Position in IT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,037,385
-$661,595 QoQ
Shares Held
23,433
+0.3% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#155
of 647 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Crown Oak Advisors, LLC holds $8,280,241 across 2 Information Technology Services names. IT ranks #2 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
|
38,283 | $5,242,856 | |
| 2 | IT |
Gartner Inc
This page
|
23,433 | $3,037,385 |
All Filings in IT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,037,385 | 23,433 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,698,980 | 23,361 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,848,859 | 23,184 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,914,049 | 22,498 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,094,141 | 22,498 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,387,485 | 22,365 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $10,487,806 | 21,648 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $9,968,982 | 19,672 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $9,507,498 | 21,172 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $10,081,570 | 21,150 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,559,923 | 21,192 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||