Oak Thistle LLC Incresed Positions in Q4 2024

Oak Thistle LLC

  • $324 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
8.41K
+ 830.63%
$406.35 - $454.46 $3.42M - $3.82M
9.42K $3.97M
OKTA
Okta, Inc.

Technology
31.5K
+ 395.36%
$71.81 - $86.11 $2.26M - $2.71M
39.5K $3.11M
VEEV
Veeva Systems Inc

Healthcare
10.7K
+ 789.85%
$201.81 - $250.45 $2.17M - $2.69M
12.1K $2.54M
FICO
Fair Isaac Corp

Technology
997
+ 323.7%
$1911.01 - $2382.4 $1.91M - $2.38M
1.31K $2.6M
OWL
Blue Owl Capital Inc.

Financial Services
78.2K
+ 474.61%
$19.51 - $24.81 $1.53M - $1.94M
94.7K $2.2M
FAST
Fastenal CO

Industrials
26.1K
+ 331.85%
$69.99 - $84.35 $1.83M - $2.2M
33.9K $2.44M
HCA
Hca Healthcare, Inc.

Healthcare
6.42K
+ 1042.86%
$297.52 - $415.61 $1.91M - $2.67M
7.04K $2.11M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.39K
+ 135.64%
$1146.59 - $1270.6 $1.59M - $1.76M
2.41K $2.86M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
7.57K
+ 350.6%
$209.89 - $233.24 $1.59M - $1.77M
9.73K $2.07M
MAR
Marriott International Inc

Consumer Cyclical
5.35K
+ 660.37%
$246.06 - $292.59 $1.32M - $1.57M
6.16K $1.72M
STE
Steris PLC

Healthcare
7.18K
+ 592.98%
$204.34 - $235.7 $1.47M - $1.69M
8.39K $1.72M
PGR
Progressive Corp

Financial Services
5.93K
+ 190.07%
$239.6 - $268.88 $1.42M - $1.6M
9.06K $2.17M
PM
Philip Morris International Inc.

Consumer Defensive
11.1K
+ 99.39%
$118.38 - $133.06 $1.31M - $1.48M
22.3K $2.68M
WDAY
Workday, Inc.

Technology
4.52K
+ 70.82%
$233.85 - $279.91 $1.06M - $1.26M
10.9K $2.81M
NSC
Norfolk Southern Corp

Industrials
5.12K
+ 260.44%
$230.6 - $277.0 $1.18M - $1.42M
7.08K $1.66M
UNM
Unum Group

Financial Services
15.3K
+ 362.92%
$58.88 - $77.07 $898K - $1.18M
19.5K $1.42M
TFX
Teleflex Inc

Healthcare
7.59K
+ 243.89%
$172.66 - $245.13 $1.31M - $1.86M
10.7K $1.9M
ST
Sensata Technologies Holding PLC

Technology
45.2K
+ 326.81%
$27.12 - $36.49 $1.23M - $1.65M
59K $1.62M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
32.1K
+ 434.26%
$34.01 - $41.29 $1.09M - $1.33M
39.5K $1.35M
MAS
Masco Corp

Industrials
16.8K
+ 133.52%
$72.52 - $85.73 $1.22M - $1.44M
29.4K $2.14M
EQT
Eqt Corp

Energy
20.9K
+ 288.61%
$35.62 - $46.89 $746K - $981K
28.2K $1.3M
MORN
Morningstar, Inc.

Financial Services
2.83K
+ 194.9%
$312.56 - $358.78 $883K - $1.01M
4.28K $1.44M
TYL
Tyler Technologies Inc

Technology
1.59K
+ 213.75%
$576.64 - $635.69 $915K - $1.01M
2.33K $1.34M
HXL
Hexcel Corp

Industrials
14.4K
+ 303.47%
$58.56 - $65.31 $844K - $942K
19.2K $1.2M
CL
Colgate Palmolive CO

Consumer Defensive
10.9K
+ 169.1%
$90.22 - $102.31 $980K - $1.11M
17.3K $1.57M
CUBE
Cube Smart

Real Estate
22.6K
+ 232.85%
$41.74 - $53.03 $943K - $1.2M
32.3K $1.38M
CINF
Cincinnati Financial Corp

Financial Services
5.49K
+ 177.8%
$132.86 - $160.16 $729K - $878K
8.57K $1.23M
XOM
Exxon Mobil Corp

Energy
7.83K
+ 219.47%
$105.51 - $125.37 $826K - $982K
11.4K $1.23M
FNB
Fnb Corp

Financial Services
51.8K
+ 117.71%
$13.56 - $17.29 $702K - $895K
95.7K $1.41M
DGX
Quest Diagnostics Inc

Healthcare
5.65K
+ 248.05%
N/A
7.93K $1.09M
OLED
Universal Display Corp Pa

Technology
6.84K
+ 192.51%
$146.2 - $213.81 $1M - $1.46M
10.4K $1.52M
CSX
Csx Corp

Industrials
22.9K
+ 349.81%
$31.58 - $36.88 $722K - $844K
29.4K $949K
APH
Amphenol Corp

Technology
9.36K
+ 72.14%
$62.07 - $75.35 $581K - $705K
22.3K $1.55M
HAL
Halliburton CO

Energy
25.5K
+ 224.29%
$25.77 - $31.99 $657K - $816K
36.9K $1M
KKR
Kkr & Co. Inc.

Financial Services
4.29K
+ 198.06%
$129.87 - $162.87 $557K - $699K
6.46K $954K
HPQ
Hp Inc

Technology
21.8K
+ 169.33%
$32.46 - $39.3 $708K - $857K
34.7K $1.13M
NWL
Newell Brands Inc.

Consumer Defensive
37.6K
+ 31.72%
$7.18 - $11.63 $270K - $438K
156K $1.56M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
6.24K
+ 243.69%
$101.82 - $114.06 $635K - $711K
8.8K $908K
CASY
Caseys General Stores Inc

Consumer Cyclical
1.51K
+ 136.66%
$366.65 - $427.88 $552K - $644K
2.61K $1.03M
LNG
Cheniere Energy, Inc.

Energy
1.98K
+ 36.12%
$181.07 - $225.92 $359K - $447K
7.46K $1.6M
BA
Boeing CO

Industrials
2.46K
+ 40.45%
$138.14 - $180.72 $340K - $445K
8.54K $1.51M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
19.2K
+ 233.89%
$31.24 - $37.15 $600K - $713K
27.4K $880K
BAX
Baxter International Inc

Healthcare
25.8K
+ 121.34%
$28.63 - $37.84 $739K - $977K
47.1K $1.37M
PRI
Primerica, Inc.

Financial Services
1.94K
+ 64.92%
$265.71 - $304.93 $516K - $592K
4.94K $1.34M
VVV
Valvoline Inc

Energy
15.3K
+ 314.7%
$36.18 - $43.41 $552K - $663K
20.1K $727K
DKNG
Draft Kings Inc.

Consumer Cyclical
14.7K
+ 104.82%
$35.32 - $44.84 $519K - $659K
28.7K $1.07M
DPZ
Dominos Pizza Inc

Consumer Cyclical
1.23K
+ 198.55%
$408.59 - $476.19 $502K - $585K
1.85K $775K
DBX
Dropbox, Inc.

Technology
13.3K
+ 70.37%
$25.05 - $30.8 $334K - $410K
32.2K $968K
MCK
Mckesson Corp

Healthcare
184
+ 3.73%
$482.27 - $628.5 $88.7K - $116K
5.12K $2.92M
Activity Summary
Buys All Purchases 292 New Holdings 194 Increased Positions 98 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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