Arkolith/Funds/Oak Thistle LLC

Oak Thistle LLC

CIK 1755987
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Oak Thistle LLC holds a diversified book of 466 stocks worth $1.0B as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Capital One Financial Corp and trimmed Chevron Corp. Their largest long position is Snowflake Inc at 1% of the equity book. Cloning the disclosed picks since 2024 would be +19% (+10.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
541
new positions
Added to
111
existing
Trimmed
134
reduced
Sold out
202
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+18.9%
+10.7%/yr · since Nov '24
Their reported book
+27.8%
held from quarter-end
S&P 500
+26.3%
same window
$8K$9K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Oak Thistle LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +27.8%, a 8.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Oak Thistle LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
4%
Top 10 holdings
8%
Top 20 holdings
15%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
20%
Industrials
20%
Financials
14%
Consumer Discretionary
12%
Materials
7%
Health Care
5%
Utilities
5%
Real Estate
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Oak Thistle LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$638.3B
VANGUARD CAPITAL MANAGEMENT LLC80 / 80$490.4B
STATE STREET CORP80 / 80$361.1B
VANGUARD PORTFOLIO MANAGEMENT LLC80 / 80$210.5B
GEODE CAPITAL MANAGEMENT, LLC80 / 80$186.2B
FMR LLC80 / 80$180.8B
JPMORGAN CHASE & CO80 / 80$141.2B
MORGAN STANLEY80 / 80$135.6B

Ranked by how many of Oak Thistle LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

466 positions
#SecurityValueShares% PortLast moveHistory
1Snowflake Inc
COM SHS
$9.4M36.9K
0.9%
+145%
Added · +22K sh
2Boeing Co
COM
$9.2M42.7K
0.9%
+100%
Added · +21K sh
3Capital One Finl Corp
COM
$8.9M44.2K
0.9%
New
New position
4Oracle Corp
COM
$8.8M59.8K
0.8%
New
New position
5Elevance Health Inc Formerly
COM
$8.5M22.0K
0.8%
New
New position
6Unitedhealth Group Inc
COM
$8.5M20.4K
0.8%
+12%
Added · +2K sh
7Lauder Estee Cos Inc
CL A
$8.2M104.1K
0.8%
+287%
Added · +77K sh
8Hilton Worldwide Hldgs Inc
COM
$8.0M24.2K
0.8%
New
New position
9Fedex Corp
COM
$7.6M24.4K
0.7%
+11%
Added · +2K sh
10Texas Instrs Inc
COM
$7.6M25.4K
0.7%
New
New position
11AT&T Inc
COM
$7.3M354.6K
0.7%
New
New position
12Advanced Micro Devices Inc
COM
$7.2M12.4K
0.7%
New
New position
13Intel Corp
COM
$7.2M51.7K
0.7%
New
New position
14TD Synnex Corporation
COM
$7.1M26.6K
0.7%
New
New position
15Exxon Mobil Corp
COM
$7.1M51.9K
0.7%
New
New position
16Arrow Electrs Inc
COM
$6.9M32.2K
0.7%
New
New position
17Chevron Corporation
COM
$6.9M41.3K
0.7%
−18%
Reduced · −9K sh
18On Semiconductor Corp
COM
$6.8M72.1K
0.7%
New
New position
19McKesson Corp
COM
$6.6M8.8K
0.6%
+141%
Added · +5K sh
20American Airlines Group Inc
COM
$6.6M365.9K
0.6%
New
New position
21Lam Research Corp
COM NEW
$6.4M14.8K
0.6%
−52%
Reduced · −16K sh
22Smucker J M Co
COM NEW
$6.3M56.0K
0.6%
+104%
Added · +28K sh
23Coupang Inc
CL A
$6.3M361.4K
0.6%
+277%
Added · +266K sh
24Cme Group Inc
COM
$6.3M28.4K
0.6%
+96%
Added · +14K sh
25Micron Technology Inc
COM
$6.1M5.3K
0.6%
−86%
Reduced · −32K sh
26Western Digital Corp
COM
$6.0M9.5K
0.6%
New
New position
27Occidental Pete Corp
COM
$6.0M123.8K
0.6%
+315%
Added · +94K sh
28Lincoln Elec Hldgs Inc
COM
$5.9M22.3K
0.6%
−5.5%
Reduced · −1K sh
29Strategy Inc
CL A NEW
$5.8M66.8K
0.6%
New
New position
30Wells Fargo & Co
COM
$5.6M67.4K
0.5%
−5.8%
Reduced · −4K sh
31Itt Inc
COM
$5.4M27.3K
0.5%
+315%
Added · +21K sh
32PPL Corp
COM
$5.3M145.7K
0.5%
New
New position
33Woodward Inc
COM
$5.3M12.4K
0.5%
+115%
Added · +7K sh
34Zillow Group Inc
CL C CAP STK
$5.3M167.7K
0.5%
20×
Added · +159K sh
35Devon Energy Corp New
COM
$5.3M127.9K
0.5%
New
New position
363M Co
COM
$5.3M32.5K
0.5%
+90%
Added · +15K sh
37Berkshire Hathaway Inc Del
CL B NEW
$5.1M10.2K
0.5%
New
New position
38Synopsys Inc
COM
$5.1M11.4K
0.5%
+205%
Added · +8K sh
39Roku Inc
COM CL A
$4.9M35.7K
0.5%
+288%
Added · +26K sh
40Versant Media Group Inc
COM CL A
$4.6M128.2K
0.4%
New
New position
41Littelfuse Inc
COM
$4.6M10.1K
0.4%
+354%
Added · +8K sh
42Aflac Inc
COM
$4.6M39.2K
0.4%
New
New position
43McDonalds Corp
COM
$4.6M17.0K
0.4%
+148%
Added · +10K sh
44Dominos Pizza Inc
COM
$4.6M15.4K
0.4%
+24%
Added · +3K sh
45American Intl Group Inc
COM NEW
$4.5M60.6K
0.4%
−15%
Reduced · −11K sh
46Chipotle Mexican Grill Inc
COM
$4.4M130.4K
0.4%
+55%
Added · +46K sh
47Mongodb Inc
CL A
$4.4M13.1K
0.4%
New
New position
48Sandisk Corp
COM
$4.4M1.9K
0.4%
−87%
Reduced · −13K sh
49Sba Communications Corp
CL A
$4.4M24.7K
0.4%
+40%
Added · +7K sh
50Thermo Fisher Scientific Inc
COM
$4.3M8.6K
0.4%
New
New position
Showing 50 of 466 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 2026466$1.0B13F-HR
Q1 2026Mar 31, 2026Apr 13, 2026452$1.0B13F-HR
Q4 2025Dec 31, 2025Jan 21, 2026481$719.9M13F-HR
Q3 2025Sep 30, 2025Oct 7, 2025447$656.0M13F-HR
Q2 2025Jun 30, 2025Aug 8, 2025444$679.0M13F-HR
Q1 2025Mar 31, 2025May 6, 2025398$496.7M13F-HR
Q4 2024Dec 31, 2024Jan 14, 2025392$336.8M13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024384$307.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.