Oak Thistle LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, Oak Thistle LLC maintained a portfolio of 661 distinct positions. The most significant new addition to the portfolio was CORNING INC, which now represents 0.90% of the total fund value. They heavily accumulated shares in MICRON TECHNOLOGY IN, increasing their position by 643.2%.
PCA Score Concentration Risk
Risk ENB
Total Positions
661
Quarter
2026 Q1
Top Holding
MU (1.2%)
Top 10 Concentration
8.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 661
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MU
MICRON TECHNOLO...
Technology 1.23% 0.20% #1 206
Prev: #207
5.5 32,548 643.2%
P
S
37,608 $12,705,487 2021 Q4 13F Filing 2026-03-31 2026-04-13
CVX
CHEVRON CORPORA...
Energy 1.01% 0.31% #2 89
Prev: #91
4.9 35,776 246.9%
P
S
50,265 $10,399,828 2022 Q2 13F Filing 2026-03-31 2026-04-13
AMAT
APPLIED MATLS I...
Technology 0.93% 0.56% #3 7
Prev: #10
4.4 12,430 79.3%
P
S
28,107 $9,606,691 2022 Q1 13F Filing 2026-03-31 2026-04-13
GLW
CORNING INC
Technology 0.90% #4
Prev: #—
4.4 68,240 no change
NEW
68,240 $9,278,593 2021 Q4 13F Filing 2026-03-31 2026-04-13
SNDK
SANDISK CORP
Technology 0.89% #5
Prev: #—
4.4 14,502 no change
NEW
14,502 $9,213,700 2026 Q1 13F Filing 2026-03-31 2026-04-13
BKNG
BOOKING HOLDING...
Consumer Cyclical 0.89% 0.25% #6 131
Prev: #137
3.4 1,832 537.2%
P
S
2,173 $9,149,026 2023 Q2 13F Filing 2026-03-31 2026-04-13
AMG
AFFILIATED MANA...
Financial Services 0.86% 0.35% #7 48
Prev: #55
3.3 23,135 265.9%
P
S
31,835 $8,808,744 2021 Q4 13F Filing 2026-03-31 2026-04-13
FDX
FEDEX CORP
Industrials 0.76% 0.06% #8 424
Prev: #432
3.3 20,472 1355.8%
P
S
21,982 $7,829,548 2021 Q4 13F Filing 2026-03-31 2026-04-13
TDG
TRANSDIGM GROUP...
Industrials 0.67% 0.25% #9 135
Prev: #144
3.3 4,641 347.4%
P
S
5,977 $6,927,104 2022 Q1 13F Filing 2026-03-31 2026-04-13
EQH
EQUITABLE HLDGS...
Financial Services 0.65% 0.26% #10 121
Prev: #131
3.3 140,970 359.4%
P
S
180,199 $6,687,183 2021 Q4 13F Filing 2026-03-31 2026-04-13
ADI
ANALOG DEVICES ...
Technology 0.65% #11
Prev: #—
3.8 21,017 no change
NEW
21,017 $6,686,348 2021 Q4 13F Filing 2026-03-31 2026-04-13
ARE
ALEXANDRIA REAL...
Real Estate 0.64% 0.16% #12 268
Prev: #280
3.3 118,913 508.2%
P
S
142,311 $6,606,077 2023 Q1 13F Filing 2026-03-31 2026-04-13
AEE
AMEREN CORP
Utilities 0.64% 0.74% #13 9
Prev: #4
2.3 6,644 12.5%
P
S
59,865 $6,580,361 2021 Q4 13F Filing 2026-03-31 2026-04-13
TSLA
TESLA INC
Consumer Cyclical 0.64% #14
Prev: #—
3.8 17,694 no change
NEW
17,694 $6,577,745 2023 Q2 13F Filing 2026-03-31 2026-04-13
LRCX
LAM RESEARCH CO...
Technology 0.64% #15
Prev: #—
3.8 30,749 no change
NEW
30,749 $6,569,831 2022 Q1 13F Filing 2026-03-31 2026-04-13
VLO
VALERO ENERGY C...
