Stock Taper 
OAK THISTLE LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 3.83K | $3.59M |
 Tenet Healthcare Corporation | THC | 3.85K | $720.63K |
 Madison Square Garden Sports Corp. | MSGS | 3.85K | $1.55M |
 Eagle Materials Inc. | EXP | 3.87K | $870.52K |
 Vail Resorts, Inc. | MTN | 3.9K | $530.85K |
 Allegion plc | ALLE | 3.9K | $547.91K |
 The TJX Companies, Inc. | TJX | 3.94K | $597.21K |
 AppFolio Inc. | APPF | 3.97K | $637.23K |
 QUALCOMM Incorporated | QCOM | 4.17K | $771.5K |
 Applied Materials, Inc. | AMAT | 4.24K | $3.06M |
 IDEXX Laboratories, Inc. | IDXX | 4.36K | $2.3M |
 Spotify Technology S.A. | SPOT | 4.6K | $2.11M |
 FactSet Research Systems Inc. | FDS | 4.65K | $1.07M |
 Penumbra, Inc. | PEN | 4.72K | $1.49M |
 Sun Communities, Inc. | SUI | 4.88K | $585.52K |
 Pool Corporation | POOL | 4.92K | $1.06M |
 Valmont Industries, Inc. | VMI | 4.95K | $2.86M |
 Mohawk Industries, Inc. | MHK | 5K | $606.41K |
 Coinbase Global, Inc. | COIN | 5.09K | $744.4K |
 Northrop Grumman Corporation | NOC | 5.09K | $2.59M |