Oakmont Investment Advisors, Inc.

Oakmont Investment Advisors, Inc. reported 115 holdings worth US$144M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Oakmont Investment Advisors, Inc. reported 115 holdings worth US$144M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Micron Technology, Inc. and Apple Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
115
Value as reported
US$144M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C37,898US$13.5M9.4%
Micron Technology, Inc.10,902US$12.6M8.7%
Apple Inc21,153US$6.12M4.2%
Corning Incorporated20,927US$5.35M3.7%
Nvidia Corporation26,458US$5.29M3.7%
Merck & Company, Inc.24,110US$3.1M2.2%
Coherent Corp.7,666US$3.02M2.1%
Charles Schwab Corporation (the)32,113US$2.96M2.1%
Amazon.com, Inc.12,182US$2.9M2.0%
Ge Vernova Inc.2,443US$2.87M2.0%
Broadcom Inc.7,272US$2.75M1.9%
Vertiv Holdings, Llc7,869US$2.63M1.8%
Mp Materials Corp.43,393US$2.43M1.7%
Pepsico, Inc.17,470US$2.37M1.6%
Emerson Electric Company15,863US$2.27M1.6%
Stryker Corporation6,709US$2.11M1.5%
Johnson & Johnson7,594US$1.93M1.3%
Jp Morgan Chase & Co.5,169US$1.69M1.2%
Qualcomm Incorporated8,977US$1.66M1.2%
Ero Copper Corp.61,509US$1.65M1.1%
Aerovironment, Inc.9,799US$1.62M1.1%
Mueller Industries, Inc.12,863US$1.58M1.1%
Nasdaq, Inc.19,621US$1.55M1.1%
Phillips 669,109US$1.54M1.1%
Oneok, Inc.17,530US$1.52M1.1%
Oracle Corporation10,045US$1.47M1.0%
Berkshire Hathaway Inc.2,675US$1.34M0.93%
Caterpillar, Inc.1,208US$1.29M0.89%
Jacobs Solutions Inc.10,100US$1.27M0.88%
Eli Lilly And Company1,058US$1.27M0.88%
United Rentals, Inc.1,075US$1.22M0.85%
Occidental Petroleum Corporation24,605US$1.2M0.83%
Novo Nordisk A/s Class B24,243US$1.16M0.81%
Solstice Advanced Materials Inc.12,864US$1.14M0.79%
Waste Management, Inc.5,004US$1.11M0.77%
Morgan Stanley5,149US$1.08M0.75%
Ati Inc.5,371US$1.06M0.73%
Ipg Photonics Corporation8,450US$991K0.69%
Albemarle Corporation7,050US$952K0.66%
Coeur Mining, Inc.58,029US$947K0.66%
Newmont Corporation10,105US$944K0.65%
Constellation Energy Corporation3,727US$926K0.64%
Gold Fields Limited27,156US$912K0.63%
Walmart Inc.7,850US$889K0.62%
Lumentum Holdings Inc.1,004US$861K0.60%
Exxon Mobil Corporation5,838US$798K0.55%
Eog Resources, Inc.6,100US$791K0.55%
Canadian Imperial Bank Of Commerce6,815US$784K0.54%
Eqt Corporation13,868US$737K0.51%
Devon Energy Corporation17,475US$722K0.50%
Chevron Corporation4,297US$712K0.49%
Barclays Plc23,000US$618K0.43%
Taiwan Semiconductor Manufacturing Co., Ltd.1,263US$603K0.42%
Procter & Gamble Company (the)4,093US$600K0.42%
Dell Technologies Inc.1,378US$595K0.41%
Unitedhealth Group Incorporated1,314US$546K0.38%
National Energy Services Reunited Corp18,100US$542K0.38%
Lendingclub Corporation25,963US$538K0.37%
Home Depot, Inc. (the)1,495US$527K0.37%
Franklin Resources, Inc.15,715US$523K0.36%
Northern Trust Corporation2,929US$509K0.35%
Mcdonald's Corporation1,834US$496K0.34%
Agnico Eagle Mines Limited3,187US$494K0.34%
Bankunited, Inc.10,200US$494K0.34%
Pan American Silver Corp.10,975US$492K0.34%
Nucor Corporation2,198US$490K0.34%
Victorias Secret & Co.5,828US$487K0.34%
Pfizer, Inc.19,961US$481K0.33%
Coca-cola Company (the)5,864US$477K0.33%
International Business Machines Corporation1,688US$474K0.33%
Starbucks Corporation4,631US$473K0.33%
Costco Wholesale Corporation505US$473K0.33%
Block, Inc.6,200US$471K0.33%
Deere & Company718US$458K0.32%
Automatic Data Processing, Inc.2,036US$456K0.32%
Enbridge Inc.8,376US$454K0.32%
Edison International5,944US$443K0.31%
Union Pacific Corporation1,566US$426K0.30%
Colgate-palmolive Company4,570US$419K0.29%
Visa Inc.1,203US$412K0.29%
United Parcel Service, Inc.3,820US$411K0.29%
Mastercard Incorporated799US$411K0.29%
Illinois Tool Works Inc.1,483US$401K0.28%
Abbott Laboratories4,394US$399K0.28%
Walt Disney Company (the)4,097US$395K0.27%
Eni S.p.a.8,400US$394K0.27%
Uber Technologies, Inc.5,401US$390K0.27%
Palantir Technologies Inc.3,310US$386K0.27%
Gold.com, Inc.8,570US$357K0.25%
Dominion Energy, Inc.5,162US$352K0.24%
Harmony Gold Mining Co. Ltd.23,050US$351K0.24%
Northwest Natural Holding Company6,500US$319K0.22%
Tesla, Inc.715US$301K0.21%
Advanced Micro Devices Inc512US$298K0.21%
Black Hills Corporation3,900US$290K0.20%
Ionq, Inc.5,300US$282K0.20%
Cboe Global Markets, Inc.1,120US$272K0.19%
Newjersey Resources Corporation4,225US$237K0.16%
Par Pacific Holdings, Inc. Common Stock4,000US$224K0.16%
Mks Inc.500US$222K0.15%

Every holding of Oakmont Investment Advisors, Inc.

Source

View original at SEC

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