Running Oak Capital LLC Top Holdings and 13F Report (2025) About Running Oak Capital LLCInvestment ActivityRunning Oak Capital LLC has $829.12 million in total holdings as of March 31, 2025.Running Oak Capital LLC owns shares of 56 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 15.01% of the portfolio was purchased this quarter.About 6.64% of the portfolio was sold this quarter.This quarter, Running Oak Capital LLC has purchased 57 new stocks and bought additional shares in 48 stocks.Running Oak Capital LLC sold shares of 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings Brown & Brown $17,476,963Darden Restaurants $16,871,173Arthur J. Gallagher & Co. $16,813,533Republic Services $16,771,760Broadridge Financial Solutions $16,489,996 Largest New Holdings this Quarter 461202103 - Intuit $15,304,315 Holding761152107 - ResMed $15,186,880 Holding Largest Purchases this Quarter Intuit 24,926 shares (about $15.30M)ResMed 67,844 shares (about $15.19M)ICON Public 28,436 shares (about $4.98M)FTI Consulting 28,230 shares (about $4.63M)CACI International 11,472 shares (about $4.21M) Largest Sales this Quarter Boston Scientific 169,085 shares (about $17.06M)Fiserv 4,897 shares (about $1.08M)Darden Restaurants 1,996 shares (about $414.69K)Visa 748 shares (about $262.14K)SS&C Technologies 418 shares (about $34.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRunning Oak Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBROBrown & Brown$17,476,963$90,936 ▲0.5%140,4902.1%FinanceDRIDarden Restaurants$16,871,173$414,690 ▼-2.4%81,2052.0%Retail/WholesaleAJGArthur J. Gallagher & Co.$16,813,533$7,250 ▼0.0%48,7012.0%FinanceRSGRepublic Services$16,771,760$188,885 ▲1.1%69,2592.0%Business ServicesBRBroadridge Financial Solutions$16,489,996$866,360 ▲5.5%67,8552.0%Business ServicesICEIntercontinental Exchange$16,476,166$931,328 ▲6.0%95,5142.0%FinanceVVisa$16,400,827$262,144 ▼-1.6%46,7982.0%Business ServicesRBARB Global$16,264,147$38,315 ▲0.2%162,1552.0%Business ServicesMMCMarsh & McLennan Companies$16,261,923$1,130,592 ▲7.5%66,6392.0%FinanceFIFiserv$16,231,226$1,081,405 ▼-6.2%73,5012.0%Business ServicesPRIPrimerica$16,175,530$912,203 ▲6.0%56,8502.0%FinanceWSOWatsco$16,171,587$1,604,197 ▲11.0%31,8152.0%ConstructionADPAutomatic Data Processing$16,114,485$927,466 ▲6.1%52,5761.9%Business ServicesTJXTJX Companies$16,011,108$1,315,441 ▲9.0%131,4541.9%Retail/WholesaleCIThe Cigna Group$16,005,521$3,303,160 ▲26.0%48,6491.9%MedicalROPRoper Technologies$15,777,160$1,120,202 ▲7.6%26,7601.9%Computer and TechnologyDOXAmdocs$15,752,053$1,518,542 ▲10.7%171,5511.9%Computer and TechnologyGDGeneral Dynamics$15,688,615$2,985,296 ▲23.5%57,5561.9%AerospaceCACICACI International$15,634,828$4,209,306 ▲36.8%42,6111.9%Computer and TechnologyGWWW.W. Grainger$15,630,434$2,240,398 ▲16.7%15,8231.9%IndustrialsALCAlcon$15,592,537$2,400,305 ▲18.2%164,2531.9%MedicalLDOSLeidos$15,580,982$3,352,989 ▲27.4%115,4661.9%AerospaceTDYTeledyne Technologies$15,565,383$434,003 ▲2.9%31,2741.9%AerospaceBDXBecton, Dickinson and Company$15,550,196$2,826,829 ▲22.2%67,8871.9%MedicalSSNCSS&C Technologies$15,529,981$34,916 ▼-0.2%185,9211.9%Computer and TechnologyCSLCarlisle Companies$15,493,098$4,026,414 ▲35.1%45,5011.9%Multi-Sector ConglomeratesCWCurtiss-Wright$15,432,653$1,974,549 ▲14.7%48,6221.9%AerospaceTSCOTractor Supply$15,418,137$1,688,539 ▲12.3%279,8211.9%Retail/WholesaleFDSFactSet Research Systems$15,411,388$1,813,104 ▲13.3%33,8981.9%Business ServicesSYKStryker$15,378,392$1,010,240 ▲7.0%41,2531.9%MedicalPHParker-Hannifin$15,356,128$1,075,288 ▲7.5%25,2631.9%IndustrialsINTUIntuit$15,304,315$15,304,315 ▲New Holding24,9261.8%Computer and TechnologyRMDResMed$15,186,880$15,186,880 ▲New Holding67,8441.8%MedicalEMEEMCOR Group$15,171,094$2,497,960 ▲19.7%41,0441.8%ConstructionHONHoneywell International$15,092,059$1,846,248 ▲13.9%71,2731.8%Multi-Sector ConglomeratesSTESTERIS$15,062,933$1,628,027 ▲12.1%66,4591.8%MedicalTXRHTexas Roadhouse$14,932,915$1,274,356 ▲9.3%89,3851.8%Retail/WholesaleETNEaton$14,756,292$2,817,518 ▲23.6%54,2851.8%IndustrialsGGGGraco$14,707,698$1,671,870 ▲12.8%176,1191.8%IndustrialsAMEAMETEK$14,676,484$1,310,330 ▲9.8%85,2591.8%Computer and TechnologyFCNFTI Consulting$14,675,971$4,631,978 ▲46.1%89,4441.8%Business ServicesJJacobs Solutions$14,622,491$2,165,261 ▲17.4%120,9571.8%Business ServicesITTITT$14,618,459$1,774,271 ▲13.8%113,1811.8%Multi-Sector ConglomeratesAPDAir Products and Chemicals$14,592,062$1,298,829 ▲9.8%49,4781.8%Basic MaterialsIQVIQVIA$14,516,894$3,780,577 ▲35.2%82,3421.8%MedicalICLRICON Public$14,516,820$4,976,015 ▲52.2%82,9581.8%MedicalIRIngersoll Rand$14,324,410$2,695,731 ▲23.2%178,9881.7%IndustrialsNVTnVent Electric$14,164,041$3,480,426 ▲32.6%270,2031.7%Computer and TechnologyFELEFranklin Electric$14,107,634$1,690,685 ▲13.6%150,2731.7%IndustrialsGOOGAlphabet$14,010,237$978,468 ▲7.5%89,6771.7%Computer and TechnologyACNAccenture$13,657,991$1,558,952 ▲12.9%43,7701.6%Computer and TechnologySAIASaia$13,543,893$2,970,501 ▲28.1%38,7601.6%TransportationDECKDeckers Outdoor$12,614,516$3,062,588 ▲32.1%112,8211.5%Retail/WholesaleUNPUnion Pacific$7,922,545$310,656 ▲4.1%33,5361.0%TransportationNSCNorfolk Southern$6,782,445$1,535,264 ▲29.3%28,6360.8%TransportationBSXBoston Scientific$227,384$17,057,331 ▼-98.7%2,2540.0%MedicalTTCToro$0$12,467,885 ▼-100.0%00.0%Consumer DiscretionaryAVYAvery Dennison$0$11,944,523 ▼-100.0%00.0%IndustrialsUNHUnitedHealth Group$0$11,768,340 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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