Running Oak Capital LLC Diversified Active

CIK: 0001803994 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 21, 2025

Total Value ($000): $766,062 (100.0% shares, 0.0% debt)

Holdings (57)

DECK DECKERS OUTDOOR CORP 2.3%
Value ($000) $17,350 Shares 85,430 Est. Cost $146.22 Unrealized +23.6%
FISV FISERV INC 2.1%
Value ($000) $16,105 Shares 78,398 Est. Cost $108.21 Unrealized +88.7%
GOOG ALPHABET INC 2.1%
Value ($000) $15,885 Shares 83,414 Est. Cost $141.43 Unrealized +24.2%
EME EMCOR GROUP INC 2.0%
Value ($000) $15,562 Shares 34,286 Est. Cost $177.07 Unrealized +166.6%
DRI DARDEN RESTAURANTS INC 2.0%
Value ($000) $15,533 Shares 83,201 Est. Cost $129.59 Unrealized +25.5%
BSX BOSTON SCIENTIFIC CORP 2.0%
Value ($000) $15,304 Shares 171,339 Est. Cost $55.54 Unrealized +58.5%
CW CURTISS WRIGHT CORP 2.0%
Value ($000) $15,047 Shares 42,401 Est. Cost $295.65 Unrealized +21.5%
V VISA INC 2.0%
Value ($000) $15,026 Shares 47,546 Est. Cost $229.47 Unrealized +30.0%
PH PARKER-HANNIFIN CORP 2.0%
Value ($000) $14,943 Shares 23,494 Est. Cost $298.22 Unrealized +119.7%
TXRH TEXAS ROADHOUSE INC 1.9%
Value ($000) $14,751 Shares 81,757 Est. Cost $97.21 Unrealized +90.2%
RBA RB GLOBAL INC 1.9%
Value ($000) $14,594 Shares 161,773 Est. Cost $60.78 Unrealized +47.2%
TJX TJX COS INC 1.9%
Value ($000) $14,576 Shares 120,654 Est. Cost $71.02 Unrealized +65.8%
ETN EATON CORP PLC 1.9%
Value ($000) $14,576 Shares 43,920 Est. Cost $231.47 Unrealized +50.0%
PRI PRIMERICA INC 1.9%
Value ($000) $14,560 Shares 53,644 Est. Cost $155.45 Unrealized +82.4%
BR Broadridge Financial Solutions Inc 1.9%
Value ($000) $14,535 Shares 64,290 Est. Cost $162.30 Unrealized +35.5%
ADP Automatic Data Processing Inc 1.9%
Value ($000) $14,505 Shares 49,550 Est. Cost $231.74 Unrealized +24.2%
FDS FactSet Research Systems Inc 1.9%
Value ($000) $14,365 Shares 29,910 Est. Cost $410.05 Unrealized +14.4%
GWW WW Grainger Inc 1.9%
Value ($000) $14,288 Shares 13,555 Est. Cost $679.30 Unrealized +64.3%
BRO BROWN & BROWN INC 1.9%
Value ($000) $14,258 Shares 139,759 Est. Cost $50.74 Unrealized +109.0%
ITT ITT INC 1.9%
Value ($000) $14,209 Shares 99,444 Est. Cost $90.15 Unrealized +66.1%
HON Honeywell International Inc 1.8%
Value ($000) $14,130 Shares 62,554 Est. Cost $164.74 Unrealized +23.6%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.8%
Value ($000) $14,121 Shares 186,339 Est. Cost $58.60 Unrealized +27.7%
TDY TELEDYNE TECHNOLOGIES INC 1.8%
Value ($000) $14,110 Shares 30,402 Est. Cost $398.05 Unrealized +17.1%
AME AMETEK INC 1.8%
Value ($000) $13,997 Shares 77,647 Est. Cost $134.93 Unrealized +34.0%
NVT nVent Electric PLC 1.8%
Value ($000) $13,892 Shares 203,808 Est. Cost $67.91 Unrealized +7.1%
SYK Stryker Corp 1.8%
Value ($000) $13,877 Shares 38,543 Est. Cost $236.29 Unrealized +55.0%
AJG Arthur J Gallagher & Co 1.8%
Value ($000) $13,830 Shares 48,722 Est. Cost $192.41 Unrealized +49.7%
SAIA SAIA INC 1.8%
