Oak Thistle LLC Quant / Systematic

CIK: 0001755987 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 7, 2023

Total Value ($000): $46,583 (100.0% shares, 0.0% debt)

Holdings (151)

APARTMENT INCOME REIT CORP 1.6%
Value ($000) $762 Shares 22,219 Est. Cost $34.31 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 1.5%
Value ($000) $704 Shares 5,247 Est. Cost $134.59 Unrealized 0.0%
SEIC SEI INVTS CO 1.5%
Value ($000) $702 Shares 12,048 Est. Cost $53.36 Unrealized +0.7%
ALSN ALLISON TRANSMISSION HLDGS I 1.3%
Value ($000) $596 Shares 14,334 Est. Cost $39.34 Unrealized 0.0%
ST SENSATA TECHNOLOGIES HLDG PL 1.2%
Value ($000) $572 Shares 14,173 Est. Cost $41.65 Unrealized 0.0%
AWI ARMSTRONG WORLD INDS INC NEW 1.2%
Value ($000) $562 Shares 8,190 Est. Cost $73.18 Unrealized 0.0%
LNC LINCOLN NATL CORP IND 1.2%
Value ($000) $549 Shares 17,857 Est. Cost $32.63 Unrealized 0.0%
TECH BIO-TECHNE CORP 1.2%
Value ($000) $547 Shares 6,604 Est. Cost $79.04 Unrealized -1.0%
LHX L3HARRIS TECHNOLOGIES INC 1.2%
Value ($000) $543 Shares 2,609 Est. Cost $211.01 Unrealized 0.0%
LNG CHENIERE ENERGY INC 1.2%
Value ($000) $542 Shares 3,611 Est. Cost $167.33 Unrealized 0.0%
ALLE ALLEGION PLC 1.0%
Value ($000) $464 Shares 4,406 Est. Cost $100.07 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 1.0%
Value ($000) $461 Shares 5,463 Est. Cost $87.06 Unrealized 0.0%
WSC WILLSCOT MOBIL MINI HLDNG CO 1.0%
Value ($000) $459 Shares 10,166 Est. Cost $44.86 Unrealized 0.0%
SEE SEALED AIR CORP NEW 1.0%
Value ($000) $458 Shares 9,182 Est. Cost $45.51 Unrealized 0.0%
PNW PINNACLE WEST CAP CORP 1.0%
Value ($000) $455 Shares 5,983 Est. Cost $62.50 Unrealized 0.0%
CIEN CIENA CORP 1.0%
Value ($000) $453 Shares 8,879 Est. Cost $45.21 Unrealized 0.0%
XPO XPO INC 1.0%
Value ($000) $449 Shares 13,478 Est. Cost $33.69 Unrealized 0.0%
KMPR KEMPER CORP 1.0%
Value ($000) $445 Shares 9,039 Est. Cost $50.18 Unrealized +0.2%
DOV DOVER CORP 1.0%
Value ($000) $443 Shares 3,274 Est. Cost $127.77 Unrealized 0.0%
NDAQ NASDAQ INC 0.9%
Value ($000) $433 Shares 7,058 Est. Cost $59.57 Unrealized 0.0%
WRB BERKLEY W R CORP 0.9%
Value ($000) $433 Shares 5,962 Est. Cost $44.51 Unrealized 0.0%
MARATHON OIL CORP 0.9%
Value ($000) $422 Shares 15,606 Est. Cost $27.07 Unrealized
FR FIRST INDL RLTY TR INC 0.9%
Value ($000) $419 Shares 8,690 Est. Cost $48.26 Unrealized
IAC IAC INC 0.9%
Value ($000) $419 Shares 9,431 Est. Cost $39.56 Unrealized 0.0%
FDS FACTSET RESH SYS INC 0.9%
Value ($000) $409 Shares 1,019 Est. Cost $412.86 Unrealized 0.0%
TNDM TANDEM DIABETES CARE INC 0.9%
Value ($000) $409 Shares 9,090 Est. Cost $45.27 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.9%
Value ($000) $397 Shares 5,041 Est. Cost $69.73 Unrealized 0.0%
LIFE STORAGE INC 0.8%
Value ($000) $388 Shares 3,938 Est. Cost $98.50 Unrealized
DPZ DOMINOS PIZZA INC 0.8%
