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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Crown Oak Advisors, LLC

Quarter ended Q4 2025 · Filed January 20, 2026 · Accession 0002009273-26-000001

Total Value
$210.8M
Positions
23
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (23)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB CHARLES CORPSCHW-PJ459,634$45.9M21.78%
2VISA INCV64,303$22.6M10.70%
3HEICO CORP NEWHEI-A65,512$16.5M7.84%
4ROLLINS INCROL216,014$13.0M6.15%
5KEYSIGHT TECHNOLOGIES INCKEYS58,225$11.8M5.61%
6DEERE & CODE24,251$11.3M5.36%
7CHURCH & DWIGHT CO INCCHD114,882$9.6M4.57%
8NORDSON CORPNDSN39,068$9.4M4.46%
9WATSCO INCWSO-B26,721$9.0M4.27%
10MOODYS CORPMCO16,449$8.4M3.99%
11BROADRIDGE FINL SOLUTIONS IN11133T10337,620$8.4M3.98%
12METTLER TOLEDO INTERNATIONALMTD5,984$8.3M3.96%
13COPART INCCPRT181,718$7.1M3.37%
14SITEONE LANDSCAPE SUPPLY INCSITE54,758$6.8M3.24%
15GARTNER INCIT23,184$5.8M2.77%
16GE AEROSPACE36960430113,073$4.0M1.91%
17DESCARTES SYS GROUP INC24990610843,559$3.8M1.81%
18CATERPILLAR INCCAT5,821$3.3M1.58%
19ISHARES TR464288687106,543$3.3M1.56%
20STANLEY BLACK & DECKER INCSWK11,474$852,3130.40%
21CHEVRON CORP NEWCVX3,275$499,0870.24%
22APPLE INCAAPL1,785$485,2700.23%
23EXXON MOBIL CORPXOM3,775$454,3070.22%