Crown Oak Advisors, LLC Top Holdings and 13F Report (2026) About Crown Oak Advisors, LLCInvestment ActivityCrown Oak Advisors, LLC has $214.72 million in total holdings as of June 30, 2026.Crown Oak Advisors, LLC owns shares of 23 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 8.29% of the portfolio was purchased this quarter.About 6.09% of the portfolio was sold this quarter.This quarter, Crown Oak Advisors, LLC has purchased 23 new stocks and bought additional shares in 12 stocks.Crown Oak Advisors, LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Charles Schwab $43,530,194Heico $22,600,207Visa $22,350,546Deere & Company $17,791,697Watsco $12,216,265 Largest New Holdings this Quarter 45168D104 - IDEXX Laboratories $4,154,664 Holding Largest Purchases this Quarter Heico 22,114 shares (about $5.70M)IDEXX Laboratories 7,892 shares (about $4.15M)Deere & Company 3,786 shares (about $2.40M)iShares Preferred and Income Securities ETF 67,004 shares (about $2.04M)Charles Schwab 12,101 shares (about $1.12M) Largest Sales this Quarter Keysight Technologies 29,344 shares (about $10.27M)Caterpillar 787 shares (about $838.07K)SiteOne Landscape Supply 3,765 shares (about $430.75K)Moody's 661 shares (about $299.39K)Mettler-Toledo International 214 shares (about $273.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrown Oak Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHWCharles Schwab$43,530,194$1,116,559 â–²2.6%471,77020.3%FinanceHEI.AHeico$22,600,207$5,703,439 â–²33.8%87,62810.5%AerospaceVVisa$22,350,546$104,642 â–²0.5%65,14510.4%Business ServicesDEDeere & Company$17,791,697$2,401,575 â–²15.6%28,0488.3%IndustrialsWSOWatsco$12,216,265$924,294 â–²8.2%29,3155.7%ConstructionCHDChurch & Dwight$11,417,082$466,185 â–²4.3%117,8485.3%Consumer StaplesKEYSKeysight Technologies$10,137,677$10,272,454 â–¼-50.3%28,9594.7%Computer and TechnologyROLRollins$9,350,379$289,759 â–²3.2%224,0154.4%ConstructionNDSNNordson$8,882,342$76,629 â–²0.9%29,4424.1%IndustrialsMTDMettler-Toledo International$7,417,223$273,387 â–¼-3.6%5,8063.5%MedicalMCOMoody's$7,285,832$299,387 â–¼-3.9%16,0863.4%FinanceSITESiteOne Landscape Supply$5,876,441$430,754 â–¼-6.8%51,3632.7%IndustrialsCATCaterpillar$5,360,642$838,066 â–¼-13.5%5,0342.5%IndustrialsBRBroadridge Financial Solutions$5,242,881$17,941 â–¼-0.3%38,2832.4%Computer and TechnologyCPRTCopart$5,203,508$54,322 â–¼-1.0%184,5872.4%Business ServicesGEGE Aerospace$4,885,5850.0%13,0732.3%AerospaceIDXXIDEXX Laboratories$4,154,664$4,154,664 â–²New Holding7,8921.9%MedicalDSGXThe Descartes Systems Group$3,094,890$84,057 â–¼-2.6%44,6981.4%Computer and TechnologyITGartner$3,037,385$9,333 â–²0.3%23,4331.4%Business ServicesPFFiShares Preferred and Income Securities ETF$2,795,250$2,042,943 â–²271.6%91,6781.3%ETFCVXChevron$1,050,339$502,379 â–²91.7%6,3370.5%EnergyXOMExxonMobil$523,238$3,555 â–²0.7%3,8270.2%EnergyAAPLApple$516,5080.0%1,7850.2%Computer and TechnologySWKStanley Black & Decker$0$815,846 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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