Crown Oak Advisors, LLC Portfolio Holdings by Sector

Crown Oak Advisors, LLC

$198 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Capital Markets \| Financial Services SCHW 1 stocks	$35.8 Million 19.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$22.7 Million 12.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WSO SITE 2 stocks	$19.1 Million 10.39% of portfolio	2	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IT BR 2 stocks	$18.6 Million 10.08% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE CAT 2 stocks	$13.3 Million 7.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CHD 1 stocks	$12.7 Million 6.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL 1 stocks	$11.7 Million 6.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials NDSN GE 2 stocks	$10.5 Million 5.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$9.9 Million 5.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology KEYS 1 stocks	$8.79 Million 4.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$7.67 Million 4.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare MTD 1 stocks	$7.02 Million 3.81% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs PFF 1 stocks	$3.99 Million 2.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$966,727 0.53% of portfolio	2	-	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SWK 1 stocks	$908,337 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$439,817 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts

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