Fund HoldingsOak Thistle LLC

Total Portfolio Value
$307.58M
Total Bought
$254.86M
Total Sold
$82.65M
Net Transaction
+$172.20M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CIRRUS LOGIC INC(CRUS)027,132+27,13203,3701.10%+3,370
TYSON FOODS INC(TSN)048,234+48,23402,8730.93%+2,873
DEXCOM INC(DXCM)040,524+40,52402,7170.88%+2,717
MCKESSON CORP(MCK)04,933+4,93302,4390.79%+2,439
TARGA RES CORP(TRGP)015,913+15,91302,3550.77%+2,355
EQUITABLE HLDGS INC12,25966,189+53,9305012,7820.90%+2,281
API GROUP CORP(APG)068,952+68,95202,2770.74%+2,277
NEWS CORP NEW(NWS)082,658+82,65802,2010.72%+2,201
QORVO INC(QRVO)021,036+21,03602,1730.71%+2,173
FIRST HORIZON CORPORATION(FHN)0139,007+139,00702,1590.70%+2,159
INTUIT(INTU)03,379+3,37902,0980.68%+2,098
EQUIFAX INC(EFX)06,952+6,95202,0430.66%+2,043
TETRA TECH INC NEW(TTEK)043,315+43,31502,0430.66%+2,043
WILLIAMS COS INC(WMB)044,534+44,53402,0330.66%+2,033
EDWARDS LIFESCIENCES CORP030,245+30,24501,9960.65%+1,996
ELEVANCE HEALTH INC(ELV)03,744+3,74401,9470.63%+1,947
PLANET FITNESS INC(PLNT)022,529+22,52901,8300.59%+1,830
CENTERPOINT ENERGY INC(CNP)062,133+62,13301,8280.59%+1,828
D R HORTON INC(DHI)09,427+9,42701,7980.58%+1,798
LOEWS CORP(L)022,644+22,64401,7900.58%+1,790
SS&C TECHNOLOGIES HLDGS INC(SSNC)023,522+23,52201,7460.57%+1,746
OSHKOSH CORP(OSK)017,334+17,33401,7370.56%+1,737
INTERCONTINENTAL EXCHANGE IN(ICE)010,428+10,42801,6750.54%+1,675
DARDEN RESTAURANTS INC(DRI)010,193+10,19301,6730.54%+1,673
KBR INC(KBR)025,530+25,53001,6630.54%+1,663
FORD MTR CO(F)0157,444+157,44401,6630.54%+1,663
ROPER TECHNOLOGIES INC(ROP)02,874+2,87401,5990.52%+1,599
GALLAGHER ARTHUR J & CO(AJG)05,619+5,61901,5810.51%+1,581
BURLINGTON STORES INC(BURL)05,958+5,95801,5700.51%+1,570
UNION PAC CORP(UNP)06,285+6,28501,5490.50%+1,549
HOLOGIC INC019,010+19,01001,5490.50%+1,549
TPG INC(TPG)026,242+26,24201,5100.49%+1,510
MONGODB INC(MDB)05,543+5,54301,4980.49%+1,498
REGENCY CTRS CORP(REG)020,678+20,67801,4940.49%+1,494
NUTANIX INC(NTNX)025,113+25,11301,4880.48%+1,488
JABIL INC(JBL)012,155+12,15501,4570.47%+1,457
IDACORP INC(IDA)014,057+14,05701,4490.47%+1,449
ACCENTURE PLC IRELAND
SHS CLASS A
2,0405,805+3,7656192,0520.67%+1,433
XYLEM INC(XYL)010,595+10,59501,4310.47%+1,431
TARGET CORP(TGT)09,071+9,07101,4140.46%+1,414
WEATHERFORD INTL PLC(WFRD)016,646+16,64601,4130.46%+1,413
OGE ENERGY CORP(OGE)034,227+34,22701,4040.46%+1,404
MARVELL TECHNOLOGY INC(MRVL)019,053+19,05301,3740.45%+1,374
SKYWORKS SOLUTIONS INC(SWKS)013,865+13,86501,3690.45%+1,369
ONEOK INC NEW(OKE)014,969+14,96901,3640.44%+1,364
FIVE BELOW INC(FIVE)015,440+15,44001,3640.44%+1,364
MOTOROLA SOLUTIONS INC(MSI)03,742+3,74201,6830.55%+1,683
BRIGHT HORIZONS FAM SOL IN D(BFAM)09,549+9,54901,3380.44%+1,338
HUNTINGTON INGALLS INDS INC(HII)06,156+6,15601,6280.53%+1,628
