Crown Oak Advisors, LLC Portfolio Holdings by Sector

Crown Oak Advisors, LLC

$211 Billion
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Capital Markets \| Financial Services SCHW 1 stocks	$45.9 Million 23.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$22.6 Million 11.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WSO SITE 2 stocks	$15.8 Million 8.14% of portfolio	1	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE CAT 2 stocks	$14.6 Million 7.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology BR IT 2 stocks	$14.2 Million 7.33% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials NDSN GE 2 stocks	$13.4 Million 6.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL 1 stocks	$13 Million 6.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology KEYS 1 stocks	$11.8 Million 6.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CHD 1 stocks	$9.63 Million 4.96% of portfolio	-	1	-	-	0 Calls 0 Puts

Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$8.4 Million 4.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare MTD 1 stocks	$8.34 Million 4.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$7.11 Million 3.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology DSGX 1 stocks	$3.82 Million 1.97% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs PFF 1 stocks	$3.3 Million 1.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$953,394 0.49% of portfolio	2	-	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SWK 1 stocks	$852,313 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$485,270 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts

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