StockDriftsStockDriftsTop 22 Crown Oak Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHW | CHARLES SCHWAB CORP (THE) | 21.79% | 471.8K | $46.1M | +0.01%(+30) | $62.80(+42.64%) | 2026-09-30 | |
| V | VISA INC | 10.92% | 64.3K | $23.1M | -1.32%(-859) | $249.39(+61.56%) | 2026-09-30 | |
| HEI-A | HEICO CORP NEW | 9.5% | 88.1K | $20.1M | +0.49%(+425) | $160.36(+45.62%) | 2026-09-30 | |
| DE | DEERE & CO | 8.9% | 28.1K | $18.8M | +0.04%(+10) | $417.03(+50.35%) | 2026-09-30 | |
| CHD | CHURCH & DWIGHT CO INC | 5.19% | 116.5K | $11.0M | -1.14%(-1.34K) | $94.41(+10.25%) | 2026-09-30 | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 4.88% | 28.4K | $10.3M | -2.08%(-603) | $147.47(+127.75%) | 2026-09-30 | |
| NDSN | NORDSON CORP | 4.46% | 28.8K | $9.4M | -2.26%(-666) | $242.19(+33.73%) | 2026-09-30 | |
| WSO | WATSCO INC | 4.32% | 30.2K | $9.1M | +3.10%(+908) | $408.05(-27.95%) | 2026-09-30 | |
| MTD | METTLER TOLEDO INTERNATIONAL | 4.03% | 5.6K | $8.5M | -2.77%(-161) | $1187.28(+36.93%) | 2026-09-30 | |
| MCO | MOODYS CORP | 3.39% | 15.8K | $7.2M | -1.80%(-290) | $374.00(+28.68%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.61% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.44% |
Crown Oak Advisors LLC reports $211.61M in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are SCHW (21.8%), V (10.9%) and HEI-A (9.5%). The top 20 holdings account for 98.79% of reported assets. Its disclosed equity book has returned +22.61% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Crown Oak Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2009273). View Crown Oak Advisors LLC’s 13F filings on SEC