Fund HoldingsCrown Oak Advisors, LLC

Total Portfolio Value
$211.47M
Total Bought
$17.44M
Total Sold
$3.21M
Net Transaction
+$14.23M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SCHWAB CHARLES CORP(SCHW)457,442459,576+2,13435,80941,93219.83%+6,123
DESCARTES SYS GROUP INC(DSGX)042,857+42,85704,3562.06%+4,356
HEICO CORP NEW65,51165,511013,82116,9518.02%+3,130
DEERE & CO(DE)24,21224,225+1311,36412,3185.83%+954
KEYSIGHT TECHNOLOGIES INC(KEYS)58,66559,012+3478,7869,6704.57%+883
MOODYS CORP(MCO)16,46816,673+2057,6698,3633.95%+694
GE AEROSPACE(GE)13,47713,073-4042,6973,3651.59%+667
ROLLINS INC(ROL)215,797217,344+1,54711,66012,2635.80%+603
NORDSON CORP(NDSN)38,49038,925+4357,7648,3443.95%+580
CATERPILLAR INC(CAT)6,0005,821-1791,9792,2601.07%+281
VISA INC(V)64,82464,673-15122,71822,96210.86%+244
BROADRIDGE FINL SOLUTIONS IN(BR)37,84838,092+2449,1779,2574.38%+81
METTLER TOLEDO INTERNATIONAL(MTD)5,9426,035+937,0177,0893.35%+72
SITEONE LANDSCAPE SUPPLY INC(SITE)55,47655,670+1946,7376,7333.18%-4
ISHARES TR130,000130,00003,9953,9881.89%-6
EXXON MOBIL CORP3,6763,710+344374000.19%-37
CHEVRON CORP NEW(CVX)3,1653,203+385304590.22%-71
APPLE INC(AAPL)1,9801,785-1954403660.17%-74
STANLEY BLACK & DECKER INC(SWK)11,81511,674-1419087910.37%-117
GARTNER INC(IT)22,36522,498+1339,3879,0944.30%-293
COPART INC(CPRT)174,917179,527+4,6109,8998,8094.17%-1,089
CHURCH & DWIGHT CO INC(CHD)115,635115,839+20412,73011,1335.26%-1,597
WATSCO INC(WSO)24,37123,921-45012,38810,5645.00%-1,824
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