Running Oak Capital LLC Diversified Active

CIK: 0001803994 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 6, 2024

Total Value ($000): $507,833 (100.0% shares, 0.0% debt)

Holdings (59)

BR BROADRIDGE FINL SOLUTIONS IN 2.1%
Value ($000) $10,618 Shares 51,608 Est. Cost $152.24 Unrealized +17.0%
ITT ITT INC 2.1%
Value ($000) $10,486 Shares 87,879 Est. Cost $83.29 Unrealized +26.2%
APH AMPHENOL CORP NEW 2.0%
Value ($000) $10,407 Shares 104,988 Est. Cost $36.10 Unrealized +20.2%
EME EMCOR GROUP INC 2.0%
Value ($000) $10,234 Shares 47,503 Est. Cost $158.56 Unrealized +31.7%
PH PARKER-HANNIFIN CORP 2.0%
Value ($000) $10,225 Shares 22,195 Est. Cost $280.89 Unrealized +44.9%
ICLR ICON PLC 2.0%
Value ($000) $9,950 Shares 35,149 Est. Cost $218.12 Unrealized +18.6%
WSO WATSCO INC 2.0%
Value ($000) $9,931 Shares 23,178 Est. Cost $286.22 Unrealized +35.4%
ICE INTERCONTINENTAL EXCHANGE IN 1.9%
Value ($000) $9,902 Shares 77,099 Est. Cost $93.08 Unrealized +18.6%
FISV FISERV INC 1.9%
Value ($000) $9,857 Shares 74,201 Est. Cost $105.02 Unrealized +16.8%
TXRH TEXAS ROADHOUSE INC 1.9%
Value ($000) $9,820 Shares 80,344 Est. Cost $86.47 Unrealized +19.5%
CSL CARLISLE COS INC 1.9%
Value ($000) $9,693 Shares 31,025 Est. Cost $259.06 Unrealized +3.7%
FDS FACTSET RESH SYS INC 1.9%
Value ($000) $9,653 Shares 20,235 Est. Cost $398.48 Unrealized +10.4%
ACN ACCENTURE PLC IRELAND 1.9%
Value ($000) $9,651 Shares 27,503 Est. Cost $271.50 Unrealized +15.2%
AME AMETEK INC 1.9%
Value ($000) $9,621 Shares 58,346 Est. Cost $123.09 Unrealized +22.1%
GWW GRAINGER W W INC 1.9%
Value ($000) $9,579 Shares 11,559 Est. Cost $637.89 Unrealized +18.6%
ADI ANALOG DEVICES INC 1.9%
Value ($000) $9,475 Shares 47,717 Est. Cost $153.90 Unrealized +11.9%
TJX TJX COS INC NEW 1.9%
Value ($000) $9,470 Shares 100,951 Est. Cost $64.64 Unrealized +35.0%
V VISA INC 1.9%
Value ($000) $9,412 Shares 36,152 Est. Cost $214.49 Unrealized +13.1%
GGG GRACO INC 1.8%
Value ($000) $9,358 Shares 107,864 Est. Cost $68.55 Unrealized +11.4%
GOOG ALPHABET INC 1.8%
Value ($000) $9,291 Shares 65,924 Est. Cost $134.68 Unrealized 0.0%
SYK STRYKER CORPORATION 1.8%
Value ($000) $9,266 Shares 30,941 Est. Cost $209.66 Unrealized +31.1%
ULTA ULTA BEAUTY INC 1.8%
Value ($000) $9,169 Shares 18,712 Est. Cost $359.80 Unrealized +17.2%
DRI DARDEN RESTAURANTS INC 1.8%
Value ($000) $9,161 Shares 55,760 Est. Cost $118.66 Unrealized +19.5%
PRI PRIMERICA INC 1.8%
Value ($000) $9,123 Shares 44,340 Est. Cost $136.19 Unrealized +50.0%
BRO BROWN & BROWN INC 1.8%
Value ($000) $9,069 Shares 127,536 Est. Cost $44.17 Unrealized +59.7%
AVY AVERY DENNISON CORP 1.8%
Value ($000) $9,053 Shares 44,779 Est. Cost $132.93 Unrealized +35.0%
AJG GALLAGHER ARTHUR J & CO 1.8%
Value ($000) $9,052 Shares 40,251 Est. Cost $174.86 Unrealized +32.9%
TDY TELEDYNE TECHNOLOGIES INC 1.8%
Value ($000) $9,037 Shares 20,250 Est. Cost $387.86 Unrealized +3.5%
RBA RB GLOBAL INC 1.8%
Value ($000) $9,030 Shares 134,997 Est. Cost $57.57 Unrealized +11.6%
