# EDGAR Filing Document

**Accession Number:** 0001803994
**File Stem:** 0001803994-25-000004
**Filing Date:** 2025-7
**Character Count:** 14179
**Document Hash:** f83687e8b47cf3a4c7ee61e68a42b137
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001803994-25-000004.hdr.sgml**: 20250722

**ACCESSION NUMBER**: 0001803994-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250722

**DATE AS OF CHANGE**: 20250722

**EFFECTIVENESS DATE**: 20250722

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Running Oak Capital LLC
- **CENTRAL INDEX KEY:** 0001803994

**ORGANIZATION NAME:**
- **EIN:** 460975823

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20193
- **FILM NUMBER:** 251140503

**BUSINESS ADDRESS:**
- **STREET 1:** 4519 W 56TH ST
- **CITY:** EDINA
- **STATE:** MN
- **ZIP:** 55424
- **BUSINESS PHONE:** 952-582-6116

**MAIL ADDRESS:**
- **STREET 1:** 4519 W 56TH ST
- **CITY:** EDINA
- **STATE:** MN
- **ZIP:** 55424

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Running Oak Capital LLC<br>**Address:** 4519 W 56TH ST<br>EDINA, MN 55424

**Form 13F File Number:** 028-20193

**CRD Number (if applicable):** 000286656

**SEC File Number (if applicable):** 028-20193

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jeffrey Broders<br>**Title:** COO / CCO<br>**Phone:** 5153211299

**Signature, Place, and Date of Signing:**

Jeff Broders  Ankeny, IA  07-22-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 110

