Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Crown Oak Advisors, LLC (CIK 2009273) reported $199.4M across 23 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHW ($43.2M, 21.67%), V ($19.6M, 9.83%), KEYS ($16.5M, 8.26%), HEI.A ($13.8M, 6.94%), DE ($13.7M, 6.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHW | SCHWAB CHARLES CORP | $43.2M | 21.67% | 459,669 | Added |
| 2 | V | VISA INC | $19.6M | 9.83% | 64,840 | Added |
| 3 | KEYS | KEYSIGHT TECHNOLOGIES INC | $16.5M | 8.26% | 58,303 | Added |
| 4 | HEI.A | HEICO CORP NEW | $13.8M | 6.94% | 65,514 | Added |
| 5 | DE | DEERE & CO | $13.7M | 6.86% | 24,262 | Added |
| 6 | ROL | ROLLINS INC | $11.6M | 5.82% | 217,073 | Added |
| 7 | CHD | CHURCH & DWIGHT CO INC | $10.5M | 5.29% | 113,036 | Trimmed |
| 8 | WSO | WATSCO INC | $9.9M | 4.94% | 27,097 | Added |
| 9 | NDSN | NORDSON CORP | $7.8M | 3.90% | 29,188 | Trimmed |
| 10 | MTD | METTLER TOLEDO INTERNATIONAL | $7.6M | 3.81% | 6,020 | Added |
| 11 | SITE | SITEONE LANDSCAPE SUPPLY INC | $7.3M | 3.68% | 55,128 | Added |
| 12 | MCO | MOODYS CORP | $7.3M | 3.66% | 16,747 | Added |
| 13 | BR | BROADRIDGE FINL SOLUTIONS IN | $6.2M | 3.13% | 38,414 | Added |
| 14 | CPRT | COPART INC | $6.2M | 3.11% | 186,514 | Added |
| 15 | CAT | CATERPILLAR INC | $4.1M | 2.07% | 5,821 | Hold |
| 16 | IT | GARTNER INC | $3.7M | 1.86% | 23,361 | Added |
| 17 | GE | GE AEROSPACE | $3.7M | 1.86% | 13,073 | Hold |
| 18 | DSGX | DESCARTES SYS GROUP INC | $3.3M | 1.65% | 45,912 | Added |
| 19 | SWK | STANLEY BLACK & DECKER INC | $815,846 | 0.41% | 11,481 | Added |
| 20 | PFF | ISHARES TR | $748,108 | 0.38% | 24,674 | Trimmed |
| 21 | CVX | CHEVRON CORPORATION | $683,920 | 0.34% | 3,306 | Added |
| 22 | XOM | EXXON MOBIL CORP | $644,903 | 0.32% | 3,801 | Added |
| 23 | AAPL | APPLE INC | $453,015 | 0.23% | 1,785 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31