Fund HoldingsOak Thistle LLC

Total Portfolio Value
$338.48M
Total Bought
$278.53M
Total Sold
$129.46M
Net Transaction
+$149.07M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
BECTON DICKINSON & CO(BDX)09,415+9,41502,4340.72%+2,434
COMCAST CORP NEW(CCZ)050,275+50,27502,2290.66%+2,229
HP INC(HPQ)099,517+99,51702,5580.76%+2,558
MCDONALDS CORP(MCD)07,981+7,98102,1030.62%+2,103
CINCINNATI FINL CORP(CINF)019,715+19,71502,0170.60%+2,017
BIO-TECHNE CORP(TECH)029,168+29,16801,9850.59%+1,985
BAKER HUGHES COMPANY(BKR)051,222+51,22201,8090.53%+1,809
PINNACLE WEST CAP CORP(PNW)023,820+23,82001,7550.52%+1,755
EATON CORP PLC(ETN)08,068+8,06801,7210.51%+1,721
GENUINE PARTS CO(GPC)011,842+11,84201,7100.51%+1,710
S&P GLOBAL INC(SPGI)04,659+4,65901,7020.50%+1,702
SOUTHWEST AIRLS CO(LUV)062,888+62,88801,7020.50%+1,702
FLEETCOR TECHNOLOGIES INC06,641+6,64101,6960.50%+1,696
ATMOS ENERGY CORP(ATO)015,980+15,98001,6930.50%+1,693
SPDR S&P 500 ETF TR(SPY)03,944+3,94401,6860.50%+1,686
EMCOR GROUP INC(EME)08,011+8,01101,6850.50%+1,685
DEERE & CO(DE)04,461+4,46101,6830.50%+1,683
AMERICAN WTR WKS CO INC NEW013,439+13,43901,6640.49%+1,664
NETFLIX INC(NFLX)04,396+4,39601,6600.49%+1,660
RTX CORPORATION(RTX)023,003+23,00301,6560.49%+1,656
GITLAB INC(GTLB)036,433+36,43301,6480.49%+1,648
KINDER MORGAN INC DEL(KMI)098,209+98,20901,6280.48%+1,628
OMEGA HEALTHCARE INVS INC(OHI)048,821+48,82101,6190.48%+1,619
RELIANCE STEEL & ALUMINUM CO(RS)06,125+6,12501,6060.47%+1,606
SMUCKER J M CO(SJM)012,771+12,77101,5700.46%+1,570
WEC ENERGY GROUP INC(WEC)019,469+19,46901,5680.46%+1,568
ENVISTA HOLDINGS CORPORATION(NVST)056,231+56,23101,5680.46%+1,568
FISERV INC(FISV)013,428+13,42801,5170.45%+1,517
PAYCOM SOFTWARE INC(PAYC)05,795+5,79501,5020.44%+1,502
WABTEC(WAB)014,046+14,04601,4930.44%+1,493
WEX INC(WEX)07,924+7,92401,4900.44%+1,490
AMERICAN ELEC PWR CO INC019,784+19,78401,4880.44%+1,488
BROWN & BROWN INC(BRO)031,097+31,09702,1720.64%+2,172
EVERGY INC(EVRG)042,271+42,27102,1430.63%+2,143
THE CIGNA GROUP(CI)05,073+5,07301,4510.43%+1,451
AMDOCS LTD(DOX)016,897+16,89701,4280.42%+1,428
UNUM GROUP(UNM)028,620+28,62001,4080.42%+1,408
PROCTER AND GAMBLE CO(PG)09,559+9,55901,3940.41%+1,394
DTE ENERGY CO(DTB)013,715+13,71501,3620.40%+1,362
HOWMET AEROSPACE INC(HWM)029,198+29,19801,3500.40%+1,350
HUNTSMAN CORP(HUN)055,021+55,02101,3430.40%+1,343
TEXAS ROADHOUSE INC(TXRH)013,922+13,92201,3380.40%+1,338
ELEVANCE HEALTH INC(ELV)2,2645,373+3,1091,0062,3400.69%+1,334
ALASKA AIR GROUP INC035,872+35,87201,3300.39%+1,330
NIKE INC(NKE)013,722+13,72201,3120.39%+1,312
MOLINA HEALTHCARE INC(MOH)03,989+3,98901,3080.39%+1,308
UDR INC(UDR)036,435+36,43501,3000.38%+1,300
