Crown Oak Advisors Portfolio Changes Q2 2026
This report details the significant purchases and sales observed in Crown Oak Advisors' portfolio during the second quarter of 2026.
Significant Purchases
Crown Oak Advisors, Llc demonstrated notable buying activity this quarter. The firm significantly increased its position in IDEXX LABS INC (IDXX), acquiring shares representing a 100% stake increase from the previous period.
Additionally, there were substantial purchases of other stocks. The investor added to their holdings in ISHARES TR (PFF), increasing shares by approximately 271%. A large acquisition was also observed in CHEVRON CORPORATION (CVX), with a nearly 92% increase in the number of shares held.
Major Sale: KEYS
The most significant sale during Q2 involved KEYSIGHT TECHNOLOGIES INC (KEYS). Crown Oak Advisors sold a substantial portion of this stock, resulting in a nearly 50% reduction in the number of shares and its portfolio allocation dropping to 4.72%. This exit was one of the largest changes observed.
Other Notable Changes
Besides these major transactions, Crown Oak Advisors made several other significant adjustments to their holdings this quarter:
- HEICO CORP NEW (HEI-A) saw an increase in shares by about 34%, boosting its allocation.
- SCHWAB CHARLES CORP (SCHW), a core holding, experienced a modest but positive increase of roughly 2.6% in the number of shares.
- There were smaller additions to DEERE & CO (DE) and WATSCO INC (WSO).
Additional Activity Observed
The investor also disposed of other positions:
- DESCARTES SYS GROUP INC (DSGX) was sold, leading to a decrease in shares.
- Shares of CATERPILLAR INC (CAT) were reduced by about 14%.
- MOODYS CORP (MCO), another Financial Services holding, saw a slight decrease in the number of shares held (-3.95%).
Overall Portfolio Strategy
Crown Oak Advisors' portfolio during Q2 2026 appears focused on established sectors like Industrials and Financial Services, which together account for over three-quarters (72.8%) of the total value.
The firm holds a diverse range of stocks across various industries but maintains significant exposure to large-cap entities such as SCHWAB CHARLES CORP and smaller, niche companies like IDEXX LABS INC.
The data indicates a dynamic approach to portfolio management, with the investor engaging in both substantial buying (particularly of new or significantly increased positions) and strategic selling during this period.