Oakmont Investment Advisors, Inc. Top Holdings and 13F Report (2026)

About Oakmont Investment Advisors, Inc.

Investment Activity

Oakmont 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: $12,584,072
Alphabet: $10,602,830
Apple: $6,121,005
Corning: $5,345,409
NVIDIA: $5,294,001

Largest New Holdings this Quarter

808513105 - Charles Schwab: $2,963,000 Holding
008073108 - AeroVironment: $1,617,606 Holding
631103108 - Nasdaq: $1,546,530 Holding
46982L108 - Jacobs Solutions: $1,272,600 Holding
674599105 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MU Micron Technology	$12,584,072	$4,089,650 â–¼	-24.5%	10,902	8.7%	Technology
GOOGL Alphabet	$10,602,830	$345,935 â–¼	-3.2%	29,669	7.4%	Communication Services
AAPL Apple	$6,121,005	$478,904 â–²	8.5%	21,153	4.2%	Technology
GLW Corning	$5,345,409	$1,593,380 â–¼	-23.0%	20,927	3.7%	Technology
NVDA NVIDIA	$5,294,001	$173,279 â–²	3.4%	26,458	3.7%	Technology
MRK Merck & Co., Inc.	$3,098,136	$12,979 â–²	0.4%	24,110	2.2%	Healthcare
COHR Coherent	$3,024,007	$69,032 â–²	2.3%	7,666	2.1%	Technology
SCHW Charles Schwab	$2,963,000	$2,963,000 â–²	New Holding	32,113	2.1%	Finance
GOOG Alphabet	$2,940,934	$7,420 â–²	0.3%	8,323	2.0%	Communication Services
AMZN Amazon.com	$2,903,447	$5,958 â–¼	-0.2%	12,182	2.0%	Consumer Discretionary
GE VERNOVA INC	$2,870,185		0.0%	2,443	2.0%	COM
AVGO Broadcom	$2,747,252	$6,800 â–²	0.2%	7,272	1.9%	Technology
VRT Vertiv	$2,634,697	$396,092 â–¼	-13.1%	7,869	1.8%	Industrials
MP MP Materials	$2,430,425	$5,601 â–¼	-0.2%	43,393	1.7%	Materials
PEP PepsiCo	$2,365,471	$44,818 â–²	1.9%	17,470	1.6%	Consumer Staples
EMR Emerson Electric	$2,270,825	$80,022 â–²	3.7%	15,863	1.6%	Industrials
SYK Stryker	$2,111,924	$504,923 â–¼	-19.3%	6,709	1.5%	Healthcare
MDT Medtronic	$2,101,056	$39,740 â–²	1.9%	26,858	1.5%	Healthcare
JNJ Johnson & Johnson	$1,929,005	$318,791 â–¼	-14.2%	7,594	1.3%	Healthcare
JPM JPMorgan Chase & Co.	$1,692,005	$313,916 â–²	22.8%	5,169	1.2%	Finance
QCOM Qualcomm	$1,658,991		0.0%	8,977	1.2%	Technology
ERO Ero Copper	$1,645,407	$11,396 â–¼	-0.7%	61,509	1.1%	Materials
AVAV AeroVironment	$1,617,606	$1,617,606 â–²	New Holding	9,799	1.1%	Industrials
MLI Mueller Industries	$1,581,380	$140,029 â–¼	-8.1%	12,863	1.1%	Industrials
NDAQ Nasdaq	$1,546,530	$1,546,530 â–²	New Holding	19,621	1.1%	Finance
PSX Phillips 66	$1,539,882	$21,638 â–²	1.4%	9,109	1.1%	Energy
OKE ONEOK	$1,524,080	$86,941 â–¼	-5.4%	17,530	1.1%	Energy
ORCL Oracle	$1,472,107	$296,473 â–²	25.2%	10,045	1.0%	Technology
BRK.B Berkshire Hathaway	$1,338,544	$350,273 â–²	35.4%	2,675	0.9%	Finance
CAT Caterpillar	$1,287,194	$102,294 â–¼	-7.4%	1,208	0.9%	Industrials
