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Oakmont Investment Advisors, Inc. 13F holdings

Filed 2026-08-14 · Oakmont Investment Advisors, Inc. · 115 positions · $144.1M

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TickerCompanySharesValue% of portfolio
MUMICRON TECHNOLOGY INC10.9K$12.6M8.7%
GOOGLALPHABET INC29.7K$10.6M7.4%
AAPLAPPLE INC21.2K$6.1M4.2%
GLWCORNING INC20.9K$5.3M3.7%
NVDANVIDIA CORPORATION26.5K$5.3M3.7%
MRKMERCK & CO INC24.1K$3.1M2.2%
COHRCOHERENT CORP7.7K$3.0M2.1%
SCHWSCHWAB CHARLES CORP32.1K$3.0M2.1%
GOOGALPHABET INC8.3K$2.9M2.0%
AMZNAMAZON COM INC12.2K$2.9M2.0%
GEVGE VERNOVA INC2.4K$2.9M2.0%
AVGOBROADCOM INC7.3K$2.7M1.9%
VRTVERTIV HOLDINGS CO7.9K$2.6M1.8%
MPMP MATERIALS CORP43.4K$2.4M1.7%
PEPPEPSICO INC17.5K$2.4M1.6%
EMREMERSON ELEC CO15.9K$2.3M1.6%
SYKSTRYKER CORPORATION6.7K$2.1M1.5%
—MEDTRONIC PLC26.9K$2.1M1.5%
JNJJOHNSON & JOHNSON7.6K$1.9M1.3%
JPMJPMORGAN CHASE & CO5.2K$1.7M1.2%
QCOMQUALCOMM INC9.0K$1.7M1.2%
EROERO COPPER CORP61.5K$1.6M1.1%
AVAVAEROVIRONMENT INC9.8K$1.6M1.1%
MLIMUELLER INDS INC12.9K$1.6M1.1%
NDAQNASDAQ INC19.6K$1.5M1.1%
PSXPHILLIPS 669.1K$1.5M1.1%
OKEEURONEOK INC NEW17.5K$1.5M1.1%
ORCLORACLE CORP10.0K$1.5M1.0%
BRK-BBERKSHIRE HATHAWAY INC DEL2.7K$1.3M0.9%
CATCATERPILLAR INC1.2K$1.3M0.9%
JJACOBS SOLUTIONS INC10.1K$1.3M0.9%
LLYELI LILLY & CO1.1K$1.3M0.9%
URIUNITED RENTALS INC1.1K$1.2M0.8%
OXYOCCIDENTAL PETE CORP24.6K$1.2M0.8%
—ANGLOGOLD ASHANTI PLC14.5K$1.2M0.8%
NVONOVO-NORDISK A S24.2K$1.2M0.8%
SOLSSOLSTICE ADVANCED MATLS INC12.9K$1.1M0.8%
WMWASTE MGMT INC DEL5.0K$1.1M0.8%
MSMORGAN STANLEY5.1K$1.1M0.7%
ATIATI INC5.4K$1.1M0.7%
HONHONEYWELL INTL INC4.6K$1.0M0.7%
HONAHONEYWELL AEROSPACE INC4.6K$1.0M0.7%
IPGPIPG PHOTONICS CORP8.4K$991,3540.7%
GDXVANECK ETF TRUST13.0K$978,7160.7%
ALBALBEMARLE CORP7.0K$951,9620.7%
CDECOEUR MNG INC58.0K$947,0310.7%
NEMNEWMONT CORP10.1K$943,7420.7%
CEGCONSTELLATION ENERGY CORP3.7K$925,6740.6%
GFIGOLD FIELDS LTD27.2K$912,1620.6%
WMTWALMART INC7.8K$888,7670.6%
LITELUMENTUM HLDGS INC1.0K$861,4920.6%
EXMOCEXXON MOBIL CORP5.8K$797,9720.6%
EOGEOG RES INC6.1K$791,3540.5%
CMCANADIAN IMPERIAL BANK OF CO6.8K$783,7250.5%
EQTEQT CORP13.9K$737,3620.5%
DVNDEVON ENERGY CORP NEW17.5K$722,0670.5%
CVXCHEVRON CORPORATION4.3K$712,1920.5%
FLEXFLEX LTD4.0K$651,3590.5%
BCSBARCLAYS PLC23.0K$617,7800.4%
TSMTAIWAN SEMICONDUCTOR MANUFAC1.3K$603,0490.4%
Top Fund Holdings
13F
Top Fund Holdings

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