**Form 13F Information Table Value Total:** $899545397

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 7521268 | 25164 | SH |  | OTR |  | 0 | 0 | 25164 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 7528142 | 25187 | SH |  | SOLE |  | 21823 | 0 | 3364 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 8135739 | 28844 | SH |  | OTR |  | 0 | 0 | 28844 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 7628886 | 27047 | SH |  | SOLE |  | 23403 | 0 | 3644 |
| ALCON AG | ORD SHS | H01301128 |  | 8000463 | 90626 | SH |  | OTR |  | 0 | 0 | 90626 |
| ALCON AG | ORD SHS | H01301128 |  | 7707108 | 87303 | SH |  | SOLE |  | 75516 | 0 | 11787 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 8884401 | 50084 | SH |  | OTR |  | 0 | 0 | 50084 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 7941928 | 44771 | SH |  | SOLE |  | 38712 | 0 | 6059 |
| AMDOCS LTD | SHS | G02602103 |  | 8474830 | 92353 | SH |  | OTR |  | 0 | 0 | 92353 |
| AMDOCS LTD | SHS | G02602103 |  | 7557927 | 82770 | SH |  | SOLE |  | 70959 | 0 | 11811 |
| AMETEK INC | COM | 031100100 |  | 8652783 | 47816 | SH |  | OTR |  | 0 | 0 | 47816 |
| AMETEK INC | COM | 031100100 |  | 7712153 | 42618 | SH |  | SOLE |  | 36742 | 0 | 5876 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 9059245 | 29228 | SH |  | OTR |  | 0 | 0 | 29228 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 7653948 | 24801 | SH |  | SOLE |  | 21180 | 0 | 3621 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 7957950 | 46200 | SH |  | OTR |  | 0 | 0 | 46200 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 7642733 | 44370 | SH |  | SOLE |  | 38406 | 0 | 5964 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 24489 | 228 | SH |  | SOLE |  | 0 | 0 | 228 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 188827 | 1758 | SH |  | OTR |  | 0 | 0 | 1758 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 9251698 | 37930 | SH |  | OTR |  | 0 | 0 | 37930 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 7770258 | 31956 | SH |  | SOLE |  | 27207 | 0 | 4749 |
| BROWN  BROWN INC | COM | 115236101 |  | 9179371 | 82794 | SH |  | OTR |  | 0 | 0 | 82794 |
| BROWN  BROWN INC | COM | 115236101 |  | 7677311 | 69246 | SH |  | SOLE |  | 59496 | 0 | 9750 |
| CACI INTL INC | CL A | 127190304 |  | 9856726 | 20677 | SH |  | OTR |  | 0 | 0 | 20677 |
| CACI INTL INC | CL A | 127190304 |  | 8066718 | 16922 | SH |  | SOLE |  | 14477 | 0 | 2445 |
| CARLISLE COS INC | COM | 142339100 |  | 8746522 | 23424 | SH |  | OTR |  | 0 | 0 | 23424 |
| CARLISLE COS INC | COM | 142339100 |  | 7677485 | 20561 | SH |  | SOLE |  | 17588 | 0 | 2973 |
| CURTISS WRIGHT CORP | COM | 231561101 |  | 10964075 | 22431 | SH |  | OTR |  | 0 | 0 | 22431 |
| CURTISS WRIGHT CORP | COM | 231561101 |  | 7891301 | 16151 | SH |  | SOLE |  | 13771 | 0 | 2380 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 9359632 | 42940 | SH |  | OTR |  | 0 | 0 | 42940 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 7602380 | 34878 | SH |  | SOLE |  | 29454 | 0 | 5424 |
| DECKERS OUTDOOR CORP | COM | 243537107 |  | 7531634 | 73073 | SH |  | OTR |  | 0 | 0 | 73073 |
| DECKERS OUTDOOR CORP | COM | 243537107 |  | 7720561 | 74906 | SH |  | SOLE |  | 64987 | 0 | 9919 |
| EATON CORP PLC | SHS | G29183103 |  | 10092821 | 28272 | SH |  | OTR |  | 0 | 0 | 28272 |
| EATON CORP PLC | SHS | G29183103 |  | 8074757 | 22619 | SH |  | SOLE |  | 19243 | 0 | 3376 |
| EMCOR GROUP INC | COM | 29084Q100 |  | 10818685 | 20226 | SH |  | OTR |  | 0 | 0 | 20226 |
| EMCOR GROUP INC | COM | 29084Q100 |  | 8318074 | 15551 | SH |  | SOLE |  | 13190 | 0 | 2361 |
