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Portfolio (Quarterly) Guide ↗

Oak Thistle LLC

· CIK 0001755987
13F Portfolio $720M AUM 481 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 227 New 135 Added 115 Reduced 193 Exited
Page 3 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 TSLA TESLA INC Consumer Cyclical 4,603 $2.0M 0.31% SOLD
42 TIGO MILLICOM INTL CELLULAR S A Communication Services 41,207 $2.0M 0.30% SOLD
43 U UNITY SOFTWARE INC Technology 49,739 $2.0M 0.30% SOLD
44 TRGP TARGA RES CORP Energy 11,765 $2.0M 0.30% SOLD
45 DCI DONALDSON INC Industrials 23,916 $2.0M 0.30% SOLD
46 LOW LOWES COS INC Consumer Cyclical 7,762 $2.0M 0.30% SOLD
47 UNH UNITEDHEALTH GROUP INC Healthcare 5,649 $2.0M 0.30% SOLD
48 BURL BURLINGTON STORES INC Consumer Cyclical 7,590 $1.9M 0.29% SOLD
49 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 22,248 $1.9M 0.29% SOLD
50 LIGHT & WONDER INC 22,486 $1.9M 0.29% SOLD
51 FHN FIRST HORIZON CORPORATION Financial Services 82,303 $1.9M 0.28% SOLD
52 BLD TOPBUILD CORP Industrials 4,747 $1.9M 0.28% SOLD
53 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 16,876 $1.8M 0.28% SOLD
54 RTX RTX CORPORATION Industrials 10,878 $1.8M 0.28% SOLD
55 RPM RPM INTL INC Basic Materials 15,341 $1.8M 0.28% SOLD
56 ALAB ASTERA LABS INC Technology 9,199 $1.8M 0.28% SOLD
57 FCX FREEPORT-MCMORAN INC Basic Materials 44,409 $1.7M 0.27% SOLD
58 CENCORA INC 5,551 $1.7M 0.26% SOLD
59 NYT NEW YORK TIMES CO Communication Services 30,000 $1.7M 0.26% SOLD
60 LMT LOCKHEED MARTIN CORP Industrials 3,405 $1.7M 0.26% SOLD
Page 3 of 10  ·  193 positions
Sector Allocation
Industrials 18.1%
Financial Services 16.6%
Technology 16.3%
Consumer Cyclical 10.4%
Real Estate 9.5%
Utilities 7.1%
Healthcare 6.5%
Consumer Defensive 6.1%
Energy 3.9%
Basic Materials 3.4%