Crown Oak Advisors, LLC
RIA/Wealth
Crown Oak Advisors, LLC is a RIA/Wealth led by Michelle Ann Myhre, reporting $241.8M in AUM as of Q3 2025 with 35% Financial Services concentration, 74% concentrated in top 10 holdings, and 20% allocation to SCHW.
Managing PartnerMichelle Ann Myhre
- Portfolio Value
- $211.5M
- Positions
- 23
- Top Holding
- SCHW at 19.83%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Crown Oak Advisors, LLC's portfolio (73.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Financial - Capital Markets Financial Services | $41.9M | 19.83% | — | 0.03% 459.6K shares | |
Financial - Credit Services Financial Services | $23.0M | 10.86% | — | 0.00% 64.7K shares | |
Aerospace & Defense Industrials | $17.0M | 8.02% | — | 0.05% 65.5K shares | |
Agricultural - Machinery Industrials | $12.3M | 5.83% | — | 0.01% 24.2K shares | |
Personal Products & Services Consumer Cyclical | $12.3M | 5.80% | — | 0.04% 217.3K shares | |
Household & Personal Products Consumer Defensive | $11.1M | 5.26% | — | 0.05% 115.8K shares | |
Industrial - Distribution Industrials | $10.6M | 5.00% | — | 0.06% 23.9K shares | |
Hardware, Equipment & Parts Technology | $9.7M | 4.57% | — | 0.03% 59.0K shares | |
Information Technology Services Technology | $9.3M | 4.38% | — | 0.03% 38.1K shares | |
Information Technology Services Technology | $9.1M | 4.30% | — | 0.03% 22.5K shares |
Analytics
Portfolio insights and performance metrics for Crown Oak Advisors, LLC
GthenA