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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 $171,039,907
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Charles Corp
 SCHW 455,400 $31,331,520 18.31%
2.
Visa Inc.
 V 63,487 $16,622,676 9.71%
3.
Church & Dwight Co Inc
 CHD 107,257 $10,142,233 5.92%
4.
Gartner Inc
 IT 21,192 $9,559,923 5.58%
5.
Rollins Inc
 ROL 201,501 $9,546,616 5.58%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)