Fund HoldingsOak Thistle LLC

Total Portfolio Value
$496.72M
Total Bought
$352.20M
Total Sold
$189.54M
Net Transaction
+$162.66M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
METLIFE INC(MET)070,851+70,85105,6891.15%+5,689
ALPHABET INC(GOOG)039,710+39,71006,1411.24%+6,141
CRH PLC
ORD
058,938+58,93805,1851.04%+5,185
LOCKHEED MARTIN CORP(LMT)2,28214,061+11,7791,1096,2811.26%+5,172
THERMO FISHER SCIENTIFIC INC(TMO)08,536+8,53604,2480.86%+4,248
NIKE INC(NKE)066,899+66,89904,2470.85%+4,247
LIGHT & WONDER INC(LNWO)044,976+44,97603,8950.78%+3,895
ALLSTATE CORP(ALL)020,826+20,82604,3120.87%+4,312
VERTIV HOLDINGS CO(VRT)052,842+52,84203,8150.77%+3,815
WILLIS TOWERS WATSON PLC LTD(WTW)011,213+11,21303,7890.76%+3,789
HILTON WORLDWIDE HLDGS INC(HLT)018,905+18,90504,3020.87%+4,302
3M CO(MMM)025,260+25,26003,7100.75%+3,710
BECTON DICKINSON & CO(BDX)015,607+15,60703,5750.72%+3,575
CLOROX CO DEL(CLX)022,375+22,37503,2950.66%+3,295
RTX CORPORATION(RTX)026,553+26,55303,5170.71%+3,517
WP CAREY INC(WPC)051,452+51,45203,2470.65%+3,247
CINTAS CORP(CTAS)015,693+15,69303,2250.65%+3,225
EMCOR GROUP INC(EME)08,455+8,45503,1250.63%+3,125
AON PLC(AON)07,768+7,76803,1000.62%+3,100
AMERIPRISE FINL INC(AMP)06,394+6,39403,0950.62%+3,095
METTLER TOLEDO INTERNATIONAL(MTD)03,287+3,28703,8820.78%+3,882
PAYPAL HLDGS INC(PYPL)048,379+48,37903,1570.64%+3,157
DANAHER CORPORATION(DHR)014,168+14,16802,9040.58%+2,904
CUMMINS INC(CMI)09,021+9,02102,8280.57%+2,828
AMAZON COM INC(AMZN)014,246+14,24602,7100.55%+2,710
PEPSICO INC(PEP)017,930+17,93002,6880.54%+2,688
GARTNER INC(IT)06,364+6,36402,6710.54%+2,671
MEDTRONIC PLC(MDT)15,86543,359+27,4941,2673,8960.78%+2,629
EQUITABLE HLDGS INC049,886+49,88602,5990.52%+2,599
MARRIOTT INTL INC NEW(MAR)6,15917,870+11,7111,7184,2570.86%+2,539
CME GROUP INC(CME)09,352+9,35202,4810.50%+2,481
ALTRIA GROUP INC(MO)068,332+68,33204,1010.83%+4,101
IQVIA HLDGS INC(IQV)013,785+13,78502,4300.49%+2,430
JANUS HENDERSON GROUP PLC066,908+66,90802,4190.49%+2,419
AMEREN CORP(AEE)023,884+23,88402,3980.48%+2,398
INTUITIVE SURGICAL INC04,764+4,76402,3590.48%+2,359
VALMONT INDS INC(VMI)09,939+9,93902,8360.57%+2,836
ELEMENT SOLUTIONS INC(ESI)0133,395+133,39503,0160.61%+3,016
US FOODS HLDG CORP(USFD)034,781+34,78102,2770.46%+2,277
LEAR CORP(LEA)028,031+28,03102,4730.50%+2,473
MCCORMICK & CO INC(MKC)027,032+27,03202,2250.45%+2,225
UNITED PARCEL SERVICE INC(UPS)019,981+19,98102,1980.44%+2,198
FIRST INDL RLTY TR INC(FR)044,806+44,80602,4180.49%+2,418
PROGRESSIVE CORP(PGR)9,05615,028+5,9722,1704,2530.86%+2,083
DECKERS OUTDOOR CORP(DECK)018,223+18,22302,0380.41%+2,038
HUMANA INC(HUM)07,614+7,61402,0150.41%+2,015
PHILLIPS 66(PSX)7,03622,532+15,4968022,7820.56%+1,981
MASCO CORP(MAS)29,43559,146+29,7112,1364,1130.83%+1,977
GE AEROSPACE(GE)09,731+9,73101,9480.39%+1,948
FREEPORT-MCMORAN INC(FCX)050,831+50,83101,9240.39%+1,924