| FACTSET RESH SYS INC | COM | 303075105 |  | 8424519 | 18835 | SH |  | OTR |  | 0 | 0 | 18835 |
| FACTSET RESH SYS INC | COM | 303075105 |  | 7795196 | 17428 | SH |  | SOLE |  | 15039 | 0 | 2389 |
| FISERV INC | COM | 337738108 |  | 8584984 | 49794 | SH |  | OTR |  | 0 | 0 | 49794 |
| FISERV INC | COM | 337738108 |  | 7543110 | 43751 | SH |  | SOLE |  | 37831 | 0 | 5920 |
| FRANKLIN ELEC INC | COM | 353514102 |  | 8320513 | 92718 | SH |  | OTR |  | 0 | 0 | 92718 |
| FRANKLIN ELEC INC | COM | 353514102 |  | 7678787 | 85567 | SH |  | SOLE |  | 73807 | 0 | 11760 |
| FTI CONSULTING INC | COM | 302941109 |  | 8095026 | 50124 | SH |  | OTR |  | 0 | 0 | 50124 |
| FTI CONSULTING INC | COM | 302941109 |  | 7561107 | 46818 | SH |  | SOLE |  | 40534 | 0 | 6284 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 9044030 | 28252 | SH |  | OTR |  | 0 | 0 | 28252 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 7559634 | 23615 | SH |  | SOLE |  | 20251 | 0 | 3364 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 9051376 | 31034 | SH |  | OTR |  | 0 | 0 | 31034 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 7936652 | 27212 | SH |  | SOLE |  | 23354 | 0 | 3858 |
| GRACO INC | COM | 384109104 |  | 8292408 | 96457 | SH |  | OTR |  | 0 | 0 | 96457 |
| GRACO INC | COM | 384109104 |  | 7629751 | 88749 | SH |  | SOLE |  | 76619 | 0 | 12130 |
| GRAINGER W W INC | COM | 384802104 |  | 8895092 | 8551 | SH |  | OTR |  | 0 | 0 | 8551 |
| GRAINGER W W INC | COM | 384802104 |  | 7623919 | 7329 | SH |  | SOLE |  | 6272 | 0 | 1057 |
| HONEYWELL INTL INC | COM | 438516106 |  | 8940263 | 38390 | SH |  | OTR |  | 0 | 0 | 38390 |
| HONEYWELL INTL INC | COM | 438516106 |  | 7949359 | 34135 | SH |  | SOLE |  | 29302 | 0 | 4833 |
| ICON PLC | SHS | G4705A100 |  | 8111601 | 55769 | SH |  | OTR |  | 0 | 0 | 55769 |
| ICON PLC | SHS | G4705A100 |  | 7483212 | 51449 | SH |  | SOLE |  | 44443 | 0 | 7006 |
| INGERSOLL RAND INC | COM | 45687V106 |  | 8238480 | 99044 | SH |  | OTR |  | 0 | 0 | 99044 |
| INGERSOLL RAND INC | COM | 45687V106 |  | 7620702 | 91617 | SH |  | SOLE |  | 78911 | 0 | 12706 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 9818764 | 53517 | SH |  | OTR |  | 0 | 0 | 53517 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 7891595 | 43013 | SH |  | SOLE |  | 36581 | 0 | 6432 |
| INTUIT | COM | 461202103 |  | 9742983 | 12370 | SH |  | OTR |  | 0 | 0 | 12370 |
| INTUIT | COM | 461202103 |  | 7882601 | 10008 | SH |  | SOLE |  | 8557 | 0 | 1451 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 8037405 | 51002 | SH |  | OTR |  | 0 | 0 | 51002 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 7576140 | 48075 | SH |  | SOLE |  | 41713 | 0 | 6362 |
| ITT INC | COM | 45073V108 |  | 9600976 | 61219 | SH |  | OTR |  | 0 | 0 | 61219 |
| ITT INC | COM | 45073V108 |  | 7821739 | 49874 | SH |  | SOLE |  | 42524 | 0 | 7350 |
| JACOBS SOLUTIONS INC | COM | 46982L108 |  | 8624303 | 65609 | SH |  | OTR |  | 0 | 0 | 65609 |
| JACOBS SOLUTIONS INC | COM | 46982L108 |  | 7860710 | 59800 | SH |  | SOLE |  | 50889 | 0 | 8911 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 9608057 | 60903 | SH |  | OTR |  | 0 | 0 | 60903 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 8068004 | 51141 | SH |  | SOLE |  | 43608 | 0 | 7533 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 8279241 | 37867 | SH |  | OTR |  | 0 | 0 | 37867 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 7559486 | 34575 | SH |  | SOLE |  | 29990 | 0 | 4585 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 7651976 | 29894 | SH |  | SOLE |  | 25576 | 0 | 4318 |
