Investor
Crown Oak Advisors, LLC
CIK 0002009273 · filed 2026-04-24 · SEC filing
13F book
$199.4M
Positions
23
Largest name
21.7%
Schwab Charles Corp
Est. mark
−$7.51M
Price effect on 23 names still held. Flow −$3.96M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Charles Corp | — | 459.7K | $43.2M | 21.7% | −$2.73M | Added−$2.72M |
| Visa Inc. | V | 64.8K | $19.6M | 9.8% | −$3.12M | Added−$2.95M |
| Keysight Technologies, Inc. | KEYS | 58.3K | $16.5M | 8.3% | $4.61M | Added$4.63M |
| Heico Corp New | — | 65.5K | $13.8M | 6.9% | −$2.71M | Added−$2.71M |
| Deere & Co | DE | 24.3K | $13.7M | 6.9% | $2.37M | Added$2.38M |
| Rollins Inc | ROL | 217.1K | $11.6M | 5.8% | −$1.43M | Added−$1.37M |
| Church & Dwight Co Inc | — | 113K | $10.5M | 5.3% | $1.07M | Cut$915.7K |
| Watsco Inc | — | 27.1K | $9.86M | 4.9% | $717.5K | Added$854.3K |
| Nordson Corp | NDSN | 29.2K | $7.77M | 3.9% | $748.1K | Cut−$1.63M |
| Mettler Toledo International Inc/ | MTD | 6.02K | $7.59M | 3.8% | −$795.8K | Added−$750.4K |
| SiteOne Landscape Supply, Inc. | SITE | 55.1K | $7.34M | 3.7% | $468.2K | Added$517.4K |
| Moodys Corp | — | 16.7K | $7.31M | 3.7% | −$1.23M | Added−$1.1M |
| Broadridge Finl Solutions In | — | 38.4K | $6.24M | 3.1% | −$2.28M | Added−$2.15M |
| Copart Inc | CPRT | 186.5K | $6.19M | 3.1% | −$1.08M | Added−$922K |
| Caterpillar Inc | CAT | 5.82K | $4.12M | 2.1% | $789.3K | Held |
| Ge Aerospace | — | 13.1K | $3.71M | 1.9% | −$317.1K | Held |
| Gartner Inc | IT | 23.4K | $3.7M | 1.9% | −$2.18M | Added−$2.15M |
| Descartes Sys Group Inc | — | 45.9K | $3.29M | 1.6% | −$701.3K | Added−$532.9K |
| Stanley Black & Decker, Inc. | SWK | 11.5K | $815.8K | 0.4% | −$37K | Added−$36.5K |
| Ishares Tr | — | 24.7K | $748.1K | 0.4% | −$15.8K | Cut−$2.55M |
| Chevron Corp New | CVX | 3.31K | $683.9K | 0.3% | $178.4K | Added$184.8K |
| Exxon Mobil Corp | — | 3.8K | $644.9K | 0.3% | $186.2K | Added$190.6K |
| Apple Inc. | AAPL | 1.78K | $453K | 0.2% | −$32.3K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.