Oakmont Investment Advisors, Inc. Top Holdings and 13F Report (2026) About Oakmont Investment Advisors, Inc.Investment ActivityOakmont Investment Advisors, Inc. has $148.03 million in total holdings as of September 30, 2026.Oakmont Investment Advisors, Inc. owns shares of 114 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 16.08% of the portfolio was purchased this quarter.About 10.40% of the portfolio was sold this quarter.This quarter, Oakmont Investment Advisors, Inc. has purchased 115 new stocks and bought additional shares in 55 stocks.Oakmont Investment Advisors, Inc. sold shares of 19 stocks and completely divested from 21 stocks this quarter.Largest Holdings Micron Technology $11,750,294Alphabet $10,282,615Apple $7,125,650NVIDIA $6,173,588Corning $3,716,395 Largest New Holdings this Quarter 30609A109 - ONEOK INC NEW $1,494,805 Holding512807306 - LAM RESEARCH CORP $1,223,983 Holding403949100 - HF Sinclair $985,649 Holding038222105 - Applied Materials $972,698 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $966,859 Holding Largest Purchases this Quarter Caterpillar 3,040 shares (about $2.47M)ONEOK INC NEW 17,530 shares (about $1.49M)Taiwan Semiconductor Manufacturing 3,091 shares (about $1.41M)Jacobs Solutions 10,300 shares (about $1.39M)LAM RESEARCH CORP 3,726 shares (about $1.22M) Largest Sales this Quarter Charles Schwab 11,905 shares (about $1.16M)Broadcom 1,864 shares (about $654.71K)Devon Energy 7,850 shares (about $361.41K)Occidental Petroleum 1,394 shares (about $77.12K)A-Mark Precious Metals 1,250 shares (about $53.21K) 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$11,750,294$138,464 ▲1.2%11,0327.9%TechnologyGOOGLAlphabet$10,282,615$73,978 ▲0.7%29,8846.9%Communication ServicesAAPLApple$7,125,650$81,257 ▲1.2%21,3974.8%TechnologyNVDANVIDIA$6,173,588$131,091 ▲2.2%27,0324.2%TechnologyGLWCorning$3,716,395$498,646 ▲15.5%24,1702.5%TechnologyMRKMerck & Co., Inc.$3,519,384$15,839 ▲0.5%24,2192.4%HealthcareCATCaterpillar$3,444,874$2,465,258 ▲251.7%4,2482.3%IndustrialsAMZNAmazon.com$3,072,261$37,123 ▲1.2%12,3312.1%Consumer DiscretionaryPSXPhillips 66$2,940,417$614,789 ▲26.4%11,5172.0%EnergyGOOGAlphabet$2,848,068$11,927 ▲0.4%8,3581.9%Communication ServicesJJacobs Solutions$2,759,508$1,393,281 ▲102.0%20,4001.9%IndustrialsCOHRCoherent$2,741,192$534,768 ▲24.2%9,5241.9%TechnologyEROEro Copper$2,675,268$418,458 ▲18.5%72,9141.8%MaterialsEMREmerson Electric$2,461,635$1,241 ▲0.1%15,8711.7%IndustrialsGE VERNOVA INC$2,459,869$137,821 ▲5.9%2,5881.7%COMMDTMedtronic$2,324,691$7,162 ▲0.3%26,9411.6%HealthcarePEPPepsiCo$2,222,807$8,871 ▲0.4%17,5401.5%Consumer StaplesMPMP Materials$2,052,0410.0%43,3931.4%MaterialsJNJJohnson & Johnson$2,030,437$20,119 ▲1.0%7,6701.4%HealthcareTSMTaiwan Semiconductor Manufacturing$1,986,476$1,410,243 ▲244.7%4,3541.3%TechnologySCHWCharles Schwab$1,975,132$1,163,596 ▼-37.1%20,2081.3%FinanceVRTVertiv$1,963,057$64,188 ▲3.4%8,1351.3%IndustrialsAVGOBroadcom$1,899,504$654,711 ▼-25.6%5,4081.3%TechnologySYKStryker$1,844,851$2,478 ▼-0.1%6,7001.2%HealthcareNDAQNasdaq$1,792,361$12,973 ▼-0.7%19,4801.2%FinanceJPMJPMorgan Chase & Co.$1,730,412$20,183 ▲1.2%5,2301.2%FinanceQCOMQualcomm$1,659,683$7,546 ▲0.5%9,0181.1%TechnologyMLIMueller Industries$1,559,604$779,984 ▲100.0%25,7321.1%IndustrialsAVAVAeroVironment$1,550,130$156,449 ▲11.2%10,8991.0%IndustrialsONEOK INC NEW$1,494,805$1,494,805 ▲New Holding17,5301.0%COMORCLOracle$1,390,453$11,259 ▲0.8%10,1270.9%TechnologyANGLOGOLD ASHANTI PLC$1,360,264$2,067 ▼-0.2%14,4780.9%COM SHSLLYEli Lilly and Company$1,338,520$113,473 ▲9.3%1,1560.9%HealthcareBRK.BBerkshire Hathaway$1,332,0170.0%2,6750.9%FinanceOXYOccidental Petroleum$1,284,018$77,115 ▼-5.7%23,2110.9%EnergyLAM RESEARCH CORP$1,223,983$1,223,983 ▲New Holding3,7260.8%COM