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Home > Institutional Investor > Crown Oak Advisors, Llc > Profile

Instuitional Investor - Crown Oak Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Crown Oak Advisors, Llc
Portfolio Value $194,257,435
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Charles Corp
 SCHW 457,507 $33,860,091 17.43%
2.
Visa Inc.
 V 64,016 $20,231,474 10.41%
3.
Heico Corp
 HEI, HEI.A 65,508 $12,189,770 6.27%
4.
Church & Dwight Co Inc
 CHD 112,543 $11,784,397 6.06%
5.
Watsco Inc
 WSO; WSOB 24,121 $11,430,500 5.88%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)