JBHT HUNT J B TRANS SVCS INC 1.8%
Value ($000) $9,010 Shares 45,111 Est. Cost $129.28 Unrealized +40.1%
ETN EATON CORP PLC 1.8%
Value ($000) $9,009 Shares 37,410 Est. Cost $215.55 Unrealized 0.0%
J JACOBS SOLUTIONS INC 1.8%
Value ($000) $8,978 Shares 69,169 Est. Cost $94.89 Unrealized +12.6%
STE STERIS PLC 1.8%
Value ($000) $8,956 Shares 40,738 Est. Cost $179.05 Unrealized +16.0%
FELE FRANKLIN ELEC INC 1.8%
Value ($000) $8,949 Shares 92,593 Est. Cost $83.14 Unrealized +5.4%
IQV IQVIA HLDGS INC 1.8%
Value ($000) $8,902 Shares 38,475 Est. Cost $167.22 Unrealized +22.8%
BSX BOSTON SCIENTIFIC CORP 1.8%
Value ($000) $8,896 Shares 153,875 Est. Cost $52.40 Unrealized +1.9%
MRSH MARSH & MCLENNAN COS INC 1.8%
Value ($000) $8,889 Shares 46,916 Est. Cost $116.17 Unrealized +60.9%
CACI CACI INTL INC 1.7%
Value ($000) $8,815 Shares 27,218 Est. Cost $287.00 Unrealized +13.1%
HON HONEYWELL INTL INC 1.7%
Value ($000) $8,771 Shares 41,826 Est. Cost $153.49 Unrealized +12.3%
GD GENERAL DYNAMICS CORP 1.7%
Value ($000) $8,729 Shares 33,617 Est. Cost $218.70 Unrealized +7.1%
RSG REPUBLIC SVCS INC 1.7%
Value ($000) $8,713 Shares 52,835 Est. Cost $151.31 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 1.7%
Value ($000) $8,673 Shares 80,124 Est. Cost $93.62 Unrealized +6.3%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.7%
Value ($000) $8,496 Shares 139,027 Est. Cost $56.01 Unrealized -2.5%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $8,469 Shares 16,086 Est. Cost $482.73 Unrealized +5.9%
TXN TEXAS INSTRS INC 1.6%
Value ($000) $8,358 Shares 49,033 Est. Cost $120.92 Unrealized +20.3%
TSCO TRACTOR SUPPLY CO 1.6%
Value ($000) $8,312 Shares 38,654 Est. Cost $24.65 Unrealized +59.8%
DOX AMDOCS LTD 1.6%
Value ($000) $8,308 Shares 94,529 Est. Cost $78.15 Unrealized +1.2%
TTC TORO CO 1.6%
Value ($000) $8,185 Shares 85,271 Est. Cost $81.96 Unrealized +4.5%
BDX BECTON DICKINSON & CO 1.5%
Value ($000) $7,870 Shares 32,275 Est. Cost $228.98 Unrealized +3.3%
CNC CENTENE CORP DEL 1.5%
Value ($000) $7,859 Shares 105,905 Est. Cost $61.62 Unrealized +17.1%
MDT MEDTRONIC PLC 1.5%
Value ($000) $7,837 Shares 95,137 Est. Cost $77.97 Unrealized -8.4%
APD AIR PRODS & CHEMS INC 1.5%
Value ($000) $7,794 Shares 28,467 Est. Cost $234.27 Unrealized +10.6%
DECK DECKERS OUTDOOR CORP 1.5%
Value ($000) $7,740 Shares 11,580 Est. Cost $101.64 Unrealized 0.0%
UNP UNION PAC CORP 1.4%
Value ($000) $7,190 Shares 29,274 Est. Cost $189.15 Unrealized +10.6%
G GENPACT LIMITED 1.4%
Value ($000) $7,006 Shares 201,846 Est. Cost $40.78 Unrealized -18.0%
ADP AUTOMATIC DATA PROCESSING IN 1.1%
Value ($000) $5,342 Shares 22,928 Est. Cost $222.04 Unrealized 0.0%
MMS MAXIMUS INC 0.6%
Value ($000) $2,999 Shares 35,762 Est. Cost $69.26 Unrealized +15.2%
NSC NORFOLK SOUTHN CORP 0.4%
Value ($000) $1,882 Shares 7,962 Est. Cost $203.55 Unrealized -1.7%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $302 Shares 2,219 Est. Cost $216.69 Unrealized -46.5%