Value ($000) $13,790 Shares 30,259 Est. Cost $423.53 Unrealized +16.8%
J JACOBS SOLUTIONS INC 1.8%
Value ($000) $13,769 Shares 103,046 Est. Cost $103.94 Unrealized +31.1%
RSG Republic Services Inc 1.8%
Value ($000) $13,763 Shares 68,479 Est. Cost $159.48 Unrealized +28.1%
ACN Accenture PLC 1.8%
Value ($000) $13,640 Shares 38,774 Est. Cost $287.76 Unrealized +23.3%
WSO WATSCO INC 1.8%
Value ($000) $13,581 Shares 28,659 Est. Cost $320.04 Unrealized +58.2%
ICE INTERCONTINENTAL EXCHANGE IN 1.8%
Value ($000) $13,428 Shares 90,115 Est. Cost $102.50 Unrealized +52.4%
TSCO TRACTOR SUPPLY CO 1.7%
Value ($000) $13,221 Shares 249,176 Est. Cost $50.42 Unrealized +9.9%
DOX AMDOCS LTD 1.7%
Value ($000) $13,198 Shares 155,013 Est. Cost $79.70 Unrealized +6.8%
MRSH MARSH & MCLENNAN COS INC 1.7%
Value ($000) $13,171 Shares 62,006 Est. Cost $137.80 Unrealized +58.0%
GGG GRACO INC 1.7%
Value ($000) $13,158 Shares 156,099 Est. Cost $73.05 Unrealized +16.6%
IR INGERSOLL RAND INC 1.7%
Value ($000) $13,144 Shares 145,304 Est. Cost $86.61 Unrealized +14.8%
LDOS LEIDOS HOLDINGS INC 1.7%
Value ($000) $13,054 Shares 90,618 Est. Cost $100.85 Unrealized +63.0%
APD Air Products and Chemicals Inc 1.7%
Value ($000) $13,046 Shares 45,074 Est. Cost $239.53 Unrealized +26.9%
ROP ROPER TECHNOLOGIES INC 1.7%
Value ($000) $12,923 Shares 24,860 Est. Cost $544.47 Unrealized -0.0%
FELE FRANKLIN ELEC INC 1.7%
Value ($000) $12,889 Shares 132,264 Est. Cost $87.73 Unrealized +16.9%
BDX BECTON DICKINSON & CO 1.6%
Value ($000) $12,602 Shares 55,546 Est. Cost $228.48 Unrealized -1.4%
CACI CACI International Inc 1.6%
Value ($000) $12,582 Shares 31,139 Est. Cost $309.31 Unrealized +57.6%
TTC TORO CO 1.6%
Value ($000) $12,468 Shares 155,654 Est. Cost $84.89 Unrealized -1.2%
CSL CARLISLE COS INC 1.6%
Value ($000) $12,421 Shares 33,676 Est. Cost $280.41 Unrealized +53.1%
GD GENERAL DYNAMICS CORP 1.6%
Value ($000) $12,280 Shares 46,604 Est. Cost $234.63 Unrealized +20.2%
STE STERIS PLC 1.6%
Value ($000) $12,185 Shares 59,276 Est. Cost $191.71 Unrealized +13.4%
IQV IQVIA HLDGS INC 1.6%
Value ($000) $11,967 Shares 60,898 Est. Cost $187.53 Unrealized +12.5%
AVY AVERY DENNISON CORP 1.6%
Value ($000) $11,945 Shares 63,830 Est. Cost $154.09 Unrealized +29.3%
ALC ALCON AG 1.5%
Value ($000) $11,797 Shares 138,968 Est. Cost $93.46 Unrealized -3.9%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $11,768 Shares 23,264 Est. Cost $488.91 Unrealized +13.1%
FCN FTI CONSULTING INC 1.5%
Value ($000) $11,700 Shares 61,214 Est. Cost $221.13 Unrealized -6.8%
ICLR ICON PLC 1.5%
Value ($000) $11,434 Shares 54,522 Est. Cost $234.63 Unrealized -0.5%
CI THE CIGNA GROUP 1.4%
Value ($000) $10,662 Shares 38,609 Est. Cost $332.92 Unrealized -6.5%
UNP UNION PAC CORP 1.0%
Value ($000) $7,348 Shares 32,221 Est. Cost $193.15 Unrealized +19.2%
NSC Norfolk Southern Corp 0.7%
Value ($000) $5,200 Shares 22,154 Est. Cost $225.28 Unrealized +10.3%