Running Oak Capital LLC Diversified Active

CIK: 0001803994 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 13, 2023

Total Value ($000): $390,298 (100.0% shares, 0.0% debt)

Holdings (57)

EME EMCOR GROUP INC 2.3%
Value ($000) $9,082 Shares 43,166 Est. Cost $153.51 Unrealized +35.5%
J JACOBS SOLUTIONS INC 2.1%
Value ($000) $8,258 Shares 60,499 Est. Cost $93.17 Unrealized +13.3%
BR BROADRIDGE FINL SOLUTIONS IN 2.1%
Value ($000) $8,192 Shares 45,754 Est. Cost $148.92 Unrealized +14.4%
AJG GALLAGHER ARTHUR J & CO 2.1%
Value ($000) $8,174 Shares 35,864 Est. Cost $167.82 Unrealized +30.6%
TJX TJX COS INC NEW 2.0%
Value ($000) $7,809 Shares 87,865 Est. Cost $61.27 Unrealized +39.3%
BRO BROWN & BROWN INC 2.0%
Value ($000) $7,793 Shares 111,582 Est. Cost $40.40 Unrealized +73.9%
MRSH MARSH & MCLENNAN COS INC 2.0%
Value ($000) $7,777 Shares 40,867 Est. Cost $105.70 Unrealized +74.6%
APH AMPHENOL CORP NEW 2.0%
Value ($000) $7,759 Shares 92,375 Est. Cost $35.10 Unrealized +20.1%
FDS FACTSET RESH SYS INC 2.0%
Value ($000) $7,757 Shares 17,741 Est. Cost $392.63 Unrealized +5.9%
ITT ITT INC 2.0%
Value ($000) $7,731 Shares 78,964 Est. Cost $80.83 Unrealized +21.4%
PH PARKER-HANNIFIN CORP 2.0%
Value ($000) $7,717 Shares 19,811 Est. Cost $265.70 Unrealized +47.3%
WSO WATSCO INC 2.0%
Value ($000) $7,667 Shares 20,299 Est. Cost $271.87 Unrealized +33.0%
ICLR ICON PLC 1.9%
Value ($000) $7,600 Shares 30,862 Est. Cost $212.48 Unrealized +18.6%
PRI PRIMERICA INC 1.9%
Value ($000) $7,600 Shares 39,171 Est. Cost $127.20 Unrealized +61.0%
STE STERIS PLC 1.9%
Value ($000) $7,565 Shares 34,478 Est. Cost $173.86 Unrealized +27.4%
GOOGL ALPHABET INC 1.9%
Value ($000) $7,537 Shares 57,165 Est. Cost $114.24 Unrealized +12.4%
AME AMETEK INC 1.9%
Value ($000) $7,472 Shares 50,569 Est. Cost $118.90 Unrealized +29.3%
ACN ACCENTURE PLC IRELAND 1.9%
Value ($000) $7,351 Shares 23,937 Est. Cost $265.37 Unrealized +14.7%
CACI CACI INTL INC 1.9%
Value ($000) $7,350 Shares 23,414 Est. Cost $280.91 Unrealized +19.1%
FISV FISERV INC 1.9%
Value ($000) $7,339 Shares 64,971 Est. Cost $102.51 Unrealized +20.1%
SYK STRYKER CORPORATION 1.9%
Value ($000) $7,257 Shares 26,557 Est. Cost $198.90 Unrealized +40.8%
ICE INTERCONTINENTAL EXCHANGE IN 1.9%
Value ($000) $7,254 Shares 65,934 Est. Cost $90.15 Unrealized +23.3%
ADI ANALOG DEVICES INC 1.8%
Value ($000) $7,197 Shares 41,106 Est. Cost $150.95 Unrealized +17.2%
V VISA INC 1.8%
Value ($000) $7,197 Shares 31,288 Est. Cost $210.11 Unrealized +12.4%
JBHT HUNT J B TRANS SVCS INC 1.8%
Value ($000) $7,182 Shares 38,097 Est. Cost $119.74 Unrealized +56.6%
RBA RB GLOBAL INC 1.8%
Value ($000) $7,163 Shares 114,602 Est. Cost $56.38 Unrealized +9.3%
GWW GRAINGER W W INC 1.8%
Value ($000) $7,027 Shares 10,157 Est. Cost $621.54 Unrealized +14.0%
FELE FRANKLIN ELEC INC 1.8%
Value ($000) $7,006 Shares 78,519 Est. Cost $82.34 Unrealized +14.3%