Energy 0.63% #16
Prev: #—
3.8 26,429 no change
NEW
26,429 $6,530,076 2023 Q3 13F Filing 2026-03-31 2026-04-13
CF
CF INDUSTRIES H...
Basic Materials 0.63% #17
Prev: #—
3.8 50,032 no change
NEW
50,032 $6,496,155 2022 Q4 13F Filing 2026-03-31 2026-04-13
TPG
TPG INC
Financial Services 0.61% 0.17% #18 233
Prev: #251
3.2 136,003 707.9%
P
S
155,215 $6,287,760 2024 Q1 13F Filing 2026-03-31 2026-04-13
THC
TENET HEALTHCAR...
Healthcare 0.61% #19
Prev: #—
3.7 33,246 no change
NEW
33,246 $6,273,853 2023 Q2 13F Filing 2026-03-31 2026-04-13
OGE
OGE ENERGY CORP
Utilities 0.58% 0.32% #20 53
Prev: #73
3.2 70,006 128.8%
P
S
124,343 $5,963,490 2022 Q1 13F Filing 2026-03-31 2026-04-13
CVS
CVS HEALTH CORP
Healthcare 0.57% 0.13% #21 309
Prev: #330
3.2 70,005 584.9%
P
S
81,973 $5,887,301 2022 Q1 13F Filing 2026-03-31 2026-04-13
LECO
LINCOLN ELEC HL...
Industrials 0.57% 0.22% #22 158
Prev: #180
3.2 17,021 257.8%
P
S
23,623 $5,884,016 2022 Q2 13F Filing 2026-03-31 2026-04-13
WFC
WELLS FARGO & C...
Financial Services 0.55% 0.27% #23 95
Prev: #118
3.2 50,569 240.4%
P
S
71,602 $5,700,236 2025 Q2 13F Filing 2026-03-31 2026-04-13
CTRA
COTERRA ENERGY ...
Energy 0.55% 0.18% #24 210
Prev: #234
3.2 110,310 219.8%
P
S
160,498 $5,639,899 2021 Q4 13F Filing 2026-03-31 2026-04-13
HAL
HALLIBURTON CO
Energy 0.54% 0.16% #25 253
Prev: #278
3.2 103,290 254.4%
P
S
143,897 $5,610,543 2021 Q4 13F Filing 2026-03-31 2026-04-13
RGA
REINSURANCE GRO...
Financial Services 0.54% #26
Prev: #—
3.7 27,327 no change
NEW
27,327 $5,579,080 2023 Q2 13F Filing 2026-03-31 2026-04-13
IRM
IRON MTN INC DE...
Real Estate 0.53% #27
Prev: #—
3.7 53,641 no change
NEW
53,641 $5,478,891 2022 Q1 13F Filing 2026-03-31 2026-04-13
PCG
PG&E CORP
Utilities 0.53% 0.31% #28 58
Prev: #86
3.2 172,206 124.1%
P
S
311,020 $5,464,622 2023 Q2 13F Filing 2026-03-31 2026-04-13
SOLS
SOLSTICE ADVANC...
Basic Materials 0.53% #29
Prev: #—
3.7 71,625 no change
NEW
71,625 $5,454,960 2026 Q1 13F Filing 2026-03-31 2026-04-13
WMB
WILLIAMS COS IN...
Energy 0.53% 0.16% #30 231
Prev: #261
3.2 54,981 279.9%
P
S
74,627 $5,431,353 2021 Q4 13F Filing 2026-03-31 2026-04-13
AIG
AMERICAN INTL G...
Financial Services 0.52% 0.27% #31 90
Prev: #121
3.2 48,658 215.8%
P
S
71,208 $5,358,403 2024 Q2 13F Filing 2026-03-31 2026-04-13
OTIS
OTIS WORLDWIDE ...
Industrials 0.51% 0.28% #32 79
Prev: #111
3.2 45,331 193.5%
P
S
68,759 $5,299,943 2023 Q1 13F Filing 2026-03-31 2026-04-13
ADM
ARCHER DANIELS ...
Consumer Defensive 0.51% #33
Prev: #—
3.7 72,366 no change
NEW
72,366 $5,260,285 2023 Q3 13F Filing 2026-03-31 2026-04-13
UBER
UBER TECHNOLOGI...
