Oak Thistle LLC - Q42025 Holdings

Oak Thistle LLC holds 481 stocks with a total portfolio value of $ 719.9M as of Q42025. In Q42025, Oak Thistle LLC added 227 new positions, increased stakes in 136 stocks, reduced 118 holdings, and fully exited 193 positions. The largest holding is Palantir Technologies Inc (PLTR), representing 2.68% of the total portfolio.