Oak Thistle LLC Incresed Positions in Q2 2025

Oak Thistle LLC

  • $647 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
44K
+ 1001.71%
$221.86 - $362.89 $9.77M - $16M
48.4K $15.4M
AMD
Advanced Micro Devices Inc

Technology
40.5K
+ 671.76%
$78.21 - $143.81 $3.17M - $5.83M
46.5K $6.6M
PLTR
Palantir Technologies Inc.

Technology
26.8K
+ 77.81%
$74.01 - $144.25 $1.98M - $3.86M
61.2K $8.34M
BA
Boeing CO

Industrials
19.1K
+ 764.35%
$136.59 - $217.51 $2.61M - $4.16M
21.6K $4.53M
FTV
Fortive Corp

Technology
81.7K
+ 916.81%
$52.13 - $74.29 $4.26M - $6.07M
90.6K $4.73M
COIN
Coinbase Global, Inc.

Technology
8.45K
+ 159.18%
$151.47 - $375.07 $1.28M - $3.17M
13.8K $4.82M
STE
Steris PLC

Healthcare
13.6K
+ 448.33%
$208.55 - $252.55 $2.83M - $3.43M
16.6K $3.99M
FICO
Fair Isaac Corp

Technology
1.69K
+ 342.8%
$1503.62 - $2206.01 $2.54M - $3.73M
2.18K $3.99M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
30.3K
+ 839.26%
$84.41 - $106.28 $2.56M - $3.22M
33.9K $3.22M
ZS
Zscaler, Inc.

Technology
8.15K
+ 407.91%
$174.67 - $315.32 $1.42M - $2.57M
10.1K $3.18M
DBX
Dropbox, Inc.

Technology
90.9K
+ 150.15%
$25.42 - $29.7 $2.31M - $2.7M
151K $4.33M
PM
Philip Morris International Inc.

Consumer Defensive
13.7K
+ 373.47%
$149.23 - $184.95 $2.04M - $2.53M
17.3K $3.16M
VEEV
Veeva Systems Inc

Healthcare
8.28K
+ 364.45%
$209.39 - $289.94 $1.73M - $2.4M
10.6K $3.04M
BAX
Baxter International Inc

Healthcare
83.1K
+ 1059.88%
$27.8 - $34.02 $2.31M - $2.83M
91K $2.75M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
263K
+ 2525.84%
$8.39 - $9.19 $2.21M - $2.42M
274K $2.49M
KBR
Kbr, Inc.

Industrials
49.9K
+ 1110.84%
$46.2 - $56.12 $2.31M - $2.8M
54.4K $2.61M
NEE
Nextera Energy Inc

Utilities
33.9K
+ 317.46%
$64.11 - $75.0 $2.17M - $2.54M
44.6K $3.1M
SBUX
Starbucks Corp

Consumer Cyclical
24K
+ 223.38%
$79.69 - $99.41 $1.92M - $2.39M
34.8K $3.19M
ELS
Equity Lifestyle Properties Inc

Real Estate
34.4K
+ 918.5%
$61.46 - $68.02 $2.11M - $2.34M
38.2K $2.35M
CRM
Salesforce, Inc.

Technology
7.4K
+ 111.69%
$236.26 - $291.15 $1.75M - $2.16M
14K $3.83M
USB
Us Bancorp \De\

Financial Services
42.4K
+ 107.6%
$36.4 - $45.76 $1.54M - $1.94M
81.7K $3.7M
TRU
Trans Union

Industrials
21.7K
+ 183.92%
$69.26 - $91.89 $1.5M - $1.99M
33.5K $2.94M
FYBR
Frontier Communications Parent, Inc.

Communication Services
52.9K
+ 199.08%
$35.51 - $36.83 $1.88M - $1.95M
79.5K $2.89M
OXY
Occidental Petroleum Corp

Energy
48.5K
+ 322.47%
$36.11 - $49.33 $1.75M - $2.39M
63.5K $2.67M
HXL
Hexcel Corp

Industrials
33.3K
+ 147.05%
$47.49 - $57.32 $1.58M - $1.91M
56K $3.16M
CHK
Chesapeake Energy Corp

Energy
22.1K
+ 727.0%
N/A
25.1K $2.16M
RSG
Republic Services, Inc.

