Crown Oak Advisors, LLC - Portfolio overview

Crown Oak Advisors, LLC has 23 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. SCHW - SCHWAB CHARLES CORP, 21.67%
2. V - VISA INC, 9.83%
3. KEYS - KEYSIGHT TECHNOLOGIES INC, 8.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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