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Home > Institutional Investor > Oak Thistle Llc > Profile

Instuitional Investor - Oak Thistle Llc

Fund Profile
Filing Period:
Fund Name: Oak Thistle Llc
Portfolio Value $348,037,329
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Aon Plc
 AON 11,006 $3,202,966 0.92%
2.
Berkshire Hathaway Inc
 BRK.A 8,196 $2,923,185 0.83%
3.
Everest Group Ltd.
 EG 7,685 $2,717,262 0.78%
4.
Hp Inc
 HPQ 90,209 $2,714,389 0.77%
5.
Altria Group Inc.
 MO 63,867 $2,576,395 0.74%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)