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 301–350 of 481
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HII | HUNTINGTON INGALLS INDS INC | 3K | $1M+ | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 12K | $1M+ | SH |
| ESTC | ELASTIC N V | 14K | $1M+ | SH |
| ECL | ECOLAB INC | 4K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $1M+ | SH |
| YETI | YETI HLDGS INC | 24K | $1M+ | SH |
| ETN | EATON CORP PLC | 3K | $1M+ | SH |
| ROKU | ROKU INC | 10K | $1M+ | SH |
| SAM | BOSTON BEER INC | 5K | $1M+ | SH |
| FND | FLOOR & DECOR HLDGS INC | 17K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 5K | $1M+ | SH |
| PLNT | PLANET FITNESS INC | 9K | $1M+ | SH |
| BEN | FRANKLIN RESOURCES INC | 42K | $1M+ | SH |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | 9K | $500K+ | SH |
| PR | PERMIAN RESOURCES CORP | 71K | $500K+ | SH |
| VMI | VALMONT INDS INC | 2K | $500K+ | SH |
| RHI | ROBERT HALF INC. | 37K | $500K+ | SH |
| MSA | MSA SAFETY INC | 6K | $500K+ | SH |
| TECH | BIO-TECHNE CORP | 17K | $500K+ | SH |
| DG | DOLLAR GEN CORP NEW | 7K | $500K+ | SH |
| ULTA | ULTA BEAUTY INC | 2K | $500K+ | SH |
| EL | LAUDER ESTEE COS INC | 9K | $500K+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 12K | $500K+ | SH |
| MLI | MUELLER INDS INC | 8K | $500K+ | SH |
| CIEN | CIENA CORP | 4K | $500K+ | SH |
| MMM | 3M CO | 6K | $500K+ | SH |
| PPC | PILGRIMS PRIDE CORP | 25K | $500K+ | SH |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 18K | $500K+ | SH |
| AMTM | AMENTUM HOLDINGS INC | 33K | $500K+ | SH |
| CVS | CVS HEALTH CORP | 12K | $500K+ | SH |
| PNFP | PINNACLE FINL PARTNERS INC | 10K | $500K+ | SH |
| TOL | TOLL BROTHERS INC | 7K | $500K+ | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 10K | $500K+ | SH |
| TFX | TELEFLEX INCORPORATED | 7K | $500K+ | SH |
| PCTY | PAYLOCITY HLDG CORP | 6K | $500K+ | SH |
| ZS | ZSCALER INC | 4K | $500K+ | SH |
| R | RYDER SYS INC | 5K | $500K+ | SH |
| LNG | CHENIERE ENERGY INC | 5K | $500K+ | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 46K | $500K+ | SH |
| EXPD | EXPEDITORS INTL WASH INC | 6K | $500K+ | SH |
| PATH | UIPATH INC | 54K | $500K+ | SH |
| OSK | OSHKOSH CORP | 7K | $500K+ | SH |
| AMKR | AMKOR TECHNOLOGY INC | 22K | $500K+ | SH |
| PRMB | PRIMO BRANDS CORPORATION | 53K | $500K+ | SH |
| MSTR | STRATEGY INC | 6K | $500K+ | SH |
| AXTA | AXALTA COATING SYS LTD | 27K | $500K+ | SH |
| G | GENPACT LIMITED | 18K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| LEN | LENNAR CORP | 8K | $500K+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 30K | $500K+ | SH |