Value ($000) $387 Shares 1,118 Est. Cost $352.16 Unrealized -5.1%
EPR EPR PPTYS 0.8%
Value ($000) $381 Shares 10,102 Est. Cost $37.72 Unrealized
MET METLIFE INC 0.8%
Value ($000) $377 Shares 5,207 Est. Cost $65.10 Unrealized 0.0%
MAS MASCO CORP 0.8%
Value ($000) $373 Shares 7,997 Est. Cost $45.49 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.8%
Value ($000) $372 Shares 11,310 Est. Cost $31.88 Unrealized 0.0%
THG HANOVER INS GROUP INC 0.8%
Value ($000) $370 Shares 2,740 Est. Cost $128.96 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC 0.8%
Value ($000) $368 Shares 1,596 Est. Cost $219.54 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.8%
Value ($000) $364 Shares 4,151 Est. Cost $93.83 Unrealized 0.0%
MSM MSC INDL DIRECT INC 0.8%
Value ($000) $362 Shares 4,427 Est. Cost $81.55 Unrealized 0.0%
TRMB TRIMBLE INC 0.8%
Value ($000) $361 Shares 7,148 Est. Cost $55.68 Unrealized 0.0%
POST POST HLDGS INC 0.8%
Value ($000) $361 Shares 3,997 Est. Cost $89.15 Unrealized 0.0%
GPK GRAPHIC PACKAGING HLDG CO 0.8%
Value ($000) $355 Shares 15,967 Est. Cost $21.99 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $355 Shares 2,428 Est. Cost $14.65 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.8%
Value ($000) $350 Shares 2,234 Est. Cost $153.18 Unrealized 0.0%
PTC PTC INC 0.7%
Value ($000) $349 Shares 2,910 Est. Cost $119.63 Unrealized 0.0%
HEI/A HEICO CORP NEW 0.7%
Value ($000) $348 Shares 2,905 Est. Cost $121.50 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $347 Shares 760 Est. Cost $468.77 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.7%
Value ($000) $344 Shares 1,826 Est. Cost $181.58 Unrealized 0.0%
AIZ ASSURANT INC 0.7%
Value ($000) $343 Shares 2,740 Est. Cost $126.11 Unrealized 0.0%
CABO CABLE ONE INC 0.7%
Value ($000) $342 Shares 480 Est. Cost $701.18 Unrealized 0.0%
ESI ELEMENT SOLUTIONS INC 0.7%
Value ($000) $338 Shares 18,607 Est. Cost $17.24 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.7%
Value ($000) $337 Shares 2,999 Est. Cost $48.86 Unrealized 0.0%
CSL CARLISLE COS INC 0.7%
Value ($000) $337 Shares 1,430 Est. Cost $247.78 Unrealized 0.0%
NEM NEWMONT CORP 0.7%
Value ($000) $332 Shares 7,040 Est. Cost $40.82 Unrealized 0.0%
CASY CASEYS GEN STORES INC 0.7%
Value ($000) $331 Shares 1,476 Est. Cost $223.71 Unrealized 0.0%
NVR NVR INC 0.7%
Value ($000) $323 Shares 70 Est. Cost $4396.05 Unrealized 0.0%
CMA COMERICA INC 0.7%
Value ($000) $319 Shares 4,765 Est. Cost $66.15 Unrealized -11.3%
WMT WALMART INC 0.7%
Value ($000) $316 Shares 2,226 Est. Cost $45.66 Unrealized 0.0%
RMD RESMED INC 0.7%
Value ($000) $312 Shares 1,501 Est. Cost $213.48 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.7%
Value ($000) $310 Shares 7,524 Est. Cost $38.88 Unrealized 0.0%
LBRDK LIBERTY BROADBAND CORP 0.7%
