Crown Oak Advisors, LLC
CIK 2009273 · Holdings on Dec 31, 2025 · First reported Jan 20, 2026
Top ten holdings
Q4 2025- SCHW21.78%
- V10.70%
- HEI.A7.84%
- ROL6.15%
- KEYS5.61%
- DE5.36%
- CHD4.57%
- NDSN4.46%
- WSO4.27%
- MCO3.99%
Share classes counted separately74.73%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHWWeight increased · +1.95 pp19.83% → 21.78%Shares +58 (+0.01%)
- ITWeight decreased · -1.53 pp4.30% → 2.77%Shares +686 (+3.05%)
- KEYSWeight increased · +1.04 pp4.57% → 5.61%Shares -787 (-1.33%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 23
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 | $45.92M | 21.78% | 459.63K shares | 19.83% → 21.78%+1.95 pp +58 (+0.01%) | Added | ↗▾ |
| 02 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $22.55M | 10.70% | 64.30K shares | 10.86% → 10.70%-0.16 pp -370 (-0.57%) | Reduced | ↗▾ |
| 03 | HEI.AHEICO CORP-CLASS ACL A View history and evidence | $16.54M | 7.84% | 65.51K shares | 8.02% → 7.84%-0.18 pp +1 (+0.00%) | Added | ↗▾ |
| 04 | ROLROLLINS INC View history and evidence | $12.97M | 6.15% | 216.01K shares | 5.80% → 6.15%+0.35 pp -1.33K (-0.61%) | Reduced | ↗▾ |
| 05 | KEYSKEYSIGHT TECHNOLOGIES IN View history and evidence | $11.83M | 5.61% | 58.23K shares | 4.57% → 5.61%+1.04 pp -787 (-1.33%) | Reduced | ↗▾ |
| 06 | DEDEERE & CO View history and evidence | $11.29M | 5.36% | 24.25K shares | 5.83% → 5.36%-0.47 pp +26 (+0.11%) | Added | ↗▾ |
| 07 | CHDCHURCH & DWIGHT CO INC View history and evidence | $9.63M | 4.57% | 114.88K shares | 5.26% → 4.57%-0.69 pp -957 (-0.83%) | Reduced | ↗▾ |
| 08 | NDSNNORDSON CORP View history and evidence | $9.39M | 4.46% | 39.07K shares | 3.95% → 4.46%+0.51 pp +143 (+0.37%) | Added | ↗▾ |
| 09 | WSOWATSCO INC View history and evidence | $9.00M | 4.27% | 26.72K shares | 5.00% → 4.27%-0.73 pp +2.80K (+11.71%) | Added | ↗▾ |
| 10 | MCOMOODY'S CORP View history and evidence | $8.40M | 3.99% | 16.45K shares | 3.95% → 3.99%+0.04 pp -224 (-1.34%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2009273 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-20
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 210821362
}Take these holdings further.
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