Institutions / Oak Thistle LLC
Oak Thistle LLC
CIK 1755987 · Institution · as of Dec 31, 2025
Portfolio value
$719.90M
Positions
481
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 481 →
| Company | Value | % of portfolio |
|---|---|---|
| Palantir Technologies Inc | $19.27M | 2.7% |
| NVIDIA Corp | $5.60M | 0.8% |
| Wec Energy Group, Inc. | $5.36M | 0.7% |
| Ameren Corp | $5.31M | 0.7% |
| Becton Dickinson & Co | $4.90M | 0.7% |
| Hologic Inc | $4.67M | 0.6% |
| Frontier Communications Pare | $4.53M | 0.6% |
| Autozone Inc | $4.50M | 0.6% |
| UDR, Inc. | $4.15M | 0.6% |
| Applied Materials Inc /De | $4.03M | 0.6% |
| Healthpeak Properties, Inc. | $3.94M | 0.5% |
| Pinnacle West Capital Corp | $3.93M | 0.5% |
| Xylem Inc. | $3.72M | 0.5% |
| Cms Energy Corp | $3.68M | 0.5% |
| Invitation Homes Inc. | $3.62M | 0.5% |
| BlackRock, Inc. | $3.49M | 0.5% |
| Keycorp /New | $3.46M | 0.5% |
| Agilent Technologies Inc | $3.46M | 0.5% |
| Automatic Data Processing Inc | $3.43M | 0.5% |
| Evergy, Inc. | $3.35M | 0.5% |
| Cintas Corp | $3.31M | 0.5% |
| ROBLOX Corp | $3.29M | 0.5% |
| Huntington Bancshares Inc /Md | $3.28M | 0.5% |
| Molson Coors Beverage Co | $3.19M | 0.4% |
| M&T Bank Corp | $3.14M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.