Crown Oak Advisors, LLC
Top Portfolio Positions
21 positions ·
$184,778,512 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SCHW |
Schwab Charles Corp
Financial Services
|
459,669 | $43,199,692 | 23.38% | |
| V |
Visa Inc.
Financial Services
|
64,840 | $19,597,241 | 10.61% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
58,303 | $16,463,018 | 8.91% | |
| DE |
Deere & Co
Industrials
|
24,262 | $13,666,784 | 7.40% | |
| ROL |
Rollins Inc
Consumer Cyclical
|
217,073 | $11,593,868 | 6.27% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
113,036 | $10,548,519 | 5.71% | |
| WSO |
Watsco Inc
Industrials
|
27,097 | $9,857,617 | 5.33% | |
| NDSN |
Nordson Corp
Industrials
|
29,188 | $7,765,759 | 4.20% | |
| MTD |
Mettler Toledo International Inc/
Healthcare
|
6,020 | $7,592,424 | 4.11% | |
| SITE |
SiteOne Landscape Supply, Inc.
Industrials
|
55,128 | $7,338,088 | 3.97% |
Portfolio Trend
10 quarters · across all stocks
Holdings in SITE
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,338,088 | 55,128 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,820,656 | 54,758 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,170,296 | 55,670 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,732,729 | 55,670 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,737,005 | 55,476 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $6,994,878 | 53,084 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,094,279 | 47,010 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,027,156 | 49,643 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $8,660,298 | 49,615 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,917,162 | 48,721 | Shares | Sole | 2024-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||