Crown Oak Advisors, LLC Portfolio Holdings

Crown Oak Advisors, LLC

  • $211 Billion
  • Q3 2025

Crown Oak Advisors, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $211 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Charles Corp with a value of $41.9B, Visa Inc. with a value of $23B, Heico Crp Cl A with a value of $17B, Deere & CO with a value of $12.3B, and Rollins Inc with a value of $12.3B.

Crown Oak Advisors, LLC is based out at Piedmont, CA

Below you can find more details about Crown Oak Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $211 Billion
Financial Services: $73.3 Billion
Industrials: $44.4 Billion
Technology: $32.7 Billion
Consumer Cyclical: $21.1 Billion
Consumer Defensive: $11.1 Billion
Healthcare: $7.09 Billion
ETFs: $3.99 Billion
Energy: $859 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$167B
$41.9 Billion 19.83% of portfolio
459,576
Q2 2025 Added 0.47%
$533B
$23 Billion 10.86% of portfolio
64,673
Q2 2025 Reduced 0.23%
-
$17 Billion 8.02% of portfolio
-
Q1 2025 Added 0.0%
$144B
$12.3 Billion 5.83% of portfolio
24,225
Q2 2025 Added 0.05%
$28.7B
$12.3 Billion 5.8% of portfolio
217,344
Q2 2025 Added 0.72%
$20.4B
$11.1 Billion 5.26% of portfolio
115,839
Q2 2025 Added 0.18%
$11.4B
$10.6 Billion 5.0% of portfolio
23,921
Q2 2025 Reduced 1.85%
$32B
$9.67 Billion 4.57% of portfolio
59,012
Q2 2025 Added 0.59%
$34.9B
$9.26 Billion 4.38% of portfolio
38,092
Q2 2025 Added 0.64%
$18.3B
$9.09 Billion 4.3% of portfolio
22,498
Q2 2025 Added 0.59%
$9.78B
$8.81 Billion 4.17% of portfolio
179,527
Q2 2025 Added 2.64%
$87.8B
$8.36 Billion 3.95% of portfolio
16,673
Q2 2025 Added 1.24%
$13.2B
$8.34 Billion 3.95% of portfolio
38,925
Q2 2025 Added 1.13%
$31.6B
$7.09 Billion 3.35% of portfolio
6,035
Q2 2025 Added 1.57%
$5.79B
$6.73 Billion 3.18% of portfolio
55,670
Q2 2025 Added 0.35%
$7.07B
$4.36 Billion 2.06% of portfolio
42,857
Q2 2025 New
$328B
$3.36 Billion 1.59% of portfolio
13,073
Q2 2025 Reduced 3.0%
$291B
$2.26 Billion 1.07% of portfolio
5,821
Q2 2025 Reduced 2.98%
$9.71B
$791 Million 0.37% of portfolio
11,674
Q2 2025 Reduced 1.19%
$303B
$459 Million 0.22% of portfolio
3,203
Q2 2025 Added 1.2%
$490B
$400 Million 0.19% of portfolio
3,710
Q2 2025 Added 0.92%
$4.3T
$366 Million 0.17% of portfolio
1,785
Q2 2025 Reduced 9.85%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $211 Billion
  • Prior Value $211 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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