JACOBS SOLUTIONS INC(J)015,769+15,76901,9060.38%+1,906
ASSURANT INC(AIZ)4,62313,521+8,8989862,8360.57%+1,850
MICROCHIP TECHNOLOGY INC.(MCHP)037,410+37,41001,8110.36%+1,811
NUCOR CORP(NUE)015,036+15,03601,8090.36%+1,809
LYONDELLBASELL INDUSTRIES N
SHS - A -
025,307+25,30701,7820.36%+1,782
SALESFORCE INC(CRM)06,629+6,62901,7790.36%+1,779
AMETEK INC014,957+14,95702,5750.52%+2,575
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)023,056+23,05601,7640.36%+1,764
PENSKE AUTOMOTIVE GRP INC(PAG)012,131+12,13101,7470.35%+1,747
MSA SAFETY INC(MSA)011,875+11,87501,7420.35%+1,742
DRAFTKINGS INC NEW(DKNG)084,579+84,57902,8090.57%+2,809
SPDR S&P 500 ETF TR(SPY)03,100+3,10001,7340.35%+1,734
GE HEALTHCARE TECHNOLOGIES I(GEHC)021,413+21,41301,7280.35%+1,728
ARES MANAGEMENT CORPORATION(ARES)011,628+11,62801,7050.34%+1,705
SMITH A O CORP(AOS)025,813+25,81301,6870.34%+1,687
KRAFT HEINZ CO(KHC)055,358+55,35801,6850.34%+1,685
AUTONATION INC(AN)010,107+10,10701,6370.33%+1,637
AIRBNB INC013,459+13,45901,6080.32%+1,608
DISNEY WALT CO(DIS)015,950+15,95001,5740.32%+1,574
T-MOBILE US INC(TMUS)05,882+5,88201,5690.32%+1,569
ONTO INNOVATION INC(ONTO)012,692+12,69201,5400.31%+1,540
GENERAL MLS INC(GIS)033,053+33,05301,9760.40%+1,976
DYNATRACE INC(DT)030,337+30,33701,4300.29%+1,430
PALANTIR TECHNOLOGIES INC(PLTR)034,407+34,40702,9040.58%+2,904
HUBSPOT INC(HUBS)02,472+2,47201,4120.28%+1,412
COUPANG INC(CPNG)75,103138,860+63,7571,6513,0450.61%+1,394
HEALTHPEAK PROPERTIES INC(DOC)068,906+68,90601,3930.28%+1,393
HUNT J B TRANS SVCS INC(JBHT)09,249+9,24901,3680.28%+1,368
DOLBY LABORATORIES INC(DLB)016,879+16,87901,3560.27%+1,356
SBA COMMUNICATIONS CORP NEW(SBAC)012,282+12,28202,7020.54%+2,702
GLOBANT S A
COM
011,488+11,48801,3520.27%+1,352
ALASKA AIR GROUP INC032,628+32,62801,6060.32%+1,606
AGILENT TECHNOLOGIES INC(A)011,418+11,41801,3360.27%+1,336
TERADYNE INC(TER)016,137+16,13701,3330.27%+1,333
US BANCORP DEL(USB)039,359+39,35901,6620.33%+1,662
MATTEL INC(MAT)091,857+91,85701,7850.36%+1,785
CARRIER GLOBAL CORPORATION(CARR)020,775+20,77501,3170.27%+1,317
TARGET CORP(TGT)012,486+12,48601,3030.26%+1,303
APTIV PLC(APTV)021,880+21,88001,3020.26%+1,302
GAMESTOP CORP NEW(GME)058,293+58,29301,3010.26%+1,301
SENSATA TECHNOLOGIES HLDG PL
SHS
59,007120,112+61,1051,6172,9150.59%+1,298
ESAB CORPORATION(ESAB)011,057+11,05701,2880.26%+1,288
GOLDMAN SACHS GROUP INC(GS)02,335+2,33501,2760.26%+1,276
BENTLEY SYS INC(BSY)032,385+32,38501,2740.26%+1,274
XP INC(XP)092,644+92,64401,2740.26%+1,274
AMERICAN ELEC PWR CO INC011,573+11,57301,2650.25%+1,265
MICROSTRATEGY INC(MSTR)04,287+4,28701,2360.25%+1,236
DUKE ENERGY CORP NEW(DUK)09,992+9,99201,2190.25%+1,219
CMS ENERGY CORP(CMS)024,651+24,65101,8520.37%+1,852
HCA HEALTHCARE INC(HCA)7,0409,615+2,5752,1133,3220.67%+1,209
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