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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 6 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 IRIDIUM COMMUNICATIONS INC 61,500 $1.1M 0.16% SOLD
102 EXLS EXLSERVICE HOLDINGS INC Technology 24,365 $1.1M 0.16% SOLD
103 NSA NATIONAL STORAGE AFFILIATES Real Estate 34,321 $1.0M 0.16% SOLD
104 UAL UNITED AIRLS HLDGS INC Industrials 10,640 $1.0M 0.16% SOLD
105 LKQ LKQ CORP Consumer Cyclical 33,239 $1.0M 0.15% SOLD
106 NOC NORTHROP GRUMMAN CORP Industrials 1,665 $1.0M 0.15% SOLD
107 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,448 $1.0M 0.15% SOLD
108 KIM KIMCO RLTY CORP Real Estate 45,933 $1.0M 0.15% SOLD
109 RKT ROCKET COS INC Financial Services 51,721 $1.0M 0.15% SOLD
110 CHRW C H ROBINSON WORLDWIDE INC Industrials 7,548 $999K 0.15% SOLD
111 AEP AMERICAN ELEC PWR CO INC Utilities 8,701 $979K 0.15% SOLD
112 CBSH COMMERCE BANCSHARES INC Financial Services 16,113 $963K 0.15% SOLD
113 SYK STRYKER CORPORATION Healthcare 2,544 $940K 0.14% SOLD
114 TER TERADYNE INC Technology 6,792 $935K 0.14% SOLD
115 SAIC SCIENCE APPLICATIONS INTL CO Technology 9,328 $927K 0.14% SOLD
116 DLR DIGITAL RLTY TR INC Real Estate 5,339 $923K 0.14% SOLD
117 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 10,917 $911K 0.14% SOLD
118 MUSA MURPHY USA INC Consumer Cyclical 2,332 $905K 0.14% SOLD
119 NET CLOUDFLARE INC Technology 4,065 $872K 0.13% SOLD
120 AGCO AGCO CORP Industrials 8,097 $867K 0.13% SOLD
Page 6 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%