Oak Thistle LLC

CIK: 0001755987Latest portfolio: $719.9M · Q4 2025

Holdings

481

Total Value

$719.9M

New Positions

226

Closed Positions

193

#StockSharesValue% PortfolioChangeType
1
PLTRPALANTIR TECHNOLOGIES INC
108,420$19.3M2.68%+101K
2
NVDANVIDIA CORPORATION
30,001$5.6M0.78%NEW
3
WECWEC ENERGY GROUP INC
50,854$5.4M0.74%NEW
4
AEEAMEREN CORP
53,221$5.3M0.74%NEW
5
BDXBECTON DICKINSON & CO
25,259$4.9M0.68%+20K
6
HOLXHOLOGIC INC
62,629$4.7M0.65%+40K
7
FYBRFRONTIER COMMUNICATIONS PARE
119,117$4.5M0.63%+35K
8
AZOAUTOZONE INC
1,328$4.5M0.63%NEW
9
UDRUDR INC
113,121$4.1M0.58%+52K
10
AMATAPPLIED MATLS INC
15,677$4.0M0.56%NEW
11
DOCHEALTHPEAK PROPERTIES INC
244,925$3.9M0.55%NEW
12
PNWPINNACLE WEST CAP CORP
44,316$3.9M0.55%+32K
13
XYLXYLEM INC
27,328$3.7M0.52%NEW
14
CMSCMS ENERGY CORP
52,685$3.7M0.51%+44K
15
INVHINVITATION HOMES INC
130,210$3.6M0.50%+122K
16
BLKBLACKROCK INC
3,265$3.5M0.49%NEW
17
KEYKEYCORP
167,794$3.5M0.48%+61K
18
AG8AGILENT TECHNOLOGIES INC
25,409$3.5M0.48%NEW
19
ADPAUTOMATIC DATA PROCESSING IN
13,333$3.4M0.48%NEW
20
EVRGEVERGY INC
46,190$3.3M0.47%+37K
21
CITCINTAS CORP
17,592$3.3M0.46%NEW
22
RBLXROBLOX CORP
40,590$3.3M0.46%+26K
23
HBANHUNTINGTON BANCSHARES INC
188,843$3.3M0.46%-60,103
24
TAPMOLSON COORS BEVERAGE CO
68,420$3.2M0.44%NEW
25
MTBM & T BK CORP
15,606$3.1M0.44%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
COLD134K+123K
HIW77K+70K
HST93K+63K
KEY168K+61K
CNP71K+49K
ARMK56K+45K
OGE54K+43K
HOLX63K+40K
PRMB53K+40K
NI68K+32K

Decreased Positions

NameSharesChange
PCG139K-115445
W3U201K-71156
NEM12K-70758
DKNG21K-60887
HBAN189K-60103
OVV31K-56615
DAR24K-54014
DINO27K-45523
UGI43K-42974
WSC38K-40481

Sector Breakdown

IndustrialsNaN% ($InfinityT)
Financial Services0.0% ($3.4943463327631442e+230T)
Technology0.0% ($1.927155954028329e+224T)
Consumer Cyclical0.0% ($4.503303427092692e+202T)
Real Estate0.0% ($4.149393836183137e+121T)
Healthcare0.0% ($4.902466531402636e+103T)
Unknown0.0% ($4.534345733083046e+101T)
Consumer Defensive0.0% ($3.193313631192442e+95T)
Energy0.0% ($2.3522208212119653e+70T)
Utilities0.0% ($5.363531439303685e+64T)
Basic Materials0.0% ($1.8851837165816573e+60T)
Communication Services0.0% ($2.4091944175413513e+57T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 21, 2026$719.9M481
Q3 2025Oct 7, 2025$656.0B447
Q2 2025Aug 8, 2025$679.0B444
Q1 2025May 6, 2025$496.7B398

Fund Information

CIK0001755987
Most Recent FilingJan 21, 2026
Number of Filings4

Oak Thistle LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $719.9M across 481 holdings. The largest position is PALANTIR TECHNOLOGIES INC (PLTR), representing 2.7% of the portfolio. Compared to the previous quarter, the fund opened 227 new positions and closed 193 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.