Oak Thistle LLC: 13F holdings
CIK 17559872026Q2
| Positions | 466 |
|---|
| Reported value | $1.0bn |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 466 (+14 vs prior quarter) |
|---|
| Reported value | $1.0bn (+0.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNOW SNOWFLAKE INC | 36,920 | $9.4m | 0.9% |
| BA BOEING CO | 42,665 | $9.2m | 0.9% |
| COF CAPITAL ONE FINL CORP | 44,237 | $8.9m | 0.9% |
| ORCL ORACLE CORP | 59,752 | $8.8m | 0.8% |
| ELV ELEVANCE HEALTH INC FORMERLY | 22,013 | $8.5m | 0.8% |
| UNH UNITEDHEALTH GROUP INC | 20,411 | $8.5m | 0.8% |
| EL LAUDER ESTEE COS INC | 104,082 | $8.2m | 0.8% |
| HLT HILTON WORLDWIDE HLDGS INC | 24,213 | $8.0m | 0.8% |
| FDX FEDEX CORP | 24,427 | $7.6m | 0.7% |
| TXN TEXAS INSTRS INC | 25,357 | $7.6m | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1755987")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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