Crown Oak Advisors, LLC: 13F holdings
CIK 20092732026Q2
| Positions | 23 |
|---|
| Reported value | $214.7m |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 23 (+0 vs prior quarter) |
|---|
| Reported value | $214.7m (+7.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHW SCHWAB CHARLES CORP | 471,770 | $43.5m | 20.3% |
| HEI.A HEICO CORP NEW | 87,628 | $22.6m | 10.5% |
| V VISA INC | 65,145 | $22.4m | 10.4% |
| DE DEERE & CO | 28,048 | $17.8m | 8.3% |
| WSO WATSCO INC | 29,315 | $12.2m | 5.7% |
| CHD CHURCH & DWIGHT CO INC | 117,848 | $11.4m | 5.3% |
| KEYS KEYSIGHT TECHNOLOGIES INC | 28,959 | $10.1m | 4.7% |
| ROL ROLLINS INC | 224,015 | $9.4m | 4.4% |
| NDSN NORDSON CORP | 29,442 | $8.9m | 4.1% |
| MTD METTLER TOLEDO INTERNATIONAL | 5,806 | $7.4m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2009273")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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