RO

Running Oak Capital LLC

13F
Running Oak Capital LLC
Last update 2025-07-22 56 Stocks (0 new)
Value $900.00 Mil Turnover 6 %
Countries:
Top Holdings: EME(2.13%)CW(2.10%)ETN(2.02%)CACI(1.99%)PH(1.98%)
Summary Stock Picks Current Portfolio
Running Oak Capital LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EME
EMCOR Group Inc
35,777
19,136.8
-12.83%
2.130
-0.23%
0.080
+49.41%
+26.59%
25,675.9
Construction
CW
Curtiss-Wright Corp
38,582
18,855.4
-20.65%
2.100
-0.38%
0.100
+46.63%
+35.32%
18,078.4
Aerospace & Defense
ETN
Eaton Corp PLC
50,891
18,167.6
-6.25%
2.020
-0.11%
0.010
+38.42%
+15.40%
148,787.9
Industrial Products
CACI
CACI International Inc
37,599
17,923.5
-11.76%
1.990
-0.22%
0.170
+13.53%
+18.96%
10,570.0
Software
PH
Parker Hannifin Corp
25,456
17,780.3
+0.76%
1.980
+0.02%
0.020
+25.72%
+15.08%
93,044.1
Industrial Products
ICE
Intercontinental Exchange Inc
96,530
17,710.4
+1.06%
1.970
+0.02%
0.020
+12.73%
+22.14%
103,826.4
Capital Markets
LDOS
Leidos Holdings Inc
112,044
17,676.1
-2.96%
1.960
-0.06%
0.090
+15.74%
+14.43%
21,098.3
Software
INTU
Intuit Inc
22,378
17,625.6
-10.22%
1.960
-0.19%
0.010
+30.37%
+24.06%
216,462.9
Software
NVT
nVent Electric PLC
239,403
17,536.3
-11.40%
1.950
-0.19%
0.150
+47.58%
+13.45%
12,616.0
Industrial Products
ITT
ITT Inc
111,093
17,422.7
-1.84%
1.940
-0.03%
0.140
+21.24%
+12.52%
12,591.2
Industrial Products

Running Oak Capital LLC's Historical Top Holdings Breakdowns

Running Oak Capital LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SAIA
Saia Inc
2025-06-30
Add
Add
+0.60%
●
236.65 ($285.97) 374.8
$310.98
8.75%
Add 51.12%
58,573
19,813
BDX
Becton Dickinson & Co
2025-06-30
Add
Add
+0.43%
●
165.15 ($184.01) 229.06
$182.58
-0.78%
Add 33.41%
90,570
22,683
DECK
Deckers Outdoor Corp
2025-06-30
Add
Add
+0.40%
●
100.44 ($110.74) 129.37
$108.09
-2.39%
Add 31.16%
147,979
35,158
ICLR
Icon PLC
2025-06-30
Add
Add
+0.39%
●
126.62 ($142.36) 174.99
$167.89
17.93%
Add 29.24%
107,218
24,260
CW
Curtiss-Wright Corp
2025-06-30
Reduce
Reduce
-0.38%
●
283.18 ($393.5) 488.55
$479.67
21.90%
Reduce -20.65%
38,582
-10,040
FI
Fiserv Inc
2025-06-30
Add
Add
+0.38%
●
159.13 ($181.98) 226.15
$143.00
-21.42%
Add 27.27%
93,545
20,044
IQV
IQVIA Holdings Inc
2025-06-30
Add
Add
+0.29%
●
137 ($150.96) 176.3
$194.24
28.67%
Add 20.32%
99,077
16,735
FELE
Franklin Electric Co Inc
2025-06-30
Add
Add
+0.28%
●
84.21 ($87.79) 95.87
$92.35
5.19%
Add 18.64%
178,285
28,012
EME
EMCOR Group Inc
2025-06-30
Reduce
Reduce
-0.23%
●
342.02 ($440.12) 534.89
$573.66
30.34%
Reduce -12.83%
35,777
-5,267
WSO
Watsco Inc
2025-06-30
Add
Add
+0.23%
●
421.84 ($464.6) 520.66
$487.11
4.85%
Add 14.38%
36,391
4,576

Running Oak Capital LLC Total Holding History ($B)

To

Running Oak Capital LLC's Asset Allocation

To

Running Oak Capital LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Running Oak Capital LLC's Hypothetical Growth since 2025-06-30

Running Oak Capital LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Running Oak Capital LLC's Holdings Heat Map

Size field:

Running Oak Capital LLC's Holdings Bubble Chart

Running Oak Capital LLC News

  • 1

Discussions on Running Oak Capital LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.