account_balance
Investment manager · 13F filer · SEC CIK 2009273
Crown Oak Advisors, LLC
Reported value$212Mas of Sep 30, 2026
Positions23 0 new, 0 sold out
Top 10 weight77.4%SCHW alone is 22%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHWCharles Schwab Corp
21.8%
VVisa Inc.
10.9%
HEI-AHEICO Corp
9.5%
DEDeere & Co
8.9%
CHDChurch & Dwight Co Inc
5.2%
KEYSKeysight Technologies, Inc.
4.9%Trimmed −2%
NDSNNordson Corp
4.5%Trimmed −2%
WSOWatsco Inc
4.3%Added +3%
MTDMettler Toledo International Inc
4.0%−3%
MCOMoody's Corp
3.4%
ROLRollins Inc
3.2%
BRBroadridge Financial Solutions, Inc.
2.9%
SCHWCharles Schwab Corp
21.8%
VVisa Inc.
10.9%
HEI-AHEICO Corp
9.5%
DEDeere & Co
8.9%
CHDChurch & Dwight Co Inc
5.2%
KEYSKeysight Technologies, Inc.
4.9%
NDSNNordson Corp
4.5%
WSOWatsco Inc
4.3%
MTD4.0%MCOROL3.2%BR2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHW Charles Schwab Corp 21.8% HeldV Visa Inc. 10.9% HeldHEI-A HEICO Corp 9.5% HeldDE Deere & Co 8.9% HeldCHD Church & Dwight Co Inc 5.2% HeldKEYS Keysight Technologies, Inc. 4.9% Trimmed −2%NDSN Nordson Corp 4.5% Trimmed −2%WSO Watsco Inc 4.3% Added +3%MTD Mettler Toledo International Inc 4.0% Trimmed −3%MCO Moody's Corp 3.4% HeldROL Rollins Inc 3.2% HeldBR Broadridge Financial Solutions, Inc. 2.9% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.