Crown Oak Advisors, LLC Portfolio Holdings
Crown Oak Advisors, LLC
- $180 Billion
- Q3 2024
Crown Oak Advisors, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $180 Billion distributed in 22 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Charles Corp with a value of $29.6B, Visa Inc. with a value of $16.9B, Heico Crp Cl A with a value of $13.3B, Church & Dwight CO Inc with a value of $10.9B, and Deere & CO with a value of $10B.
Examining the 13F form we can see an increase of $3.05B in the current position value, from $177B to 180B.
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
$180 Billion
Financial Services: $53.2 Billion
Industrials: $42.2 Billion
Technology: $25.2 Billion
Consumer Cyclical: $17.1 Billion
Consumer Defensive: $10.9 Billion
Healthcare: $7.41 Billion
Communication Services: $5.39 Billion
ETFs: $4.32 Billion
Other: $880 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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