Running Oak Capital LLC
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% |
Holdings in FCN
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,176,764 | 85,856 | Shares | Other | 2026-05-11 | |
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