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The Analysis of Crown Oak Advisors, LLC's Holdings & P&L

Currently, Crown Oak Advisors, LLC holds 23 types of securities in its portfolio with a total value $199.4M. In the most recent quarter, they have increased their positions in DSGX (+2.4K shares, valued at $168.4K), V (+537 shares, valued at $162.3K), CPRT (+4.8K shares, valued at $159.2K); decreased their positions in NDSN (-9.9K shares, valued at $2.6M), PFF (-81.9K shares, valued at $2.5M), CHD (-1.8K shares, valued at $172.3K).

1M P&L

-3.1M-1.52%

3M P&L

-8.5M-4.09%

HY P&L

+5.3M+2.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Capital Markets43.2M

22.2%

2Credit Services19.6M

10.1%

3Farm & Heavy Construction Machinery17.8M

9.1%

Top Industries by Stock Count

1Information Technology Services2 stocks

9.5%

2Farm & Heavy Construction Machinery2 stocks

9.5%

3Oil & Gas Integrated2 stocks

9.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHW SCHWAB CHARLES CORP459.7K shares0.01%2026-03-312026-04-24

V VISA INC64.8K shares0.84%2026-03-312026-04-24

KEYS KEYSIGHT TECHNOLOGIES INC58.3K shares0.13%2026-03-312026-04-24

HEI.A HEICO CORP NEW65.5K shares0.00%2026-03-312026-04-24

DE DEERE & CO24.3K shares0.05%2026-03-312026-04-24

ROL ROLLINS INC217.1K shares0.49%2026-03-312026-04-24

CHD CHURCH & DWIGHT CO INC113.0K shares-1.61%2026-03-312026-04-24

WSO WATSCO INC27.1K shares1.41%2026-03-312026-04-24

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NDSN NORDSON CORP29.2K shares-25.29%2026-03-312026-04-24

MTD METTLER TOLEDO INTERNATIONAL6.0K shares0.60%2026-03-312026-04-24

SITE SITEONE LANDSCAPE SUPPLY INC55.1K shares0.68%2026-03-312026-04-24

MCO MOODYS CORP16.7K shares1.81%2026-03-312026-04-24

BR BROADRIDGE FINL SOLUTIONS IN38.4K shares2.11%2026-03-312026-04-24

CPRT COPART INC186.5K shares2.64%2026-03-312026-04-24

CAT CATERPILLAR INC5.8K shares0.00%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE13.1K shares0.00%2026-03-312026-04-24

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IT GARTNER INC23.4K shares0.76%2026-03-312026-04-24

DSGX DESCARTES SYS GROUP INC45.9K shares5.40%2026-03-312026-04-24

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC11.5K shares0.06%2026-03-312026-04-24

PFF ISHARES TR24.7K shares-76.84%2026-03-312026-04-24

CVX CHEVRON CORPORATION3.3K shares0.95%2026-03-312026-04-24

XOM EXXON MOBIL CORP3.8K shares0.69%2026-03-312026-04-24

AAPL APPLE INC1.8K shares0.00%2026-03-312026-04-24

SCHW

SCHWAB CHARLES CORP

0.01%

Shares459.7K

Event2026-03-31

Filed2026-04-24

VISA INC

0.84%

Shares64.8K

Event2026-03-31

Filed2026-04-24

KEYS

KEYSIGHT TECHNOLOGIES INC

0.13%

Shares58.3K

Event2026-03-31

Filed2026-04-24

HEI.A

HEICO CORP NEW

0.00%

Shares65.5K

Event2026-03-31

Filed2026-04-24

DEERE & CO

0.05%

Shares24.3K

Event2026-03-31

Filed2026-04-24

ROL

ROLLINS INC

0.49%

Shares217.1K

Event2026-03-31

Filed2026-04-24

CHD

CHURCH & DWIGHT CO INC

-1.61%

Shares113.0K

Event2026-03-31

Filed2026-04-24

WSO

WATSCO INC

1.41%

Shares27.1K

Event2026-03-31

Filed2026-04-24

NDSN

NORDSON CORP

-25.29%

Shares29.2K

Event2026-03-31

Filed2026-04-24

MTD

METTLER TOLEDO INTERNATIONAL

0.60%

Shares6.0K

Event2026-03-31

Filed2026-04-24

SITE

SITEONE LANDSCAPE SUPPLY INC

0.68%

Shares55.1K

Event2026-03-31

Filed2026-04-24

MCO

MOODYS CORP

1.81%

Shares16.7K

Event2026-03-31

Filed2026-04-24

BROADRIDGE FINL SOLUTIONS IN

2.11%

Shares38.4K

Event2026-03-31

Filed2026-04-24

CPRT

COPART INC

2.64%

Shares186.5K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-24

GE AEROSPACE

0.00%

Shares13.1K

Event2026-03-31

Filed2026-04-24

GARTNER INC

0.76%

Shares23.4K

Event2026-03-31

Filed2026-04-24

DSGX

DESCARTES SYS GROUP INC

5.40%

Shares45.9K

Event2026-03-31

Filed2026-04-24

STANLEY BLACK & DECKER INC

0.06%

Shares11.5K

Event2026-03-31

Filed2026-04-24

PFF

ISHARES TR

-76.84%

Shares24.7K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

0.95%

Shares3.3K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

0.69%

Shares3.8K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available