Crown Oak Advisors, LLC - Portfolio Stock Holdings

Crown Oak Advisors, LLC disclosed 23 stock positions in a recent SEC 13F filing. $211,606,749 of stock holdings were filed, with the largest holdings including SCHW, V, and HEI.A. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $235,630,503 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.