Crown Oak Advisors, LLC 13F 持仓 · 2026年Q2
Crown Oak Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 23 只证券，申报市值合计 2.15 亿美元。前几大持仓：SCHW（20.27%）、HEIA（10.53%）、V（10.41%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 8 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHW | SCHWAB CHARLES CORP | $43.5M | 20.27% | 471,770 | 增持 |
| 2 | HEIA | HEICO CORP NEW | $22.6M | 10.53% | 87,628 | 增持 |
| 3 | V | VISA INC | $22.4M | 10.41% | 65,145 | 增持 |
| 4 | DE | DEERE & CO | $17.8M | 8.29% | 28,048 | 增持 |
| 5 | WSO | WATSCO INC | $12.2M | 5.69% | 29,315 | 增持 |
| 6 | CHD | CHURCH & DWIGHT CO INC | $11.4M | 5.32% | 117,848 | 增持 |
| 7 | KEYS | KEYSIGHT TECHNOLOGIES INC | $10.1M | 4.72% | 28,959 | 减持 |
| 8 | ROL | ROLLINS INC | $9.4M | 4.35% | 224,015 | 增持 |
| 9 | NDSN | NORDSON CORP | $8.9M | 4.14% | 29,442 | 增持 |
| 10 | MTD | METTLER TOLEDO INTERNATIONAL | $7.4M | 3.45% | 5,806 | 减持 |
| 11 | MCO | MOODYS CORP | $7.3M | 3.39% | 16,086 | 减持 |
| 12 | SITE | SITEONE LANDSCAPE SUPPLY INC | $5.9M | 2.74% | 51,363 | 减持 |
| 13 | CAT | CATERPILLAR INC | $5.4M | 2.50% | 5,034 | 减持 |
| 14 | BR | BROADRIDGE FINL SOLUTIONS IN | $5.2M | 2.44% | 38,283 | 减持 |
| 15 | CPRT | COPART INC | $5.2M | 2.42% | 184,587 | 减持 |
| 16 | GE | GE AEROSPACE | $4.9M | 2.28% | 13,073 | 持平 |
| 17 | IDXX | IDEXX LABS INC | $4.2M | 1.93% | 7,892 | 新建仓 |
| 18 | DSGX | DESCARTES SYS GROUP INC | $3.1M | 1.44% | 44,698 | 减持 |
| 19 | IT | GARTNER INC | $3.0M | 1.41% | 23,433 | 增持 |
| 20 | PFF | ISHARES TR | $2.8M | 1.30% | 91,678 | 增持 |
| 21 | CVX | CHEVRON CORPORATION | $1.1M | 0.49% | 6,337 | 增持 |
| 22 | AAPL | APPLE INC | $516,508 | 0.24% | 1,785 | 持平 |
| 23 | XOM | EXXON MOBIL CORP | $523,238 | 0.24% | 3,827 | 增持 |
| 24 | SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR