Crown Oak Advisors, LLC
CIK 0002009273 · PIEDMONT, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$214.7M
2026 Q2
Positions
23
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
77.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SCHW
SCHWAB CHARLES CORP
20.3%
HEI-A
HEICO CORP NEW
10.5%
V
VISA INC
10.4%
DE
DEERE & CO
8.3%
WSO
WATSCO INC
5.7%
CHD
CHURCH & DWIGHT CO INC
5.3%
KEYS
KEYSIGHT TECHNOLOGIES INC
4.7%
ROL
ROLLINS INC
4.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.