account_balance
Investment manager · 13F filer · SEC CIK 1755987
Oak Thistle LLC
Reported value$1.09Bas of Sep 30, 2026
Positions469 223 new, 220 sold out
Top 10 weight8.6%INTC alone is 1%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
INTCIntel Corp
0.9%Added +60%
AMDAdvanced Micro Devices Inc
0.9%Added +31%
CMECME Group Inc.
0.9%Added +34%
MUMicron Technology Inc
0.9%Added +76%
MRVLMarvell Technology, Inc.
0.9%New
PCGPG&E Corp
0.9%Added +229%
COFCapital One Financial Corp
0.8%
DPZDomino's Pizza Inc
0.8%Added +85%
AXPAmerican Express Co
0.8%Added +1016%
HPEHewlett Packard Enterprise Co
0.8%Added +56%
NUENucor Corp
0.7%New
VRSNVerisign Inc
0.6%Added +64%
INTCIntel Corp
0.9%
AMDAdvanced Micro Devices Inc
0.9%
CMECME Group Inc.
0.9%
MUMicron Technology Inc
0.9%+76%
MRVLMarvell Technology, Inc.
0.9%New
PCGPG&E Corp
0.9%+229%
COFCapital One Financial Corp
0.8%
DPZDomino's Pizza Inc
0.8%
AXPAmerican Express Co
0.8%
HPEHewlett Packard Enterprise Co
0.8%
NUENucor Corp
0.7%
VRSNVerisign Inc
0.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
INTC Intel Corp 0.9% Added +60%AMD Advanced Micro Devices Inc 0.9% Added +31%CME CME Group Inc. 0.9% Added +34%MU Micron Technology Inc 0.9% Added +76%MRVL Marvell Technology, Inc. 0.9% NewPCG PG&E Corp 0.9% Added +229%COF Capital One Financial Corp 0.8% HeldDPZ Domino's Pizza Inc 0.8% Added +85%AXP American Express Co 0.8% Added +1016%HPE Hewlett Packard Enterprise Co 0.8% Added +56%NUE Nucor Corp 0.7% NewVRSN Verisign Inc 0.6% Added +64%
What changed
Biggest moves since Jun 30, 2026
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