Running Oak Capital LLC Diversified Active

CIK: 0001803994 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 15, 2023

Total Value ($000): $340,103 (100.0% shares, 0.0% debt)

Holdings (56)

TTC TORO CO 2.3%
Value ($000) $7,661 Shares 67,675 Est. Cost $78.62 Unrealized +34.7%
APD AIR PRODS & CHEMS INC 2.1%
Value ($000) $7,070 Shares 22,935 Est. Cost $225.21 Unrealized +15.2%
ULTA ULTA BEAUTY INC 2.1%
Value ($000) $7,057 Shares 15,044 Est. Cost $331.61 Unrealized +30.0%
AJG GALLAGHER ARTHUR J & CO 2.1%
Value ($000) $6,979 Shares 37,014 Est. Cost $166.44 Unrealized +9.1%
PRI PRIMERICA INC 2.0%
Value ($000) $6,924 Shares 48,819 Est. Cost $127.20 Unrealized +9.5%
TSCO TRACTOR SUPPLY CO 2.0%
Value ($000) $6,828 Shares 30,349 Est. Cost $19.86 Unrealized +102.4%
TJX TJX COS INC NEW 2.0%
Value ($000) $6,826 Shares 85,748 Est. Cost $59.89 Unrealized +18.1%
CACI CACI INTL INC 2.0%
Value ($000) $6,815 Shares 22,671 Est. Cost $278.98 Unrealized +4.5%
AME AMETEK INC 2.0%
Value ($000) $6,781 Shares 48,534 Est. Cost $117.07 Unrealized +10.9%
HON HONEYWELL INTL INC 2.0%
Value ($000) $6,770 Shares 31,593 Est. Cost $147.06 Unrealized +21.6%
UNH UNITEDHEALTH GROUP INC 2.0%
Value ($000) $6,704 Shares 12,644 Est. Cost $479.10 Unrealized +4.4%
FORWARD AIR CORP 2.0%
Value ($000) $6,670 Shares 63,589 Est. Cost $89.36 Unrealized
MMS MAXIMUS INC 2.0%
Value ($000) $6,664 Shares 90,880 Est. Cost $68.95 Unrealized -6.4%
SYK STRYKER CORPORATION 2.0%
Value ($000) $6,647 Shares 27,187 Est. Cost $196.19 Unrealized +12.0%
APH AMPHENOL CORP NEW 2.0%
Value ($000) $6,639 Shares 87,189 Est. Cost $34.84 Unrealized +5.6%
DOX AMDOCS LTD 2.0%
Value ($000) $6,633 Shares 72,965 Est. Cost $77.06 Unrealized +2.9%
NOC NORTHROP GRUMMAN CORP 1.9%
Value ($000) $6,600 Shares 12,096 Est. Cost $438.43 Unrealized +12.9%
FISV FISERV INC 1.9%
Value ($000) $6,540 Shares 64,712 Est. Cost $101.70 Unrealized -2.1%
G GENPACT LIMITED 1.9%
Value ($000) $6,452 Shares 139,288 Est. Cost $43.47 Unrealized +0.1%
COLM COLUMBIA SPORTSWEAR CO 1.9%
Value ($000) $6,450 Shares 73,650 Est. Cost $82.49 Unrealized -7.3%
TXRH TEXAS ROADHOUSE INC 1.9%
Value ($000) $6,437 Shares 70,772 Est. Cost $82.68 Unrealized +10.2%
MRSH MARSH & MCLENNAN COS INC 1.9%
Value ($000) $6,431 Shares 38,864 Est. Cost $100.58 Unrealized +55.0%
ICE INTERCONTINENTAL EXCHANGE IN 1.9%
Value ($000) $6,377 Shares 62,161 Est. Cost $88.85 Unrealized +7.5%
ADI ANALOG DEVICES INC 1.9%
Value ($000) $6,330 Shares 38,589 Est. Cost $148.93 Unrealized -0.8%
DG DOLLAR GEN CORP NEW 1.9%
Value ($000) $6,295 Shares 25,565 Est. Cost $226.68 Unrealized +2.8%
AVY AVERY DENNISON CORP 1.8%
Value ($000) $6,232 Shares 34,431 Est. Cost $120.44 Unrealized +39.7%
LDOS LEIDOS HOLDINGS INC 1.8%
Value ($000) $6,224 Shares 59,173 Est. Cost $94.02 Unrealized +4.7%
