Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Running Oak Capital LLC (CIK 1803994) reported $740.6M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TJX ($16.3M, 2.20%), NVT ($16.2M, 2.18%), CW ($15.9M, 2.14%), EME ($15.3M, 2.07%), FCN ($15.2M, 2.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TJX | TJX COS INC NEW | $16.3M | 2.20% | 101,996 | Trimmed |
| 2 | NVT | NVENT ELEC PLC | $16.2M | 2.18% | 136,735 | Trimmed |
| 3 | CW | CURTISS WRIGHT CORP | $15.9M | 2.14% | 23,319 | Trimmed |
| 4 | EME | EMCOR GROUP INC | $15.3M | 2.07% | 20,762 | Trimmed |
| 5 | FCN | FTI CONSULTING INC | $15.2M | 2.05% | 85,856 | Added |
| 6 | ITT | ITT INC | $15.1M | 2.04% | 79,271 | Trimmed |
| 7 | APD | AIR PRODUCTS AND CHEMICALS I | $14.9M | 2.02% | 51,401 | Trimmed |
| 8 | GWW | WW GRAINGER INC | $14.9M | 2.01% | 13,644 | Trimmed |
| 9 | GD | GENERAL DYNAMICS CORP | $14.8M | 1.99% | 43,037 | Trimmed |
| 10 | ETN | EATON CORP PLC | $14.7M | 1.99% | 41,218 | Trimmed |
| 11 | ROP | ROPER TECHNOLOGIES INC | $14.7M | 1.99% | 41,657 | Added |
| 12 | ICE | INTERCONTINENTAL EXCHANGE IN | $14.6M | 1.98% | 93,054 | Trimmed |
| 13 | RSG | REPUBLIC SVCS INC | $14.5M | 1.96% | 66,417 | Trimmed |
| 14 | AME | AMETEK INC | $14.4M | 1.95% | 67,346 | Trimmed |
| 15 | TDY | TELEDYNE TECHNOLOGIES INC | $14.5M | 1.95% | 23,897 | Trimmed |
| 16 | PH | PARKER-HANNIFIN CORP | $14.4M | 1.94% | 16,069 | Trimmed |
| 17 | GOOG | ALPHABET INC | $14.3M | 1.93% | 49,719 | Trimmed |
| 18 | PRI | PRIMERICA INC | $14.2M | 1.92% | 56,681 | Trimmed |
| 19 | HON | HONEYWELL INTL INC | $14.1M | 1.90% | 62,236 | Trimmed |
| 20 | INTU | INTUIT | $14.1M | 1.90% | 32,503 | Added |
| 21 | CACI | CACI INTL INC | $14.0M | 1.89% | 25,753 | Trimmed |
| 22 | FELE | FRANKLIN ELEC INC | $13.9M | 1.88% | 150,701 | Trimmed |
| 23 | SAIA | SAIA INC | $13.9M | 1.88% | 39,606 | Trimmed |
| 24 | DRI | DARDEN RESTAURANTS INC | $13.7M | 1.86% | 70,123 | Trimmed |
| 25 | RBA | RB GLOBAL INC | $13.7M | 1.85% | 142,918 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31