The Analysis of Crown Oak Advisors, LLC's Holdings
Currently, Crown Oak Advisors, LLC holds 23 types of securities in its portfolio with a total value $210.8M. In the most recent quarter, they have increased their positions in WSO (+2.8K shares, valued at $943.4K), IT (+686 shares, valued at $173.1K), CPRT (+2.2K shares, valued at $85.8K); decreased their positions in PFF (-23.5K shares, valued at $726.2K), KEYS (-787 shares, valued at $159.9K), V (-370 shares, valued at $129.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHW SCHWAB CHARLES CORP459.6K shares0.01%2025-12-312026-01-20
V VISA INC64.3K shares-0.57%2025-12-312026-01-20 HEI.A HEICO CORP NEW65.5K shares0.00%2025-12-312026-01-20 ROL ROLLINS INC216.0K shares-0.61%2025-12-312026-01-20 KEYS KEYSIGHT TECHNOLOGIES INC58.2K shares-1.33%2025-12-312026-01-20 DE DEERE & CO24.3K shares0.11%2025-12-312026-01-20 CHD CHURCH & DWIGHT CO INC114.9K shares-0.83%2025-12-312026-01-20 NDSN NORDSON CORP39.1K shares0.37%2025-12-312026-01-20 WSO WATSCO INC26.7K shares11.71%2025-12-312026-01-20 MCO MOODYS CORP16.4K shares-1.34%2025-12-312026-01-20 BR BROADRIDGE FINL SOLUTIONS IN37.6K shares-1.24%2025-12-312026-01-20 MTD METTLER TOLEDO INTERNATIONAL6.0K shares-0.85%2025-12-312026-01-20 CPRT COPART INC181.7K shares1.22%2025-12-312026-01-20 SITE SITEONE LANDSCAPE SUPPLY INC54.8K shares-1.64%2025-12-312026-01-20 IT GARTNER INC23.2K shares3.05%2025-12-312026-01-20 GE AEROSPACE GE AEROSPACE13.1K shares0.00%2025-12-312026-01-20 DSGX DESCARTES SYS GROUP INC43.6K shares1.64%2025-12-312026-01-20 CAT CATERPILLAR INC5.8K shares0.00%2025-12-312026-01-20 PFF ISHARES TR106.5K shares-18.04%2025-12-312026-01-20 CVX CHEVRON CORP NEW3.3K shares2.25%2025-12-312026-01-20 AAPL APPLE INC1.8K shares0.00%2025-12-312026-01-20 XOM EXXON MOBIL CORP3.8K shares1.75%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available