Oak Thistle

$1.0B 13F equity value
668 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Oak Thistle covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
SNOWSNOWFLAKE INC36,920$9M0.9%
BABOEING CO42,665$9M0.9%
COFCAPITAL ONE FINL CORP44,237$9M0.9%
ORCLORACLE CORP59,752$9M0.8%
ELVELEVANCE HEALTH INC FORMERLY22,013$9M0.8%
UNHUNITEDHEALTH GROUP INC20,411$8M0.8%
ELLAUDER ESTEE COS INC104,082$8M0.8%
HLTHILTON WORLDWIDE HLDGS INC24,213$8M0.8%
FDXFEDEX CORP24,427$8M0.7%
TXNTEXAS INSTRS INC25,357$8M0.7%

Track Oak Thistle's 13F portfolio: $1.0B in reported holdings, 668 positions. Top holdings and quarterly changes on SentiSense.

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