Oak Thistle
$1.0B Assets Reported
661 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 37,608 | $13M | 1.2% |
| CVX | CHEVRON CORPORATION | 50,265 | $10M | 1.0% |
| AMAT | APPLIED MATLS INC | 28,107 | $10M | 0.9% |
| GLW | CORNING INC | 68,240 | $9M | 0.9% |
| SNDK | SANDISK CORP | 14,502 | $9M | 0.9% |
| BKNG | BOOKING HOLDINGS INC | 2,173 | $9M | 0.9% |
| AMG | AFFILIATED MANAGERS GROUP | 31,835 | $9M | 0.9% |
| FDX | FEDEX CORP | 21,982 | $8M | 0.8% |
| TDG | TRANSDIGM GROUP INC | 5,977 | $7M | 0.7% |
| EQH | EQUITABLE HLDGS INC | 180,199 | $7M | 0.6% |
Track Oak Thistle's 13F portfolio: $1.0B in reported holdings, 661 positions. Top holdings, AUM, and quarterly changes on SentiSense.