Oakmont Investment Advisors, Inc.
Oakmont Investment Advisors, Inc. reported 114 holdings worth US$148M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 21, 2026
Oakmont Investment Advisors, Inc. reported 114 holdings worth US$148M as of Sep 30, 2026. Largest: Alphabet Inc (google) Class C, Micron Technology, Inc. and Apple Inc. Filed Oct 21, 2026 (Form 13F).
- Holdings
- 114
- Value as reported
- US$148M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 38,242 | US$13.1M | 8.9% |
| Micron Technology, Inc. | 11,032 | US$11.8M | 7.9% |
| Apple Inc | 21,397 | US$7.13M | 4.8% |
| Nvidia Corporation | 27,032 | US$6.17M | 4.2% |
| Corning Incorporated | 24,170 | US$3.72M | 2.5% |
| Merck & Company, Inc. | 24,219 | US$3.52M | 2.4% |
| Caterpillar, Inc. | 4,248 | US$3.44M | 2.3% |
| Amazon.com, Inc. | 12,331 | US$3.07M | 2.1% |
| Phillips 66 | 11,517 | US$2.94M | 2.0% |
| Jacobs Solutions Inc. | 20,400 | US$2.76M | 1.9% |
| Coherent Corp. | 9,524 | US$2.74M | 1.9% |
| Ero Copper Corp. | 72,914 | US$2.68M | 1.8% |
| Emerson Electric Company | 15,871 | US$2.46M | 1.7% |
| Ge Vernova Inc. | 2,588 | US$2.46M | 1.7% |
| Pepsico, Inc. | 17,540 | US$2.22M | 1.5% |
| Mp Materials Corp. | 43,393 | US$2.05M | 1.4% |
| Johnson & Johnson | 7,670 | US$2.03M | 1.4% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 4,354 | US$1.99M | 1.3% |
| Charles Schwab Corporation (the) | 20,208 | US$1.98M | 1.3% |
| Vertiv Holdings, Llc | 8,135 | US$1.96M | 1.3% |
| Broadcom Inc. | 5,408 | US$1.9M | 1.3% |
| Stryker Corporation | 6,700 | US$1.84M | 1.2% |
| Nasdaq, Inc. | 19,480 | US$1.79M | 1.2% |
| Jp Morgan Chase & Co. | 5,230 | US$1.73M | 1.2% |
| Qualcomm Incorporated | 9,018 | US$1.66M | 1.1% |
| Mueller Industries, Inc. | 25,732 | US$1.56M | 1.1% |
| Aerovironment, Inc. | 10,899 | US$1.55M | 1.0% |
| Oracle Corporation | 10,127 | US$1.39M | 0.94% |
| Eli Lilly And Company | 1,156 | US$1.34M | 0.90% |
| Berkshire Hathaway Inc. | 2,675 | US$1.33M | 0.90% |
| Occidental Petroleum Corporation | 23,211 | US$1.28M | 0.87% |
| Lam Research Corporation | 3,726 | US$1.22M | 0.83% |
| VanEck Gold Miners ETF | 12,972 | US$1.14M | 0.77% |
| United Rentals, Inc. | 1,075 | US$1.08M | 0.73% |
| Ati Inc. | 5,486 | US$1.04M | 0.70% |
| Waste Management, Inc. | 5,013 | US$1.02M | 0.69% |
| Hf Sinclair Corporation | 9,185 | US$986K | 0.67% |
| Coeur Mining, Inc. | 55,629 | US$979K | 0.66% |
| Lumentum Holdings Inc. | 1,004 | US$975K | 0.66% |
| Applied Materials, Inc. | 1,902 | US$973K | 0.66% |
| Morgan Stanley | 5,170 | US$972K | 0.66% |
| Constellation Energy Corporation | 3,722 | US$945K | 0.64% |
| Advanced Micro Devices Inc | 1,522 | US$931K | 0.63% |
| Novo Nordisk A/s Class B | 24,243 | US$919K | 0.62% |
| Chevron Corporation | 4,368 | US$892K | 0.60% |
| Eog Resources, Inc. | 6,100 | US$840K | 0.57% |
| Walmart Inc. | 8,047 | US$836K | 0.56% |
| Valero Energy Corporation | 2,059 | US$798K | 0.54% |
