Oakmont Investment Advisors, Inc.
Q3 2026 13F filing
Updated 15 days ago114 disclosed positions worth $148M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MICRON TECHNOLOGY INC | $11.8M | 11.0K | 7.94% | Added(+1.2%) |
| 2 | G ALPHABET INC | $10.3M | 29.9K | 6.95% | Added(+0.7%) |
| 3 | A APPLE INC | $7.1M | 21.4K | 4.81% | Added(+1.1%) |
| 4 | N NVIDIA CORPORATION | $6.2M | 27.0K | 4.17% | Added(+2.2%) |
| 5 | G CORNING INC | $3.7M | 24.2K | 2.51% | Added(+15.5%) |
| 6 | M MERCK & CO INC | $3.5M | 24.2K | 2.38% | Added(+0.5%) |
| 7 | C CATERPILLAR INC | $3.4M | 4.2K | 2.33% | Added(+251.7%) |
| 8 | A AMAZON COM INC | $3.1M | 12.3K | 2.08% | Added(+1.2%) |
| 9 | P PHILLIPS 66 | $2.9M | 11.5K | 1.99% | Added(+26.4%) |
| 10 | G ALPHABET INC | $2.8M | 8.4K | 1.92% | Added(+0.4%) |
| 11 | J JACOBS SOLUTIONS INC | $2.8M | 20.4K | 1.86% | Added(+102.0%) |
| 12 | C COHERENT CORP | $2.7M | 9.5K | 1.85% | Added(+24.2%) |
| 13 | E ERO COPPER CORP | $2.7M | 72.9K | 1.81% | Added(+18.5%) |
| 14 | E EMERSON ELEC CO | $2.5M | 15.9K | 1.66% | Added(+0.1%) |
| 15 | G GE VERNOVA INC | $2.5M | 2.6K | 1.66% | Added(+5.9%) |
| 16 | M MEDTRONIC PLC | $2.3M | 26.9K | 1.57% | Added(+0.3%) |
| 17 | P PEPSICO INC | $2.2M | 17.5K | 1.50% | Added(+0.4%) |
| 18 | M MP MATERIALS CORP | $2.1M | 43.4K | 1.39% | Unchanged |
| 19 | J JOHNSON & JOHNSON | $2M | 7.7K | 1.37% | Added(+1.0%) |
| 20 | T TAIWAN SEMICONDUCTOR MANUFAC | $2M | 4.4K | 1.34% | Added(+244.7%) |
| 21 | S CHARLES SCHWAB CORP (THE) | $2M | 20.2K | 1.33% | Trimmed(-37.1%) |
| 22 | V VERTIV HOLDINGS CO | $2M | 8.1K | 1.33% | Added(+3.4%) |
| 23 | A BROADCOM INC | $1.9M | 5.4K | 1.28% | Trimmed(-25.6%) |
| 24 | S STRYKER CORPORATION | $1.8M | 6.7K | 1.25% | Trimmed(-0.1%) |
| 25 | N NASDAQ INC | $1.8M | 19.5K | 1.21% | Trimmed(-0.7%) |
| 26 | J JPMORGAN CHASE & CO | $1.7M | 5.2K | 1.17% | Added(+1.2%) |
| 27 | Q QUALCOMM INC | $1.7M | 9.0K | 1.12% | Added(+0.5%) |
| 28 | M MUELLER INDS INC | $1.6M | 25.7K | 1.05% | Added(+100.0%) |
| 29 | A AEROVIRONMENT INC | $1.6M | 10.9K | 1.05% | Added(+11.2%) |
| 30 | O ONEOK INC NEW | $1.5M | 17.5K | 1.01% | — |
| 31 | O ORACLE CORP | $1.4M | 10.1K | 0.94% | Added(+0.8%) |
| 32 | A ANGLOGOLD ASHANTI PLC | $1.4M | 14.5K | 0.92% | Trimmed(-0.1%) |
| 33 | L ELI LILLY & CO | $1.3M | 1.2K | 0.90% | Added(+9.3%) |
| 34 | B BERKSHIRE HATHAWAY INC DEL | $1.3M | 2.7K | 0.90% | Unchanged |
| 35 | O OCCIDENTAL PETE CORP | $1.3M | 23.2K | 0.87% | Trimmed(-5.7%) |
| 36 | L LAM RESEARCH CORP | $1.2M | 3.7K | 0.83% | — |
| 37 | H VANECK ETF TRUST | $1.1M | 13.0K | 0.77% | Unchanged |
| 38 | U UNITED RENTALS INC | $1.1M | 1.1K | 0.73% | Unchanged |
| 39 | A ATI INC | $1M | 5.5K | 0.70% | Added(+2.1%) |
| 40 | W WASTE MGMT INC DEL | $1M | 5.0K | 0.69% | Added(+0.2%) |
| 41 | D HF SINCLAIR CORP | $986K | 9.2K | 0.67% | — |
| 42 | H HONEYWELL INTL INC | $981K | 4.7K | 0.66% | Added(+0.2%) |
| 43 | C COEUR MNG INC | $979K | 55.6K | 0.66% | Trimmed(-4.1%) |
| 44 | L LUMENTUM HLDGS INC | $975K | 1.0K | 0.66% | Unchanged |
| 45 | A APPLIED MATLS INC | $973K | 1.9K | 0.66% | — |
| 46 | M MORGAN STANLEY | $972K | 5.2K | 0.66% | Added(+0.4%) |
| 47 | X EXXONMOBIL HOLDINGS CORP | $967K | 5.9K | 0.65% | — |
| 48 | C CONSTELLATION ENERGY CORP | $945K | 3.7K | 0.64% | Trimmed(-0.1%) |
| 49 | A ADVANCED MICRO DEVICES INC | $931K | 1.5K | 0.63% | Added(+197.3%) |
| 50 | N NOVO-NORDISK A S | $919K | 24.2K | 0.62% | Unchanged |