Fund Holdings — Oak Thistle LLC

Total Portfolio Value
$1.03B
Total Bought
$682.47M
Total Sold
$370.65M
Net Transaction
+$311.81M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
MICRON TECHNOLOGY INC(MU)5,06037,608+32,5481,44412,7051.23%+11,261
CORNING INC(GLW)068,240+68,24009,2790.90%+9,279
SANDISK CORP(SNDK)014,502+14,50209,2140.89%+9,214
CHEVRON CORPORATION(CVX)14,48950,265+35,7762,20810,4001.01%+8,192
FEDEX CORP(FDX)1,51021,982+20,4724367,8300.76%+7,393
BOOKING HOLDINGS INC(BKNG)3412,173+1,8321,8269,1490.89%+7,323
ANALOG DEVICES INC(ADI)021,017+21,01706,6860.65%+6,686
TESLA INC(TSLA)017,694+17,69406,5780.64%+6,578
LAM RESEARCH CORP(LRCX)030,749+30,74906,5700.64%+6,570
VALERO ENERGY CORP(VLO)026,429+26,42906,5300.63%+6,530
CF INDUSTRIES HOLD(CF)050,032+50,03206,4960.63%+6,496
AFFILIATED MANAGERS GROUP8,70031,835+23,1352,5088,8090.86%+6,301
TENET HEALTHCARE CORP(THC)033,246+33,24606,2740.61%+6,274
REINSURANCE GROUP AMER INC(RGA)027,327+27,32705,5790.54%+5,579
APPLIED MATLS INC15,67728,107+12,4304,0299,6070.93%+5,578
IRON MTN INC DEL(IRM)053,641+53,64105,4790.53%+5,479
ALEXANDRIA REAL ESTATE EQ IN23,398142,311+118,9131,1456,6060.64%+5,461
SOLSTICE ADVANCED MATLS INC(SOLS)071,625+71,62505,4550.53%+5,455
ARCHER DANIELS MIDLAND CO072,366+72,36605,2600.51%+5,260
UBER TECHNOLOGIES INC(UBER)072,600+72,60005,2220.51%+5,222
TRANSDIGM GROUP INC(TDG)1,3365,977+4,6411,7776,9270.67%+5,150
TPG INC(TPG)19,212155,215+136,0031,2266,2880.61%+5,061
CVS HEALTH CORP(CVS)11,96881,973+70,0059505,8870.57%+4,938
UNITEDHEALTH GROUP INC(UNH)018,220+18,22004,9300.48%+4,930
MARKEL GROUP INC(MKL)02,568+2,56804,9150.48%+4,915
PARKER-HANNIFIN CORP(PH)05,483+5,48304,9090.48%+4,909
EQUITABLE HLDGS INC39,229180,199+140,9701,8696,6870.65%+4,818
LOCKHEED MARTIN CORP(LMT)07,673+7,67304,6370.45%+4,637
SUPER MICRO COMPUTER INC(SMCI)0203,270+203,27004,6280.45%+4,628
RBC BEARINGS INC(RBC)08,392+8,39204,5580.44%+4,558
EXPEDIA GROUP INC(EXPE)1,28321,000+19,7173634,8490.47%+4,485
HALLIBURTON CO(HAL)40,607143,897+103,2901,1485,6110.54%+4,463
COTERRA ENERGY INC50,188160,498+110,3101,3215,6400.55%+4,319
LINCOLN ELEC HLDGS INC(LECO)6,60223,623+17,0211,5825,8840.57%+4,302
NVENT ELEC PLC(NVT)036,353+36,35304,3000.42%+4,300
CME GROUP INC(CME)014,463+14,46304,2720.41%+4,272
HOME DEPOT INC(HD)012,980+12,98004,2690.41%+4,269
WILLIAMS COS INC(WMB)19,64674,627+54,9811,1815,4310.53%+4,250
FIGURE TECHNOLOGY SOLUTIO(FGRS)0123,673+123,67304,1990.41%+4,199
COCA COLA CONS INC(COKE)021,298+21,29804,0840.40%+4,084
CIENA CORP(CIEN)4,15312,804+8,6519714,9710.48%+4,000
PRIMO BRANDS CORPORATION(PRMB)53,045257,083+204,0388674,8410.47%+3,974
JEFFERIES FINANCIAL GROUP IN(JEF)096,252+96,25203,9720.39%+3,972
GLOBUS MED INC(GMED)045,589+45,58903,9280.38%+3,928
CISCO SYS INC(CSCO)5,24654,891+49,6454044,2590.41%+3,855
TERADYNE INC(TER)012,997+12,99703,8530.37%+3,853
SS&C TECH HLDGS(SSNC)056,862+56,86203,8420.37%+3,842
WELLS FARGO & CO(WFC)21,03371,602+50,5691,9605,7000.55%+3,740
