Crown Oak Advisors, LLC Portfolio Holdings by Sector
Crown Oak Advisors, LLC
- $182 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Capital Markets | Financial Services
SCHW 1 stocks |
$32.9 Million
19.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
WSO SITE 2 stocks |
$17.8 Million
10.38% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$17.8 Million
10.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IT BR 2 stocks |
$17.2 Million
10.05% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
NDSN GE 2 stocks |
$12.3 Million
7.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$12 Million
6.99% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
CHD 1 stocks |
$11.3 Million
6.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$9.05 Million
5.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$8.7 Million
5.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
KEYS 1 stocks |
$8.53 Million
4.97% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
MTD 1 stocks |
$7.05 Million
4.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$5.88 Million
3.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$4.69 Million
2.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
PFF 1 stocks |
$4.19 Million
2.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Tools & Accessories | Industrials
SWK 1 stocks |
$1.31 Million
0.77% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$891,214
0.52% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|