Value ($000) $310 Shares 4,059 Est. Cost $76.15 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.7%
Value ($000) $306 Shares 3,266 Est. Cost $88.90 Unrealized -7.0%
LOW LOWES COS INC 0.7%
Value ($000) $306 Shares 1,535 Est. Cost $188.18 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.7%
Value ($000) $305 Shares 8,247 Est. Cost $40.30 Unrealized 0.0%
NTNX NUTANIX INC 0.7%
Value ($000) $305 Shares 11,710 Est. Cost $27.30 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.7%
Value ($000) $303 Shares 2,481 Est. Cost $123.46 Unrealized 0.0%
LITE LUMENTUM HLDGS INC 0.6%
Value ($000) $300 Shares 5,752 Est. Cost $61.43 Unrealized 0.0%
OWL BLUE OWL CAPITAL INC 0.6%
Value ($000) $300 Shares 28,297 Est. Cost $10.56 Unrealized 0.0%
NEW YORK CMNTY BANCORP INC 0.6%
Value ($000) $299 Shares 34,781 Est. Cost $8.60 Unrealized
RNG RINGCENTRAL INC 0.6%
Value ($000) $298 Shares 8,430 Est. Cost $35.77 Unrealized 0.0%
CCC CCC INTELLIGENT SOLUTIONS HL 0.6%
Value ($000) $298 Shares 34,202 Est. Cost $8.91 Unrealized 0.0%
RKT ROCKET COS INC 0.6%
Value ($000) $293 Shares 41,849 Est. Cost $6.91 Unrealized 0.0%
TDC TERADATA CORP DEL 0.6%
Value ($000) $293 Shares 8,693 Est. Cost $32.17 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.6%
Value ($000) $292 Shares 1,258 Est. Cost $226.15 Unrealized 0.0%
AVTR AVANTOR INC 0.6%
Value ($000) $288 Shares 13,667 Est. Cost $20.70 Unrealized 0.0%
FLEETCOR TECHNOLOGIES INC 0.6%
Value ($000) $287 Shares 1,565 Est. Cost $183.68 Unrealized
GWW GRAINGER W W INC 0.6%
Value ($000) $286 Shares 514 Est. Cost $548.52 Unrealized 0.0%
FRT FEDERAL RLTY INVT TR NEW 0.6%
Value ($000) $284 Shares 2,815 Est. Cost $87.98 Unrealized 0.0%
VNT VONTIER CORPORATION 0.6%
Value ($000) $284 Shares 14,690 Est. Cost $18.74 Unrealized 0.0%
DBX DROPBOX INC 0.6%
Value ($000) $281 Shares 12,556 Est. Cost $22.00 Unrealized 0.0%
DXC DXC TECHNOLOGY CO 0.6%
Value ($000) $279 Shares 10,547 Est. Cost $27.81 Unrealized 0.0%
ALB ALBEMARLE CORP 0.6%
Value ($000) $276 Shares 1,271 Est. Cost $244.92 Unrealized +3.9%
SPB SPECTRUM BRANDS HLDGS INC NE 0.6%
Value ($000) $276 Shares 4,524 Est. Cost $50.41 Unrealized 0.0%
DIS DISNEY WALT CO 0.6%
Value ($000) $272 Shares 3,125 Est. Cost $104.56 Unrealized -10.6%
ED CONSOLIDATED EDISON INC 0.6%
Value ($000) $271 Shares 2,847 Est. Cost $81.67 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC 0.6%
Value ($000) $270 Shares 4,319 Est. Cost $59.36 Unrealized 0.0%
LFUS LITTELFUSE INC 0.6%
Value ($000) $269 Shares 1,222 Est. Cost $223.14 Unrealized 0.0%
PCAR PACCAR INC 0.6%
Value ($000) $267 Shares 2,701 Est. Cost $57.03 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.6%
Value ($000) $266 Shares 1,121 Est. Cost $224.77 Unrealized 0.0%
WTFC WINTRUST FINL CORP 0.6%
Value ($000) $265 Shares 3,139 Est. Cost $88.33 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.6%
