StockDriftsStockDriftsTop 50 Running Oak Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW | 2.2% | 102.0K | $16.3M | -10.51%(-11.98K) | $76.81(+100.82%) | 2026-03-31 | |
| NVT | NVENT ELEC PLC | 2.18% | 136.7K | $16.2M | -20.13%(-34.46K) | $70.18(+116.80%) | 2026-03-31 | |
| CW | CURTISS WRIGHT CORP | 2.14% | 23.3K | $15.9M | -26.66%(-8.47K) | $304.86(+149.37%) | 2026-03-31 | |
| EME | EMCOR GROUP INC | 2.07% | 20.8K | $15.3M | -24.75%(-6.83K) | $219.64(+252.70%) | 2026-03-31 | |
| FCN | FTI CONSULTING INC | 2.05% | 85.9K | $15.2M | +25.23%(+17.30K) | $197.60(-22.27%) | 2026-03-31 | |
| ITT | ITT INC | 2.04% | 79.3K | $15.1M | -12.94%(-11.78K) | $93.91(+98.92%) | 2026-03-31 | |
| APD | AIR PRODUCTS AND CHEMICALS I | 2.02% | 51.4K | $14.9M | -4.67%(-2.52K) | $260.18(+20.76%) | 2026-03-31 | |
| GWW | WW GRAINGER INC | 2.01% | 13.6K | $14.9M | -12.38%(-1.93K) | $743.23(+80.69%) | 2026-03-31 | |
| GD | GENERAL DYNAMICS CORP | 1.99% | 43.0K | $14.8M | -8.85%(-4.18K) | $253.09(+47.59%) | 2026-03-31 | |
| ETN | EATON CORP PLC | 1.99% | 41.2K | $14.7M | -7.05%(-3.13K) | $255.31(+56.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.77% | +28.70% |
| Top 20 Holdings Unweighted | +8.80% | +28.77% |
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