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CIK: 0002009273
Total reported value
$214.7M
$214.7M
23 檔
49.7%
As reported in its official Q1 2026 Form 13F filing, Crown Oak Advisors, LLC's tracked investment portfolio stood at $214.7M with 23 total positions.
In Q1 2026, Crown Oak Advisors, LLC displayed an active expansion posture, initiating 0 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | Stock-Financials | 21.67% | -1.40% | +0.01% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 9.83% | +0.58% | +0.84% | |
| 3 | KEYS | Keysight Technologies In | Stock-Tech | 8.26% | -3.54% | +0.13% | |
| 4 | HEI-A | Heico Corp-class A | Stock-Other | 6.94% | +3.59% | +0.00% | |
| 5 | DE | Deere & Co | Stock-Industrials | 6.86% | +1.43% | +0.05% | |
| 6 | ROL | Rollins Inc | Stock-Consumer Disc | 5.82% | -1.47% | +0.49% | |
| 7 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 5.29% | +0.03% | -1.61% | |
| 8 | WSO | Watsco Inc | Stock-Industrials | 4.94% | +0.75% | +1.41% | |
| 9 | NDSN | Nordson CORP | Stock-Industrials | 3.90% | +0.24% | -25.29% | |
| 10 | MTD | Mettler-toledo International | Stock-Healthcare | 3.81% | -0.36% | +0.60% | |
| 11 | SITE | Siteone Landscape Supply Inc | Stock-Industrials | 3.68% | -0.94% | +0.68% | |
| 12 | MCO | Moody's CORP | Stock-Financials | 3.66% | -0.27% | +1.81% | |
| 13 | BR | Broadridge Financial Solutio | Stock-Tech | 3.13% | -0.69% | +2.11% | |
| 14 | CPRT | Copart Inc | Stock-Industrials | 3.11% | -0.69% | +2.64% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 2.07% | +0.43% | — | |
| 16 | GE | General Electric | Stock-Industrials | 1.86% | +0.42% | — | |
| 17 | IT | Gartner Inc | Stock-Tech | 1.86% | -0.45% | +0.76% | |
| 18 | DSGX | Descartes Systems Grp/the | Stock-Tech | 1.65% | -0.21% | +5.40% | |
| 19 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.41% | -0.41% | EXIT | |
| 20 | PFF | Ishares Preferred & Income S | ETF-Other | 0.38% | +0.92% | -76.84% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.34% | +0.15% | +0.95% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.08% | +0.69% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.23% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KEYS | Keysight Technologies In | +2.7% | +0.13% | Add |
| 2 | DE | Deere & Co | +1.5% | +0.05% | Add |
| 3 | CHD | Church & Dwight Co Inc | +0.7% | -1.61% | Trim |
| 4 | WSO | Watsco Inc | +0.7% | +1.41% | Add |
| 5 | CAT | Caterpillar Inc | +0.5% | — | Unchanged |
| 6 | SITE | Siteone Landscape Supply Inc | +0.4% | +0.68% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.1% | +0.69% | Add |
| 8 | CVX | Chevron CORP | +0.1% | +0.95% | Add |
| 9 | SWK | Stanley Black & Decker Inc | 0% | +0.06% | Add |
| 10 | AAPL | Apple Inc | — | — | Unchanged |
| 11 | GE | General Electric | -0.1% | — | Unchanged |
| 12 | SCHW | Schwab (charles) CORP | -0.1% | +0.01% | Add |
| 13 | MTD | Mettler-toledo International | -0.2% | +0.60% | Add |
| 14 | DSGX | Descartes Systems Grp/the | -0.2% | +5.40% | Add |
| 15 | CPRT | Copart Inc | -0.3% | +2.64% | Add |
| 16 | ROL | Rollins Inc | -0.3% | +0.49% | Add |
| 17 | MCO | Moody's CORP | -0.3% | +1.81% | Add |
| 18 | NDSN | Nordson CORP | -0.6% | -25.29% | Trim |
| 19 | BR | Broadridge Financial Solutio | -0.9% | +2.11% | Add |
| 20 | V | Visa Inc-class A Shares | -0.9% | +0.84% | Add |
| 21 | HEI-A | Heico Corp-class A | -0.9% | +0.00% | Add |
| 22 | IT | Gartner Inc | -0.9% | +0.76% | Add |
| 23 | PFF | Ishares Preferred & Income S | -1.2% | -76.84% | Trim |
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 Q1 2026.
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, KEYS) accounted for 49.7% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
CHD
前期市值: $9.6M
During Q1 2026, Crown Oak Advisors, LLC's top holdings by market value included SCHW (21.7%)、V (9.8%)、KEYS (8.3%). The largest single position, SCHW, represented 21.7% of total portfolio value.
In Q1 2026, Crown Oak Advisors, LLC made 20 total portfolio adjustments, initiating 0 new buys, adding to 17 positions, trimming 3 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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