Oakmont Investment Advisors, Inc. Top Holdings and 13F Report (2026) About Oakmont Investment Advisors, Inc.Investment ActivityOakmont Investment Advisors, Inc. has $144.10 million in total holdings as of June 30, 2026.Oakmont Investment Advisors, Inc. owns shares of 115 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 20.10% of the portfolio was purchased this quarter.About 12.78% of the portfolio was sold this quarter.This quarter, Oakmont Investment Advisors, Inc. has purchased 98 new stocks and bought additional shares in 31 stocks.Oakmont Investment Advisors, Inc. sold shares of 38 stocks and completely divested from 17 stocks this quarter.Largest Holdings Micron Technology $12,584,072Alphabet $10,602,830Apple $6,121,005Corning $5,345,409NVIDIA $5,294,001 Largest New Holdings this Quarter 808513105 - Charles Schwab $2,963,000 Holding008073108 - AeroVironment $1,617,606 Holding631103108 - Nasdaq $1,546,530 Holding46982L108 - Jacobs Solutions $1,272,600 Holding674599105 - Occidental Petroleum $1,195,067 Holding Largest Purchases this Quarter Charles Schwab 32,113 shares (about $2.96M)AeroVironment 9,799 shares (about $1.62M)Nasdaq 19,621 shares (about $1.55M)Jacobs Solutions 10,100 shares (about $1.27M)Occidental Petroleum 24,605 shares (about $1.20M) Largest Sales this Quarter Micron Technology 3,543 shares (about $4.09M)Corning 6,238 shares (about $1.59M)Stryker 1,604 shares (about $504.92K)WALMART INC 3,721 shares (about $421.29K)Vertiv 1,183 shares (about $396.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOakmont Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMUMicron Technology$12,584,072$4,089,650 ▼-24.5%10,9028.7%TechnologyGOOGLAlphabet$10,602,830$345,935 ▼-3.2%29,6697.4%Communication ServicesAAPLApple$6,121,005$478,904 ▲8.5%21,1534.2%TechnologyGLWCorning$5,345,409$1,593,380 ▼-23.0%20,9273.7%TechnologyNVDANVIDIA$5,294,001$173,279 ▲3.4%26,4583.7%TechnologyMRKMerck & Co., Inc.$3,098,136$12,979 ▲0.4%24,1102.2%HealthcareCOHRCoherent$3,024,007$69,032 ▲2.3%7,6662.1%TechnologySCHWCharles Schwab$2,963,000$2,963,000 ▲New Holding32,1132.1%FinanceGOOGAlphabet$2,940,934$7,420 ▲0.3%8,3232.0%Communication ServicesAMZNAmazon.com$2,903,447$5,958 ▼-0.2%12,1822.0%Consumer DiscretionaryGE VERNOVA INC$2,870,1850.0%2,4432.0%COMAVGOBroadcom$2,747,252$6,800 ▲0.2%7,2721.9%TechnologyVRTVertiv$2,634,697$396,092 ▼-13.1%7,8691.8%IndustrialsMPMP Materials$2,430,425$5,601 ▼-0.2%43,3931.7%MaterialsPEPPepsiCo$2,365,471$44,818 ▲1.9%17,4701.6%Consumer StaplesEMREmerson Electric$2,270,825$80,022 ▲3.7%15,8631.6%IndustrialsSYKStryker$2,111,924$504,923 ▼-19.3%6,7091.5%HealthcareMDTMedtronic$2,101,056$39,740 ▲1.9%26,8581.5%HealthcareJNJJohnson & Johnson$1,929,005$318,791 ▼-14.2%7,5941.3%HealthcareJPMJPMorgan Chase & Co.$1,692,005$313,916 ▲22.8%5,1691.2%FinanceQCOMQualcomm$1,658,9910.0%8,9771.2%TechnologyEROEro Copper$1,645,407$11,396 ▼-0.7%61,5091.1%MaterialsAVAVAeroVironment$1,617,606$1,617,606 ▲New Holding9,7991.1%IndustrialsMLIMueller Industries$1,581,380$140,029 ▼-8.1%12,8631.1%IndustrialsNDAQNasdaq$1,546,530$1,546,530 ▲New Holding19,6211.1%FinancePSXPhillips 66$1,539,882$21,638 ▲1.4%9,1091.1%EnergyOKEONEOK$1,524,080$86,941 ▼-5.4%17,5301.1%EnergyORCLOracle$1,472,107$296,473 ▲25.2%10,0451.0%TechnologyBRK.BBerkshire Hathaway$1,338,544$350,273 ▲35.4%2,6750.9%FinanceCATCaterpillar$1,287,194$102,294 ▼-7.4%1,2080.9%IndustrialsJJacobs Solutions$1,272,600$1,272,600 ▲New Holding10,1000.9%IndustrialsLLYEli Lilly and Company$1,269,424$963,466 ▲314.9%1,0580.9%HealthcareURIUnited Rentals$1,217,8570.0%1,0750.8%IndustrialsOXYOccidental Petroleum$1,195,067$1,195,067 ▲New Holding24,6050.8%EnergyANGLOGOLD ASHANTI PLC$1,172,952$647 ▲0.1%14,5000.8%COM SHSNVONovo Nordisk A/S$1,162,199$848,770 ▲270.8%24,2430.8%HealthcareSOLSTICE ADVANCED MATLS INC$1,139,750$490,932 ▲75.7%12,8640.8%COM SHSWMWaste