Fund HoldingsCrown Oak Advisors, LLC

Total Portfolio Value
$180.01M
Total Bought
$6.90M
Total Sold
$5.16M
Net Transaction
+$1.75M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
HEICO CORP NEW65,50665,508+211,62913,3487.42%+1,719
DEERE & CO(DE)23,86823,984+1168,91810,0095.56%+1,092
SITEONE LANDSCAPE SUPPLY INC(SITE)49,64347,010-2,6336,0277,0943.94%+1,067
KEYSIGHT TECHNOLOGIES INC(KEYS)54,52751,514-3,0137,4578,1874.55%+731
NORDSON CORP(NDSN)36,03734,251-1,7868,3588,9955.00%+637
GARTNER INC(IT)21,17219,672-1,5009,5079,9695.54%+461
MOODYS CORP(MCO)14,96114,125-8366,2986,7043.72%+406
GE AEROSPACE(GE)13,47713,47702,1422,5411.41%+399
CATERPILLAR INC(CAT)6,0006,00001,9992,3471.30%+348
AT&T INC(T)266,172245,192-20,9805,0875,3943.00%+308
STANLEY BLACK & DECKER INC(SWK)13,40412,021-1,3831,0711,3240.74%+253
ISHARES TR130,000130,00004,1024,3202.40%+218
BROADRIDGE FINL SOLUTIONS IN(BR)34,95332,823-2,1306,8867,0583.92%+172
VISA INC(V)63,64961,348-2,30116,70616,8689.37%+162
ROLLINS INC(ROL)188,294182,192-6,1029,1879,2155.12%+28
WATSCO INC(WSO)21,20520,020-1,1859,8239,8475.47%+25
EXXON MOBIL CORP3,5823,612+304124230.24%+11
METTLER TOLEDO INTERNATIONAL(MTD)5,3024,942-3607,4107,4124.12%+1
CHEVRON CORP NEW(CVX)3,0643,100+364794570.25%-23
CHURCH & DWIGHT CO INC(CHD)108,160104,298-3,86211,21410,9226.07%-292
COPART INC(CPRT)157,859151,417-6,4428,5507,9344.41%-615
SCHWAB CHARLES CORP(SCHW)457,337457,376+3933,70129,64316.47%-4,059
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