Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Oakmont Investment Advisors, Inc. (CIK 2150170) reported $144.1M across 115 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MU ($12.6M, 8.73%), GOOGL ($10.6M, 7.36%), AAPL ($6.1M, 4.25%), GLW ($5.3M, 3.71%), NVDA ($5.3M, 3.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $12.6M | 8.73% | 10,902 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $10.6M | 7.36% | 29,669 | Trimmed |
| 3 | AAPL | APPLE INC | $6.1M | 4.25% | 21,153 | Added |
| 4 | GLW | CORNING INC | $5.3M | 3.71% | 20,927 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $5.3M | 3.67% | 26,458 | Added |
| 6 | MRK | MERCK & CO INC | $3.1M | 2.15% | 24,110 | Added |
| 7 | COHR | COHERENT CORP | $3.0M | 2.10% | 7,666 | Added |
| 8 | SCHW | SCHWAB CHARLES CORP | $3.0M | 2.06% | 32,113 | New |
| 9 | GOOG | ALPHABET INC | $2.9M | 2.04% | 8,323 | Added |
| 10 | AMZN | AMAZON COM INC | $2.9M | 2.01% | 12,182 | Trimmed |
| 11 | GEV | GE VERNOVA INC | $2.9M | 1.99% | 2,443 | Hold |
| 12 | AVGO | BROADCOM INC | $2.7M | 1.91% | 7,272 | Added |
| 13 | VRT | VERTIV HOLDINGS CO | $2.6M | 1.83% | 7,869 | Trimmed |
| 14 | MP | MP MATERIALS CORP | $2.4M | 1.69% | 43,393 | Trimmed |
| 15 | PEP | PEPSICO INC | $2.4M | 1.64% | 17,470 | Added |
| 16 | EMR | EMERSON ELEC CO | $2.3M | 1.58% | 15,863 | Added |
| 17 | SYK | STRYKER CORPORATION | $2.1M | 1.47% | 6,709 | Trimmed |
| 18 | MDT | MEDTRONIC PLC | $2.1M | 1.46% | 26,858 | Added |
| 19 | JNJ | JOHNSON & JOHNSON | $1.9M | 1.34% | 7,594 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO | $1.7M | 1.17% | 5,169 | Added |
| 21 | QCOM | QUALCOMM INC | $1.7M | 1.15% | 8,977 | Hold |
| 22 | ERO | ERO COPPER CORP | $1.6M | 1.14% | 61,509 | Trimmed |
| 23 | AVAV | AEROVIRONMENT INC | $1.6M | 1.12% | 9,799 | New |
| 24 | MLI | MUELLER INDS INC | $1.6M | 1.10% | 12,863 | Trimmed |
| 25 | NDAQ | NASDAQ INC | $1.5M | 1.07% | 19,621 | New |
Source: SEC Form 13F filings · as of 2026-06-30