Fund HoldingsOak Thistle LLC

Total Portfolio Value
$348.04M
Total Bought
$238.67M
Total Sold
$229.82M
Net Transaction
+$8.85M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
AON PLC(AON)011,006+11,00603,2030.92%+3,203
EVEREST GROUP LTD(EG)07,685+7,68502,7170.78%+2,717
ROPER TECHNOLOGIES INC(ROP)04,578+4,57802,4960.72%+2,496
VERISIGN INC012,093+12,09302,4910.72%+2,491
SYNOPSYS INC(SNPS)04,735+4,73502,4380.70%+2,438
BUNGE GLOBAL SA(BG)022,821+22,82102,3040.66%+2,304
HALLIBURTON CO(HAL)061,047+61,04702,2070.63%+2,207
BERKSHIRE HATHAWAY INC DEL08,196+8,19602,9230.84%+2,923
NORTHERN TR CORP(NTRS)025,152+25,15202,1220.61%+2,122
GRAND CANYON ED INC(LOPE)015,801+15,80102,0860.60%+2,086
AUTOZONE INC(AZO)0803+80302,0760.60%+2,076
ARCH CAP GROUP LTD
ORD
027,469+27,46902,0400.59%+2,040
JUNIPER NETWORKS INC065,554+65,55401,9330.56%+1,933
DEVON ENERGY CORP NEW(DVN)041,887+41,88701,8970.55%+1,897
PAYPAL HLDGS INC(PYPL)036,720+36,72002,2550.65%+2,255
UNITED PARCEL SERVICE INC(UPS)011,929+11,92901,8760.54%+1,876
PROSHARES TR II(AGQ)017,651+17,65101,8250.52%+1,825
AECOM(ACM)019,351+19,35101,7890.51%+1,789
PG&E CORP(PCG)098,460+98,46001,7750.51%+1,775
CORNING INC(GLW)075,676+75,67602,3040.66%+2,304
FAIR ISAAC CORP(FICO)01,508+1,50801,7550.50%+1,755
HUMANA INC(HUM)04,352+4,35201,9920.57%+1,992
WK KELLOGG CO0130,984+130,98401,7210.49%+1,721
YUM BRANDS INC(YUM)013,171+13,17101,7210.49%+1,721
OREILLY AUTOMOTIVE INC(ORLY)02,406+2,40602,2860.66%+2,286
OTIS WORLDWIDE CORP(OTIS)018,795+18,79501,6820.48%+1,682
SYSCO CORP(SYY)022,715+22,71501,6610.48%+1,661
GENPACT LIMITED
SHS
047,573+47,57301,6510.47%+1,651
US FOODS HLDG CORP(USFD)036,098+36,09801,6390.47%+1,639
NCR ATLEOS CORPORATION(NATL)066,631+66,63101,6180.47%+1,618
MICRON TECHNOLOGY INC(MU)018,899+18,89901,6130.46%+1,613
BOSTON BEER INC(SAM)04,557+4,55701,5750.45%+1,575
REXFORD INDL RLTY INC(REXR)027,591+27,59101,5480.44%+1,548
VAIL RESORTS INC(MTN)07,183+7,18301,5330.44%+1,533
HCA HEALTHCARE INC(HCA)06,294+6,29401,7040.49%+1,704
ECHOSTAR CORP(ECHO)089,502+89,50201,4830.43%+1,483
CROWN CASTLE INC(CCI)012,523+12,52301,4430.41%+1,443
MARATHON OIL CORP059,584+59,58401,4400.41%+1,440
LYONDELLBASELL INDUSTRIES N
SHS - A -
014,999+14,99901,4260.41%+1,426
METTLER TOLEDO INTERNATIONAL(MTD)01,170+1,17001,4190.41%+1,419
ALTRIA GROUP INC(MO)28,51063,867+35,3571,1992,5760.74%+1,378
VICI PPTYS INC(VICI)043,180+43,18001,3770.40%+1,377
REPUBLIC SVCS INC(RSG)08,281+8,28101,3660.39%+1,366
SALESFORCE INC(CRM)08,471+8,47102,2290.64%+2,229
TARGA RES CORP(TRGP)015,704+15,70401,3640.39%+1,364
GODADDY INC(GDDY)018,348+18,34801,9480.56%+1,948
CADENCE DESIGN SYSTEM INC(CDNS)04,952+4,95201,3490.39%+1,349
HEICO CORP NEW09,466+9,46601,3480.39%+1,348
