Running Oak Capital LLC Diversified Active

CIK: 0001803994 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $351,038 (100.0% shares, 0.0% debt)

Holdings (57)

PRI PRIMERICA INC 2.3%
Value ($000) $8,048 Shares 46,728 Est. Cost $127.20 Unrealized +28.9%
ULTA ULTA BEAUTY INC 2.2%
Value ($000) $7,571 Shares 13,874 Est. Cost $331.61 Unrealized +54.8%
ADI ANALOG DEVICES INC 2.2%
Value ($000) $7,564 Shares 38,352 Est. Cost $148.93 Unrealized +14.5%
SYK STRYKER CORPORATION 2.1%
Value ($000) $7,399 Shares 25,918 Est. Cost $196.19 Unrealized +31.4%
GWW GRAINGER W W INC 2.1%
Value ($000) $7,294 Shares 10,590 Est. Cost $621.54 Unrealized 0.0%
FELE FRANKLIN ELEC INC 2.0%
Value ($000) $7,151 Shares 75,996 Est. Cost $82.01 Unrealized +6.6%
TXRH TEXAS ROADHOUSE INC 2.0%
Value ($000) $7,121 Shares 65,897 Est. Cost $82.68 Unrealized +17.9%
MMS MAXIMUS INC 2.0%
Value ($000) $7,098 Shares 90,189 Est. Cost $68.95 Unrealized +11.7%
FISV FISERV INC 2.0%
Value ($000) $7,069 Shares 62,544 Est. Cost $101.70 Unrealized +8.2%
APH AMPHENOL CORP NEW 2.0%
Value ($000) $6,999 Shares 85,640 Est. Cost $34.84 Unrealized +10.5%
TSCO TRACTOR SUPPLY CO 2.0%
Value ($000) $6,970 Shares 29,656 Est. Cost $19.86 Unrealized +117.9%
PH PARKER-HANNIFIN CORP 2.0%
Value ($000) $6,968 Shares 20,730 Est. Cost $265.70 Unrealized +20.5%
DRI DARDEN RESTAURANTS INC 2.0%
Value ($000) $6,926 Shares 44,637 Est. Cost $112.51 Unrealized +20.1%
AME AMETEK INC 2.0%
Value ($000) $6,907 Shares 47,528 Est. Cost $117.07 Unrealized +19.1%
DOX AMDOCS LTD 2.0%
Value ($000) $6,884 Shares 71,690 Est. Cost $77.06 Unrealized +12.4%
WSO WATSCO INC 2.0%
Value ($000) $6,870 Shares 21,593 Est. Cost $271.87 Unrealized +8.1%
TTC TORO CO 2.0%
Value ($000) $6,861 Shares 61,725 Est. Cost $78.62 Unrealized +41.6%
TDY TELEDYNE TECHNOLOGIES INC 1.9%
Value ($000) $6,774 Shares 15,142 Est. Cost $382.14 Unrealized +10.9%
FORWARD AIR CORP 1.9%
Value ($000) $6,758 Shares 62,713 Est. Cost $89.36 Unrealized
AJG GALLAGHER ARTHUR J & CO 1.9%
Value ($000) $6,722 Shares 35,139 Est. Cost $166.44 Unrealized +11.0%
TXN TEXAS INSTRS INC 1.9%
Value ($000) $6,720 Shares 36,125 Est. Cost $111.02 Unrealized +45.3%
EME EMCOR GROUP INC 1.9%
Value ($000) $6,718 Shares 41,320 Est. Cost $152.57 Unrealized 0.0%
COLM COLUMBIA SPORTSWEAR CO 1.9%
Value ($000) $6,611 Shares 73,260 Est. Cost $82.49 Unrealized +3.5%
CACI CACI INTL INC 1.9%
Value ($000) $6,582 Shares 22,215 Est. Cost $278.98 Unrealized +5.6%
V VISA INC 1.8%
Value ($000) $6,396 Shares 28,368 Est. Cost $208.64 Unrealized +4.4%
MRSH MARSH & MCLENNAN COS INC 1.8%
Value ($000) $6,393 Shares 38,385 Est. Cost $100.58 Unrealized +58.4%
GGG GRACO INC 1.8%
Value ($000) $6,392 Shares 87,555 Est. Cost $66.84 Unrealized 0.0%
TJX TJX COS INC NEW 1.8%
Value ($000) $6,360 Shares 81,169 Est. Cost $59.89 Unrealized +26.3%
