Crown Oak Advisors, LLC has filed its Form 13F-HR for the period ending September 30, 2026, disclosing equity securities held by the firm. The filing lists 23 separate positions held by the advisor, with Apple Inc. identified as the largest holding.
The report indicates that Crown Oak holds 1,785 shares of Apple Inc. common stock. Other notable positions in the portfolio include shares of Broadridge Financial Solutions, Caterpillar Inc., and Charles Schwab Corporation. The filing details that the advisor holds 37,629 shares of Broadridge Financial Solutions, 5,034 shares of Caterpillar Inc., and 471,800 shares of Charles Schwab Corporation.
The portfolio also includes significant stakes in industrial and technology companies. Crown Oak holds 6,364 shares of Chevron Corporation, 11,650 shares of Church & Dwight Co Inc, and 28,058 shares of Deere & Co. In the technology sector, the firm holds 28,356 shares of Keysight Technologies Inc and 64,286 shares of Visa Inc Class A.
The filing lists Christopher Dodds, Co-Founder and Managing Member of Crown Oak Advisors, as the authorized signatory. The report was signed on October 13, 2026.
