Oak Thistle LLC New Holdings in Q2 2025

Oak Thistle LLC

  • $647 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GWRE
Guidewire Software, Inc.

Technology
23.5K
New
$172.73 - $257.37 $4.06M - $6.05M
23.5K $5.53M
NVDA
Nvidia Corp

Technology
34.6K
New
$94.31 - $157.99 $3.26M - $5.46M
34.6K $5.46M
LNG
Cheniere Energy, Inc.

Energy
22.2K
New
$197.25 - $244.33 $4.38M - $5.43M
22.2K $5.41M
ADP
Automatic Data Processing Inc

Industrials
17K
New
$276.76 - $326.81 $4.71M - $5.56M
17K $5.25M
CSCO
Cisco Systems, Inc.

Technology
75K
New
$53.19 - $69.38 $3.99M - $5.2M
75K $5.2M
SKX
Skechers Usa Inc

Consumer Cyclical
77K
New
$45.48 - $63.1 $3.5M - $4.86M
77K $4.86M
MU
Micron Technology Inc

Technology
38.3K
New
$64.72 - $127.91 $2.48M - $4.89M
38.3K $4.71M
HIG
Hartford Financial Services Group, Inc.

Financial Services
34.4K
New
$109.83 - $131.67 $3.78M - $4.53M
34.4K $4.37M
BK
Bank Of New York Mellon Corp

Financial Services
46.2K
New
$73.31 - $91.62 $3.39M - $4.24M
46.2K $4.21M
JCI
Johnson Controls International PLC

Industrials
38.6K
New
$71.14 - $105.62 $2.74M - $4.07M
38.6K $4.07M
TFX
Teleflex Inc

Healthcare
33.9K
New
$117.53 - $141.38 $3.98M - $4.79M
33.9K $4.01M
CNC
Centene Corp

Healthcare
72.2K
New
$53.4 - $64.29 $3.85M - $4.64M
72.2K $3.92M
CAG
Conagra Brands Inc.

Consumer Defensive
185K
New
$20.4 - $26.78 $3.78M - $4.96M
185K $3.79M
ETR
Entergy Corp

Utilities
45.1K
New
$79.01 - $86.61 $3.56M - $3.91M
45.1K $3.75M
ROST
Ross Stores, Inc.

Consumer Cyclical
27.4K
New
$126.62 - $154.26 $3.47M - $4.22M
27.4K $3.49M
MCD
Mcdonalds Corp

Consumer Cyclical
11.8K
New
$285.55 - $321.23 $3.36M - $3.78M
11.8K $3.44M
BRBR
Bellring Brands, Inc.

Consumer Defensive
55.1K
New
$57.26 - $78.92 $3.15M - $4.35M
55.1K $3.19M
MDB
Mongo Db, Inc.

Technology
14.8K
New
$145.85 - $225.38 $2.16M - $3.34M
14.8K $3.11M
EFX
Equifax Inc

Industrials
11.8K
New
$205.5 - $280.54 $2.43M - $3.32M
11.8K $3.07M
COST
Costco Wholesale Corp

Consumer Defensive
2.86K
New
$908.13 - $1056.85 $2.6M - $3.02M
2.86K $2.83M
MTZ
Mastec Inc

Industrials
16.5K
New
$106.07 - $171.99 $1.75M - $2.84M
16.5K $2.81M
AAPL
Apple Inc.

Technology
13.6K
New
$172.42 - $223.89 $2.34M - $3.04M
13.6K $2.78M
WFC
Wells Fargo & Company

Financial Services
33K
New
$60.98 - $80.12 $2.01M - $2.64M
33K $2.64M
LUV
Southwest Airlines CO

Industrials
80.6K
New
$24.04 - $34.36 $1.94M - $2.77M
80.6K $2.61M
INGR
Ingredion Inc

Consumer Defensive
18.8K
New
$123.22 - $140.95 $2.32M - $2.65M
18.8K $2.55M
MSCI
Msci Inc.

Financial Services
4.37K
New
$506.56 - $576.74 $2.21M - $2.52M
4.37K $2.52M
MTCH
Match Group, Inc.

Communication Services
80.8K
New
$27.03 - $31.93 $2.18M - $2.58M
80.8K $2.5M
AM
Antero Midstream Corp

Energy
129K
New
$15.88 - $18.99 $2.04M - $2.44M
129K $2.44M
HBAN
Huntington Bancshares Inc

Financial Services
144K
New
$12.49 - $16.76 $1.8M - $2.42M
144K $2.42M
ADBE
Adobe Inc.

Technology
6.22K
New
$340.0 - $420.68 $2.11M - $2.61M
6.22K $2.4M
NYT
New York Times CO

Communication Services
42.1K
New
$45.37 - $57.12 $1.91M - $2.4M
42.1K $2.36M
AVT
Avnet Inc

Technology
43.9K
New
$41.51 - $53.08 $1.82M - $2.33M
43.9K $2.33M
KMX
Carmax Inc

Consumer Cyclical
34.6K
New
$62.27 - $82.77 $2.16M - $2.86M
34.6K $2.33M
KIM
Kimco Realty Corp

Real Estate
109K
New
$18.7 - $21.69 $2.05M - $2.37M
109K $2.3M
NXST
Nexstar Media Group, Inc.

Communication Services
13.3K
New
$144.68 - $181.86 $1.92M - $2.42M
13.3K $2.3M
GWW
W.W. Grainger, Inc.

Industrials
2.19K
New
$919.93 - $1101.66 $2.01M - $2.41M
2.19K $2.28M
ZM
Zoom Video Communications, Inc.

Technology
28.3K
New
$66.7 - $84.62 $1.89M - $2.4M
28.3K $2.21M
C
Citigroup Inc

Financial Services
25.8K
New
$58.13 - $85.12 $1.5M - $2.2M
25.8K $2.2M
SPGI
S&P Global Inc.

Financial Services
4.04K
New
$438.31 - $527.29 $1.77M - $2.13M
4.04K $2.13M
CAR
Avis Budget Group, Inc.

Industrials
12.5K
New
$62.86 - $179.3 $785K - $2.24M
12.5K $2.11M
TPR
Tapestry, Inc.

Consumer Cyclical
23.8K
New
$60.6 - $87.81 $1.44M - $2.09M
23.8K $2.09M
MNST
Monster Beverage Corp

Consumer Defensive
33.1K
New
$55.01 - $64.24 $1.82M - $2.12M
33.1K $2.07M
WDC
Western Digital Corp

Technology
32.1K
New
$30.54 - $63.99 $980K - $2.05M
32.1K $2.05M
DAL
Delta Air Lines, Inc.

Industrials
39.4K
New
$35.88 - $52.99 $1.41M - $2.09M
39.4K $1.94M
DELL
Dell Technologies Inc.

Technology
15.6K
New
$71.63 - $125.98 $1.12M - $1.96M
15.6K $1.91M
VICI
Vici Properties Inc.

Real Estate
58.4K
New
$29.41 - $32.97 $1.72M - $1.93M
58.4K $1.91M
LKQ
Lkq Corp

Consumer Cyclical
51.3K
New
$36.86 - $43.38 $1.89M - $2.23M
51.3K $1.9M
RF
Regions Financial Corp

Financial Services
80.3K
New
$18.34 - $23.52 $1.47M - $1.89M
80.3K $1.89M
NEM
Newmont Corp

Basic Materials
32.2K
New
$44.18 - $59.46 $1.42M - $1.92M
32.2K $1.88M
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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