Stock Taper 
OAK THISTLE LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 415 | $822.51K |
 First Citizens BancShares, Inc. | FCNCA | 543 | $1.13M |
 Humana Inc. | HUM | 599 | $237.93K |
 Mettler-Toledo International Inc. | MTD | 654 | $835.49K |
 AutoZone, Inc. | AZO | 705 | $2.25M |
 United Rentals, Inc. | URI | 766 | $867.79K |
 Generac Holdings Inc. | GNRC | 771 | $225.76K |
 Cummins Inc. | CMI | 823 | $586.97K |
 Lumentum Holdings Inc. | LITE | 927 | $795.42K |
 Fair Isaac Corporation | FICO | 961 | $1.15M |
 JPMorgan Chase & Co. | JPM | 1.32K | $431.75K |
 IDEX Corporation | IEX | 1.35K | $306.84K |
 BlackRock, Inc. | BLK | 1.36K | $1.31M |
 Martin Marietta Materials, Inc. | MLM | 1.4K | $804.5K |
 NewMarket Corporation | NEU | 1.44K | $1.14M |
| EA ELECTRONIC ARTS INC | EA | 1.45K | $297.51K |
 EMCOR Group, Inc. | EME | 1.46K | $1.21M |
 Ubiquiti Inc. | UI | 1.51K | $804.25K |
 Onto Innovation Inc. | ONTO | 1.53K | $579.41K |
 Ameriprise Financial, Inc. | AMP | 1.54K | $705.57K |