Crown Oak Advisors, LLC Portfolio Holdings by Sector

Crown Oak Advisors, LLC

$180 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Capital Markets \| Financial Services SCHW 1 stocks	$29.6 Million 17.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IT BR 2 stocks	$17 Million 10.22% of portfolio	-	2	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WSO SITE 2 stocks	$16.9 Million 10.17% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$16.9 Million 10.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE CAT 2 stocks	$12.4 Million 7.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials NDSN GE 2 stocks	$11.5 Million 6.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CHD 1 stocks	$10.9 Million 6.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL 1 stocks	$9.22 Million 5.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology KEYS 1 stocks	$8.19 Million 4.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$7.93 Million 4.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare MTD 1 stocks	$7.41 Million 4.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$6.7 Million 4.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$5.39 Million 3.24% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs PFF 1 stocks	$4.32 Million 2.59% of portfolio	-	-	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SWK 1 stocks	$1.32 Million 0.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$879,944 0.53% of portfolio	2	-	-	-	0 Calls 0 Puts

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