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Running Oak Capital LLC

All holdings · as of Dec 31, 2025

56 positions

CompanyClassValueShares% of portfolio
Alphabet Inc.$20.80M66,2942.6%
Parker-Hannifin Corp$18.09M20,5772.3%
CURTISS WRIGHT CORP$17.53M31,7942.2%
TJX Cos Inc/The$17.51M113,9802.2%
nVent Electric plc$17.46M171,1942.2%
IQVIA HOLDINGS INC.$17.18M76,2192.2%
EMCOR Group Inc$16.88M27,5912.1%
ICON plc$16.67M91,4722.1%
AMETEK Inc$16.44M80,0842.1%
CACI INTERNATIONAL INC /DE$16.13M30,2792.0%
Leidos Holdings Inc$15.98M88,6082.0%
GENERAL DYNAMICS CORP$15.90M47,2172.0%
SS&C TECHNOLOGIES HOLDINGS, INC.$15.85M181,3482.0%
Visa Inc$15.85M45,1972.0%
ITT INC.$15.80M91,0542.0%
W.W. GRAINGER, INC.$15.71M15,5722.0%
RB Global Inc$15.64M152,0162.0%
Intercontinental Exchange, Inc.$15.56M96,0581.9%
STERIS plc$15.22M60,0381.9%
FRANKLIN ELECTRIC CO INC$15.08M157,8881.9%
Primerica, Inc.$15.03M58,1631.9%
INTUIT INC.$15.02M22,6721.9%
DECKERS OUTDOOR CORP$14.95M144,1691.9%
REPUBLIC SERVICES, INC.$14.94M70,4771.9%
BROADRIDGE FINANCIAL SOLUTIONS INC$14.93M66,7601.9%
DARDEN RESTAURANTS INC$14.93M81,1321.9%
Teledyne Technologies Inc$14.88M29,1281.9%
Texas Roadhouse, Inc.$14.84M89,4141.9%
RESMED INC$14.65M60,8251.8%
INGERSOLL-RAND INC$14.49M182,8681.8%
STRYKER CORP$14.44M41,0241.8%
AMDOCS LTD$14.44M178,7431.8%
GRACO INC$14.38M175,4331.8%
AUTOMATIC DATA PROCESSING INC$14.24M55,1841.8%
Accenture plc$14.15M52,7551.8%
Arthur J. Gallagher & Co.$14.15M54,6721.8%
Eaton Corp plc$14.12M44,3451.8%
CARLISLE COMPANIES INC$14.09M44,0581.8%
HONEYWELL INTERNATIONAL INC$13.91M71,2951.7%
MARSH & MCLENNAN COMPANIES, INC.$13.87M74,7451.7%
JACOBS SOLUTIONS INC.$13.83M104,3731.7%
TRACTOR SUPPLY CO /DE$13.62M272,3991.7%
BROWN & BROWN, INC.$13.40M168,1431.7%
Air Products & Chemicals, Inc.$13.32M53,9211.7%
Saia Inc$13.22M40,4921.7%
Watsco, Inc.$12.84M38,1171.6%
FactSet Research Systems Inc$12.60M43,4141.6%
Becton Dickinson & Co$12.02M61,9561.5%
FTI CONSULTING, INC$11.71M68,5601.5%
Cigna Group$10.97M39,8691.4%
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