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Disclosed positions
Crown Oak Advisors, LLC: source evidence dated 2026-07-18T03:59:59.999Z.
- Issuer
- SCHWAB CHARLES CORP
- Ticker
- SCHW
- Class
- COM
- Reported value
- $43,530,194
- Reported amount
- 471,770
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002009273-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| SCHWAB CHARLES CORP | SCHW | COM | $43,530,194 | 471,770 | SH | None |
| HEICO CORP NEW | HEI.A | CL A | $22,600,207 | 87,628 | SH | None |
| VISA INC | V | COM CL A | $22,350,546 | 65,145 | SH | None |
| DEERE & CO | DE | COM | $17,791,697 | 28,048 | SH | None |
| WATSCO INC | WSO | COM | $12,216,265 | 29,315 | SH | None |
| CHURCH & DWIGHT CO INC | CHD | COM | $11,417,082 | 117,848 | SH | None |
| KEYSIGHT TECHNOLOGIES INC | KEYS | COM | $10,137,677 | 28,959 | SH | None |
| ROLLINS INC | ROL | COM | $9,350,379 | 224,015 | SH | None |
| NORDSON CORP | NDSN | COM | $8,882,342 | 29,442 | SH | None |
| METTLER TOLEDO INTERNATIONAL | MTD | COM | $7,417,223 | 5,806 | SH | None |
| MOODYS CORP | MCO | COM | $7,285,832 | 16,086 | SH | None |
| SITEONE LANDSCAPE SUPPLY INC | SITE | COM | $5,876,441 | 51,363 | SH | None |
| CATERPILLAR INC | CAT | COM | $5,360,642 | 5,034 | SH | None |
| BROADRIDGE FINL SOLUTIONS IN | BR | COM | $5,242,881 | 38,283 | SH | None |
| COPART INC | CPRT | COM | $5,203,508 | 184,587 | SH | None |
| GE AEROSPACE | GE | COM NEW | $4,885,585 | 13,073 | SH | None |
| IDEXX LABS INC | IDXX | COM | $4,154,664 | 7,892 | SH | None |
| DESCARTES SYS GROUP INC | DSGX | COM | $3,094,890 | 44,698 | SH | None |
| GARTNER INC | IT | COM | $3,037,385 | 23,433 | SH | None |
| ISHARES TR | PFF | PFD AND INCM SEC | $2,795,250 | 91,678 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $1,050,339 | 6,337 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $523,238 | 3,827 | SH | None |
| APPLE INC | AAPL | COM | $516,508 | 1,785 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.