Fund HoldingsOak Thistle LLC

Total Portfolio Value
$719.90M
Total Bought
$456.55M
Total Sold
$393.65M
Net Transaction
+$62.90M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
PALANTIR TECHNOLOGIES INC(PLTR)0108,420+108,420019,2722.68%+19,272
NVIDIA CORPORATION(NVDA)030,001+30,00105,5950.78%+5,595
WEC ENERGY GROUP INC(WEC)050,854+50,85405,3630.74%+5,363
AMEREN CORP(AEE)053,221+53,22105,3150.74%+5,315
AUTOZONE INC(AZO)01,328+1,32804,5040.63%+4,504
APPLIED MATLS INC015,677+15,67704,0290.56%+4,029
BECTON DICKINSON & CO(BDX)025,259+25,25904,9020.68%+4,902
HEALTHPEAK PROPERTIES INC(DOC)0244,925+244,92503,9380.55%+3,938
XYLEM INC(XYL)027,328+27,32803,7220.52%+3,722
BLACKROCK INC(BLK)03,265+3,26503,4950.49%+3,495
AGILENT TECHNOLOGIES INC(A)025,409+25,40903,4570.48%+3,457
AUTOMATIC DATA PROCESSING IN013,333+13,33303,4300.48%+3,430
INVITATION HOMES INC(INVH)0130,210+130,21003,6190.50%+3,619
CINTAS CORP(CTAS)017,592+17,59203,3090.46%+3,309
MOLSON COORS BEVERAGE CO(TAP)068,420+68,42003,1940.44%+3,194
HOLOGIC INC062,629+62,62904,6650.65%+4,665
M & T BK CORP(MTB)015,606+15,60603,1440.44%+3,144
WOODWARD INC(WWD)010,201+10,20103,0840.43%+3,084
CMS ENERGY CORP(CMS)052,685+52,68503,6840.51%+3,684
CARNIVAL CORP099,348+99,34803,0340.42%+3,034
WP CAREY INC(WPC)045,404+45,40402,9220.41%+2,922
MID-AMER APT CMNTYS INC(MAA)022,583+22,58303,1370.44%+3,137
CITIZENS FINL GROUP INC(CFG)049,485+49,48502,8900.40%+2,890
MICROSOFT CORP(MSFT)05,833+5,83302,8210.39%+2,821
PINNACLE WEST CAP CORP(PNW)044,316+44,31603,9310.55%+3,931
OREILLY AUTOMOTIVE INC(ORLY)029,509+29,50902,6920.37%+2,692
MARSH & MCLENNAN COS INC(MRSH)016,107+16,10702,9880.42%+2,988
EVERGY INC(EVRG)046,190+46,19003,3480.47%+3,348
MGIC INVT CORP WIS(MTG)088,792+88,79202,5950.36%+2,595
PUBLIC STORAGE OPER CO(PSA)09,908+9,90802,5710.36%+2,571
SERVICENOW INC(NOW)018,148+18,14802,7800.39%+2,780
WELLTOWER INC(WELL)013,192+13,19202,4490.34%+2,449
SOLVENTUM CORP(SOLV)030,885+30,88502,4470.34%+2,447
REPUBLIC SVCS INC(RSG)011,419+11,41902,4200.34%+2,420
LIBERTY LIVE HOLDINGS INC(LLYVA)028,978+28,97802,4100.33%+2,410
MOTOROLA SOLUTIONS INC(MSI)06,271+6,27102,4040.33%+2,404
XCEL ENERGY INC(XEL)036,566+36,56602,7010.38%+2,701
REXFORD INDL RLTY INC(REXR)060,620+60,62002,3470.33%+2,347
STERIS PLC(STE)012,386+12,38603,1400.44%+3,140
GAMING & LEISURE PPTYS INC(GLPI)052,158+52,15802,3310.32%+2,331
ITT INC(ITT)013,364+13,36402,3190.32%+2,319
PERFORMANCE FOOD GROUP CO(PFGC)034,880+34,88003,1360.44%+3,136
ALLSTATE CORP(ALL)011,015+11,01502,2930.32%+2,293
TYSON FOODS INC(TSN)039,078+39,07802,2910.32%+2,291
ACCENTURE PLC IRELAND
SHS CLASS A
08,510+8,51002,2830.32%+2,283
BANK AMERICA CORP041,329+41,32902,2730.32%+2,273
AVNET INC047,119+47,11902,2650.31%+2,265
CSX CORP(CSX)062,234+62,23402,2560.31%+2,256
