Crown Oak Advisors, LLC holdings history

22 is the total number of securities Crown Oak Advisors, LLC has owned. The longest Crown Oak Advisors, LLC has owned a single stock is 3 quarters.

Crown Oak Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHW SCHWAB CHARLES CORP3318.14%18.50%19.04%Q4 2023Q2 20243
V VISA INC339.44%9.65%9.78%Q4 2023Q2 20243
CHD CHURCH & DWIGHT CO INC335.93%6.16%6.34%Q4 2023Q2 20243
HEIA HEICO CORP NEW335.46%5.86%6.57%Q4 2023Q2 20243
IT GARTNER INC335.37%5.50%5.59%Q4 2023Q2 20243
DE DEERE & CO335.04%5.34%5.57%Q4 2023Q2 20243
WSO WATSCO INC335.04%5.29%5.55%Q4 2023Q2 20243
NDSN NORDSON CORP334.72%5.24%5.55%Q4 2023Q2 20243
ROL ROLLINS INC334.79%5.19%5.58%Q4 2023Q2 20243
CPRT COPART INC334.52%4.78%4.98%Q4 2023Q2 20243
KEYS KEYSIGHT TECHNOLOGIES INC334.21%4.66%5.06%Q4 2023Q2 20243
SITE SITEONE LANDSCAPE SUPP...333.41%4.27%4.77%Q4 2023Q2 20243
BR BROADRIDGE FINL SOLUTI...333.89%3.98%4.11%Q4 2023Q2 20243
MTD METTLER TOLEDO INTERNA...333.76%3.94%4.19%Q4 2023Q2 20243
MCO MOODYS CORP333.24%3.39%3.56%Q4 2023Q2 20243
T AT&T INC332.58%2.70%2.87%Q4 2023Q2 20243
PFF ISHARES TR332.31%2.33%2.37%Q4 2023Q2 20243
GENERAL ELECTRIC CO331.01%1.17%1.30%Q4 2023Q2 20243
CAT CATERPILLAR INC331.04%1.13%1.21%Q4 2023Q2 20243
CVX CHEVRON CORP NEW330.26%0.27%0.27%Q4 2023Q2 20243
XOM EXXON MOBIL CORP330.21%0.22%0.23%Q4 2023Q2 20243
SWK STANLEY BLACK & DECKER...220.60%0.66%0.72%Q1 2024Q2 20242

The securities at the top of the list , including SCHWAB CHARLES CORP, VISA INC, and CHURCH & DWIGHT CO INC, are the highest-conviction holdings of Crown Oak Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Crown Oak Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Crown Oak Advisors, LLC owns currently or has owned in the past.