| NVENT ELECTRIC PLC | SHS | G6700G107 |  | 9621534 | 131352 | SH |  | OTR |  | 0 | 0 | 131352 |
| NVENT ELECTRIC PLC | SHS | G6700G107 |  | 7914736 | 108051 | SH |  | SOLE |  | 91286 | 0 | 16765 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 9825377 | 14067 | SH |  | OTR |  | 0 | 0 | 14067 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 7954891 | 11389 | SH |  | SOLE |  | 9739 | 0 | 1650 |
| PRIMERICA INC | COM | 74164M108 |  | 9086939 | 33204 | SH |  | OTR |  | 0 | 0 | 33204 |
| PRIMERICA INC | COM | 74164M108 |  | 7727346 | 28236 | SH |  | SOLE |  | 24332 | 0 | 3904 |
| RB GLOBAL INC | COM | 74935Q107 |  | 9585877 | 90271 | SH |  | OTR |  | 0 | 0 | 90271 |
| RB GLOBAL INC | COM | 74935Q107 |  | 7729464 | 72789 | SH |  | SOLE |  | 62241 | 0 | 10548 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 9430860 | 38242 | SH |  | OTR |  | 0 | 0 | 38242 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 7625181 | 30920 | SH |  | SOLE |  | 26367 | 0 | 4553 |
| RESMED INC | COM | 761152107 |  | 9267876 | 35922 | SH |  | OTR |  | 0 | 0 | 35922 |
| RESMED INC | COM | 761152107 |  | 7750062 | 30039 | SH |  | SOLE |  | 25743 | 0 | 4296 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 8489563 | 14977 | SH |  | OTR |  | 0 | 0 | 14977 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 7644404 | 13486 | SH |  | SOLE |  | 11569 | 0 | 1917 |
| SAIA INC | COM | 78709Y105 |  | 8443550 | 30817 | SH |  | OTR |  | 0 | 0 | 30817 |
| SAIA INC | COM | 78709Y105 |  | 7604866 | 27756 | SH |  | SOLE |  | 23870 | 0 | 3886 |
| SS TECHNOLOGIES HLDGS INC | COM | 78467J100 |  | 8773654 | 105962 | SH |  | OTR |  | 0 | 0 | 105962 |
| SS TECHNOLOGIES HLDGS INC | COM | 78467J100 |  | 7742434 | 93508 | SH |  | SOLE |  | 80508 | 0 | 13000 |
| STERIS PLC | SHS USD | G8473T100 |  | 8593390 | 35773 | SH |  | OTR |  | 0 | 0 | 35773 |
| STERIS PLC | SHS USD | G8473T100 |  | 7769195 | 32342 | SH |  | SOLE |  | 27556 | 0 | 4786 |
| STRYKER CORPORATION | COM | 863667101 |  | 9283701 | 23416 | SH |  | OTR |  | 0 | 0 | 23416 |
| STRYKER CORPORATION | COM | 863667101 |  | 7867006 | 19879 | SH |  | SOLE |  | 17074 | 0 | 2805 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 |  | 8781506 | 17141 | SH |  | OTR |  | 0 | 0 | 17141 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 |  | 7949514 | 15517 | SH |  | SOLE |  | 13249 | 0 | 2268 |
| TEXAS ROADHOUSE INC | COM | 882681109 |  | 9362998 | 49586 | SH |  | OTR |  | 0 | 0 | 49586 |
| TEXAS ROADHOUSE INC | COM | 882681109 |  | 7678899 | 40932 | SH |  | SOLE |  | 34872 | 0 | 6060 |
| THE CIGNA GROUP | COM | 125523100 |  | 8704502 | 26331 | SH |  | OTR |  | 0 | 0 | 26331 |
| THE CIGNA GROUP | COM | 125523100 |  | 7992433 | 24177 | SH |  | SOLE |  | 20738 | 0 | 3439 |
| TJX COS INC NEW | COM | 872540109 |  | 9050335 | 73288 | SH |  | OTR |  | 0 | 0 | 73288 |
| TJX COS INC NEW | COM | 872540109 |  | 7604896 | 61583 | SH |  | SOLE |  | 52648 | 0 | 8935 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 8505205 | 161175 | SH |  | OTR |  | 0 | 0 | 161175 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 7558669 | 143238 | SH |  | SOLE |  | 123774 | 0 | 19464 |
| UNION PAC CORP | COM | 907818108 |  | 8272526 | 35955 | SH |  | OTR |  | 0 | 0 | 35955 |
| VISA INC | COM CL A | 92826C839 |  | 9235561 | 26012 | SH |  | OTR |  | 0 | 0 | 26012 |
| VISA INC | COM CL A | 92826C839 |  | 7769204 | 21882 | SH |  | SOLE |  | 18721 | 0 | 3161 |
| WATSCO INC | COM | 942622200 |  | 8322329 | 18845 | SH |  | OTR |  | 0 | 0 | 18845 |
| WATSCO INC | COM | 942622200 |  | 7748684 | 17546 | SH |  | SOLE |  | 15125 | 0 | 2421 |

---