Oak Thistle LLC Incresed Positions in Q1 2025

Oak Thistle LLC

  • $478 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
36.4K
+ 1083.25%
$154.33 - $206.19 $5.61M - $7.5M
39.7K $6.14M
LMT
Lockheed Martin Corp

Industrials
11.8K
+ 516.17%
$423.19 - $506.29 $4.98M - $5.96M
14.1K $6.28M
ALL
Allstate Corp

Financial Services
18.5K
+ 793.82%
$180.99 - $210.18 $3.35M - $3.89M
20.8K $4.31M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
16.5K
+ 700.72%
$221.78 - $273.45 $3.67M - $4.52M
18.9K $4.3M
RTX
Raytheon Technologies Corp

Industrials
24.4K
+ 1141.37%
$114.1 - $135.66 $2.79M - $3.31M
26.6K $3.52M
MTD
Mettler Toledo International Inc

Healthcare
2.57K
+ 357.16%
$1177.09 - $1390.0 $3.02M - $3.57M
3.29K $3.88M
PYPL
Pay Pal Holdings, Inc.

Financial Services
45.9K
+ 1878.69%
$65.15 - $91.81 $2.99M - $4.22M
48.4K $3.16M
MDT
Medtronic PLC

Healthcare
27.5K
+ 173.3%
$79.84 - $94.5 $2.2M - $2.6M
43.4K $3.9M
MAR
Marriott International Inc

Consumer Cyclical
11.7K
+ 190.14%
$237.01 - $304.45 $2.78M - $3.57M
17.9K $4.26M
MO
Altria Group, Inc.

Consumer Defensive
36.4K
+ 114.26%
$50.81 - $60.02 $1.85M - $2.19M
68.3K $4.1M
ESI
Element Solutions Inc

Basic Materials
105K
+ 365.81%
$22.61 - $27.55 $2.37M - $2.89M
133K $3.02M
LEA
Lear Corp

Consumer Cyclical
25.7K
+ 1107.71%
$87.96 - $99.36 $2.26M - $2.55M
28K $2.47M
FR
First Industrial Realty Trust Inc

Real Estate
38.3K
+ 589.54%
$48.46 - $57.99 $1.86M - $2.22M
44.8K $2.42M
PGR
Progressive Corp

Financial Services
5.97K
+ 65.95%
$235.61 - $291.22 $1.41M - $1.74M
15K $4.25M
PSX
Phillips 66

Energy
15.5K
+ 220.24%
$113.93 - $131.55 $1.77M - $2.04M
22.5K $2.78M
MAS
Masco Corp

Industrials
29.7K
+ 100.94%
$68.67 - $81.85 $2.04M - $2.43M
59.1K $4.11M
AIZ
Assurant, Inc.

Financial Services
8.9K
+ 192.47%
$198.92 - $218.67 $1.77M - $1.95M
13.5K $2.84M
AME
Ametek Inc

Industrials
10.5K
+ 234.61%
$170.39 - $190.43 $1.79M - $2M
15K $2.57M
DKNG
Draft Kings Inc.

Consumer Cyclical
55.9K
+ 194.7%
$33.21 - $53.49 $1.86M - $2.99M
84.6K $2.81M
GIS
General Mills Inc

Consumer Defensive
25.7K
+ 348.72%
$57.56 - $65.3 $1.48M - $1.68M
33.1K $1.98M
PLTR
Palantir Technologies Inc.

Technology
14.8K
+ 75.13%
$64.98 - $124.62 $959K - $1.84M
34.4K $2.9M
CPNG
Coupang, Inc.

Consumer Cyclical
63.8K
+ 84.89%
$21.34 - $25.52 $1.36M - $1.63M
139K $3.05M
SBAC
Sba Communications Corp

Real Estate
5.66K
+ 85.44%
$192.76 - $224.91 $1.09M - $1.27M
12.3K $2.7M
ALK
Alaska Air Group, Inc.

