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 151–200 of 481
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DUOL | DUOLINGO INC | 10K | $1M+ | SH |
| COLD | AMERICOLD REALTY TRUST INC | 134K | $1M+ | SH |
| KBR | KBR INC | 43K | $1M+ | SH |
| LH | LABCORP HOLDINGS INC | 7K | $1M+ | SH |
| COO | COOPER COS INC | 21K | $1M+ | SH |
| ATR | APTARGROUP INC | 14K | $1M+ | SH |
| SBAC | SBA COMMUNICATIONS CORP NEW | 9K | $1M+ | SH |
| WFRD | WEATHERFORD INTL PLC | 22K | $1M+ | SH |
| ACGL | ARCH CAP GROUP LTD | 17K | $1M+ | SH |
| APTV | APTIV PLC | 22K | $1M+ | SH |
| BG | BUNGE GLOBAL SA | 19K | $1M+ | SH |
| MIDD | MIDDLEBY CORP | 11K | $1M+ | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 38K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 5K | $1M+ | SH |
| ALLY | ALLY FINL INC | 37K | $1M+ | SH |
| GEN | GEN DIGITAL INC | 61K | $1M+ | SH |
| HST | HOST HOTELS & RESORTS INC | 93K | $1M+ | SH |
| GPN | GLOBAL PMTS INC | 21K | $1M+ | SH |
| PHM | PULTE GROUP INC | 14K | $1M+ | SH |
| TTC | TORO CO | 21K | $1M+ | SH |
| WAT | WATERS CORP | 4K | $1M+ | SH |
| RL | RALPH LAUREN CORP | 5K | $1M+ | SH |
| UGI | UGI CORP NEW | 43K | $1M+ | SH |
| DLB | DOLBY LABORATORIES INC | 25K | $1M+ | SH |
| AON | AON PLC | 5K | $1M+ | SH |
| POOL | POOL CORP | 7K | $1M+ | SH |
| KKR | KKR & CO INC | 13K | $1M+ | SH |
| MTCH | MATCH GROUP INC NEW | 50K | $1M+ | SH |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | 24K | $1M+ | SH |
| LECO | LINCOLN ELEC HLDGS INC | 7K | $1M+ | SH |
| BPOP | POPULAR INC | 13K | $1M+ | SH |
| URI | UNITED RENTALS INC | 2K | $1M+ | SH |
| INGR | INGREDION INC | 14K | $1M+ | SH |
| GEV | GE VERNOVA INC | 2K | $1M+ | SH |
| KVUE | KENVUE INC | 91K | $1M+ | SH |
| RLI | RLI CORP | 24K | $1M+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 19K | $1M+ | SH |
| BA | BOEING CO | 7K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 4K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 8K | $1M+ | SH |
| TXRH | TEXAS ROADHOUSE INC | 9K | $1M+ | SH |
| EWBC | EAST WEST BANCORP INC | 14K | $1M+ | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 18K | $1M+ | SH |
| DOX | AMDOCS LTD | 19K | $1M+ | SH |
| CPB | THE CAMPBELLS COMPANY | 54K | $1M+ | SH |
| MHK | MOHAWK INDS INC | 14K | $1M+ | SH |
| STLD | STEEL DYNAMICS INC | 9K | $1M+ | SH |
| THG | HANOVER INS GROUP INC | 8K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 3K | $1M+ | SH |
| F | FORD MTR CO | 112K | $1M+ | SH |