CIK 1755987
Oak Thistle LLC
Institutional 13F holdings & portfolio
Holdings
481
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 481
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | 108K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 30K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 51K | $1M+ | SH |
| AEE | AMEREN CORP | 53K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 25K | $1M+ | SH |
| HOLX | HOLOGIC INC | 63K | $1M+ | SH |
| FYBR | FRONTIER COMMUNICATIONS PARE | 119K | $1M+ | SH |
| AZO | AUTOZONE INC | 1K | $1M+ | SH |
| UDR | UDR INC | 113K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 16K | $1M+ | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 245K | $1M+ | SH |
| PNW | PINNACLE WEST CAP CORP | 44K | $1M+ | SH |
| XYL | XYLEM INC | 27K | $1M+ | SH |
| CMS | CMS ENERGY CORP | 53K | $1M+ | SH |
| INVH | INVITATION HOMES INC | 130K | $1M+ | SH |
| BLK | BLACKROCK INC | 3K | $1M+ | SH |
| KEY | KEYCORP | 168K | $1M+ | SH |
| A | AGILENT TECHNOLOGIES INC | 25K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 13K | $1M+ | SH |
| EVRG | EVERGY INC | 46K | $1M+ | SH |
| CTAS | CINTAS CORP | 18K | $1M+ | SH |
| RBLX | ROBLOX CORP | 41K | $1M+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 189K | $1M+ | SH |
| TAP | MOLSON COORS BEVERAGE CO | 68K | $1M+ | SH |
| MTB | M & T BK CORP | 16K | $1M+ | SH |
| STE | STERIS PLC | 12K | $1M+ | SH |
| MAA | MID-AMER APT CMNTYS INC | 23K | $1M+ | SH |
| PFGC | PERFORMANCE FOOD GROUP CO | 35K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 54K | $1M+ | SH |
| WWD | WOODWARD INC | 10K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6K | $1M+ | SH |
| CCL | CARNIVAL CORP | 99K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 16K | $1M+ | SH |
| VICI | VICI PPTYS INC | 106K | $1M+ | SH |
| LPLA | LPL FINL HLDGS INC | 8K | $1M+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 109K | $1M+ | SH |
| WPC | WP CAREY INC | 45K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 9K | $1M+ | SH |
| CFG | CITIZENS FINL GROUP INC | 49K | $1M+ | SH |
| NI | NISOURCE INC | 68K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 48K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 6K | $1M+ | SH |
| NOW | SERVICENOW INC | 18K | $1M+ | SH |
| AMZN | AMAZON COM INC | 12K | $1M+ | SH |
| CNP | CENTERPOINT ENERGY INC | 71K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 12K | $1M+ | SH |
| XEL | XCEL ENERGY INC | 37K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 30K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 14K | $1M+ | SH |
| AVGO | BROADCOM INC | 8K | $1M+ | SH |