StockDriftsStockDriftsTop 23 Crown Oak Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | 21.67% | 459.7K | $43.2M | +0.01%(+35) | $62.01(+47.02%) | 2026-03-31 | |
| V | VISA INC | 9.83% | 64.8K | $19.6M | +0.84%(+537) | $249.05(+28.61%) | 2026-03-31 | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 8.26% | 58.3K | $16.5M | +0.13%(+78) | $147.47(+144.92%) | 2026-03-31 | |
| HEI-A | HEICO CORP NEW | 6.94% | 65.5K | $13.8M | +0.00%(+2) | $135.84(+61.00%) | 2026-03-31 | |
| DE | DEERE & CO | 6.86% | 24.3K | $13.7M | +0.05%(+11) | $389.17(+49.20%) | 2026-03-31 | |
| ROL | ROLLINS INC | 5.82% | 217.1K | $11.6M | +0.49%(+1.06K) | $41.98(+25.81%) | 2026-03-31 | |
| CHD | CHURCH & DWIGHT CO INC | 5.29% | 113.0K | $10.5M | -1.61%(-1.85K) | $94.37(+0.76%) | 2026-03-31 | |
| WSO | WATSCO INC | 4.94% | 27.1K | $9.9M | +1.41%(+376) | $411.74(+1.52%) | 2026-03-31 | |
| NDSN | NORDSON CORP | 3.9% | 29.2K | $7.8M | -25.29%(-9.88K) | $241.87(+15.32%) | 2026-03-31 | |
| MTD | METTLER TOLEDO INTERNATIONAL | 3.81% | 6.0K | $7.6M | +0.60%(+36) | $1187.28(-13.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.06% | +22.71% |
| Top 20 Holdings Unweighted | +8.24% | +26.83% |
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