Crown Oak Advisors, LLC
CIK 2009273 · Holdings on Dec 31, 2023 · First reported Jan 29, 2024
Top ten holdings
Q4 2023- SCHW18.32%
- V9.72%
- CHD5.93%
- IT5.59%
- ROL5.58%
- DE5.57%
- NDSN5.55%
- HEI.A5.46%
- WSO5.30%
- KEYS5.06%
Share classes counted separately72.08%
Portfolio value by quarter
Top 10 holdings 21
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHWSCHWAB (CHARLES) CORP View history and evidence | $31.33M | 18.32% | 455.40K shares | Prior unavailable — | — | ↗▾ |
| 02 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $16.62M | 9.72% | 63.49K shares | Prior unavailable — | — | ↗▾ |
| 03 | CHDCHURCH & DWIGHT CO INC View history and evidence | $10.14M | 5.93% | 107.26K shares | Prior unavailable — | — | ↗▾ |
| 04 | ITGARTNER INC View history and evidence | $9.56M | 5.59% | 21.19K shares | Prior unavailable — | — | ↗▾ |
| 05 | ROLROLLINS INC View history and evidence | $9.55M | 5.58% | 201.50K shares | Prior unavailable — | — | ↗▾ |
| 06 | DEDEERE & CO View history and evidence | $9.53M | 5.57% | 23.84K shares | Prior unavailable — | — | ↗▾ |
| 07 | NDSNNORDSON CORP View history and evidence | $9.50M | 5.55% | 35.95K shares | Prior unavailable — | — | ↗▾ |
| 08 | HEI.AHEICO CORP-CLASS ACL A View history and evidence | $9.33M | 5.46% | 65.50K shares | Prior unavailable — | — | ↗▾ |
| 09 | WSOWATSCO INC View history and evidence | $9.06M | 5.30% | 21.14K shares | Prior unavailable — | — | ↗▾ |
| 10 | KEYSKEYSIGHT TECHNOLOGIES IN View history and evidence | $8.66M | 5.06% | 54.43K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2009273 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 171039907
}Take these holdings further.
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