Value ($000) $264 Shares 2,710 Est. Cost $93.28 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $263 Shares 1,099 Est. Cost $228.99 Unrealized 0.0%
PATH UIPATH INC 0.6%
Value ($000) $261 Shares 20,573 Est. Cost $12.36 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC 0.6%
Value ($000) $260 Shares 31,983 Est. Cost $9.80 Unrealized 0.0%
AN AUTONATION INC 0.6%
Value ($000) $259 Shares 2,414 Est. Cost $110.58 Unrealized 0.0%
WAL WESTERN ALLIANCE BANCORP 0.6%
Value ($000) $258 Shares 4,329 Est. Cost $59.81 Unrealized 0.0%
AXTA AXALTA COATING SYS LTD 0.5%
Value ($000) $256 Shares 10,049 Est. Cost $24.71 Unrealized 0.0%
FOXA FOX CORP 0.5%
Value ($000) $252 Shares 8,298 Est. Cost $29.32 Unrealized 0.0%
BROOKFIELD RENEWABLE CORP 0.5%
Value ($000) $252 Shares 9,148 Est. Cost $27.54 Unrealized
SKECHERS U S A INC 0.5%
Value ($000) $251 Shares 5,983 Est. Cost $41.95 Unrealized
HOLX HOLOGIC INC 0.5%
Value ($000) $250 Shares 3,345 Est. Cost $71.21 Unrealized 0.0%
CPT CAMDEN PPTY TR 0.5%
Value ($000) $250 Shares 2,236 Est. Cost $101.34 Unrealized 0.0%
OKTA OKTA INC 0.5%
Value ($000) $250 Shares 3,655 Est. Cost $57.10 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $248 Shares 1,774 Est. Cost $80.29 Unrealized 0.0%
TRU TRANSUNION 0.5%
Value ($000) $247 Shares 4,360 Est. Cost $57.59 Unrealized 0.0%
EMN EASTMAN CHEM CO 0.5%
Value ($000) $245 Shares 3,012 Est. Cost $71.13 Unrealized 0.0%
SF STIFEL FINL CORP 0.5%
Value ($000) $245 Shares 4,194 Est. Cost $55.76 Unrealized 0.0%
AGNC AGNC INVT CORP 0.5%
Value ($000) $243 Shares 23,461 Est. Cost $9.69 Unrealized
COF CAPITAL ONE FINL CORP 0.5%
Value ($000) $243 Shares 2,609 Est. Cost $93.09 Unrealized 0.0%
CSX CSX CORP 0.5%
Value ($000) $238 Shares 7,696 Est. Cost $30.95 Unrealized -7.2%
LUV SOUTHWEST AIRLS CO 0.5%
Value ($000) $238 Shares 7,068 Est. Cost $33.54 Unrealized 0.0%
AAPL APPLE INC 0.5%
Value ($000) $235 Shares 1,812 Est. Cost $140.70 Unrealized 0.0%
ROL ROLLINS INC 0.5%
Value ($000) $235 Shares 6,430 Est. Cost $37.30 Unrealized 0.0%
GM GENERAL MTRS CO 0.5%
Value ($000) $233 Shares 6,915 Est. Cost $35.76 Unrealized 0.0%
EQUITABLE HLDGS INC 0.5%
Value ($000) $232 Shares 8,101 Est. Cost $28.70 Unrealized
CNP CENTERPOINT ENERGY INC 0.5%
Value ($000) $232 Shares 7,749 Est. Cost $26.78 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $232 Shares 3,580 Est. Cost $66.01 Unrealized 0.0%
DCI DONALDSON INC 0.5%
Value ($000) $232 Shares 3,935 Est. Cost $49.40 Unrealized +10.1%
CHE CHEMED CORP NEW 0.5%
Value ($000) $231 Shares 452 Est. Cost $479.50 Unrealized +0.4%
MPT MEDICAL PPTYS TRUST INC 0.5%
Value ($000) $231 Shares 20,696 Est. Cost $11.14 Unrealized
BPOP POPULAR INC 0.5%
Value ($000) $231 Shares 3,476 Est. Cost $63.10 Unrealized 0.0%
SRE SEMPRA 0.5%
Value ($000) $229 Shares 1,484 Est. Cost $69.81 Unrealized 0.0%