AVY AVERY DENNISON CORP 1.8%
Value ($000) $6,945 Shares 38,017 Est. Cost $124.64 Unrealized +39.0%
CSL CARLISLE COS INC 1.8%
Value ($000) $6,918 Shares 26,684 Est. Cost $257.51 Unrealized +1.2%
TDY TELEDYNE TECHNOLOGIES INC 1.8%
Value ($000) $6,918 Shares 16,931 Est. Cost $385.21 Unrealized +5.3%
BSX BOSTON SCIENTIFIC CORP 1.8%
Value ($000) $6,905 Shares 130,784 Est. Cost $52.23 Unrealized +0.4%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $6,900 Shares 13,686 Est. Cost $477.72 Unrealized -1.6%
DRI DARDEN RESTAURANTS INC 1.8%
Value ($000) $6,871 Shares 47,975 Est. Cost $114.90 Unrealized +28.1%
MMS MAXIMUS INC 1.8%
Value ($000) $6,862 Shares 91,881 Est. Cost $69.26 Unrealized +17.5%
BDX BECTON DICKINSON & CO 1.8%
Value ($000) $6,851 Shares 26,500 Est. Cost $227.34 Unrealized +13.6%
GGG GRACO INC 1.7%
Value ($000) $6,817 Shares 93,537 Est. Cost $67.35 Unrealized +13.6%
APD AIR PRODS & CHEMS INC 1.7%
Value ($000) $6,665 Shares 23,517 Est. Cost $229.02 Unrealized +20.0%
TXRH TEXAS ROADHOUSE INC 1.7%
Value ($000) $6,643 Shares 69,125 Est. Cost $83.73 Unrealized +22.3%
DOX AMDOCS LTD 1.7%
Value ($000) $6,588 Shares 77,970 Est. Cost $77.95 Unrealized +9.4%
TSCO TRACTOR SUPPLY CO 1.7%
Value ($000) $6,530 Shares 32,160 Est. Cost $21.68 Unrealized +91.8%
HON HONEYWELL INTL INC 1.6%
Value ($000) $6,435 Shares 34,831 Est. Cost $149.71 Unrealized +16.1%
TXN TEXAS INSTRS INC 1.6%
Value ($000) $6,359 Shares 39,990 Est. Cost $115.36 Unrealized +37.7%
GD GENERAL DYNAMICS CORP 1.6%
Value ($000) $6,331 Shares 28,651 Est. Cost $216.00 Unrealized -2.2%
LDOS LEIDOS HOLDINGS INC 1.6%
Value ($000) $6,302 Shares 68,381 Est. Cost $92.60 Unrealized -1.1%
IQV IQVIA HLDGS INC 1.6%
Value ($000) $6,302 Shares 32,029 Est. Cost $159.55 Unrealized +36.1%
ULTA ULTA BEAUTY INC 1.6%
Value ($000) $6,197 Shares 15,514 Est. Cost $347.01 Unrealized +26.0%
COLM COLUMBIA SPORTSWEAR CO 1.6%
Value ($000) $6,154 Shares 83,055 Est. Cost $81.76 Unrealized -12.6%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.5%
Value ($000) $6,032 Shares 114,804 Est. Cost $56.30 Unrealized +1.5%
CNC CENTENE CORP DEL 1.5%
Value ($000) $6,012 Shares 87,279 Est. Cost $59.38 Unrealized +12.0%
UNP UNION PAC CORP 1.5%
Value ($000) $5,948 Shares 29,209 Est. Cost $189.15 Unrealized +9.0%
MDT MEDTRONIC PLC 1.5%
Value ($000) $5,927 Shares 75,644 Est. Cost $79.65 Unrealized -2.3%
KEYS KEYSIGHT TECHNOLOGIES INC 1.5%
Value ($000) $5,911 Shares 44,678 Est. Cost $155.02 Unrealized -4.5%
TTC TORO CO 1.5%
Value ($000) $5,746 Shares 69,149 Est. Cost $81.10 Unrealized +18.8%
G GENPACT LIMITED 1.5%
Value ($000) $5,727 Shares 158,206 Est. Cost $42.80 Unrealized -16.2%
DG DOLLAR GEN CORP NEW 0.9%
Value ($000) $3,341 Shares 31,574 Est. Cost $216.69 Unrealized -34.6%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $347 Shares 1,762 Est. Cost $215.62 Unrealized -4.9%