Crown Oak Advisors, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Crown Oak Advisors, LLC held in its portfolio 23 assets valued at $210,821,362 (i.e. $210.82M).

The most valuable assets in the portfolio included: SCHWAB CHARLES CORP ($45.92M), VISA INC ($22.55M), and HEICO CORP NEW ($16.54M).

The chart below shows the top 10 valuable assets, and the table below shows the top 23 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Crown Oak Advisors, LLC Portfolio

SCHWAB CHARLES CORP

VISA INC

HEICO CORP NEW

ROLLINS INC

KEYSIGHT TECHNOLOGIES INC

DEERE & CO

CHURCH & DWIGHT CO INC

NORDSON CORP

WATSCO INC

MOODYS CORP

Crown Oak Advisors, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SCHWAB CHARLES CORP	459634	45922077	COM
VISA INC	64303	22551587	COM CL A
HEICO CORP NEW	65512	16537315	CL A
ROLLINS INC	216014	12965175	COM
KEYSIGHT TECHNOLOGIES INC	58225	11830738	COM
DEERE & CO	24251	11290520	COM
CHURCH & DWIGHT CO INC	114882	9632821	COM
NORDSON CORP	39068	9393022	COM
WATSCO INC	26721	9003518	COM
MOODYS CORP	16449	8402946	COM
BROADRIDGE FINL SOLUTIONS IN	37620	8395695	COM
METTLER TOLEDO INTERNATIONAL	5984	8342833	COM
COPART INC	181718	7114260	COM
SITEONE LANDSCAPE SUPPLY INC	54758	6820656	COM
GARTNER INC	23184	5848860	COM
GE AEROSPACE	13073	4026722	COM NEW
DESCARTES SYS GROUP INC	43559	3818382	COM
CATERPILLAR INC	5821	3334676	COM
ISHARES TR	106543	3298582	PFD AND INCM SEC
STANLEY BLACK & DECKER INC	11474	852313	COM
CHEVRON CORP NEW	3275	499087	COM
APPLE INC	1785	485270	COM
EXXON MOBIL CORP	3775	454307	COM