Running Oak Capital LLC Diversified Active

CIK: 0001803994 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 22, 2025

Total Value ($000): $829,116 (100.0% shares, 0.0% debt)

Holdings (56)

BRO BROWN & BROWN INC 2.1%
Value ($000) $17,477 Shares 140,490 Est. Cost $50.74 Unrealized +119.0%
DRI DARDEN RESTAURANTS INC 2.0%
Value ($000) $16,871 Shares 81,205 Est. Cost $129.59 Unrealized +45.6%
AJG GALLAGHER ARTHUR J & CO 2.0%
Value ($000) $16,814 Shares 48,701 Est. Cost $192.41 Unrealized +62.8%
RSG REPUBLIC SVCS INC 2.0%
Value ($000) $16,772 Shares 69,259 Est. Cost $160.18 Unrealized +38.5%
BR BROADRIDGE FINL SOLUTIONS IN 2.0%
Value ($000) $16,490 Shares 67,855 Est. Cost $165.95 Unrealized +39.7%
ICE INTERCONTINENTAL EXCHANGE IN 2.0%
Value ($000) $16,476 Shares 95,514 Est. Cost $105.86 Unrealized +53.1%
V VISA INC 2.0%
Value ($000) $16,401 Shares 46,798 Est. Cost $229.47 Unrealized +46.6%
RBA RB GLOBAL INC 2.0%
Value ($000) $16,264 Shares 162,155 Est. Cost $60.78 Unrealized +57.0%
MRSH MARSH & MCLENNAN COS INC 2.0%
Value ($000) $16,262 Shares 66,639 Est. Cost $143.74 Unrealized +55.4%
FISV FISERV INC 2.0%
Value ($000) $16,231 Shares 73,501 Est. Cost $108.21 Unrealized +102.3%
PRI PRIMERICA INC 2.0%
Value ($000) $16,176 Shares 56,850 Est. Cost $162.75 Unrealized +75.1%
WSO WATSCO INC 2.0%
Value ($000) $16,172 Shares 31,815 Est. Cost $337.19 Unrealized +46.2%
ADP AUTOMATIC DATA PROCESSING IN 1.9%
Value ($000) $16,114 Shares 52,576 Est. Cost $235.41 Unrealized +25.5%
TJX TJX COS INC NEW 1.9%
Value ($000) $16,011 Shares 131,454 Est. Cost $75.05 Unrealized +60.0%
CI THE CIGNA GROUP 1.9%
Value ($000) $16,006 Shares 48,649 Est. Cost $325.23 Unrealized -9.1%
ROP ROPER TECHNOLOGIES INC 1.9%
Value ($000) $15,777 Shares 26,760 Est. Cost $545.40 Unrealized +2.2%
DOX AMDOCS LTD 1.9%
Value ($000) $15,752 Shares 171,551 Est. Cost $80.23 Unrealized +6.2%
GD GENERAL DYNAMICS CORP 1.9%
Value ($000) $15,689 Shares 57,556 Est. Cost $238.66 Unrealized +7.2%
CACI CACI INTL INC 1.9%
Value ($000) $15,635 Shares 42,611 Est. Cost $329.06 Unrealized +16.3%
GWW GRAINGER W W INC 1.9%
Value ($000) $15,630 Shares 15,823 Est. Cost $728.97 Unrealized +40.7%
ALC ALCON AG 1.9%
Value ($000) $15,593 Shares 164,253 Est. Cost $92.83 Unrealized -3.7%
LDOS LEIDOS HOLDINGS INC 1.9%
Value ($000) $15,581 Shares 115,466 Est. Cost $108.90 Unrealized +27.0%
TDY TELEDYNE TECHNOLOGIES INC 1.9%
Value ($000) $15,565 Shares 31,274 Est. Cost $400.74 Unrealized +23.4%
BDX BECTON DICKINSON & CO 1.9%
Value ($000) $15,550 Shares 67,887 Est. Cost $228.28 Unrealized -0.4%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.9%
Value ($000) $15,530 Shares 185,921 Est. Cost $58.60 Unrealized +41.2%
CSL CARLISLE COS INC 1.9%
Value ($000) $15,493 Shares 45,501 Est. Cost $299.47 Unrealized +18.1%
CW CURTISS WRIGHT CORP 1.9%