RPM INTL INC(RPM)013,673+13,67301,2960.38%+1,296
NUTANIX INC(NTNX)037,141+37,14101,2950.38%+1,295
BROWN FORMAN CORP(BF-A)022,408+22,40801,2930.38%+1,293
CACI INTL INC(CACI)04,109+4,10901,2900.38%+1,290
VERIZON COMMUNICATIONS INC(VZ)054,895+54,89501,7790.53%+1,779
MOODYS CORP(MCO)04,023+4,02301,2720.38%+1,272
EOG RES INC(EOG)09,964+9,96401,2630.37%+1,263
EASTGROUP PPTYS INC(EGP)07,575+7,57501,2610.37%+1,261
HUNTINGTON INGALLS INDS INC(HII)06,107+6,10701,2490.37%+1,249
ESSEX PPTY TR INC(ESS)08,110+8,11001,7200.51%+1,720
GALLAGHER ARTHUR J & CO(AJG)05,407+5,40701,2320.36%+1,232
MARKEL GROUP INC(MKL)0836+83601,2310.36%+1,231
SERVICE CORP INTL(SCI)026,631+26,63101,5220.45%+1,522
AMERICOLD REALTY TRUST INC(COLD)039,959+39,95901,2150.36%+1,215
PTC INC(PTC)010,460+10,46001,4820.44%+1,482
AMETEK INC08,189+8,18901,2100.36%+1,210
JOHNSON CTLS INTL PLC
SHS
022,736+22,73601,2100.36%+1,210
ALTRIA GROUP INC(MO)028,510+28,51001,1990.35%+1,199
FEDEX CORP(FDX)04,515+4,51501,1960.35%+1,196
GLOBE LIFE INC010,953+10,95301,1910.35%+1,191
VISA INC(V)05,146+5,14601,1840.35%+1,184
AGREE RLTY CORP021,416+21,41601,1830.35%+1,183
NUCOR CORP(NUE)07,562+7,56201,1820.35%+1,182
LEAR CORP(LEA)010,685+10,68501,4340.42%+1,434
LEIDOS HOLDINGS INC(LDOS)012,599+12,59901,1610.34%+1,161
EPAM SYS INC(EPAM)04,479+4,47901,1450.34%+1,145
PPL CORP(PPL)048,489+48,48901,1420.34%+1,142
LOEWS CORP(L)017,735+17,73501,1230.33%+1,123
TRANSUNION(TRU)015,557+15,55701,1170.33%+1,117
SERVICENOW INC(NOW)01,994+1,99401,1150.33%+1,115
COOPER COS INC(COO)03,502+3,50201,1140.33%+1,114
ARCHER DANIELS MIDLAND CO014,624+14,62401,1030.33%+1,103
DOMINOS PIZZA INC(DPZ)02,897+2,89701,0970.32%+1,097
WILLIAMS COS INC(WMB)032,527+32,52701,0960.32%+1,096
PIONEER NAT RES CO04,762+4,76201,0930.32%+1,093
ROSS STORES INC(ROST)09,532+9,53201,0770.32%+1,077
PERFORMANCE FOOD GROUP CO(PFGC)018,146+18,14601,0680.32%+1,068
OSHKOSH CORP(OSK)013,451+13,45101,2840.38%+1,284
ANTERO RESOURCES CORP(AR)041,829+41,82901,0620.31%+1,062
LANDSTAR SYS INC(LSTR)05,992+5,99201,0600.31%+1,060
RIVIAN AUTOMOTIVE INC(RIVN)052,275+52,27501,2690.37%+1,269
MCCORMICK & CO INC(MKC)013,725+13,72501,0380.31%+1,038
COSTAR GROUP INC(CSGP)013,259+13,25901,0190.30%+1,019
OLD REP INTL CORP(ORI)037,741+37,74101,0170.30%+1,017
AGCO CORP08,572+8,57201,0140.30%+1,014
TOAST INC(TOST)053,325+53,32509990.30%+999
HOLOGIC INC021,196+21,19601,4710.43%+1,471
ANSYS INC03,345+3,34509950.29%+995
INGERSOLL RAND INC(IR)025,492+25,49201,6240.48%+1,624
WORKDAY INC(WDAY)04,521+4,52109710.29%+971
CURTISS WRIGHT CORP(CW)04,965+4,96509710.29%+971
BUNGE LIMITED08,966+8,96609710.29%+971
TYSON FOODS INC(TSN)018,814+18,81409500.28%+950
Page 1 of 1