§ 13F · FUND PROFILE
Crown Oak Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $211M (13F)Positions · 23Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHW | SCHWAB CHARLES CORP | 460K | $43M | 21.7% | ±0% |
| 2 | V | VISA INC | 65K | $20M | 9.8% | +1% |
| 3 | KEYS | KEYSIGHT TECHNOLOGIES INC | 58K | $16M | 8.3% | ±0% |
| 4 | HEI/A | HEICO CORP NEW | 66K | $14M | 6.9% | ±0% |
| 5 | DE | DEERE & CO | 24K | $14M | 6.9% | ±0% |
| 6 | ROL | ROLLINS INC | 217K | $12M | 5.8% | ±0% |
| 7 | CHD | CHURCH & DWIGHT CO INC | 113K | $11M | 5.3% | −2% |
| 8 | WSO | WATSCO INC | 27K | $10M | 4.9% | +1% |
| 9 | NDSN | NORDSON CORP | 29K | $8M | 3.9% | −25% |
| 10 | MTD | METTLER TOLEDO INTERNATIONAL | 6K | $8M | 3.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CROWN SIGNAL
AC read
Crown Oak Advisors, LLC is a Other fund managing $211 million in assets. The fund runs a focused portfolio of just 23 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed