§ 13F · FUND PROFILE
Crown Oak Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $211.5T (13F)Positions · 23Turnover · — · Q4Filed · Jan 20, 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 · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHW | SCHWAB CHARLES CORP | 460K | $45.9T | 21.8% | ±0% |
| 2 | V | VISA INC | 64K | $22.6T | 10.7% | −1% |
| 3 | HEI/A | HEICO CORP NEW | 66K | $16.5T | 7.8% | ±0% |
| 4 | ROL | ROLLINS INC | 216K | $13.0T | 6.1% | −1% |
| 5 | KEYS | KEYSIGHT TECHNOLOGIES INC | 58K | $11.8T | 5.6% | −1% |
| 6 | DE | DEERE & CO | 24K | $11.3T | 5.4% | ±0% |
| 7 | CHD | CHURCH & DWIGHT CO INC | 115K | $9.6T | 4.6% | −1% |
| 8 | NDSN | NORDSON CORP | 39K | $9.4T | 4.5% | ±0% |
| 9 | WSO | WATSCO INC | 27K | $9.0T | 4.3% | +12% |
| 10 | MCO | MOODYS CORP | 16K | $8.4T | 4.0% | −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 $211468.0 trillion in assets. The fund runs a focused portfolio of just 23 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed