Running Oak Capital LLC Diversified Active

CIK: 0001803994 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value ($000): $408,151 (100.0% shares, 0.0% debt)

Holdings (57)

FISV FISERV INC 2.0%
Value ($000) $8,309 Shares 65,864 Est. Cost $102.51 Unrealized +14.8%
AME AMETEK INC 2.0%
Value ($000) $8,268 Shares 51,075 Est. Cost $118.90 Unrealized +20.7%
EME EMCOR GROUP INC 2.0%
Value ($000) $8,204 Shares 44,401 Est. Cost $153.51 Unrealized +8.2%
SYK STRYKER CORPORATION 2.0%
Value ($000) $8,167 Shares 26,769 Est. Cost $198.90 Unrealized +41.4%
FELE FRANKLIN ELEC INC 2.0%
Value ($000) $8,115 Shares 78,866 Est. Cost $82.34 Unrealized +10.7%
CACI CACI INTL INC 2.0%
Value ($000) $8,063 Shares 23,656 Est. Cost $280.91 Unrealized +10.6%
GGG GRACO INC 2.0%
Value ($000) $8,060 Shares 93,346 Est. Cost $67.35 Unrealized +11.4%
DRI DARDEN RESTAURANTS INC 2.0%
Value ($000) $8,058 Shares 48,228 Est. Cost $114.90 Unrealized +25.8%
ADI ANALOG DEVICES INC 2.0%
Value ($000) $8,055 Shares 41,348 Est. Cost $150.95 Unrealized +17.2%
AJG GALLAGHER ARTHUR J & CO 2.0%
Value ($000) $8,018 Shares 36,516 Est. Cost $167.82 Unrealized +21.1%
GWW GRAINGER W W INC 2.0%
Value ($000) $7,997 Shares 10,141 Est. Cost $621.54 Unrealized +8.3%
APH AMPHENOL CORP NEW 1.9%
Value ($000) $7,942 Shares 93,491 Est. Cost $35.10 Unrealized +8.1%
PH PARKER-HANNIFIN CORP 1.9%
Value ($000) $7,891 Shares 20,230 Est. Cost $265.70 Unrealized +23.6%
PRI PRIMERICA INC 1.9%
Value ($000) $7,853 Shares 39,710 Est. Cost $127.20 Unrealized +44.4%
ICLR ICON PLC 1.9%
Value ($000) $7,824 Shares 31,270 Est. Cost $212.48 Unrealized -0.1%
STE STERIS PLC 1.9%
Value ($000) $7,814 Shares 34,734 Est. Cost $173.86 Unrealized +12.4%
MMS MAXIMUS INC 1.9%
Value ($000) $7,803 Shares 92,336 Est. Cost $69.26 Unrealized +18.7%
BRO BROWN & BROWN INC 1.9%
Value ($000) $7,800 Shares 113,310 Est. Cost $40.40 Unrealized +54.8%
MRSH MARSH & MCLENNAN COS INC 1.9%
Value ($000) $7,790 Shares 41,418 Est. Cost $105.70 Unrealized +61.3%
WSO WATSCO INC 1.9%
Value ($000) $7,769 Shares 20,366 Est. Cost $271.87 Unrealized +24.7%
TXRH TEXAS ROADHOUSE INC 1.9%
Value ($000) $7,759 Shares 69,105 Est. Cost $83.73 Unrealized +25.7%
BR BROADRIDGE FINL SOLUTIONS IN 1.9%
Value ($000) $7,716 Shares 46,584 Est. Cost $148.92 Unrealized -2.7%
DOX AMDOCS LTD 1.9%
Value ($000) $7,684 Shares 77,737 Est. Cost $77.95 Unrealized +13.5%
TJX TJX COS INC NEW 1.8%
Value ($000) $7,522 Shares 88,717 Est. Cost $61.27 Unrealized +24.3%
ICE INTERCONTINENTAL EXCHANGE IN 1.8%
Value ($000) $7,502 Shares 66,339 Est. Cost $90.15 Unrealized +16.1%
ACN ACCENTURE PLC IRELAND 1.8%
Value ($000) $7,432 Shares 24,084 Est. Cost $265.37 Unrealized +5.4%
V VISA INC 1.8%
Value ($000) $7,428 Shares 31,279 Est. Cost $210.11 Unrealized +6.8%
ITT ITT INC 1.8%
Value ($000) $7,426 Shares 79,673 Est. Cost $80.83 Unrealized +3.9%
KEYS KEYSIGHT TECHNOLOGIES INC 1.8%
Value ($000) $7,322 Shares 43,724 Est. Cost $155.17 Unrealized 0.0%
ULTA ULTA BEAUTY INC 1.8%
Value ($000) $7,233 Shares 15,370 Est. Cost $347.01 Unrealized +41.2%
J JACOBS SOLUTIONS INC 1.8%
Value ($000) $7,219 Shares 60,722 Est. Cost $93.17 Unrealized 0.0%
IQV IQVIA HLDGS INC 1.8%
Value ($000) $7,179 Shares 31,940 Est. Cost $159.55 Unrealized +25.8%
HON HONEYWELL INTL INC 1.8%
Value ($000) $7,177 Shares 34,586 Est. Cost $149.71 Unrealized +17.3%
TXN TEXAS INSTRS INC 1.8%
Value ($000) $7,149 Shares 39,711 Est. Cost $115.36 Unrealized +37.9%
TSCO TRACTOR SUPPLY CO 1.7%
Value ($000) $7,096 Shares 32,092 Est. Cost $21.68 Unrealized +101.8%
FDS FACTSET RESH SYS INC 1.7%
Value ($000) $7,091 Shares 17,699 Est. Cost $392.63 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 1.7%
Value ($000) $7,024 Shares 23,451 Est. Cost $229.02 Unrealized +15.8%
BDX BECTON DICKINSON & CO 1.7%
Value ($000) $7,013 Shares 26,564 Est. Cost $227.34 Unrealized +6.4%
GOOGL ALPHABET INC 1.7%
Value ($000) $6,987 Shares 57,758 Est. Cost $114.24 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 1.7%
Value ($000) $6,981 Shares 129,067 Est. Cost $52.23 Unrealized 0.0%
JBHT HUNT J B TRANS SVCS INC 1.7%
Value ($000) $6,937 Shares 38,321 Est. Cost $119.74 Unrealized +41.5%
TTC TORO CO 1.7%
Value ($000) $6,928 Shares 68,157 Est. Cost $80.88 Unrealized +26.8%
TDY TELEDYNE TECHNOLOGIES INC 1.7%
Value ($000) $6,927 Shares 16,849 Est. Cost $385.21 Unrealized +7.1%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.7%
Value ($000) $6,886 Shares 113,638 Est. Cost $56.29 Unrealized +1.0%
CSL CARLISLE COS INC 1.7%
Value ($000) $6,852 Shares 26,710 Est. Cost $257.51 Unrealized -16.6%
RBA RB GLOBAL INC 1.7%
Value ($000) $6,841 Shares 114,012 Est. Cost $56.38 Unrealized 0.0%
MDT MEDTRONIC PLC 1.6%
Value ($000) $6,591 Shares 74,818 Est. Cost $79.67 Unrealized -0.4%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $6,535 Shares 13,597 Est. Cost $477.72 Unrealized -2.7%
AVY AVERY DENNISON CORP 1.6%
Value ($000) $6,517 Shares 37,933 Est. Cost $124.64 Unrealized +30.6%
COLM COLUMBIA SPORTSWEAR CO 1.5%
Value ($000) $6,316 Shares 81,774 Est. Cost $81.92 Unrealized -6.0%
GD GENERAL DYNAMICS CORP 1.5%
Value ($000) $6,075 Shares 28,235 Est. Cost $216.07 Unrealized -5.3%
LDOS LEIDOS HOLDINGS INC 1.5%
Value ($000) $5,990 Shares 67,702 Est. Cost $92.62 Unrealized -10.9%
UNP UNION PAC CORP 1.5%
Value ($000) $5,937 Shares 29,016 Est. Cost $189.15 Unrealized -1.1%
G GENPACT LIMITED 1.4%
Value ($000) $5,834 Shares 155,283 Est. Cost $42.93 Unrealized -9.7%
CNC CENTENE CORP DEL 1.4%
Value ($000) $5,778 Shares 85,661 Est. Cost $59.24 Unrealized +12.6%
DG DOLLAR GEN CORP NEW 1.2%
Value ($000) $5,052 Shares 29,756 Est. Cost $221.27 Unrealized -15.4%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $413 Shares 1,820 Est. Cost $215.62 Unrealized -7.1%