Oakmont Advisory Group, LLC

Oakmont Advisory Group, LLC reported 526 holdings worth US$119M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 3, 2026

Oakmont Advisory Group, LLC reported 526 holdings worth US$119M as of Jun 30, 2026. Largest: Micron Technology, Inc., Nvidia Corporation and Costco Wholesale Corporation. Filed Aug 3, 2026 (Form 13F).

Holdings
526
Value as reported
US$119M

The filing in full

CompanySharesValue as reported% of portfolio
Micron Technology, Inc.580US$669K0.56%
Nvidia Corporation2,950US$590K0.50%
Costco Wholesale Corporation540US$505K0.42%
Alphabet Inc (google) Class C1,396US$499K0.42%
Broadcom Inc.1,256US$474K0.40%
Microsoft Corp.1,254US$468K0.39%
Advanced Micro Devices Inc772US$449K0.38%
Neurocrine Biosciences, Inc.2,639US$445K0.37%
Applovin Corporation817US$421K0.35%
Eli Lilly And Company348US$418K0.35%
Exelixis, Inc.7,583US$413K0.35%
Ralph Lauren Corporation1,023US$411K0.35%
Monolithic Power Systems, Inc.297US$410K0.34%
Visa Inc.1,183US$406K0.34%
Tenet Healthcare Corporation2,156US$403K0.34%
Merit Medical Systems, Inc.5,743US$398K0.33%
Johnson & Johnson1,565US$398K0.33%
Insulet Corporation2,583US$393K0.33%
Elanco Animal Health Incorporated15,758US$388K0.33%
Halozyme Therapeutics, Inc.4,953US$388K0.33%
Merck & Company, Inc.3,005US$386K0.32%
United Therapeutics Corporation700US$379K0.32%
Kimberly-clark Corporation3,419US$375K0.32%
Snap-on Incorporated928US$374K0.31%
Illinois Tool Works Inc.1,361US$368K0.31%
Procter & Gamble Company (the)2,490US$365K0.31%
Progressive Corporation (the)1,660US$363K0.30%
Meta Platforms, Inc.638US$359K0.30%
T. Rowe Price Group, Inc.3,151US$358K0.30%
Altria Group, Inc.4,966US$357K0.30%
Zoom Communications, Inc.4,120US$356K0.30%
Tesla, Inc.842US$354K0.30%
Colgate-palmolive Company3,844US$352K0.30%
A.o. Smith Corporation5,617US$352K0.30%
Universal Health Services, Inc.2,351US$350K0.29%
Toast, Inc.12,537US$349K0.29%
Avery Dennison Corporation2,080US$338K0.28%
Gilead Sciences, Inc.2,639US$333K0.28%
The Kraft Heinz Company14,023US$331K0.28%
Cf Industries Holdings, Inc.3,015US$326K0.27%
General Mills, Inc.9,347US$325K0.27%
Paychex, Inc.3,232US$318K0.27%
Vici Properties Inc.11,946US$317K0.27%
Comcast Corporation12,870US$316K0.27%
Pepsico, Inc.2,297US$311K0.26%
Verizon Communications Inc.7,328US$310K0.26%
Eog Resources, Inc.2,383US$309K0.26%
Chewy, Inc.15,645US$307K0.26%
Cheniere Energy, Inc.1,243US$297K0.25%
Cme Group Inc.1,318US$291K0.24%
Intel Corporation2,064US$288K0.24%
Cboe Global Markets, Inc.1,148US$279K0.23%
Apple Inc947US$274K0.23%
Palantir Technologies Inc.1,917US$224K0.19%
Caterpillar, Inc.134US$143K0.12%
Taiwan Semiconductor Manufacturing Co., Ltd.274US$131K0.11%
Casella Waste Systems, Inc.1,300US$126K0.11%
Amazon.com, Inc.515US$123K0.10%
Jp Morgan Chase & Co.327US$107K0.09%
Caseys General Stores, Inc.122US$97,2540.08%
Exxon Mobil Corporation705US$96,3720.08%
Jabil Inc.239US$92,2700.08%
Walmart Inc.807US$91,3820.08%
Space Exploration Technologies Corp518US$88,5250.07%
Mcdonald's Corporation264US$71,2430.06%
Cummins Inc.98US$70,1130.06%
Kla Corporation215US$64,7680.05%
Valero Energy Corporation242US$63,0320.05%
Palo Alto Networks, Inc.182US$62,0400.05%
Williams-sonoma, Inc.249US$58,1040.05%
Sherwin-williams Company (the)153US$52,5870.04%
Incyte Corporation461US$52,2050.04%
W. P. Carey Inc. Reit730US$52,1610.04%
Walt Disney Company (the)515US$49,5660.04%
Avnet, Inc.556US$49,3450.04%
Sandisk Corporation22US$49,3220.04%
Mckesson Corporation61US$45,9130.04%
Dick's Sporting Goods Inc196US$44,3480.04%
Southern Company (the)438US$41,8800.04%
Lantheus Holdings, Inc.376US$41,6820.04%
Pultegroup, Inc.283US$38,7930.03%
Hims & Hers Health, Inc.1,111US$38,5030.03%
Toll Brothers, Inc.222US$36,6170.03%
Cisco Systems, Inc.311US$36,5080.03%
Autonation, Inc.188US$34,9870.03%
Marathon Petroleum Corporation130US$33,2670.03%
Deckers Outdoor Corporation331US$32,8440.03%
Abbott Laboratories348US$31,5480.03%
D.r. Horton, Inc.188US$30,5560.03%
Blackstone Inc.245US$28,8850.02%
Lam Research Corporation61US$26,5460.02%
Lithia Motors, Inc.90US$26,2850.02%
Principal Financial Group Inc228US$24,5450.02%
Thermo Fisher Scientific Inc48US$24,0220.02%
Target Corporation182US$23,8010.02%
Boeing Company (the)100US$21,6470.02%
Analog Devices, Inc.54US$21,4960.02%
Quest Diagnostics Incorporated101US$21,3280.02%
Old Republic International Corporation508US$20,7820.02%
The Cigna Group72US$19,7870.02%

Every holding of Oakmont Advisory Group, LLC

Source

View original at SEC

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