Running Oak Capital LLC - Portfolio overview

Running Oak Capital LLC has 57 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. NVT - NVENT ELEC PLC, 2.12%
2. TJX - TJX COS INC NEW, 2.10%
3. MMC - MARSH & MCLENNAN COS INC, 2.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.