Stock Taper 
OAK THISTLE LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Agilent Technologies, Inc. | A | 28.41K | $3.77M |
 CME Group Inc. | CME | 28.35K | $6.26M |
 The Procter & Gamble Company | PG | 28.26K | $4.14M |
 MP Materials Corp. | MP | 27.56K | $1.54M |
 Procore Technologies, Inc. | PCOR | 27.31K | $1.11M |
 ITT Inc. | ITT | 27.27K | $5.39M |
 SiteOne Landscape Supply, Inc. | SITE | 27.15K | $3.11M |
 MSC Industrial Direct Co., Inc. | MSM | 26.82K | $3.19M |
 TD Synnex Corp | SNX | 26.59K | $7.11M |
 PayPal Holdings, Inc. | PYPL | 26.56K | $1.15M |
 Brookfield Renewable Corporation | BEPC | 26.4K | $979.89K |
 Sempra | SRE | 26.33K | $2.44M |
 CDW Corporation | CDW | 25.98K | $3.65M |
 Carvana Co. | CVNA | 25.7K | $1.69M |
 Texas Instruments Incorporated | TXN | 25.36K | $7.56M |
 Mueller Industries, Inc. | MLI | 25.29K | $3.11M |
 TPG Inc. | TPG | 25.28K | $1.03M |
 A. O. Smith Corporation | AOS | 25.24K | $1.58M |
 Leidos Holdings, Inc. | LDOS | 24.97K | $2.57M |
 NOV Inc. | NOV | 24.86K | $461.25K |