Long-term investor

Oak Thistle LLC @oakthistlellc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001755987).

Record

  • Tracked since 2025-06-30 (431 days), 1589 trades recorded
  • Returns: week n/a · month n/a · 90 days +3.9% · 6 months +0.7% · 1 year +5.4% · all +5.4%
  • Max drawdown -3.1% · Sharpe 0.01 · win rate 19% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SNOW · 0.9% · long · since 2025-06-30
  • BA · 0.9% · long · since 2025-06-30
  • COF · 0.9% · long · since 2025-09-30
  • ORCL · 0.8% · long · since 2025-09-30
  • ELV · 0.8% · long · since 2025-09-30
  • UNH · 0.8% · long · since 2025-06-30
  • EL · 0.8% · long · since 2025-12-31
  • HLT · 0.8% · long · since 2025-06-30
  • FDX · 0.7% · long · since 2025-09-30
  • TXN · 0.7% · long · since 2025-09-30
  • T · 0.7% · long · since 2025-09-30
  • AMD · 0.7% · long · since 2025-06-30

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