| Pbf Energy Inc. | 10,132 | US$780K | 0.53% |
| Albemarle Corporation | 7,050 | US$746K | 0.50% |
| Solstice Advanced Materials Inc. | 12,864 | US$725K | 0.49% |
| Honeywell Aerospace Inc | 4,628 | US$717K | 0.48% |
| Ceva, Inc. | 19,950 | US$705K | 0.48% |
| Marathon Petroleum Corporation | 1,702 | US$673K | 0.45% |
| Eqt Corporation | 13,817 | US$671K | 0.45% |
| Palantir Technologies Inc. | 3,260 | US$610K | 0.41% |
| Procter & Gamble Company (the) | 4,183 | US$608K | 0.41% |
| Cbiz, Inc. | 11,080 | US$606K | 0.41% |
| Space Exploration Technologies Corp | 3,930 | US$593K | 0.40% |
| Agnico Eagle Mines Limited | 3,187 | US$584K | 0.39% |
| Pfizer, Inc. | 20,304 | US$579K | 0.39% |
| Aveanna Healthcare Holdings Inc. | 46,000 | US$571K | 0.39% |
| The Cheesecake Factory Incorporated | 5,312 | US$559K | 0.38% |
| Barclays Plc | 23,000 | US$558K | 0.38% |
| Cinemark Holdings, Inc. | 14,498 | US$541K | 0.37% |
| Automatic Data Processing, Inc. | 2,058 | US$530K | 0.36% |
| General Motors Company | 6,870 | US$529K | 0.36% |
| Applied Optoelectronics, Inc. | 5,300 | US$526K | 0.36% |
| Coca-cola Company (the) | 6,011 | US$518K | 0.35% |
| Deere & Company | 720 | US$486K | 0.33% |
| Costco Wholesale Corporation | 513 | US$468K | 0.32% |
| Eni S.p.a. | 8,400 | US$456K | 0.31% |
| Mastercard Incorporated | 814 | US$450K | 0.30% |
| Devon Energy Corporation | 9,625 | US$443K | 0.30% |
| Block, Inc. | 6,000 | US$441K | 0.30% |
| Visa Inc. | 1,227 | US$440K | 0.30% |
| Monolithic Power Systems, Inc. | 325 | US$438K | 0.30% |
| Abbott Laboratories | 4,424 | US$437K | 0.30% |
| Home Depot, Inc. (the) | 1,537 | US$437K | 0.30% |
| Starbucks Corporation | 4,653 | US$437K | 0.30% |
| Walt Disney Company (the) | 4,108 | US$431K | 0.29% |
| Union Pacific Corporation | 1,573 | US$428K | 0.29% |
| Mcdonald's Corporation | 1,853 | US$428K | 0.29% |
| Microsoft Corp. | 803 | US$412K | 0.28% |
| Colgate-palmolive Company | 4,584 | US$391K | 0.26% |
| Enbridge Inc. | 8,376 | US$389K | 0.26% |
| Harmony Gold Mining Co. Ltd. | 21,925 | US$389K | 0.26% |
| Illinois Tool Works Inc. | 1,491 | US$384K | 0.26% |
| International Business Machines Corporation | 1,726 | US$379K | 0.26% |
| State Street SPDR S&P 500 ETF | 493 | US$376K | 0.25% |
| Uber Technologies, Inc. | 5,411 | US$371K | 0.25% |
| United Parcel Service, Inc. | 3,719 | US$348K | 0.23% |
| Innodata Inc. | 5,000 | US$329K | 0.22% |
| Edison International | 5,944 | US$319K | 0.22% |
| Gold.com, Inc. | 7,320 | US$312K | 0.21% |
| Northwest Natural Holding Company | 6,500 | US$303K | 0.20% |
| Dominion Energy, Inc. | 4,662 | US$282K | 0.19% |
| Tesla, Inc. | 763 | US$271K | 0.18% |
| Palo Alto Networks, Inc. | 633 | US$251K | 0.17% |
| Black Hills Corporation | 3,400 | US$238K | 0.16% |
Every holding of Oakmont Investment Advisors, Inc.
Source
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