MTCH MATCH GROUP INC NEW 0.5%
Value ($000) $227 Shares 5,470 Est. Cost $44.17 Unrealized 0.0%
CF CF INDS HLDGS INC 0.5%
Value ($000) $223 Shares 2,614 Est. Cost $94.52 Unrealized 0.0%
T AT&T INC 0.5%
Value ($000) $223 Shares 12,095 Est. Cost $15.11 Unrealized 0.0%
AGO ASSURED GUARANTY LTD 0.5%
Value ($000) $219 Shares 3,518 Est. Cost $56.73 Unrealized 0.0%
RRC RANGE RES CORP 0.5%
Value ($000) $219 Shares 8,754 Est. Cost $27.38 Unrealized 0.0%
TER TERADYNE INC 0.5%
Value ($000) $219 Shares 2,502 Est. Cost $84.55 Unrealized 0.0%
MTN VAIL RESORTS INC 0.5%
Value ($000) $218 Shares 915 Est. Cost $234.64 Unrealized 0.0%
DEI DOUGLAS EMMETT INC 0.5%
Value ($000) $218 Shares 13,897 Est. Cost $15.68 Unrealized
GGG GRACO INC 0.5%
Value ($000) $213 Shares 3,165 Est. Cost $61.35 Unrealized +4.3%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.5%
Value ($000) $211 Shares 17,262 Est. Cost $15.06 Unrealized 0.0%
BWA BORGWARNER INC 0.5%
Value ($000) $210 Shares 5,217 Est. Cost $32.56 Unrealized 0.0%
HUN HUNTSMAN CORP 0.5%
Value ($000) $210 Shares 7,636 Est. Cost $27.20 Unrealized 0.0%
QCOM QUALCOMM INC 0.4%
Value ($000) $209 Shares 1,904 Est. Cost $108.85 Unrealized 0.0%
GPN GLOBAL PMTS INC 0.4%
Value ($000) $208 Shares 2,098 Est. Cost $100.98 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $208 Shares 5,479 Est. Cost $33.48 Unrealized 0.0%
SAIC SCIENCE APPLICATIONS INTL CO 0.4%
Value ($000) $204 Shares 1,838 Est. Cost $105.40 Unrealized 0.0%
OLN OLIN CORP 0.4%
Value ($000) $202 Shares 3,822 Est. Cost $49.56 Unrealized 0.0%
CE CELANESE CORP DEL 0.4%
Value ($000) $201 Shares 1,967 Est. Cost $94.49 Unrealized 0.0%
PVH PVH CORPORATION 0.4%
Value ($000) $201 Shares 2,844 Est. Cost $59.28 Unrealized 0.0%
FFIV F5 INC 0.4%
Value ($000) $200 Shares 1,394 Est. Cost $146.39 Unrealized 0.0%
AFRM AFFIRM HLDGS INC 0.4%
Value ($000) $195 Shares 20,145 Est. Cost $15.07 Unrealized 0.0%
LYFT LYFT INC 0.4%
Value ($000) $182 Shares 16,475 Est. Cost $12.06 Unrealized 0.0%
OPTU ALTICE USA INC 0.4%
Value ($000) $177 Shares 38,402 Est. Cost $9.49 Unrealized -48.2%
VRT VERTIV HOLDINGS CO 0.4%
Value ($000) $176 Shares 12,907 Est. Cost $13.28 Unrealized 0.0%
MBC MASTERBRAND INC 0.3%
Value ($000) $152 Shares 20,104 Est. Cost $8.19 Unrealized 0.0%
DUN & BRADSTREET HLDGS INC 0.3%
Value ($000) $151 Shares 12,279 Est. Cost $12.26 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $143 Shares 22,228 Est. Cost $7.58 Unrealized 0.0%
CLVT CLARIVATE PLC 0.2%
Value ($000) $103 Shares 12,323 Est. Cost $9.39 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.2%
Value ($000) $87 Shares 18,871 Est. Cost $6.33 Unrealized -21.6%
PTON PELOTON INTERACTIVE INC 0.2%
Value ($000) $82 Shares 10,368 Est. Cost $9.59 Unrealized 0.0%
OLPX OLAPLEX HLDGS INC 0.2%
Value ($000) $78 Shares 15,054 Est. Cost $5.94 Unrealized 0.0%