13F Filings History of Running Oak Capital LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$797,970,841
Signature - Title
Jeff Broders - COO / CCO
Location
Edina, MN
Summary
This page shows a list of all the recent 13F filings made by Running Oak Capital LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Running Oak Capital LLC reported 56 stock holdings with total value $797,970,841 as of Q4 2025. Top holdings included GOOG, PH, CW, TJX, and NVT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 56 $797,970,841 +$6,740,528 -$78,912,618 -$72,172,090 GOOG, PH, CW, TJX, NVT 13F-HR 23 Jan 2026, 11:18
Q3 2025 55 $891,510,323 +$18,218,913 -$36,862,308 -$18,643,395 EME, NVT, CW, GOOG, LDOS 13F-HR 04 Nov 2025, 13:56
Q2 2025 56 $899,545,697 +$53,437,792 -$18,297,908 +$35,139,884 EME, CW, ETN, CACI, PH 13F-HR 22 Jul 2025, 16:16
Q1 2025 56 $829,116,373 +$124,432,593 -$55,038,484 +$69,394,109 BRO, DRI, AJG, RSG, BR 13F-HR 22 Apr 2025, 12:36
Q4 2024 57 $766,062,242 +$54,304,081 -$1,969,741 +$52,334,340 DECK, FI, GOOG, EME, DRI 13F-HR 21 Jan 2025, 13:47
Q3 2024 58 $738,074,974 +$134,618,620 -$80,597,738 +$54,020,882 EME, PH, ETN, CACI, ITT 13F-HR 17 Oct 2024, 12:59
Q2 2024 57 $644,831,176 +$55,329,862 -$14,419,703 +$40,910,159 GOOG, APH, TXRH, TTC, TJX Restatement 22 Jul 2024, 14:53
Q1 2024 57 $623,568,199 +$72,145,243 -$11,999,934 +$60,145,309 EME, TXRH, PH, APH, CSL 13F-HR 11 Apr 2024, 10:07
Q4 2023 59 $507,833,353 +$106,898,582 -$28,299,641 +$78,598,941 BR, ITT, APH, EME, PH 13F-HR 06 Feb 2024, 12:28
Q3 2023 57 $390,297,687 +$1,518,428 -$2,199,556 -$681,128 EME, J, BR, AJG, TJX 13F-HR 13 Nov 2023, 14:28
Q2 2023 57 $408,150,742 +$69,802,672 -$30,899,644 +$38,903,028 FI, AME, EME, SYK, FELE 13F-HR 14 Aug 2023, 17:21
Q1 2023 57 $351,038,175 +$38,812,339 -$39,166,675 -$354,336 PRI, ULTA, ADI, SYK, GWW 13F-HR 15 May 2023, 16:16
Q4 2022 56 $340,102,775 +$46,776,213 -$26,066,792 +$20,709,421 TTC, APD, ULTA, AJG, PRI 13F-HR 15 Feb 2023, 15:45
Q3 2022 58 $289,519,000 $0 $0 $0 TXRH, CSL, TTC, AJG, TJX 13F-HR 02 Nov 2022, 10:15
Q2 2021 59 $180,414,000 +$11,298,344 -$171,666,868 -$160,368,524 TGT, AVY, FRCB, KEYS, GOOG 13F-HR 13 Aug 2021, 14:42
Q1 2021 60 $328,864,000 +$45,951,089 -$35,849,966 +$10,101,123 TTEC, FCN, TSCO, AVY, JBHT 13F-HR 17 May 2021, 17:21
Q4 2020 65 $299,359,000 +$5,257,000 -$15,797,275 -$10,540,275 TTEC, FWRD, KEYS, FRCB, HON 13F-HR 16 Feb 2021, 09:43
Q3 2020 63 $274,339,000 +$43,374,362 -$36,497,804 +$6,876,558 RVTY, AVY, TTC, COO, SHW 13F-HR 16 Nov 2020, 16:40
Q2 2020 59 $252,952,000 +$48,176,656 -$62,336,799 -$14,160,143 TSCO, AAPL, WWD, JBHT, BR 13F-HR 14 Aug 2020, 17:05
Q1 2020 59 $229,734,000 +$31,776,445 -$32,271,733 -$495,288 MMS, WWD, LKQ, FBIN, GOOG 13F-HR 29 May 2020, 13:01
Q4 2019 64 $292,936,000 $0 $0 $0 SNX, FRCB, LKQ, FBIN, SEIC 13F-HR 02 Mar 2020, 17:32