Instuitional Investor - Crown Oak Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Crown Oak Advisors, Llc |
| Portfolio Value | $210,821,362 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHW | 459,634 | $45,922,077 | 21.78% | |
| 2. | V | 64,303 | $22,551,587 | 10.7% | |
| 3. | HEI, HEI.A | 65,512 | $16,537,315 | 7.84% | |
| 4. | ROL | 216,014 | $12,965,175 | 6.15% | |
| 5. | KEYS | 58,225 | $11,830,738 | 5.61% |