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Portfolio (Quarterly) Guide ↗

Oak Thistle LLC

· CIK 0001755987
13F Portfolio $1.0B AUM 466 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 223 New 152 Added 86 Reduced 238 Exited
Page 5 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 ACGL ARCH CAP GROUP LTD Financial Services 17,455 $1.7M 0.23% SOLD
82 APTIV PLC 21,969 $1.7M 0.23% SOLD
83 MIDD MIDDLEBY CORP Industrials 11,169 $1.7M 0.23% SOLD
84 ALLY ALLY FINL INC Financial Services 36,534 $1.7M 0.23% SOLD
85 GEN GEN DIGITAL INC Technology 60,769 $1.7M 0.23% SOLD
86 HST HOST HOTELS & RESORTS INC Real Estate 92,816 $1.6M 0.23% SOLD
87 GPN GLOBAL PMTS INC Industrials 21,157 $1.6M 0.23% SOLD
88 TTC TORO CO Industrials 20,739 $1.6M 0.23% SOLD
89 RL RALPH LAUREN CORP Consumer Cyclical 4,608 $1.6M 0.23% SOLD
90 UGI UGI CORP NEW Utilities 43,433 $1.6M 0.23% SOLD
91 DLB DOLBY LABORATORIES INC Technology 25,184 $1.6M 0.23% SOLD
92 AON AON PLC Financial Services 4,580 $1.6M 0.23% SOLD
93 KKR KKR & CO INC Financial Services 12,610 $1.6M 0.22% SOLD
94 MTCH MATCH GROUP INC NEW Communication Services 49,557 $1.6M 0.22% SOLD
95 BPOP POPULAR INC Financial Services 12,692 $1.6M 0.22% SOLD
96 GEV GE VERNOVA INC Utilities 2,393 $1.6M 0.22% SOLD
97 RLI RLI CORP Financial Services 24,378 $1.6M 0.22% SOLD
98 CHD CHURCH & DWIGHT CO INC Consumer Defensive 18,598 $1.6M 0.22% SOLD
99 ROK ROCKWELL AUTOMATION INC Industrials 3,998 $1.6M 0.22% SOLD
100 PANW PALO ALTO NETWORKS INC Technology 8,437 $1.6M 0.22% SOLD
Page 5 of 12  ·  238 positions
Sector Allocation
Technology 21.4%
Industrials 20.4%
Financial Services 12.6%
Consumer Cyclical 11.6%
Healthcare 6.5%
Real Estate 5.8%
Consumer Defensive 5.1%
Energy 4.9%
Utilities 4.2%
Communication Services 3.8%