Crown Oak Advisors, LLC Portfolio Holdings by Sector
Crown Oak Advisors, LLC
- $177 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Capital Markets | Financial Services
SCHW 1 stocks |
$33.7 Million
20.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$16.7 Million
10.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IT BR 2 stocks |
$16.4 Million
9.92% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
WSO SITE 2 stocks |
$15.8 Million
9.59% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
CHD 1 stocks |
$11.2 Million
6.78% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$10.9 Million
6.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
NDSN GE 2 stocks |
$10.5 Million
6.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$9.19 Million
5.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$8.55 Million
5.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
KEYS 1 stocks |
$7.46 Million
4.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
MTD 1 stocks |
$7.41 Million
4.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$6.3 Million
3.81% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$5.09 Million
3.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
PFF 1 stocks |
$4.1 Million
2.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Tools & Accessories | Industrials
SWK 1 stocks |
$1.07 Million
0.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$891,548
0.54% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|