Crown Oak Advisors, LLC Portfolio Holdings
Crown Oak Advisors, LLC
- $211 Billion
- Q2 2025
Crown Oak Advisors, LLC has filed its 13F form on July 16, 2025 for Q2 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.
Examining the 13F form we can see an increase of $13.6B in the current position value, from $198B to 211B.
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 Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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