Holdings
Crown Oak Advisors, LLC
As of Sep 30, 2026, Crown Oak Advisors, LLC reported 22 positions worth US$211M. Largest: Charles Schwab Corporation (the), Visa Inc. and Heico Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Charles Schwab Corporation (the) | 472K | US$46.1M | +30 | Sep 30, 2026 |
| Visa Inc. | 64,286 | US$23.1M | −859 | Sep 30, 2026 |
| Heico Corporation | 88,053 | US$20.1M | +425 | Sep 30, 2026 |
| Deere & Company | 28,058 | US$18.8M | +10 | Sep 30, 2026 |
| Church & Dwight Company, Inc. | 117K | US$11M | −1,344 | Sep 30, 2026 |
| Keysight Technologies Inc. | 28,356 | US$10.3M | −603 | Sep 30, 2026 |
| Nordson Corporation | 28,776 | US$9.43M | −666 | Sep 30, 2026 |
| Watsco, Inc. | 30,223 | US$9.15M | +908 | Sep 30, 2026 |
| Mettler-toledo International, Inc. | 5,645 | US$8.53M | −161 | Sep 30, 2026 |
| Moody's Corporation | 15,796 | US$7.17M | −290 | Sep 30, 2026 |