Running Oak Capital LLC

Est. AUM

$740.6M

13F long equity, this entity only

Positions

108

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INTUIT	COM	$8.9M	20678	1.21%	SOLE
2	ROPER TECHNOLOGIES INC	COM	$8.8M	24892	1.19%	SOLE
3	FTI CONSULTING INC	COM	$8.6M	48741	1.16%	SOLE
4	TJX COS INC NEW	COM	$8.2M	51527	1.11%	SOLE
5	AIR PRODUCTS AND CHEMICALS I	COM	$8.2M	28300	1.11%	SOLE
6	NVENT ELEC PLC	SHS	$8.1M	68865	1.10%	SOLE
7	IQVIA HLDGS INC	COM	$8.1M	47733	1.10%	SOLE
8	INTERCONTINENTAL EXCHANGE IN	COM	$8.1M	51347	1.09%	SOLE
9	GALLAGHER ARTHUR J & CO	COM	$8.0M	36923	1.08%	SOLE
10	GENERAL DYNAMICS CORP	COM	$7.9M	22880	1.06%	SOLE
11	CURTISS WRIGHT CORP	COM	$7.8M	11484	1.06%	SOLE
12	PRIMERICA INC	COM	$7.7M	30876	1.04%	SOLE
13	REPUBLIC SVCS INC	COM	$7.7M	35249	1.04%	SOLE
14	MARSH & MCLENNAN COS INC	COM	$7.7M	44364	1.04%	SOLE
15	FRANKLIN ELEC INC	COM	$7.7M	83188	1.04%	SOLE
16	WW GRAINGER INC	COM	$7.7M	7026	1.03%	SOLE
17	AMDOCS LTD	SHS	$7.6M	116897	1.03%	SOLE
18	AUTOMATIC DATA PROCESSING IN	COM	$7.6M	37368	1.03%	SOLE
19	CACI INTL INC	CL A	$7.5M	13804	1.01%	SOLE
20	VISA INC	COM CL A	$7.4M	24622	1.00%	SOLE
21	SS&C TECH HLDGS	COM	$7.4M	110017	1.00%	SOLE
22	JACOBS SOLUTIONS INC	COM	$7.4M	58338	1.00%	SOLE
23	ALPHABET INC	CAP STK CL C	$7.4M	25845	1.00%	SOLE
24	TELEDYNE TECHNOLOGIES INC	COM	$7.4M	12221	1.00%	SOLE
25	ALCON AG	ORD SHS	$7.4M	98082	1.00%	SOLE
26	HONEYWELL INTL INC	COM	$7.4M	32566	0.99%	SOLE
27	BROWN & BROWN INC	COM	$7.4M	112865	0.99%	SOLE
28	BROADRIDGE FINL SOLUTIONS IN	COM	$7.4M	45241	0.99%	SOLE
29	EMCOR GROUP INC	COM	$7.3M	9933	0.99%	SOLE
30	RB GLOBAL INC	COM	$7.3M	76495	0.99%	SOLE
31	ITT INC	COM	$7.3M	38459	0.99%	SOLE
32	LEIDOS HOLDINGS INC	COM	$7.3M	47021	0.99%	SOLE
33	AMETEK INC	COM	$7.3M	34047	0.99%	SOLE
34	EATON CORP PLC	SHS	$7.3M	20274	0.98%	SOLE
35	SAIA INC	COM	$7.2M	20596	0.98%	SOLE
36	THE CIGNA GROUP	COM	$7.2M	27075	0.98%	SOLE
37	NORFOLK SOUTHN CORP	COM	$7.2M	25161	0.98%	SOLE
38	DARDEN RESTAURANTS INC	COM	$7.2M	36662	0.97%	SOLE
39	TEXAS ROADHOUSE INC	COM	$7.1M	43266	0.96%	SOLE
40	GRACO INC	COM	$7.1M	84011	0.96%	SOLE
41	ACCENTURE PLC IRELAND	SHS CLASS A	$7.1M	35594	0.95%	SOLE
42	STERIS PLC	SHS USD	$7.1M	31908	0.95%	SOLE
43	PARKER-HANNIFIN CORP	COM	$7.0M	7823	0.95%	SOLE
44	STRYKER CORPORATION	COM	$7.0M	21229	0.94%	SOLE
45	FISERV INC	COM	$7.0M	124798	0.94%	SOLE
46	BECTON DICKINSON & CO	COM	$7.0M	44230	0.94%	SOLE
47	RESMED INC	COM	$6.9M	30631	0.93%	SOLE
48	TRACTOR SUPPLY CO	COM	$6.8M	150957	0.92%	SOLE
49	DECKERS OUTDOOR CORP	COM	$6.8M	67883	0.92%	SOLE
50	WATSCO INC	COM	$6.8M	18635	0.92%	SOLE

1–50 of 55

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.