13F Filings History of Crown Oak Advisors, LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$210,821,362
Signature - Title
Christopher Dodds - CCO, Co-Founder and Managing Member
Location
Piedmont, CA
Summary
This page shows a list of all the recent 13F filings made by Crown Oak Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Crown Oak Advisors, LLC reported 23 stock holdings with total value $210,821,362 as of Q4 2025. Top holdings included SCHW, V, HEIA, ROL, and KEYS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 23 $210,821,362 +$1,162,090 -$1,595,301 -$433,211 SCHW, V, HEIA, ROL, KEYS 13F-HR 20 Jan 2026, 10:15
Q3 2025 23 $202,373,874 $0 $0 $0 SCHW, V, HEIA, DE, ROL 13F-HR 21 Oct 2025, 11:26
Q2 2025 23 $211,468,016 +$5,398,433 -$475,376 +$4,923,057 SCHW, V, HEIA, DE, ROL 13F-HR 16 Jul 2025, 18:13
Q1 2025 22 $197,910,592 +$3,622,590 -$7,243,103 -$3,620,513 SCHW, V, HEIA, CHD, WSO 13F-HR 18 Apr 2025, 17:27
Q4 2024 26 $194,257,435 +$13,923,037 -$17,022 +$13,906,015 SCHW, V, HEIA, CHD, WSO 13F-HR 17 Jan 2025, 19:19
Q3 2024 22 $180,010,981 +$60,164 -$6,380,086 -$6,319,922 SCHW, V, HEIA, CHD, DE 13F-HR 16 Oct 2024, 17:15
Q2 2024 22 $176,961,287 +$319,329 -$3,165 +$316,164 SCHW, V, HEIA, CHD, WSO 13F-HR 15 Jul 2024, 15:32
Q1 2024 22 $181,639,107 +$1,896,881 -$818,270 +$1,078,611 SCHW, V, CHD, HEIA, IT 13F-HR 13 May 2024, 17:52
Q4 2023 21 $171,039,907 $0 $0 $0 SCHW, V, CHD, IT, ROL 13F-HR 29 Jan 2024, 13:27