Oak Thistle LLC Incresed Positions in Q2 2025

Oak Thistle LLC

  • $647 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MKTX
Marketaxess Holdings Inc

Financial Services
799
+ 20.24%
$203.19 - $231.09 $162K - $185K
4.75K $1.06M
PKI
Perkinelmer Inc

Healthcare
1.64K
+ 48.49%
N/A
5.02K $607K
HUBB
Hubbell Inc

Industrials
240
+ 19.08%
$315.94 - $408.41 $75.8K - $98K
1.5K $611K
HSIC
Henry Schein Inc

Healthcare
2.03K
+ 20.39%
$62.7 - $73.66 $127K - $149K
12K $874K
NDSN
Nordson Corp

Industrials
769
+ 62.07%
$167.51 - $223.5 $129K - $172K
2.01K $430K
BIO
Bio Rad Laboratories, Inc.

Healthcare
678
+ 63.78%
$216.56 - $256.68 $147K - $174K
1.74K $420K
PK
Park Hotels & Resorts Inc.

Real Estate
16K
+ 95.73%
$8.85 - $11.18 $142K - $179K
32.8K $335K
DOW
Dow Inc.

Basic Materials
12.2K
+ 56.41%
$25.81 - $34.89 $314K - $425K
33.7K $893K
OKTA
Okta, Inc.

Technology
2.1K
+ 15.32%
$91.24 - $127.3 $192K - $268K
15.8K $1.58M
AMG
Affiliated Managers Group, Inc.

Financial Services
114
+ 3.14%
$143.35 - $197.67 $16.3K - $22.5K
3.74K $736K
WU
Western Union CO

Financial Services
46.7K
+ 37.76%
$8.37 - $10.63 $391K - $496K
170K $1.43M
MO
Altria Group, Inc.

Consumer Defensive
2.98K
+ 4.37%
$55.56 - $60.91 $166K - $182K
71.3K $4.18M
DHI
Horton D R Inc

Consumer Cyclical
421
+ 5.96%
$115.1 - $129.63 $48.5K - $54.6K
7.49K $965K
CIVI
Civitas Resources, Inc.

Energy
4.7K
+ 46.73%
$24.28 - $35.09 $114K - $165K
14.8K $406K
PINC
Premier, Inc.

Healthcare
340
+ 2.03%
$18.94 - $23.3 $6.44K - $7.92K
17.1K $374K
SWK
Stanley Black & Decker, Inc.

Industrials
2.46K
+ 18.93%
$55.86 - $76.98 $138K - $190K
15.5K $1.05M
CPT
Camden Property Trust

Real Estate
378
+ 9.58%
$106.53 - $122.8 $40.3K - $46.4K
4.32K $487K
Viper Energy Inc
15.3K
+ 69.9%
N/A
37.2K $0
Healthcare Rlty Tr
46K
+ 70.34%
N/A
111K $0
Aptiv PLC
2.53K
+ 11.54%
N/A
24.4K $0
Kenvue Inc
66.9K
+ 228.25%
N/A
96.2K $0
Millrose Pptys Inc
38.5K
+ 394.84%
N/A
48.2K $0
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.89K
+ 113.91%
$50.53 - $212.53 $146K - $614K
5.43K $300K
ENOV
Enovis Corp

Industrials
179
+ 0.83%
$29.65 - $37.35 $5.31K - $6.69K
21.8K $683K
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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