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Portfolio (Quarterly) Guide ↗

Oak Thistle LLC

· CIK 0001755987
13F Portfolio $656M AUM Filed Oct 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 447 New
Page 15 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MUSA MURPHY USA INC Consumer Cyclical 2,332.0 $905K 0.14% NEW $388.26 +45.6%
282 BDX BECTON DICKINSON & CO Healthcare 4,797.0 $898K 0.14% NEW $187.17 -21.5%
283 ALLE ALLEGION PLC Industrials 5,030.0 $892K 0.14% NEW $177.35 -28.9%
284 EEFT EURONET WORLDWIDE INC Technology 10,042.0 $882K 0.13% NEW $87.81 -21.4%
285 GNRC GENERAC HLDGS INC Industrials 5,259.0 $880K 0.13% NEW $167.40 +51.2%
286 NET CLOUDFLARE INC Technology 4,065.0 $872K 0.13% NEW $214.59 -6.0%
287 CVNA CARVANA CO Consumer Cyclical 2,308.0 $871K 0.13% NEW $377.24 -82.5%
288 AGCO AGCO CORP Industrials 8,097.0 $867K 0.13% NEW $107.07 +4.2%
289 CLH CLEAN HARBORS INC Industrials 3,731.0 $866K 0.13% NEW $232.22 +25.7%
290 ESAB ESAB CORPORATION Industrials 7,726.0 $863K 0.13% NEW $111.74 -21.2%
291 RITM RITHM CAPITAL CORP Real Estate 75,782.0 $863K 0.13% NEW $11.39 -19.8%
292 PINS PINTEREST INC Communication Services 26,706.0 $859K 0.13% NEW $32.17 -38.0%
293 AXP AMERICAN EXPRESS CO Financial Services 2,580.0 $857K 0.13% NEW $332.16 -6.9%
294 AAL AMERICAN AIRLS GROUP INC Industrials 76,179.0 $856K 0.13% NEW $11.24 +7.3%
295 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 21,630.0 $855K 0.13% NEW $39.51 +75.3%
296 LAMR LAMAR ADVERTISING CO NEW Real Estate 6,972.0 $854K 0.13% NEW $122.42 +18.9%
297 PB PROSPERITY BANCSHARES INC Financial Services 12,738.0 $845K 0.13% NEW $66.35 +2.7%
298 STT STATE STR CORP Financial Services 7,260.0 $842K 0.13% NEW $116.01 +32.5%
299 CHRD CHORD ENERGY CORPORATION Energy 8,472.0 $842K 0.13% NEW $99.37 +50.6%
300 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 8,042.0 $837K 0.13% NEW $104.04 -7.6%
Page 15 of 23  ·  447 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.6%
Financial Services 16.8%
Industrials 15.2%
Consumer Cyclical 12.2%
Consumer Defensive 7.1%
Healthcare 6.5%
Real Estate 5.5%
Energy 5.3%
Communication Services 4.6%
Basic Materials 4.2%