Industrials
28.6K
+ 710.63%
$49.22 - $76.6 $1.41M - $2.19M
32.6K $1.61M
USB
Us Bancorp \De\

Financial Services
32.3K
+ 455.68%
$40.92 - $50.9 $1.32M - $1.64M
39.4K $1.66M
MAT
Mattel Inc

Consumer Cyclical
65.7K
+ 250.95%
$17.73 - $21.94 $1.16M - $1.44M
91.9K $1.78M
ST
Sensata Technologies Holding PLC

Technology
61.1K
+ 103.56%
$24.27 - $30.0 $1.48M - $1.83M
120K $2.92M
CMS
Cms Energy Corp

Utilities
15.1K
+ 157.69%
$64.99 - $75.11 $980K - $1.13M
24.7K $1.85M
HCA
Hca Healthcare, Inc.

Healthcare
2.58K
+ 36.58%
$296.7 - $345.55 $764K - $890K
9.62K $3.32M
NOW
Service Now, Inc.

Technology
1.56K
+ 762.93%
$783.83 - $1170.39 $1.23M - $1.83M
1.77K $1.41M
IDA
Idacorp Inc

Utilities
9.64K
+ 115.11%
$105.58 - $119.04 $1.02M - $1.15M
18K $2.09M
OLED
Universal Display Corp Pa

Technology
8.81K
+ 84.82%
$139.48 - $161.59 $1.23M - $1.42M
19.2K $2.68M
LSCC
Lattice Semiconductor Corp

Technology
22.8K
+ 160.43%
$52.45 - $68.78 $1.19M - $1.57M
37K $1.94M
CI
Cigna Corp

Healthcare
2.82K
+ 75.73%
$274.49 - $329.0 $774K - $928K
6.55K $2.15M
TRMB
Trimble Inc.

Technology
17.3K
+ 301.59%
$65.52 - $77.49 $1.13M - $1.34M
23.1K $1.51M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
31.6K
+ 216.79%
$32.17 - $35.61 $1.02M - $1.12M
46.2K $1.59M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
16.2K
+ 581.85%
$68.37 - $87.97 $1.1M - $1.42M
18.9K $1.3M
SWKS
Skyworks Solutions, Inc.

Technology
19.7K
+ 263.29%
$64.12 - $93.96 $1.26M - $1.85M
27.2K $1.76M
IRM
Iron Mountain Inc

Real Estate
13.7K
+ 189.24%
$82.79 - $111.31 $1.13M - $1.52M
20.9K $1.8M
PANW
Palo Alto Networks Inc

Technology
6K
+ 180.4%
$167.82 - $208.28 $1.01M - $1.25M
9.33K $1.59M
DOV
Dover Corp

Industrials
5.79K
+ 220.62%
$174.65 - $206.43 $1.01M - $1.2M
8.41K $1.48M
FCN
Fti Consulting, Inc

Industrials
6.49K
+ 221.88%
$160.54 - $198.75 $1.04M - $1.29M
9.42K $1.54M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
6.07K
+ 286.4%
$166.63 - $185.86 $1.01M - $1.13M
8.18K $1.36M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
11.3K
+ 85.6%
$92.51 - $102.81 $1.05M - $1.16M
24.5K $2.27M
XYL
Xylem Inc.

Industrials
8.02K
+ 170.07%
$114.02 - $132.04 $915K - $1.06M
12.7K $1.52M
SOFI
So Fi Technologies, Inc.

Financial Services
91.2K
+ 354.43%
$11.18 - $18.03 $1.02M - $1.64M
117K $1.36M
EPAM
Epam Systems, Inc.

Technology
5.09K
+ 23.55%
N/A
26.7K $4.96M
LAMR
Lamar Advertising CO

Real Estate
8.21K
+ 395.57%
$110.65 - $132.9 $908K - $1.09M
10.3K $1.17M
CUZ
Cousins Properties Inc

Real Estate
30.5K
+ 97.47%
$28.06 - $31.21 $855K - $951K
61.8K $1.82M
Activity Summary
Buys All Purchases 335 New Holdings 195 Increased Positions 140 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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