MSA SAFETY INC(MSA)07,498+7,49801,3300.43%+1,330
3M CO(MMM)09,722+9,72201,3290.43%+1,329
MSCI INC(MSCI)2,1894,079+1,8901,0552,3780.77%+1,323
MARKETAXESS HLDGS INC(MKTX)05,067+5,06701,2980.42%+1,298
AMERICAN ELEC PWR CO INC012,519+12,51901,2840.42%+1,284
ESSENTIAL UTILS INC(WTRG)032,722+32,72201,2620.41%+1,262
GENERAL MTRS CO(GM)028,124+28,12401,2610.41%+1,261
BROADRIDGE FINL SOLUTIONS IN(BR)05,821+5,82101,2520.41%+1,252
PALANTIR TECHNOLOGIES INC(PLTR)033,591+33,59101,2500.41%+1,250
ELEMENT SOLUTIONS INC(ESI)045,932+45,93201,2480.41%+1,248
GITLAB INC(GTLB)024,046+24,04601,2390.40%+1,239
WORKDAY INC(WDAY)06,381+6,38101,5600.51%+1,560
CITIZENS FINL GROUP INC(CFG)029,185+29,18501,1990.39%+1,199
OREILLY AUTOMOTIVE INC(ORLY)01,024+1,02401,1790.38%+1,179
RH(RH)03,507+3,50701,1730.38%+1,173
AMAZON COM INC(AMZN)06,274+6,27401,1690.38%+1,169
LIVE NATION ENTERTAINMENT IN(LYV)010,515+10,51501,1510.37%+1,151
PALO ALTO NETWORKS INC(PANW)03,355+3,35501,1470.37%+1,147
SCHWAB CHARLES CORP(SCHW)021,864+21,86401,4170.46%+1,417
ORACLE CORP(ORCL)06,597+6,59701,1240.37%+1,124
BLOCK INC(XYZ)7,03923,299+16,2604541,5640.51%+1,110
AMERICAN AIRLS GROUP INC(AAL)098,028+98,02801,1020.36%+1,102
NUCOR CORP(NUE)07,163+7,16301,0770.35%+1,077
VULCAN MATLS CO(VMC)04,293+4,29301,0750.35%+1,075
ABBOTT LABS09,303+9,30301,0610.34%+1,061
MASCO CORP(MAS)012,605+12,60501,0580.34%+1,058
SHERWIN WILLIAMS CO(SHW)02,758+2,75801,0530.34%+1,053
MADISON SQUARE GRDN SPRT COR(MSGS)06,544+6,54401,3630.44%+1,363
INTUITIVE SURGICAL INC02,115+2,11501,0390.34%+1,039
ZIONS BANCORPORATION N A(ZION)021,343+21,34301,0080.33%+1,008
COMMERCE BANCSHARES INC(CBSH)016,943+16,94301,0060.33%+1,006
VESTIS CORPORATION(VSTS)083,385+83,38501,2420.40%+1,242
ARAMARK(ARMK)025,726+25,72609960.32%+996
GLOBE LIFE INC09,367+9,36709920.32%+992
VERALTO CORP(VLTO)014,188+14,18801,5870.52%+1,587
CINTAS CORP(CTAS)04,740+4,74009760.32%+976
NEWMONT CORP(NEM)018,249+18,24909750.32%+975
GLOBAL PMTS INC(GPN)09,505+9,50509740.32%+974
ADOBE INC(ADBE)01,868+1,86809670.31%+967
ACADIA HEALTHCARE COMPANY IN(ACHC)015,081+15,08109560.31%+956
TJX COS INC NEW(TJX)08,115+8,11509540.31%+954
MOHAWK INDS INC(MHK)05,869+5,86909430.31%+943
EQUITY LIFESTYLE PPTYS INC(ELS)013,027+13,02709290.30%+929
MATCH GROUP INC NEW(MTCH)024,404+24,40409230.30%+923
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)011,934+11,93409210.30%+921
DIAMONDBACK ENERGY INC(FANG)05,326+5,32609180.30%+918
MACYS INC(M)058,439+58,43909170.30%+917
CHORD ENERGY CORPORATION(CHRD)07,023+7,02309150.30%+915
COUSINS PPTYS INC(CUZ)040,130+40,13001,1830.38%+1,183
SBA COMMUNICATIONS CORP NEW(SBAC)03,760+3,76009050.29%+905
FERGUSON ENTERPRISES INC(FERG)04,500+4,50008940.29%+894
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