Fund HoldingsCrown Oak Advisors, LLC

Total Portfolio Value
$176.96M
Total Bought
$10.20M
Total Sold
$1.72M
Net Transaction
+$8.49M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
HEICO CORP NEW65,50665,506010,08411,6296.57%+1,545
SCHWAB CHARLES CORP(SCHW)455,400457,337+1,93732,94433,70119.04%+758
WATSCO INC(WSO)21,17221,205+339,1469,8235.55%+677
ROLLINS INC(ROL)188,068188,294+2268,7029,1875.19%+485
MOODYS CORP(MCO)14,94914,961+125,8756,2983.56%+422
AT&T INC(T)266,204266,172-324,6855,0872.87%+401
METTLER TOLEDO INTERNATIONAL(MTD)5,2955,302+77,0497,4104.19%+361
CHEVRON CORP NEW(CVX)3,0323,064+324784790.27%+1
EXXON MOBIL CORP3,5523,582+304134120.23%-1
CHURCH & DWIGHT CO INC(CHD)108,081108,160+7911,27411,2146.34%-60
ISHARES TR130,000130,00004,1904,1022.32%-88
CATERPILLAR INC(CAT)6,0006,00002,1991,9991.13%-200
GE AEROSPACE(GE)13,47713,47702,3662,1421.21%-223
STANLEY BLACK & DECKER INC(SWK)13,41213,404-81,3131,0710.61%-243
BROADRIDGE FINL SOLUTIONS IN(BR)34,92334,953+307,1546,8863.89%-269
COPART INC(CPRT)156,240157,859+1,6199,0498,5504.83%-500
GARTNER INC(IT)21,15021,172+2210,0829,5075.37%-574
DEERE & CO(DE)23,85423,868+149,7988,9185.04%-880
VISA INC(V)63,63563,649+1417,75916,7069.44%-1,053
KEYSIGHT TECHNOLOGIES INC(KEYS)54,54154,527-148,5297,4574.21%-1,073
NORDSON CORP(NDSN)36,02436,037+139,8908,3584.72%-1,532
SITEONE LANDSCAPE SUPPLY INC(SITE)49,61549,643+288,6606,0273.41%-2,633
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