Technology 0.51% #34
Prev: #—
3.7 72,600 no change
NEW
72,600 $5,222,118 2022 Q1 13F Filing 2026-03-31 2026-04-13
TAP
MOLSON COORS BE...
Consumer Defensive 0.48% 0.44% #35 11
Prev: #24
3.2 47,496 69.4%
P
S
115,916 $4,991,343 2022 Q1 13F Filing 2026-03-31 2026-04-13
CIEN
CIENA CORP
Technology 0.48% 0.13% #36 289
Prev: #325
3.2 8,651 208.3%
P
S
12,804 $4,970,897 2021 Q4 13F Filing 2026-03-31 2026-04-13
UNH
UNITEDHEALTH GR...
Healthcare 0.48% #37
Prev: #—
3.7 18,220 no change
NEW
18,220 $4,930,150 2022 Q1 13F Filing 2026-03-31 2026-04-13
MKL
MARKEL GROUP IN...
Financial Services 0.48% #38
Prev: #—
3.7 2,568 no change
NEW
2,568 $4,915,332 2021 Q4 13F Filing 2026-03-31 2026-04-13
PH
PARKER-HANNIFIN...
Industrials 0.48% #39
Prev: #—
3.7 5,483 no change
NEW
5,483 $4,908,600 2021 Q4 13F Filing 2026-03-31 2026-04-13
GE
GE AEROSPACE
Industrials 0.47% 0.17% #40 215
Prev: #255
3.2 13,281 336.7%
P
S
17,226 $4,888,222 2021 Q4 13F Filing 2026-03-31 2026-04-13
AZO
AUTOZONE INC
Consumer Cyclical 0.47% 0.63% #41 33
Prev: #8
2.2 109 8.2%
P
S
1,437 $4,853,870 2023 Q1 13F Filing 2026-03-31 2026-04-13
EXPE
EXPEDIA GROUP I...
Consumer Cyclical 0.47% 0.05% #42 403
Prev: #445
3.2 19,717 1536.8%
P
S
21,000 $4,848,690 2022 Q1 13F Filing 2026-03-31 2026-04-13
GEN
GEN DIGITAL INC
Technology 0.47% 0.23% #43 123
Prev: #166
3.2 196,709 323.7%
P
S
257,478 $4,848,310 2022 Q1 13F Filing 2026-03-31 2026-04-13
PRMB
PRIMO BRANDS CO...
Consumer Defensive 0.47% 0.12% #44 300
Prev: #344
3.2 204,038 384.7%
P
S
257,083 $4,840,872 2025 Q3 13F Filing 2026-03-31 2026-04-13
LMT
LOCKHEED MARTIN...
Industrials 0.45% #45
Prev: #—
3.7 7,673 no change
NEW
7,673 $4,637,484 2022 Q1 13F Filing 2026-03-31 2026-04-13
SMCI
SUPER MICRO COM...
Technology 0.45% #46
Prev: #—
3.7 203,270 no change
NEW
203,270 $4,628,459 2024 Q4 13F Filing 2026-03-31 2026-04-13
RBC
RBC BEARINGS IN...
Industrials 0.44% #47
Prev: #—
3.7 8,392 no change
NEW
8,392 $4,557,863 2023 Q3 13F Filing 2026-03-31 2026-04-13
LNG
CHENIERE ENERGY...
Energy 0.44% 0.12% #48 290
Prev: #338
3.2 11,274 243.6%
P
S
15,902 $4,512,352 2021 Q4 13F Filing 2026-03-31 2026-04-13
BLK
BLACKROCK INC
Financial Services 0.43% 0.49% #49 33
Prev: #16
2.7 1,365 41.8%
P
S
4,630 $4,452,717 2022 Q3 13F Filing 2026-03-31 2026-04-13
MAA
MID-AMER APT CM...
Real Estate 0.43% 0.44% #50 23
Prev: #27
3.2 13,874 61.4%
P
S
36,457 $4,452,130 2022 Q1 13F Filing 2026-03-31 2026-04-13
Showing 1-50 of 661 holdings

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