Fund HoldingsCrown Oak Advisors, LLC

Total Portfolio Value
$214.72M
Total Bought
$29.92M
Total Sold
$12.21M
Net Transaction
+$17.71M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
HEICO CORP NEW65,51487,628+22,11413,82922,60010.53%+8,771
IDEXX LABS INC(IDXX)07,892+7,89204,1551.93%+4,155
DEERE & CO(DE)24,26228,048+3,78613,66717,7928.29%+4,125
VISA INC(V)64,84065,145+30519,59722,35110.41%+2,753
WATSCO INC(WSO)27,09729,315+2,2189,85812,2165.69%+2,358
ISHARES TR24,67491,678+67,0047482,7951.30%+2,047
CATERPILLAR INC(CAT)5,8215,034-7874,1245,3612.50%+1,237
GE AEROSPACE(GE)13,07313,07303,7104,8862.28%+1,176
NORDSON CORP(NDSN)29,18829,442+2547,7668,8824.14%+1,117
CHURCH & DWIGHT CO INC(CHD)113,036117,848+4,81210,54911,4175.32%+869
CHEVRON CORPORATION(CVX)3,3066,337+3,0316841,0500.49%+366
SCHWAB CHARLES CORP(SCHW)459,669471,770+12,10143,20043,53020.27%+331
APPLE INC(AAPL)1,7851,78504535170.24%+63
MOODYS CORP(MCO)16,74716,086-6617,3067,2863.39%-20
EXXON MOBIL CORP3,8013,827+266455230.24%-122
METTLER TOLEDO INTERNATIONAL(MTD)6,0205,806-2147,5927,4173.45%-175
DESCARTES SYS GROUP INC(DSGX)45,91244,698-1,2143,2853,0951.44%-191
GARTNER INC(IT)23,36123,433+723,6993,0371.41%-662
STANLEY BLACK & DECKER INC(SWK)11,4810-11,4818160-816
COPART INC(CPRT)186,514184,587-1,9276,1925,2042.42%-989
BROADRIDGE FINL SOLUTIONS IN(BR)38,41438,283-1316,2425,2432.44%-999
SITEONE LANDSCAPE SUPPLY INC(SITE)55,12851,363-3,7657,3385,8762.74%-1,462
ROLLINS INC(ROL)217,073224,015+6,94211,5949,3504.35%-2,244
KEYSIGHT TECHNOLOGIES INC(KEYS)58,30328,959-29,34416,46310,1384.72%-6,325
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