G GENPACT LIMITED 1.8%
Value ($000) $6,358 Shares 137,560 Est. Cost $43.47 Unrealized +3.0%
ICE INTERCONTINENTAL EXCHANGE IN 1.8%
Value ($000) $6,351 Shares 60,896 Est. Cost $88.85 Unrealized +12.8%
BR BROADRIDGE FINL SOLUTIONS IN 1.8%
Value ($000) $6,285 Shares 42,878 Est. Cost $149.27 Unrealized -8.7%
ACN ACCENTURE PLC IRELAND 1.8%
Value ($000) $6,259 Shares 21,899 Est. Cost $263.94 Unrealized -1.0%
ITT ITT INC 1.8%
Value ($000) $6,180 Shares 71,616 Est. Cost $80.47 Unrealized +9.2%
ICLR ICON PLC 1.7%
Value ($000) $6,124 Shares 28,670 Est. Cost $212.50 Unrealized +4.7%
JBHT HUNT J B TRANS SVCS INC 1.7%
Value ($000) $6,115 Shares 34,853 Est. Cost $114.79 Unrealized +53.9%
AVY AVERY DENNISON CORP 1.7%
Value ($000) $6,114 Shares 34,168 Est. Cost $120.44 Unrealized +43.0%
APD AIR PRODS & CHEMS INC 1.7%
Value ($000) $6,094 Shares 21,218 Est. Cost $225.21 Unrealized +20.0%
STE STERIS PLC 1.7%
Value ($000) $6,050 Shares 31,630 Est. Cost $171.74 Unrealized +9.7%
BRO BROWN & BROWN INC 1.7%
Value ($000) $6,030 Shares 105,015 Est. Cost $38.65 Unrealized +46.0%
HON HONEYWELL INTL INC 1.7%
Value ($000) $5,996 Shares 31,373 Est. Cost $147.06 Unrealized +20.1%
BDX BECTON DICKINSON & CO 1.7%
Value ($000) $5,991 Shares 24,203 Est. Cost $225.92 Unrealized +2.8%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.7%
Value ($000) $5,828 Shares 103,204 Est. Cost $56.23 Unrealized +2.5%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $5,802 Shares 12,278 Est. Cost $479.10 Unrealized -4.6%
IQV IQVIA HLDGS INC 1.7%
Value ($000) $5,802 Shares 29,174 Est. Cost $155.65 Unrealized +37.3%
GOOG ALPHABET INC 1.6%
Value ($000) $5,750 Shares 55,286 Est. Cost $107.10 Unrealized -10.5%
RITCHIE BROS AUCTIONEERS 1.6%
Value ($000) $5,749 Shares 102,129 Est. Cost $57.75 Unrealized
ABT ABBOTT LABS 1.6%
Value ($000) $5,653 Shares 55,825 Est. Cost $94.34 Unrealized +6.0%
GD GENERAL DYNAMICS CORP 1.6%
Value ($000) $5,626 Shares 24,651 Est. Cost $217.74 Unrealized 0.0%
MDT MEDTRONIC PLC 1.6%
Value ($000) $5,488 Shares 68,069 Est. Cost $79.70 Unrealized -6.5%
LDOS LEIDOS HOLDINGS INC 1.6%
Value ($000) $5,468 Shares 59,398 Est. Cost $94.02 Unrealized -0.7%
CSL CARLISLE COS INC 1.6%
Value ($000) $5,456 Shares 24,132 Est. Cost $262.08 Unrealized -10.4%
DG DOLLAR GEN CORP NEW 1.5%
Value ($000) $5,403 Shares 25,670 Est. Cost $226.68 Unrealized -6.4%
UNP UNION PAC CORP 1.5%
Value ($000) $5,231 Shares 25,991 Est. Cost $189.39 Unrealized 0.0%
CNC CENTENE CORP DEL 1.4%
Value ($000) $4,764 Shares 75,364 Est. Cost $58.23 Unrealized +21.9%
AAP ADVANCE AUTO PARTS INC 1.2%
Value ($000) $4,377 Shares 35,996 Est. Cost $162.51 Unrealized -19.5%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $360 Shares 1,699 Est. Cost $216.72 Unrealized 0.0%
RVTY PERKINELMER INC 0.1%
Value ($000) $208 Shares 1,559 Est. Cost $136.54 Unrealized -4.2%