Crown Oak Advisors, LLC

CIK

2009273

Location

PIEDMONT, CA

Portfolio Value

Small $184,778,512

Diversification

Diversified

Filing Date

Global Rank

#4,388 / 8,604 ▲ 34 · as of Mar 2026

Top Industry

Capital Markets 23.4%

3Y Alpha vs SPY

-10.1%

Period ended 3 months ago

Filed Apr 24, 2026 · 2mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+24.8%

SPY

+54.1%

Annualised alpha

-10.1%

Max drawdown

−15.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.4%

−0.7 pts

Top 5

56.6%

+1.8 pts

Top 10

79.9%

+1.7 pts

HHI

999

Diversified−16

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	37.9%	$70,102,811	3
Industrials	28.9%	$53,470,021	8
Technology	16.3%	$30,141,981	5
Consumer Cyclical	6.3%	$11,593,868	1
Consumer Defensive	5.7%	$10,548,519	1
Healthcare	4.1%	$7,592,424	1
Energy	0.7%	$1,328,888	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
CPRT	Copart Inc	+4,796	186,514	$6,192,264
DSGX	Descartes Systems Group Inc	+2,353	45,912	$3,285,462
ROL	Rollins Inc	+1,059	217,073	$11,593,868
BR	Broadridge Financial Solutions, Inc.	+794	38,414	$6,241,506
V	Visa Inc.	+537	64,840	$19,597,241
WSO	Watsco Inc	+376	27,097	$9,857,617
SITE	SiteOne Landscape Supply, Inc.	+370	55,128	$7,338,088
MCO	Moodys Corp /De/	+298	16,747	$7,305,878
IT	Gartner Inc	+177	23,361	$3,698,980
KEYS	Keysight Technologies, Inc.	+78	58,303	$16,463,018
MTD	Mettler Toledo International Inc/	+36	6,020	$7,592,424
SCHW	Schwab Charles Corp	+35	459,669	$43,199,692
CVX	Chevron Corp	+31	3,306	$684,011
XOM	Exxon Mobil Corp	+26	3,801	$644,877
DE	Deere & Co	+11	24,262	$13,666,784
SWK	Stanley Black & Decker, Inc.	+7	11,481	$815,839
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
NDSN	Nordson Corp	−9,880	29,188	$7,765,759
CHD	Church & Dwight Co Inc /De/	−1,846	113,036	$10,548,519
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

21 positions · $184,778,512 total · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHW	Schwab Charles Corp Financial Services	Added	459,669	+35	$43,199,692	−5.9%	23.38%
V	Visa Inc. Financial Services	Added	64,840	+537	$19,597,241	−13.1%	10.61%
KEYS	Keysight Technologies, Inc. Technology	Added	58,303	+78	$16,463,018	+39.2%	8.91%
DE	Deere & Co Industrials	Added	24,262	+11	$13,666,784	+21.0%	7.40%
ROL	Rollins Inc Consumer Cyclical	Added	217,073	+1,059	$11,593,868	−10.6%	6.27%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	113,036	-1,846	$10,548,519	+9.5%	5.71%
WSO	Watsco Inc Industrials	Added	27,097	+376	$9,857,617	+9.5%	5.33%
NDSN	Nordson Corp Industrials	Reduced	29,188	-9,880	$7,765,759	−17.3%	4.20%
MTD	Mettler Toledo International Inc/ Healthcare	Added	6,020	+36	$7,592,424	−9.0%	4.11%
SITE	SiteOne Landscape Supply, Inc. Industrials	Added	55,128	+370	$7,338,088	+7.6%	3.97%
MCO	Moodys Corp /De/ Financial Services	Added	16,747	+298	$7,305,878	−13.1%	3.95%
BR	Broadridge Financial Solutions, Inc. Technology	Added	38,414	+794	$6,241,506	−25.7%	3.38%
CPRT	Copart Inc Industrials	Added	186,514	+4,796	$6,192,264	−13.0%	3.35%
CAT	Caterpillar Inc Industrials	Held	5,821	0	$4,123,945	+23.7%	2.23%
GE	General Electric Co Industrials	Held	13,073	0	$3,709,725	−7.9%	2.01%
IT	Gartner Inc Technology	Added	23,361	+177	$3,698,980	−36.8%	2.00%
DSGX	Descartes Systems Group Inc Technology	Added	45,912	+2,353	$3,285,462	−14.0%	1.78%
SWK	Stanley Black & Decker, Inc. Industrials	Added	11,481	+7	$815,839	−4.3%	0.44%
CVX	Chevron Corp Energy	Added	3,306	+31	$684,011	+37.0%	0.37%
XOM	Exxon Mobil Corp Energy	Added	3,801	+26	$644,877	+42.0%	0.35%
AAPL	Apple Inc. Technology	Held	1,785	0	$453,015	−6.6%	0.25%