Management$1,114,957$378,560 ▼-25.3%5,0040.8%IndustrialsMSMorgan Stanley$1,076,4260.0%5,1490.7%FinanceATIATI$1,058,624$32,916 ▲3.2%5,3710.7%IndustrialsHONEYWELL INTL INC$1,038,422$1,038,422 ▲New Holding4,6390.7%COMHONEYWELL AEROSPACE INC$1,024,202$1,024,202 ▲New Holding4,6330.7%COMIPGPIPG Photonics$991,354$99,722 ▼-9.1%8,4500.7%TechnologyGDXVanEck Gold Miners ETF$978,7160.0%12,9720.7%ETFALBAlbemarle$951,962$411,842 ▲76.3%7,0500.7%MaterialsCDECoeur Mining$947,031$93,056 ▲10.9%58,0290.7%MaterialsNEMNewmont$943,742$31,100 ▼-3.2%10,1050.7%MaterialsCEGConstellation Energy$925,674$266,997 ▲40.5%3,7270.6%UtilitiesGFIGold Fields$912,162$81,858 ▼-8.2%27,1560.6%MaterialsWALMART INC$888,767$421,287 ▼-32.2%7,8500.6%COMLITELumentum$861,492$861,492 ▲New Holding1,0040.6%TechnologyXOMExxonMobil$797,972$100,327 ▼-11.2%5,8380.6%EnergyEOGEOG Resources$791,354$791,354 ▲New Holding6,1000.5%EnergyCMCanadian Imperial Bank of Commerce$783,725$783,725 ▲New Holding6,8150.5%FinanceEQTEQT$737,3620.0%13,8680.5%EnergyDVNDevon Energy$722,067$722,067 ▲New Holding17,4750.5%EnergyCVXChevron$712,192$177,509 ▲33.2%4,2970.5%EnergyFLEXFlex$651,359$3,079 ▲0.5%4,0190.5%TechnologyBCSBarclays$617,7800.0%23,0000.4%FinanceTSMTaiwan Semiconductor Manufacturing$603,049$955 ▲0.2%1,2630.4%TechnologyPGProcter & Gamble$600,221$10,998 ▼-1.8%4,0930.4%Consumer StaplesDELLDell Technologies$594,554$143,677 ▼-19.5%1,3780.4%TechnologyUNHUnitedHealth Group$546,432$546,432 ▲New Holding1,3140.4%HealthcareNESRNational Energy Services Reunited$541,734$541,734 ▲New Holding18,1000.4%EnergyLCLendingClub$538,472$538,472 ▲New Holding25,9630.4%FinanceHDHome Depot$527,117$19,392 ▼-3.5%1,4950.4%Consumer DiscretionaryBENFranklin Resources$522,839$522,839 ▲New Holding15,7150.4%FinanceUBSUBS Group$513,938$513,938 ▲New Holding10,3700.4%FinanceNTRSNorthern Trust$509,178$509,178 ▲New Holding2,9290.4%FinanceMAREX GROUP PLC$497,352$497,352 ▲New Holding8,1600.3%ORDMCDMcDonald's$495,659$54,322 ▲12.3%1,8340.3%Consumer DiscretionaryAEMAgnico Eagle Mines$494,4390.0%3,1870.3%MaterialsBKUBankUnited$494,190$494,190 ▲New Holding10,2000.3%FinancePAASPan American Silver$491,575$8,958 ▼-1.8%10,9750.3%MaterialsNUENucor$489,605$489,605 ▲New Holding2,1980.3%MaterialsVICTORIAS SECRET AND CO$486,522$486,522 ▲New Holding5,8280.3%COMMON STOCKPFEPfizer$480,651$141,708 ▲41.8%19,9610.3%HealthcareKOCocaCola$476,605$111,105 ▼-18.9%5,8640.3%Consumer StaplesIBMInternational Business Machines$474,302$367,247 ▼-43.6%1,6880.3%TechnologySBUXStarbucks$472,993$2,349 ▼-0.5%4,6310.3%Consumer DiscretionaryCOSTCostco Wholesale$472,848$243,446 ▼-34.0%5050.3%Consumer StaplesBLOCK INC$471,200$471,200 ▲New Holding6,2000.3%CL ADEDeere & Company$457,652$457,652 ▲New Holding7180.3%IndustrialsADPAutomatic Data Processing$456,018$26,205 ▲6.1%2,0360.3%IndustrialsENBEnbridge$454,045$454,045 ▲New Holding8,3760.3%EnergyEIXEdison International$442,540$3,350 ▼-0.8%5,9440.3%UtilitiesUNPUnion Pacific$425,688$97,044 ▼-18.6%1,5660.3%IndustrialsCLColgate-Palmolive$418,866$50,044 ▼-10.7%4,5700.3%Consumer StaplesVVisa$411,999$134,936 ▼-24.7%1,2030.3%FinanceUPSUnited Parcel Service$410,872$170,695 ▲71.1%3,8200.3%IndustrialsMAMastercard$410,855$81,245 ▼-16.5%7990.3%FinanceITWIllinois Tool Works$400,983$400,983 ▲New Holding1,4830.3%IndustrialsABTAbbott Laboratories$398,681$172,393 ▼-30.2%4,3940.3%HealthcareDISWalt Disney$394,528$29,178 ▼-6.9%4,0970.3%Communication ServicesEENI$393,624$393,624 ▲New Holding8,4000.3%EnergyUBERUber Technologies$389,760$93,020 ▼-19.3%5,4010.3%IndustrialsPALANTIR TECHNOLOGIES INC$386,183$386,183 ▲New Holding3,3100.3%CL ASPYSPDR S&P 500 ETF Trust$368,327$51,551 ▲16.3%4930.3%ETFAMRKA-Mark Precious Metals$356,600$27,047 ▼-7.0%8,5700.2%IndustrialsDDominion Energy$352,4940.0%5,1620.2%UtilitiesShowing largest 100 holdings. 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