J Jacobs Solutions	$1,272,600	$1,272,600 â–²	New Holding	10,100	0.9%	Industrials
LLY Eli Lilly and Company	$1,269,424	$963,466 â–²	314.9%	1,058	0.9%	Healthcare
URI United Rentals	$1,217,857		0.0%	1,075	0.8%	Industrials
OXY Occidental Petroleum	$1,195,067	$1,195,067 â–²	New Holding	24,605	0.8%	Energy
ANGLOGOLD ASHANTI PLC	$1,172,952	$647 â–²	0.1%	14,500	0.8%	COM SHS
NVO Novo Nordisk A/S	$1,162,199	$848,770 â–²	270.8%	24,243	0.8%	Healthcare
SOLSTICE ADVANCED MATLS INC	$1,139,750	$490,932 â–²	75.7%	12,864	0.8%	COM SHS
WM Waste Management	$1,114,957	$378,560 â–¼	-25.3%	5,004	0.8%	Industrials
MS Morgan Stanley	$1,076,426		0.0%	5,149	0.7%	Finance
ATI ATI	$1,058,624	$32,916 â–²	3.2%	5,371	0.7%	Industrials
HONEYWELL INTL INC	$1,038,422	$1,038,422 â–²	New Holding	4,639	0.7%	COM
HONEYWELL AEROSPACE INC	$1,024,202	$1,024,202 â–²	New Holding	4,633	0.7%	COM
IPGP IPG Photonics	$991,354	$99,722 â–¼	-9.1%	8,450	0.7%	Technology
GDX VanEck Gold Miners ETF	$978,716		0.0%	12,972	0.7%	ETF
ALB Albemarle	$951,962	$411,842 â–²	76.3%	7,050	0.7%	Materials
CDE Coeur Mining	$947,031	$93,056 â–²	10.9%	58,029	0.7%	Materials
NEM Newmont	$943,742	$31,100 â–¼	-3.2%	10,105	0.7%	Materials
CEG Constellation Energy	$925,674	$266,997 â–²	40.5%	3,727	0.6%	Utilities
GFI Gold Fields	$912,162	$81,858 â–¼	-8.2%	27,156	0.6%	Materials
WALMART INC	$888,767	$421,287 â–¼	-32.2%	7,850	0.6%	COM
LITE Lumentum	$861,492	$861,492 â–²	New Holding	1,004	0.6%	Technology
XOM ExxonMobil	$797,972	$100,327 â–¼	-11.2%	5,838	0.6%	Energy
EOG EOG Resources	$791,354	$791,354 â–²	New Holding	6,100	0.5%	Energy
CM Canadian Imperial Bank of Commerce	$783,725	$783,725 â–²	New Holding	6,815	0.5%	Finance
EQT EQT	$737,362		0.0%	13,868	0.5%	Energy
DVN Devon Energy	$722,067	$722,067 â–²	New Holding	17,475	0.5%	Energy
CVX Chevron	$712,192	$177,509 â–²	33.2%	4,297	0.5%	Energy
FLEX Flex	$651,359	$3,079 â–²	0.5%	4,019	0.5%	Technology
BCS Barclays	$617,780		0.0%	23,000	0.4%	Finance
TSM Taiwan Semiconductor Manufacturing	$603,049	$955 â–²	0.2%	1,263	0.4%	Technology
PG Procter & Gamble	$600,221	$10,998 â–¼	-1.8%	4,093	0.4%	Consumer Staples
DELL Dell Technologies	$594,554	$143,677 â–¼	-19.5%	1,378	0.4%	Technology
UNH UnitedHealth Group	$546,432	$546,432 â–²	New Holding	1,314	0.4%	Healthcare
NESR National Energy Services Reunited	$541,734	$541,734 â–²	New Holding	18,100	0.4%	Energy
LC LendingClub	$538,472	$538,472 â–²	New Holding	25,963	0.4%	Finance
HD Home Depot	$527,117	$19,392 â–¼	-3.5%	1,495	0.4%	Consumer Discretionary
BEN Franklin Resources	$522,839	$522,839 â–²	New Holding	15,715	0.4%	Finance
UBS UBS Group	$513,938	$513,938 â–²	New Holding	10,370	0.4%	Finance
NTRS Northern Trust	$509,178	$509,178 â–²	New Holding	2,929	0.4%	Finance
