Oak Thistle LLC — 13F holdings

Oak Thistle LLC reported 469 holdings worth $1.09B in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

1. INTC INTEL CORP — $9.98M (0.9%)
2. AMD ADVANCED MICRO DEVICES INC — $9.96M (0.9%)
3. CME CME GROUP INC — $9.96M (0.9%)
4. MU MICRON TECHNOLOGY INC — $9.94M (0.9%)
5. MRVL MARVELL TECHNOLOGY INC — $9.80M (0.9%)
6. PCG PG&E CORP — $9.57M (0.9%)
7. COF CAPITAL ONE FINL CORP — $8.67M (0.8%)
8. DPZ DOMINOS PIZZA INC — $8.57M (0.8%)
9. AXP AMERICAN EXPRESS CO — $8.31M (0.8%)
10. HPE HEWLETT PACKARD ENTERPRISE C — $8.27M (0.8%)