% | |
| 9 | WSO | Watsco Inc | Stock-Industrials | 4.27% | +0.75% | +11.71% | |
| 10 | MCO | Moody's CORP | Stock-Financials | 3.99% | -0.27% | -1.34% | |
| 11 | BR | Broadridge Financial Solutio | Stock-Tech | 3.98% | -0.69% | -1.24% | |
| 12 | MTD | Mettler-toledo International | Stock-Healthcare | 3.96% | -0.36% | -0.85% | |
| 13 | CPRT | Copart Inc | Stock-Industrials | 3.37% | -0.69% | +1.22% | |
| 14 | SITE | Siteone Landscape Supply Inc | Stock-Industrials | 3.24% | -0.94% | -1.64% | |
| 15 | IT | Gartner Inc | Stock-Tech | 2.77% | -0.45% | +3.05% | |
| 16 | GE | General Electric | Stock-Industrials | 1.91% | +0.42% | — | |
| 17 | DSGX | Descartes Systems Grp/the | Stock-Tech | 1.81% | -0.21% | +1.64% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.58% | +0.43% | — | |
| 19 | PFF | Ishares Preferred & Income S | ETF-Other | 1.56% | +0.92% | -18.04% | |
| 20 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.40% | -0.41% | EXIT | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.24% | +0.15% | +2.25% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.23% | +0.01% | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.08% | +1.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | +2% | +0.01% | Add |
| 2 | KEYS | Keysight Technologies In | +1% | -1.33% | Trim |
| 3 | MTD | Mettler-toledo International | +0.6% | -0.85% | Trim |
| 4 | CAT | Caterpillar Inc | +0.5% | — | Unchanged |
| 5 | NDSN | Nordson CORP | +0.5% | +0.37% | Add |
| 6 | ROL | Rollins Inc | +0.4% | -0.61% | Trim |
| 7 | GE | General Electric | +0.3% | — | Unchanged |
| 8 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 9 | SITE | Siteone Landscape Supply Inc | +0.1% | -1.64% | Trim |
| 10 | MCO | Moody's CORP | 0% | -1.34% | Trim |
| 11 | SWK | Stanley Black & Decker Inc | 0% | -1.71% | Trim |
| 12 | XOM | Exxon Mobil CORP | 0% | +1.75% | Add |
| 13 | CVX | Chevron CORP | 0% | +2.25% | Add |
| 14 | V | Visa Inc-class A Shares | -0.2% | -0.57% | Trim |
| 15 | HEI-A | Heico Corp-class A | -0.2% | +0.00% | Add |
| 16 | DSGX | Descartes Systems Grp/the | -0.3% | +1.64% | Add |
| 17 | PFF | Ishares Preferred & Income S | -0.3% | -18.04% | Trim |
| 18 | BR | Broadridge Financial Solutio | -0.4% | -1.24% | Trim |
| 19 | DE | Deere & Co | -0.5% | +0.11% | Add |
| 20 | CHD | Church & Dwight Co Inc | -0.7% | -0.83% | Trim |
| 21 | WSO | Watsco Inc | -0.7% | +11.71% | Add |
| 22 | CPRT | Copart Inc | -0.8% | +1.22% | Add |
| 23 | IT | Gartner Inc | -1.5% | +3.05% | Add |
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 Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHW, V, HEI-A) accounted for 51.1% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
V
前期市值: $23.0M
During Q4 2025, Crown Oak Advisors, LLC's top holdings by market value included SCHW (21.8%)、V (10.7%)、HEI-A (7.8%). The largest single position, SCHW, represented 21.8% of total portfolio value.
In Q4 2025, Crown Oak Advisors, LLC made 20 total portfolio adjustments, initiating 0 new buys, adding to 10 positions, trimming 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.