Running Oak Capital LLC

CIK
1803994
City
EDINA
State / Country
MN

Top Portfolio Positions

54 positions · $726,173,386 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
TJX
Tjx Companies Inc /De/
Consumer Cyclical
101,996 $16,288,760 2.24%
NVT
nVent Electric plc
Industrials
136,735 $16,173,015 2.23%
CW
Curtiss Wright Corp
Industrials
23,319 $15,883,037 2.19%
EME
EMCOR Group, Inc.
Industrials
20,762 $15,328,791 2.11%
FCN
Fti Consulting, Inc
Industrials
85,856 $15,176,764 2.09%
ITT
Itt Inc.
Industrials
79,271 $15,103,503 2.08%
APD
Air Products & Chemicals, Inc.
Basic Materials
51,401 $14,931,476 2.06%
GWW
W.W. Grainger, Inc.
Industrials
13,644 $14,883,012 2.05%
GD
General Dynamics Corp
Industrials
43,037 $14,771,158 2.03%
ETN
Eaton Corp plc
Industrials
41,218 $14,742,441 2.03%

Portfolio Trend

21 quarters · across all stocks

Holdings in DOX

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Shares Held

Position Value (USD)

20 of 20 shown
Report Date Value (USD) Shares
2026-03-31 $12,617,368 193,340
2025-12-31 $14,390,598 178,743
2025-09-30 $15,031,067 183,194
2025-06-30 $15,978,221 175,123
2025-03-31 $15,696,916 171,551
2024-12-31 $13,197,806 155,013
2024-09-30 $12,554,779 143,516
2024-06-30 $10,933,813 138,543
2024-03-31 $9,826,291 108,734
2023-12-31 $8,308,153 94,529
2023-09-30 $6,587,685 77,970
2023-06-30 $7,684,302 77,737
2023-03-31 $6,884,390 71,690
2022-12-31 $6,632,518 72,965
2022-09-30 $5,374,554 67,647
2021-06-30 $350,982 4,537
2021-03-31 $5,305,444 75,630
2020-12-31 $5,450,473 76,843
2020-09-30 $4,541,016 79,098
2020-06-30 $1,959,118 32,180