NEWGDXVanEck Gold Miners ETF$1,138,9170.0%12,9720.8%ETFURIUnited Rentals$1,075,8390.0%1,0750.7%IndustrialsATIATI$1,039,049$21,781 ▲2.1%5,4860.7%IndustrialsWMWaste Management$1,022,167$1,835 ▲0.2%5,0130.7%IndustrialsDINOHF Sinclair$985,649$985,649 ▲New Holding9,1850.7%EnergyHONEYWELL INTL INC$980,636$2,320 ▲0.2%4,6500.7%COMCDECoeur Mining$979,071$42,240 ▼-4.1%55,6290.7%MaterialsLITELumentum$975,1440.0%1,0040.7%TechnologyAMATApplied Materials$972,698$972,698 ▲New Holding1,9020.7%TechnologyMSMorgan Stanley$972,479$3,950 ▲0.4%5,1700.7%FinanceEXXONMOBIL HOLDINGS CORP$966,859$966,859 ▲New Holding5,9420.7%COM SHSCEGConstellation Energy$945,462$1,270 ▼-0.1%3,7220.6%UtilitiesAMDAdvanced Micro Devices$931,257$617,983 ▲197.3%1,5220.6%TechnologyNVONovo Nordisk A/S$919,0430.0%24,2430.6%HealthcareCVXChevron$892,011$14,499 ▲1.7%4,3680.6%EnergyEOGEOG Resources$840,3360.0%6,1000.6%EnergyWALMART INC$835,989$20,466 ▲2.5%8,0470.6%COMVLOValero Energy$798,091$798,091 ▲New Holding2,0590.5%EnergyPBFPBF Energy$779,761$779,761 ▲New Holding10,1320.5%EnergyALBAlbemarle$745,7490.0%7,0500.5%MaterialsSOLSTICE ADVANCED MATLS INC$724,5020.0%12,8640.5%COM SHSHONEYWELL AEROSPACE INC$717,015$775 ▼-0.1%4,6280.5%COMCEVACeva$704,834$704,834 ▲New Holding19,9500.5%TechnologyMPCMarathon Petroleum$673,005$673,005 ▲New Holding1,7020.5%EnergyEQTEQT$670,954$2,477 ▼-0.4%13,8170.5%EnergyPALANTIR TECHNOLOGIES INC$609,789$9,353 ▼-1.5%3,2600.4%CL APGProcter & Gamble$607,899$13,079 ▲2.2%4,1830.4%Consumer StaplesCBZCBIZ$605,965$605,965 ▲New Holding11,0800.4%IndustrialsSPACE EXPLORATION TECHN CORP$592,880$592,880 ▲New Holding3,9300.4%CLASS A COM STKAEMAgnico Eagle Mines$584,1280.0%3,1870.4%MaterialsPFEPfizer$579,062$9,782 ▲1.7%20,3040.4%HealthcareAVAHAveanna Healthcare$570,860$570,860 ▲New Holding46,0000.4%HealthcareCAKECheesecake Factory$559,034$559,034 ▲New Holding5,3120.4%Consumer DiscretionaryBCSBarclays$558,2100.0%23,0000.4%FinanceCNKCinemark$540,776$540,776 ▲New Holding14,4980.4%Communication ServicesADPAutomatic Data Processing$530,297$5,669 ▲1.1%2,0580.4%IndustrialsGMGeneral Motors$528,990$528,990 ▲New Holding6,8700.4%Consumer DiscretionaryAAOIApplied Optoelectronics$526,078$526,078 ▲New Holding5,3000.4%TechnologyKOCoca-Cola$517,560$12,657 ▲2.5%6,0110.3%Consumer StaplesDEDeere & Company$485,978$1,350 ▲0.3%7200.3%IndustrialsCOSTCostco Wholesale$467,909$7,297 ▲1.6%5130.3%Consumer StaplesEENI$456,1200.0%8,4000.3%EnergyMAMastercard$449,935$8,291 ▲1.9%8140.3%FinanceDVNDevon Energy$443,135$361,414 ▼-44.9%9,6250.3%EnergyFLEXFlex$442,490$440 ▲0.1%4,0230.3%TechnologyBLOCK INC$441,180$14,706 ▼-3.2%6,0000.3%CL AVVisa$440,331$8,613 ▲2.0%1,2270.3%FinanceMPWRMonolithic Power Systems$437,847$437,847 ▲New Holding3250.3%TechnologyABTAbbott Laboratories$437,224$2,965 ▲0.7%4,4240.3%HealthcareHDHome Depot$437,184$11,946 ▲2.8%1,5370.3%Consumer DiscretionarySBUXStarbucks$436,989$2,066 ▲0.5%4,6530.3%Consumer DiscretionaryDISWalt Disney$431,028$1,154 ▲0.3%4,1080.3%Communication ServicesUNPUnion Pacific$427,956$1,904 ▲0.4%1,5730.3%IndustrialsMCDMcDonald's$427,771$4,386 ▲1.0%1,8530.3%Consumer DiscretionaryMSFTMicrosoft$412,246$116,538 ▲39.4%8030.3%TechnologyCLColgate-Palmolive$391,010$1,194 ▲0.3%4,5840.3%Consumer StaplesENBEnbridge$389,3850.0%8,3760.3%EnergyHMYHarmony Gold Mining$388,511$19,935 ▼-4.9%21,9250.3%MaterialsITWIllinois Tool Works$383,519$2,058 ▲0.5%1,4910.3%IndustrialsIBMInternational Business Machines$379,170$8,348 ▲2.3%1,7260.3%TechnologySPYSPDR S&P 500 ETF Trust$376,1500.0%4930.3%ETFUBERUber Technologies$370,732$685 ▲0.2%5,4110.3%IndustrialsUPSUnited Parcel Service$347,618$9,441 ▼-2.6%3,7190.2%IndustrialsINODInnodata$328,800$328,800 ▲New Holding5,0000.2%IndustrialsShowing largest 100 holdings. 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