Crown Oak Advisors, LLC Portfolio Holdings by Sector

Crown Oak Advisors, LLC

$211 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Capital Markets \| Financial Services SCHW 1 stocks	$41.9 Million 21.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$23 Million 11.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology BR IT 2 stocks	$18.4 Million 9.43% of portfolio	2	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WSO SITE 2 stocks	$17.3 Million 8.89% of portfolio	1	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE CAT 2 stocks	$14.6 Million 7.49% of portfolio	1	1	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL 1 stocks	$12.3 Million 6.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials NDSN GE 2 stocks	$11.7 Million 6.02% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CHD 1 stocks	$11.1 Million 5.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology KEYS 1 stocks	$9.67 Million 4.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$8.81 Million 4.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$8.36 Million 4.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare MTD 1 stocks	$7.09 Million 3.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology DSGX 1 stocks	$4.36 Million 2.24% of portfolio	1	-	1	-	0 Calls 0 Puts
ETFs \| ETFs PFF 1 stocks	$3.99 Million 2.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$858,562 0.44% of portfolio	2	-	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SWK 1 stocks	$790,909 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$366,228 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts

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