MAREX GROUP PLC	$497,352	$497,352 â–²	New Holding	8,160	0.3%	ORD
MCD McDonald's	$495,659	$54,322 â–²	12.3%	1,834	0.3%	Consumer Discretionary
AEM Agnico Eagle Mines	$494,439		0.0%	3,187	0.3%	Materials
BKU BankUnited	$494,190	$494,190 â–²	New Holding	10,200	0.3%	Finance
PAAS Pan American Silver	$491,575	$8,958 â–¼	-1.8%	10,975	0.3%	Materials
NUE Nucor	$489,605	$489,605 â–²	New Holding	2,198	0.3%	Materials
VICTORIAS SECRET AND CO	$486,522	$486,522 â–²	New Holding	5,828	0.3%	COMMON STOCK
PFE Pfizer	$480,651	$141,708 â–²	41.8%	19,961	0.3%	Healthcare
KO CocaCola	$476,605	$111,105 â–¼	-18.9%	5,864	0.3%	Consumer Staples
IBM International Business Machines	$474,302	$367,247 â–¼	-43.6%	1,688	0.3%	Technology
SBUX Starbucks	$472,993	$2,349 â–¼	-0.5%	4,631	0.3%	Consumer Discretionary
COST Costco Wholesale	$472,848	$243,446 â–¼	-34.0%	505	0.3%	Consumer Staples
BLOCK INC	$471,200	$471,200 â–²	New Holding	6,200	0.3%	CL A
DE Deere & Company	$457,652	$457,652 â–²	New Holding	718	0.3%	Industrials
ADP Automatic Data Processing	$456,018	$26,205 â–²	6.1%	2,036	0.3%	Industrials
ENB Enbridge	$454,045	$454,045 â–²	New Holding	8,376	0.3%	Energy
EIX Edison International	$442,540	$3,350 â–¼	-0.8%	5,944	0.3%	Utilities
UNP Union Pacific	$425,688	$97,044 â–¼	-18.6%	1,566	0.3%	Industrials
CL Colgate-Palmolive	$418,866	$50,044 â–¼	-10.7%	4,570	0.3%	Consumer Staples
V Visa	$411,999	$134,936 â–¼	-24.7%	1,203	0.3%	Finance
UPS United Parcel Service	$410,872	$170,695 â–²	71.1%	3,820	0.3%	Industrials
MA Mastercard	$410,855	$81,245 â–¼	-16.5%	799	0.3%	Finance
ITW Illinois Tool Works	$400,983	$400,983 â–²	New Holding	1,483	0.3%	Industrials
ABT Abbott Laboratories	$398,681	$172,393 â–¼	-30.2%	4,394	0.3%	Healthcare
DIS Walt Disney	$394,528	$29,178 â–¼	-6.9%	4,097	0.3%	Communication Services
E ENI	$393,624	$393,624 â–²	New Holding	8,400	0.3%	Energy
UBER Uber Technologies	$389,760	$93,020 â–¼	-19.3%	5,401	0.3%	Industrials
PALANTIR TECHNOLOGIES INC	$386,183	$386,183 â–²	New Holding	3,310	0.3%	CL A
SPY SPDR S&P 500 ETF Trust	$368,327	$51,551 â–²	16.3%	493	0.3%	ETF
AMRK A-Mark Precious Metals	$356,600	$27,047 â–¼	-7.0%	8,570	0.2%	Industrials
D Dominion Energy	$352,494		0.0%	5,162	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

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Oakmont Investment Advisors, Inc. Top Holdings and 13F Report (2026)

About Oakmont Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Oakmont Investment Advisors, Inc. Top Holdings and 13F Report (2026)

About Oakmont Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofOakmont Investment Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools