Back to OAKMONT Corp
Q2 2026 13F filing
Updated 34 days ago31 disclosed positions worth $502.5M
Portfolio value
$502.5M
Total holdings
31
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-07
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMZN AMAZON.COM INC | $83.4M | 349.8K | 16.59% | — |
| 2 | M MSFT MICROSOFT CORP | $58.9M | 157.9K | 11.72% | — |
| 3 | M MA MASTERCARD INCORPORATED | $56.9M | 110.7K | 11.31% | — |
| 4 | A AAPL APPLE INC | $50.8M | 175.6K | 10.11% | — |
| 5 | N NVDA NVIDIA CORPORATION | $50.5M | 252.4K | 10.05% | — |
| 6 | S SPY SPDR S&P 500 ETF TR | $38.2M | 51.2K | 7.60% | — |
| 7 | T TDG TRANSDIGM GROUP INC | $31M | 23.3K | 6.17% | — |
| 8 | S SPGI S&P GLOBAL INC | $30.5M | 74.9K | 6.07% | — |
| 9 | F FICO FAIR ISAAC CORP | $26.7M | 22.3K | 5.31% | — |
| 10 | W WMT WALMART INC | $25.9M | 229.1K | 5.16% | — |
| 11 | W WCN WASTE CONNECTIONS INC | $25.1M | 150.6K | 5.00% | — |
| 12 | C COST COSTCO WHOLESALE CORP | $18.9M | 20.2K | 3.75% | — |
| 13 | B BKSY-WT BLACKSKY TECHNOLOGY INC | $1.5M | 53.2K | 0.30% | — |
| 14 | T TRLV TRULIEVE CANNABIS CORP | $1.1M | 1.51M | 0.21% | — |
| 15 | G GOOGN ALPHABET INC- CL A | $674K | 1.9K | 0.13% | — |
| 16 | G GOOGN ALPHABET INC- CL C | $666K | 1.9K | 0.13% | — |
| 17 | H HD HOME DEPOT INC | $364K | 1.0K | 0.07% | — |
| 18 | I INTC INTEL CORP | $315K | 2.3K | 0.06% | — |
| 19 | R RTX RTX CORPORATION | $268K | 1.4K | 0.05% | — |
| 20 | A AFL AFLAC INC | $171K | 1.5K | 0.03% | — |
| 21 | D DE DEERE & CO | $112K | 176 | 0.02% | — |
| 22 | C CARR CARRIER GLOBAL CORPORATION | $104K | 1.4K | 0.02% | — |
| 23 | I IBM INTERNATIONAL BUSINESS MACHS | $92K | 327 | 0.02% | — |
| 24 | B BAC-PS BANK AMERICA CORP | $83K | 1.5K | 0.02% | — |
| 25 | C CB CHUBB LIMITED | $82K | 240 | 0.02% | — |
| 26 | A AMGN AMGEN INC | $72K | 198 | 0.01% | — |
| 27 | O OTIS OTIS WORLDWIDE CORP | $50K | 705 | 0.01% | — |
| 28 | U UNP UNION PAC CORP | $49K | 180 | 0.01% | — |
| 29 | C CMI CUMMINS INC | $46K | 65 | 0.01% | — |
| 30 | N NSC NORFOLK SOUTH CORP | $35K | 110 | 0.01% | — |
| 31 | S SYK STRYKER CORPORATION | $31K | 100 | 0.01% | — |