GE AEROSPACE(GE)3,94517,226+13,2811,2154,8880.47%+3,673
APPLE INC(AAPL)014,392+14,39203,6530.35%+3,653
OGE ENERGY CORP(OGE)54,337124,343+70,0062,3205,9630.58%+3,643
CHENIERE ENERGY INC(LNG)4,62815,902+11,2749004,5120.44%+3,613
TETRA TECH INC NEW(TTEK)0117,586+117,58603,5420.34%+3,542
AMERICAN INTL GROUP INC22,55071,208+48,6581,9295,3580.52%+3,429
LUMENTUM HLDGS INC(LITE)04,864+4,86403,4180.33%+3,418
TRUIST FINL CORP(TFC)071,189+71,18903,2730.32%+3,273
NEW YORK TIMES CO MTN BE(NYT)039,061+39,06103,2710.32%+3,271
SPOTIFY TECHNOLOGY S A(SPOT)06,725+6,72503,2610.32%+3,261
OTIS WORLDWIDE CORP(OTIS)23,42868,759+45,3312,0465,3000.51%+3,254
PG&E CORP(PCG)138,814311,020+172,2062,2315,4650.53%+3,234
GEN DIGITAL INC(GEN)60,769257,478+196,7091,6524,8480.47%+3,196
PAYCOM SOFTWARE INC(PAYC)026,256+26,25603,1910.31%+3,191
IRIDIUM COMMUNICATIONS INC(IRDM)0113,057+113,05703,1360.30%+3,136
GARMIN LTD(GRMN)013,453+13,45303,1210.30%+3,121
AES CORP(AES)0219,110+219,11003,0870.30%+3,087
SIMON PPTY GROUP INC NEW(SPG)5,43021,795+16,3651,0054,0650.39%+3,060
EDWARDS LIFESCIENCES CORP037,529+37,52903,0050.29%+3,005
OKTA INC(OKTA)037,677+37,67702,9660.29%+2,966
FIRST HORIZON CORPORATION(FHN)0130,086+130,08602,9610.29%+2,961
PLANET FITNESS MASTER ISSUER(PLNT)9,23852,871+43,6331,0023,9330.38%+2,930
FORTIVE CORP(FTV)051,713+51,71302,8590.28%+2,859
LEIDOS HOLDINGS INC(LDOS)018,378+18,37802,8580.28%+2,858
PTC INC(PTC)019,884+19,88402,8330.28%+2,833
BAKER HUGHES COMPANY(BKR)9,18852,951+43,7634183,2330.31%+2,814
MSCI INC(MSCI)05,180+5,18002,7920.27%+2,792
PENUMBRA INC(PEN)08,429+8,42902,7680.27%+2,768
PUBLIC SVC ENTERPRISE GROUP(PEG)033,861+33,86102,7410.27%+2,741
MILLROSE PPTYS INC(MRP)48,923149,584+100,6611,4614,1880.41%+2,727
COMFORT SYS USA INC(FIX)01,976+1,97602,7250.26%+2,725
MCKESSON CORP(MCK)5273,635+3,1084323,1460.31%+2,713
SCOTTS MIRACLE-GRO CO(SMG)24,38467,870+43,4861,4234,1270.40%+2,704
MSA SAFETY INC(MSA)6,14422,401+16,2579843,6730.36%+2,689
BOEING CO(BA)7,18021,291+14,1111,5594,2380.41%+2,679
SMUCKER J M CO(SJM)027,507+27,50702,6530.26%+2,653
NORTHERN TR CORP(NTRS)018,972+18,97202,6480.26%+2,648
COPART INC(CPRT)079,145+79,14502,6280.26%+2,628
CUMMINS INC(CMI)04,872+4,87202,6210.25%+2,621
VALMONT INDS INC(VMI)2,4789,032+6,5549973,6090.35%+2,612
BIO RAD LABS INC09,320+9,32002,5980.25%+2,598
RINGCENTRAL INC(RNG)069,721+69,72102,5930.25%+2,593
ATLASSIAN CORPORATION037,627+37,62702,5680.25%+2,568
RYAN SPECIALTY HOLDINGS INC(RYAN)076,052+76,05202,5660.25%+2,566
DAVITA INC(DVA)016,627+16,62702,5550.25%+2,555
OMEGA HEALTHCARE INVS INC(OHI)057,934+57,93402,5390.25%+2,539
FREEPORT MCMORAN INC(FCX)042,515+42,51502,4990.24%+2,499
KEMPER CORP(KMPB)081,680+81,68002,4960.24%+2,496
LOWES COS INC(LOW)010,465+10,46502,4730.24%+2,473
EVERUS CONSTR GROUP(ECG)020,944+20,94402,4730.24%+2,473
SOUTHWEST AIRLS CO(LUV)18,95886,546+67,5887843,2520.32%+2,468
BRIGHTHOUSE FINL INC(BHF)041,012+41,01202,4560.24%+2,456
Page 1 of 7
Oak Thistle LLC — 13F Holdings — Q1 2026 | TickerTrail