Oak Thistle LLC New Holdings in Q2 2025

Oak Thistle LLC

  • $647 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EGP
Eastgroup Properties Inc

Real Estate
4.14K
New
$145.28 - $176.09 $602K - $730K
4.14K $692K
BRO
Brown & Brown, Inc.

Financial Services
6.19K
New
$104.48 - $124.43 $647K - $770K
6.19K $686K
RRC
Range Resources Corp

Energy
16.6K
New
$32.1 - $43.23 $533K - $718K
16.6K $675K
CNHI
Cnh Industrial N.V.

Industrials
64.3K
New
N/A
64.3K $670K
PLD
Prologis, Inc.

Real Estate
6.37K
New
$89.76 - $112.34 $572K - $715K
6.37K $669K
SEE
Sealed Air Corp

Consumer Cyclical
21.5K
New
$23.93 - $32.95 $515K - $709K
21.5K $667K
ZBRA
Zebra Technologies Corp

Technology
2.16K
New
$213.54 - $309.26 $462K - $669K
2.16K $666K
COLB
Columbia Banking System, Inc.

Financial Services
28.3K
New
$20.71 - $25.63 $586K - $725K
28.3K $661K
QRVO
Qorvo, Inc.

Technology
7.73K
New
$50.81 - $84.91 $393K - $656K
7.73K $656K
EPR
Epr Properties

Real Estate
11.2K
New
$43.53 - $59.11 $489K - $664K
11.2K $654K
PENN
Penn National Gaming Inc

Consumer Cyclical
36.4K
New
$13.75 - $18.28 $500K - $665K
36.4K $650K
EXPE
Expedia Group, Inc.

Consumer Cyclical
3.85K
New
$136.63 - $176.62 $526K - $680K
3.85K $649K
OZK
Bank Ozk

Financial Services
13.6K
New
$37.58 - $47.34 $510K - $643K
13.6K $638K
CRUS
Cirrus Logic, Inc.

Technology
6.08K
New
$77.43 - $107.58 $471K - $654K
6.08K $633K
D
Dominion Energy, Inc

Utilities
11.1K
New
$49.66 - $58.0 $552K - $645K
11.1K $628K
TAP
Molson Coors Beverage CO

Consumer Defensive
13.1K
New
$47.24 - $62.46 $617K - $816K
13.1K $628K
LNT
Alliant Energy Corp

Utilities
10.4K
New
$58.79 - $64.85 $611K - $674K
10.4K $628K
LOW
Lowes Companies Inc

Consumer Cyclical
2.81K
New
$210.83 - $235.28 $592K - $661K
2.81K $623K
KO
Coca Cola CO

Consumer Defensive
8.48K
New
$68.37 - $73.9 $579K - $626K
8.48K $599K
H
Hyatt Hotels Corp

Consumer Cyclical
4.21K
New
$104.22 - $139.65 $439K - $588K
4.21K $588K
HRL
Hormel Foods Corp

Consumer Defensive
18.8K
New
$29.11 - $31.44 $547K - $590K
18.8K $567K
DRI
Darden Restaurants Inc

Consumer Cyclical
2.59K
New
$186.58 - $225.78 $483K - $585K
2.59K $564K
ASH
Ashland Global Holdings Inc

Basic Materials
11.1K
New
$46.53 - $57.87 $519K - $645K
11.1K $560K
UAL
United Airlines Holdings, Inc.

Industrials
6.84K
New
$56.15 - $84.23 $384K - $576K
6.84K $544K
PEN
Penumbra Inc

Healthcare
2.1K
New
$253.22 - $299.78 $531K - $629K
2.1K $538K
QCOM
Qualcomm Inc

Technology
3.33K
New
$124.66 - $159.48 $415K - $531K
3.33K $530K
KMPR
Kemper Corp

Financial Services
7.93K
New
$55.12 - $67.26 $437K - $534K
7.93K $511K
FSLR
First Solar, Inc.

Technology
2.99K
New
$120.38 - $192.98 $360K - $578K
2.99K $495K
AZTA
Azenta, Inc.

Healthcare
16.1K
New
$25.03 - $35.41 $402K - $569K
16.1K $494K
OTIS
Otis Worldwide Corp

Industrials
4.98K
New
$90.88 - $104.3 $452K - $519K
4.98K $493K
AES
Aes Corp

Utilities
46.8K
New
$9.63 - $12.55 $451K - $588K
46.8K $492K
RH
Rh

Consumer Cyclical
2.57K
New
$145.66 - $249.35 $374K - $640K
2.57K $484K
MOH
Molina Healthcare, Inc.

Healthcare
1.61K
New
$290.25 - $353.24 $467K - $568K
1.61K $479K
SYF
Synchrony Financial

Financial Services
7.19K
New
$43.81 - $66.74 $315K - $480K
7.19K $479K
PSN
Parsons Corp

Industrials
6.6K
New
$58.88 - $71.77 $389K - $474K
6.6K $473K
TECH
Bio Techne Corp

Healthcare
9.14K
New
$46.66 - $58.38 $427K - $534K
9.14K $470K
HSY
Hershey CO

Consumer Defensive
2.81K
New
$151.29 - $173.13 $424K - $486K
2.81K $465K
NSA
National Storage Affiliates Trust

Real Estate
14K
New
$31.82 - $39.04 $446K - $547K
14K $448K
NRZ
New Residential Investment Corp.

Real Estate
59.1K
New
N/A
59.1K $428K
RHI
Robert Half International Inc.

Industrials
9.76K
New
$40.31 - $54.71 $394K - $534K
9.76K $400K
HST
Host Hotels & Resorts, Inc.

Real Estate
25.7K
New
$12.7 - $16.07 $326K - $412K
25.7K $394K
AFRM
Affirm Holdings, Inc.

Technology
5.62K
New
$35.75 - $69.14 $201K - $389K
5.62K $388K
GNRC
Generac Holdings Inc.

Industrials
2.7K
New
$101.92 - $143.21 $275K - $387K
2.7K $386K
PNFP
Pinnacle Financial Partners Inc

Financial Services
3.29K
New
$87.19 - $111.51 $286K - $366K
3.29K $362K
FLS
Flowserve Corp

Industrials
6.92K
New
$39.49 - $53.64 $273K - $371K
6.92K $362K
LYFT
Lyft, Inc.

Technology
22.6K
New
$9.97 - $17.21 $226K - $389K
22.6K $356K
WMS
Advanced Drainage Systems, Inc.

Industrials
3.1K
New
$96.79 - $123.55 $300K - $383K
3.1K $355K
CSGP
Costar Group, Inc.

Real Estate
4.31K
New
$72.62 - $83.22 $313K - $359K
4.31K $346K
LNC
Lincoln National Corp

Financial Services
9.99K
New
$28.95 - $37.27 $289K - $372K
9.99K $345K
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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