AMETEK INC010,857+10,85702,2290.31%+2,229
HCA HEALTHCARE INC(HCA)04,736+4,73602,2110.31%+2,211
COLUMBIA BKG SYS INC(COLB)078,440+78,44002,1920.30%+2,192
STIFEL FINL CORP(SF)017,439+17,43902,1840.30%+2,184
AMERICAN WTR WKS CO INC NEW016,695+16,69502,1790.30%+2,179
WYNN RESORTS LTD(WYNN)017,916+17,91602,1560.30%+2,156
JACOBS SOLUTIONS INC(J)016,189+16,18902,1440.30%+2,144
AST SPACEMOBILE INC(ASTS)029,295+29,29502,1280.30%+2,128
MASCO CORP(MAS)033,451+33,45102,1230.29%+2,123
DANAHER CORPORATION(DHR)09,123+9,12302,0880.29%+2,088
WABTEC(WAB)09,755+9,75502,0820.29%+2,082
UNIVERSAL HLTH SVCS INC(UHS)09,401+9,40102,0500.28%+2,050
OTIS WORLDWIDE CORP(OTIS)023,428+23,42802,0460.28%+2,046
CUBESMART(CUBE)056,512+56,51202,0370.28%+2,037
VICI PPTYS INC(VICI)0106,228+106,22802,9870.41%+2,987
AGREE RLTY CORP030,694+30,69402,2110.31%+2,211
NEWS CORP NEW(NWS)074,441+74,44101,9440.27%+1,944
DYNATRACE INC(DT)044,725+44,72501,9380.27%+1,938
FEDERAL RLTY INVT TR NEW(FRT)023,756+23,75602,3950.33%+2,395
PAYCHEX INC(PAYX)016,860+16,86001,8910.26%+1,891
CROWN HLDGS INC(CCK)018,350+18,35001,8890.26%+1,889
HARTFORD INSURANCE GROUP INC(HIG)017,075+17,07502,3530.33%+2,353
LULULEMON ATHLETICA INC(LULU)09,083+9,08301,8880.26%+1,888
UDR INC(UDR)60,732113,121+52,3892,2634,1490.58%+1,886
DUPONT DE NEMOURS INC(DD)046,908+46,90801,8860.26%+1,886
CENTERPOINT ENERGY INC(CNP)070,609+70,60902,7070.38%+2,707
EQUITABLE HLDGS INC039,229+39,22901,8690.26%+1,869
ENTERGY CORP NEW(ETR)024,856+24,85602,2970.32%+2,297
HOULIHAN LOKEY INC(HLI)010,678+10,67801,8600.26%+1,860
GRACO INC(GGG)022,635+22,63501,8550.26%+1,855
NEWMARKET CORP(NEU)02,674+2,67401,8380.26%+1,838
CULLEN FROST BANKERS INC(CFR)014,485+14,48501,8340.25%+1,834
AFFILIATED MANAGERS GROUP IN08,700+8,70002,5080.35%+2,508
OGE ENERGY CORP(OGE)054,337+54,33702,3200.32%+2,320
CATERPILLAR INC(CAT)03,109+3,10901,7810.25%+1,781
TRANSDIGM GROUP INC(TDG)01,336+1,33601,7770.25%+1,777
HIGHWOODS PPTYS INC(HIW)077,243+77,24301,9940.28%+1,994
AUTODESK INC07,741+7,74102,2910.32%+2,291
ALPHABET INC(GOOG)05,590+5,59001,7540.24%+1,754
PROGRESSIVE CORP(PGR)011,876+11,87602,7040.38%+2,704
GENERAL DYNAMICS CORP(GD)08,621+8,62102,9020.40%+2,902
KBR INC(KBR)042,830+42,83001,7220.24%+1,722
LABCORP HOLDINGS INC(LH)06,848+6,84801,7180.24%+1,718
COOPER COS INC(COO)020,927+20,92701,7150.24%+1,715
WEATHERFORD INTL PLC(WFRD)021,619+21,61901,6920.24%+1,692
FAIR ISAAC CORP(FICO)01,261+1,26102,1320.30%+2,132
WELLS FARGO CO NEW(WFC)021,033+21,03301,9600.27%+1,960
APTIV PLC(APTV)021,969+21,96901,6720.23%+1,672
ARAMARK(ARMK)056,069+56,06902,0670.29%+2,067
GEN DIGITAL INC(GEN)060,769+60,76901,6520.23%+1,652
RALPH LAUREN CORP(RL)04,608+4,60801,6290.23%+1,629
DOLBY LABORATORIES INC(DLB)025,184+25,18401,6170.22%+1,617
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