STARBUCKS CORP(SBUX)021,553+21,55302,0690.59%+2,069
PARKER-HANNIFIN CORP(PH)02,861+2,86101,3180.38%+1,318
KENVUE INC(KVUE)061,143+61,14301,3160.38%+1,316
COHERENT CORP(COHR)029,759+29,75901,2950.37%+1,295
PHINIA INC(PHIN)042,719+42,71901,2940.37%+1,294
CITIZENS FINL GROUP INC(CFG)037,196+37,19601,2330.35%+1,233
STEEL DYNAMICS INC(STLD)010,304+10,30401,2170.35%+1,217
FRESHPET INC(FRPT)013,834+13,83401,2000.34%+1,200
AMERICAN AIRLS GROUP INC(AAL)085,225+85,22501,1710.34%+1,171
AMEREN CORP(AEE)016,150+16,15001,1680.34%+1,168
INVESCO LTD(IVZ)065,346+65,34601,1660.33%+1,166
BOEING CO(BA)06,280+6,28001,6370.47%+1,637
DOCUSIGN INC(DOCU)019,536+19,53601,1610.33%+1,161
CHENIERE ENERGY INC(LNG)06,701+6,70101,1440.33%+1,144
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)018,415+18,41501,3910.40%+1,391
APPLE INC(AAPL)09,511+9,51101,8310.53%+1,831
TECHNIPFMC PLC(FTI)054,468+54,46801,0970.32%+1,097
HUNTINGTON BANCSHARES INC(HBAN)085,272+85,27201,0850.31%+1,085
NEW YORK CMNTY BANCORP INC0104,468+104,46801,0690.31%+1,069
VALVOLINE INC(VVV)028,213+28,21301,0600.30%+1,060
AT&T INC(T)062,561+62,56101,0500.30%+1,050
NISOURCE INC(NI)039,519+39,51901,0490.30%+1,049
TRAVEL PLUS LEISURE CO(TNL)026,762+26,76201,0460.30%+1,046
HOULIHAN LOKEY INC(HLI)08,695+8,69501,0430.30%+1,043
COLUMBIA BKG SYS INC(COLB)038,871+38,87101,0370.30%+1,037
COINBASE GLOBAL INC(COIN)05,950+5,95001,0350.30%+1,035
INSULET CORP(PODD)04,750+4,75001,0310.30%+1,031
VERALTO CORP(VLTO)012,340+12,34001,0150.29%+1,015
SCIENCE APPLICATIONS INTL CO(SAIC)08,161+8,16101,0150.29%+1,015
ARROW ELECTRS INC08,277+8,27701,0120.29%+1,012
CITIGROUP INC(C)019,590+19,59001,0080.29%+1,008
SPECTRUM BRANDS HLDGS INC NE(SPB)012,548+12,54801,0010.29%+1,001
WILLSCOT MOBIL MINI HLDNG CO(WSC)022,382+22,38209960.29%+996
UNITY SOFTWARE INC(U)024,246+24,24609910.28%+991
CUMMINS INC(CMI)04,134+4,13409900.28%+990
TORO CO010,301+10,30109890.28%+989
AXALTA COATING SYS LTD(AXTA)028,987+28,98709850.28%+985
KEYCORP(KEY)068,335+68,33509840.28%+984
ADVANCE AUTO PARTS INC(AAP)023,657+23,65701,4440.41%+1,444
FTI CONSULTING INC(FCN)08,716+8,71601,7360.50%+1,736
FOX CORP(FOX)032,673+32,67309690.28%+969
DROPBOX INC(DBX)059,761+59,76101,7620.51%+1,762
AFFIRM HLDGS INC(AFRM)019,425+19,42509550.27%+955
FEDERAL RLTY INVT TR NEW(FRT)016,069+16,06901,6560.48%+1,656
BLOCK INC(XYZ)016,414+16,41401,2700.36%+1,270
MATTEL INC(MAT)049,591+49,59109370.27%+937
ESAB CORPORATION(ESAB)010,602+10,60209180.26%+918
WINTRUST FINL CORP(WTFC)09,823+9,82309110.26%+911
BILL HOLDINGS INC010,982+10,98208960.26%+896
ROBINHOOD MKTS INC(HOOD)0105,295+105,29501,3410.39%+1,341
DISNEY WALT CO(DIS)09,917+9,91708950.26%+895
NETAPP INC(NTAP)013,000+13,00001,1460.33%+1,146
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