Value ($000) $15,433 Shares 48,622 Est. Cost $300.91 Unrealized +11.9%
TSCO TRACTOR SUPPLY CO 1.9%
Value ($000) $15,418 Shares 279,821 Est. Cost $50.81 Unrealized +6.1%
FDS FACTSET RESH SYS INC 1.9%
Value ($000) $15,411 Shares 33,898 Est. Cost $414.79 Unrealized +8.6%
SYK STRYKER CORPORATION 1.9%
Value ($000) $15,378 Shares 41,253 Est. Cost $245.54 Unrealized +53.6%
PH PARKER-HANNIFIN CORP 1.9%
Value ($000) $15,356 Shares 25,263 Est. Cost $322.76 Unrealized +101.0%
INTU INTUIT 1.8%
Value ($000) $15,304 Shares 24,926 Est. Cost $597.47 Unrealized 0.0%
RMD RESMED INC 1.8%
Value ($000) $15,187 Shares 67,844 Est. Cost $231.66 Unrealized 0.0%
EME EMCOR GROUP INC 1.8%
Value ($000) $15,171 Shares 41,044 Est. Cost $219.02 Unrealized +97.2%
HON HONEYWELL INTL INC 1.8%
Value ($000) $15,092 Shares 71,273 Est. Cost $168.86 Unrealized +17.5%
STE STERIS PLC 1.8%
Value ($000) $15,063 Shares 66,459 Est. Cost $194.61 Unrealized +12.3%
TXRH TEXAS ROADHOUSE INC 1.8%
Value ($000) $14,933 Shares 89,385 Est. Cost $103.80 Unrealized +68.0%
ETN EATON CORP PLC 1.8%
Value ($000) $14,756 Shares 54,285 Est. Cost $246.18 Unrealized +25.3%
GGG GRACO INC 1.8%
Value ($000) $14,708 Shares 176,119 Est. Cost $74.24 Unrealized +12.4%
AME AMETEK INC 1.8%
Value ($000) $14,676 Shares 85,259 Est. Cost $139.01 Unrealized +29.9%
FCN FTI CONSULTING INC 1.8%
Value ($000) $14,676 Shares 89,444 Est. Cost $208.07 Unrealized -13.6%
J JACOBS SOLUTIONS INC 1.8%
Value ($000) $14,622 Shares 120,957 Est. Cost $107.45 Unrealized +18.8%
ITT ITT INC 1.8%
Value ($000) $14,618 Shares 113,181 Est. Cost $96.50 Unrealized +47.6%
APD AIR PRODS & CHEMS INC 1.8%
Value ($000) $14,592 Shares 49,478 Est. Cost $244.94 Unrealized +22.6%
IQV IQVIA HLDGS INC 1.8%
Value ($000) $14,517 Shares 82,342 Est. Cost $189.21 Unrealized +2.5%
ICLR ICON PLC 1.8%
Value ($000) $14,517 Shares 82,958 Est. Cost $220.66 Unrealized -12.1%
IR INGERSOLL RAND INC 1.7%
Value ($000) $14,324 Shares 178,988 Est. Cost $86.69 Unrealized +0.4%
NVT NVENT ELECTRIC PLC 1.7%
Value ($000) $14,164 Shares 270,203 Est. Cost $66.59 Unrealized -6.1%
FELE FRANKLIN ELEC INC 1.7%
Value ($000) $14,108 Shares 150,273 Est. Cost $88.99 Unrealized +10.4%
GOOG ALPHABET INC 1.7%
Value ($000) $14,010 Shares 89,677 Est. Cost $144.30 Unrealized +26.5%
ACN ACCENTURE PLC IRELAND 1.6%
Value ($000) $13,658 Shares 43,770 Est. Cost $294.81 Unrealized +18.5%
SAIA SAIA INC 1.6%
Value ($000) $13,544 Shares 38,760 Est. Cost $426.04 Unrealized +2.1%
DECK DECKERS OUTDOOR CORP 1.5%
Value ($000) $12,615 Shares 112,821 Est. Cost $149.94 Unrealized +7.7%
UNP UNION PAC CORP 1.0%
Value ($000) $7,923 Shares 33,536 Est. Cost $194.81 Unrealized +20.9%
NSC NORFOLK SOUTHN CORP 0.8%
Value ($000) $6,782 Shares 28,636 Est. Cost $228.46 Unrealized +4.8%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $227 Shares 2,254 Est. Cost $55.54 Unrealized +81.3%