Crown Oak Advisors, LLC
All 13F Filings
- Location
- Piedmont, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 211,607
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 23 | 211,607 | 13F-HR | Crown Oak Advisors, LLC |
| Q2 2026 | 7/17/2026 | 23 | 214,721 | 13F-HR | Crown Oak Advisors, LLC |
| Q1 2026 | 4/24/2026 | 23 | 199,356 | 13F-HR | Crown Oak Advisors, LLC |
| Q4 2025 | 1/20/2026 | 23 | 210,821 | 13F-HR | Crown Oak Advisors, LLC |
| Q3 2025 | 10/21/2025 | 23 | 211,468 | 13F-HR | Crown Oak Advisors, LLC |
| Q2 2025 | 7/17/2025 | 23 | 211,468 | 13F-HR | Crown Oak Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 208.9 K | 98.7% | 0 | 3.035 K | -3.035 K |
| ETFs | 2.715 K | 1.3% | 0 | 80 | -80 |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
211,607
Holdings
23
QoQ value change ($000)
-3,114
(-1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.