Industrials
7.51K
+ 205.17%
$227.2 - $258.07 $1.71M - $1.94M
11.2K $2.75M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
10.3K
+ 121.26%
$49.95 - $128.54 $513K - $1.32M
18.7K $2.33M
CTSH
Cognizant Technology Solutions Corp

Technology
22.4K
+ 96.97%
$66.47 - $81.81 $1.49M - $1.83M
45.4K $3.54M
CTAS
Cintas Corp

Industrials
6.48K
+ 41.31%
$190.11 - $227.66 $1.23M - $1.48M
22.2K $4.94M
OKE
Oneok Inc

Energy
21.9K
+ 378.1%
$78.71 - $100.37 $1.72M - $2.2M
27.7K $2.26M
WYNN
Wynn Resorts LTD

Consumer Cyclical
17.2K
+ 246.89%
$66.1 - $97.75 $1.14M - $1.68M
24.2K $2.26M
DPZ
Dominos Pizza Inc

Consumer Cyclical
3.75K
+ 156.03%
$430.72 - $497.52 $1.62M - $1.87M
6.16K $2.78M
IEX
Idex Corp

Industrials
9.61K
+ 225.6%
$160.66 - $191.29 $1.54M - $1.84M
13.9K $2.44M
TRV
Travelers Companies, Inc.

Financial Services
5.95K
+ 249.89%
$233.83 - $276.34 $1.39M - $1.64M
8.32K $2.23M
BROS
Dutch Bros Inc.

Consumer Cyclical
22.2K
+ 255.69%
$51.37 - $73.72 $1.14M - $1.63M
30.8K $2.11M
XYL
Xylem Inc.

Industrials
10.9K
+ 85.53%
$102.86 - $129.5 $1.12M - $1.41M
23.6K $3.06M
LHX
L3 Harris Technologies, Inc.

Industrials
5.79K
+ 365.89%
$200.21 - $256.99 $1.16M - $1.49M
7.38K $1.85M
FAST
Fastenal CO

Industrials
39.3K
+ 747.66%
$40.65 - $83.16 $1.6M - $3.27M
44.6K $1.87M
K
Kellogg CO

Consumer Defensive
18.7K
+ 127.03%
$77.85 - $82.88 $1.46M - $1.55M
33.5K $2.66M
HOOD
Robinhood Markets, Inc.

Technology
9.73K
+ 99.81%
$34.17 - $93.63 $332K - $911K
19.5K $1.82M
MSI
Motorola Solutions, Inc.

Technology
3.3K
+ 113.96%
$394.72 - $440.39 $1.3M - $1.45M
6.19K $2.6M
EHC
Encompass Health Corp

Healthcare
8.67K
+ 72.85%
$96.12 - $122.63 $833K - $1.06M
20.6K $2.52M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6.75K
+ 89.81%
$212.1 - $244.27 $1.43M - $1.65M
14.3K $3.12M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
28.4K
+ 138.91%
$38.16 - $46.72 $1.08M - $1.32M
48.8K $2.16M
CLH
Clean Harbors Inc

Industrials
4.87K
+ 326.83%
$182.1 - $233.5 $887K - $1.14M
6.36K $1.47M
NI
Nisource Inc.

Utilities
27.5K
+ 133.81%
$37.11 - $40.64 $1.02M - $1.12M
48.1K $1.94M
FMC
Fmc Corp

Basic Materials
26.3K
+ 343.72%
$33.98 - $44.06 $894K - $1.16M
34K $1.42M
TT
Trane Technologies PLC

Industrials
1.95K
+ 116.31%
$315.21 - $437.41 $614K - $852K
3.62K $1.58M
Activity Summary
Buys All Purchases 362 New Holdings 237 Increased Positions 125 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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