Running Oak Capital LLC
All 13F Filings
- Location
- Edina, MN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 797,971
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/23/2026 | 56 | 797,971 | 13F-HR | Running Oak Capital LLC |
| Q3 2025 | 11/4/2025 | 55 | 891,510 | 13F-HR | Running Oak Capital LLC |
| Q2 2025 | 7/22/2025 | 56 | 899,546 | 13F-HR | Running Oak Capital LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 782.8 K | 98.1% | 0 | 92.23 K | -92.23 K |
| Other | 15.22 K | 1.9% | 0 | 1.313 K | -1.313 K |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
797,971
Holdings
56
QoQ value change ($000)
-93,539
(-10.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.