DRI DARDEN RESTAURANTS INC 1.8%
Value ($000) $6,216 Shares 44,936 Est. Cost $112.51 Unrealized +12.3%
BDX BECTON DICKINSON & CO 1.8%
Value ($000) $6,177 Shares 24,292 Est. Cost $225.92 Unrealized -1.2%
KLAC KLA CORP 1.8%
Value ($000) $6,166 Shares 16,355 Est. Cost $332.78 Unrealized +1.5%
JBHT HUNT J B TRANS SVCS INC 1.8%
Value ($000) $6,155 Shares 35,303 Est. Cost $114.79 Unrealized +47.4%
FELE FRANKLIN ELEC INC 1.8%
Value ($000) $6,153 Shares 77,150 Est. Cost $82.01 Unrealized -2.7%
ABT ABBOTT LABS 1.8%
Value ($000) $6,150 Shares 56,016 Est. Cost $94.34 Unrealized +3.5%
TXN TEXAS INSTRS INC 1.8%
Value ($000) $6,146 Shares 37,201 Est. Cost $111.02 Unrealized +36.8%
TDY TELEDYNE TECHNOLOGIES INC 1.8%
Value ($000) $6,110 Shares 15,279 Est. Cost $382.14 Unrealized +1.9%
PH PARKER-HANNIFIN CORP 1.8%
Value ($000) $6,101 Shares 20,965 Est. Cost $265.70 Unrealized +3.7%
CNC CENTENE CORP DEL 1.8%
Value ($000) $6,084 Shares 74,191 Est. Cost $58.02 Unrealized +40.8%
IQV IQVIA HLDGS INC 1.8%
Value ($000) $6,049 Shares 29,522 Est. Cost $155.65 Unrealized +30.3%
BRO BROWN & BROWN INC 1.8%
Value ($000) $6,003 Shares 105,377 Est. Cost $38.65 Unrealized +48.2%
BR BROADRIDGE FINL SOLUTIONS IN 1.7%
Value ($000) $5,783 Shares 43,112 Est. Cost $149.27 Unrealized -9.8%
CSL CARLISLE COS INC 1.7%
Value ($000) $5,689 Shares 24,142 Est. Cost $262.08 Unrealized -5.5%
ICLR ICON PLC 1.7%
Value ($000) $5,624 Shares 28,952 Est. Cost $212.50 Unrealized -6.7%
RITCHIE BROS AUCTIONEERS 1.6%
Value ($000) $5,598 Shares 96,800 Est. Cost $57.83 Unrealized
RVTY PERKINELMER INC 1.6%
Value ($000) $5,590 Shares 39,866 Est. Cost $136.54 Unrealized -2.2%
STE STERIS PLC 1.6%
Value ($000) $5,570 Shares 30,158 Est. Cost $170.93 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 1.6%
Value ($000) $5,549 Shares 20,794 Est. Cost $264.08 Unrealized 0.0%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.6%
Value ($000) $5,351 Shares 102,790 Est. Cost $56.23 Unrealized -9.9%
FRCB FIRST REP BK SAN FRANCISCO C 1.5%
Value ($000) $5,194 Shares 42,612 Est. Cost $111.51 Unrealized +9.2%
WSO WATSCO INC 1.5%
Value ($000) $5,178 Shares 20,761 Est. Cost $270.99 Unrealized -3.0%
SSD SIMPSON MFG INC 1.5%
Value ($000) $5,131 Shares 57,869 Est. Cost $94.13 Unrealized -9.4%
MDT MEDTRONIC PLC 1.5%
Value ($000) $5,084 Shares 65,410 Est. Cost $79.91 Unrealized -8.1%
GOOG ALPHABET INC 1.5%
Value ($000) $4,999 Shares 56,343 Est. Cost $107.10 Unrealized -11.6%
AAP ADVANCE AUTO PARTS INC 1.4%
Value ($000) $4,909 Shares 33,389 Est. Cost $164.99 Unrealized -9.0%
FBIN FORTUNE BRANDS INNOVATIONS I 1.3%
Value ($000) $4,576 Shares 80,134 Est. Cost $51.27 Unrealized -2.8%
ITT ITT INC 1.2%
Value ($000) $4,132 Shares 50,946 Est. Cost $77.46 Unrealized 0.0%
V VISA INC 0.8%
Value ($000) $2,601 Shares 12,521 Est. Cost $196.98 Unrealized 0.0%