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View AllLatest Crown Oak Advisors, LLC Stock Portfolio
Equity Portfolio Value
About Crown Oak Advisors, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Crown Oak Advisors, LLC reported an equity portfolio of $171 Millions as of 31 Dec, 2023.
The top stock holdings of Crown Oak Advisors, LLC are SCHW, V, CHD. The fund has invested 18.3% of it's portfolio in SCHWAB CHARLES CORP and 9.7% of portfolio in VISA INC.
Crown Oak Advisors, LLC opened new stock positions in SCHWAB CHARLES CORP (SCHW), VISA INC (V) and CHURCH & DWIGHT CO INC (CHD).
The top stock holdings of Crown Oak Advisors, LLC are SCHW, V, CHD. The fund has invested 18.3% of it's portfolio in SCHWAB CHARLES CORP and 9.7% of portfolio in VISA INC.
Crown Oak Advisors, LLC opened new stock positions in SCHWAB CHARLES CORP (SCHW), VISA INC (V) and CHURCH & DWIGHT CO INC (CHD).
New Buys
| Ticker | $ Bought |
|---|---|
| SCHWAB CHARLES CORP | 31,331,500 |
| VISA INC | 16,622,700 |
| CHURCH & DWIGHT CO INC | 10,142,200 |
| GARTNER INC | 9,559,920 |
| ROLLINS INC | 9,546,620 |
| DEERE & CO | 9,532,470 |
| NORDSON CORP | 9,496,210 |
| HEICO CORP NEW | 9,330,230 |
New stocks bought by Crown Oak Advisors, LLC
Additions
Reductions
Sold off
Current Stock Holdings of Crown Oak Advisors, LLC
Last Reported on: 29 Jan, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAXJ | ISHARES TR | 2.37 | 130,000 | 4,054,700 | NEW | ||
| BR | BROADRIDGE FINL SOLUTIONS IN | 4.11 | 34,179 | 7,032,300 | NEW | ||
| CAT | CATERPILLAR INC | 1.04 | 6,000 | 1,774,020 | NEW | ||
| CHD | CHURCH & DWIGHT CO INC | 5.93 | 107,257 | 10,142,200 | NEW | ||
| CPRT | COPART INC | 4.52 | 157,628 | 7,723,770 | NEW | ||
| CVX | CHEVRON CORP NEW | 0.26 | 3,000 | 447,480 | NEW | ||
| DE | DEERE & CO | 5.57 | 23,839 | 9,532,470 | NEW | ||
| GE | GENERAL ELECTRIC CO | 1.01 | 13,477 | 1,720,010 | NEW | ||
| HEI | HEICO CORP NEW | 5.46 | 65,503 | 9,330,230 | NEW | ||
| IT | GARTNER INC | 5.59 | 21,192 | 9,559,920 | NEW | ||
| KEYS | KEYSIGHT TECHNOLOGIES INC | 5.06 | 54,427 | 8,658,790 | NEW | ||
| MCO | MOODYS CORP | 3.37 | 14,747 | 5,759,440 | NEW | ||
| MTD | METTLER TOLEDO INTERNATIONAL | 3.76 | 5,300 | 6,428,690 | NEW | ||
| NDSN | NORDSON CORP | 5.55 | 35,949 | 9,496,210 | NEW | ||
| ROL | ROLLINS INC | 5.58 | 201,501 | 9,546,620 | NEW | ||
| SCHW | SCHWAB CHARLES CORP | 18.32 | 455,400 | 31,331,500 | NEW | ||
| SITE | SITEONE LANDSCAPE SUPPLY INC | 4.63 | 48,721 | 7,917,160 | NEW | ||
| T | AT&T INC | 2.66 | 271,298 | 4,552,380 | NEW | ||
| V | VISA INC | 9.72 | 63,487 | 16,622,700 | NEW | ||
| WSO | WATSCO INC | 5.30 | 21,138 | 9,057,210 | NEW | ||
| XOM | EXXON MOBIL CORP | 0.21 | 3,521 | 352,079 | NEW |