Oakmont Investment Advisors
PITTSBURGH, PAfiles as Oakmont Investment Advisors, Inc.
$144m in 115 US stocks at the end of 30 June 2026. The top 10 are 38.1% of the money. It changed about 23.7% of the portfolio this quarter.
Value
$144m
Stocks
115
Top 10 share
38.1%
Turnover
23.7%
What changed this quarter
New
Bought for the first time this quarter.
- Charles SchwabSCHW2.1% of the fund
- AeroVironmentAVAV1.1% of the fund
- NasdaqNDAQ1.1% of the fund
- Jacobs SolutionsJ0.9% of the fund
- Occidental PetroleumOXY0.8% of the fund
- Honeywell InternationalHON0.7% of the fund
- Honeywell AerospaceHONA0.7% of the fund
- Lumentum HoldingsLITE0.6% of the fund
- EOG ResourcesEOG0.5% of the fund
- Canadian Imperial Bank of Commerce /canCM0.5% of the fund
- Devon EnergyDVN0.5% of the fund
- UnitedHealth GroupUNH0.4% of the fund
- National Energy Services ReunitedNESR0.4% of the fund
- HappenHAPN0.4% of the fund
- Franklin TempletonBEN0.4% of the fund
- UBS Group AGUBS0.4% of the fund
- Northern TrustNTRS0.4% of the fund
- Marex GroupMRX0.3% of the fund
- BankUnitedBKU0.3% of the fund
- NucorNUE0.3% of the fund
- Victoria's SecretVSXY0.3% of the fund
- BlockXYZ0.3% of the fund
- DeereDE0.3% of the fund
- EnbridgeENB0.3% of the fund
- Illinois Tool WorksITW0.3% of the fund
Added
Bought more of a stock they already held.
- AppleAAPL4.2% of the fund+8%
- NvidiaNVDA3.7% of the fund+3%
- CoherentCOHR2.1% of the fund+2%
- Emerson ElectricEMR1.6% of the fund+4%
- JPMorgan ChaseJPM1.2% of the fund+23%
- OracleORCL1.0% of the fund+25%
- Berkshire HathawayBRK-B0.9% of the fund+35%
- Eli LillyLLY0.9% of the fund+315%
- Novo Nordisk A SNVO0.8% of the fund+271%
- Solstice Advanced MaterialsSOLS0.8% of the fund+76%
- ATIATI0.7% of the fund+3%
- AlbemarleALB0.7% of the fund+76%
- Coeur MiningCDE0.7% of the fund+11%
- Constellation EnergyCEG0.6% of the fund+41%
- ChevronCVX0.5% of the fund+33%
- McDonald'sMCD0.3% of the fund+12%
- PfizerPFE0.3% of the fund+42%
- Automatic Data ProcessingADP0.3% of the fund+6%
- United Parcel ServiceUPS0.3% of the fund+71%
- State STR Spdr S&P 500 ETF TSPY0.3% of the fund+16%
- Northwest Natural HoldingNWN0.2% of the fund+8%
- Cboe Global MktsCBOE0.2% of the fund+56%
Cut
Sold some of their stake.
- Micron TechnologyMU8.7% of the fund-25%
- AlphabetGOOGL7.4% of the fund-3%
- CorningGLW3.7% of the fund-23%
- Vertiv HoldingsVRT1.8% of the fund-13%
- StrykerSYK1.5% of the fund-19%
- Johnson & JohnsonJNJ1.3% of the fund-14%
- Mueller IndustriesMLI1.1% of the fund-8%
- OneokOKE1.1% of the fund-5%
- CaterpillarCAT0.9% of the fund-7%
- Waste ManagementWM0.8% of the fund-25%
- IPG PhotonicsIPGP0.7% of the fund-9%
- NewmontNEM0.7% of the fund-3%
- Gold FieldsGFI0.6% of the fund-8%
- WalmartWMT0.6% of the fund-32%
- ExxonMobil HoldingsXOM0.6% of the fund-11%
- Dell TechnologiesDELL0.4% of the fund-19%
- Home DepotHD0.4% of the fund-4%
- Coca-ColaKO0.3% of the fund-19%
- International Business MachinesIBM0.3% of the fund-44%
- Costco WholesaleCOST0.3% of the fund-34%
- Union PacificUNP0.3% of the fund-19%
- Colgate-PalmoliveCL0.3% of the fund-11%
- VisaV0.3% of the fund-25%
- MastercardMA0.3% of the fund-17%
- Abbott LaboratoriesABT0.3% of the fund-30%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Global X FDSSHLD-100%
- Deutsche Bank AktiengesellschaftDB-100%
- Edwards LifesciencesEW-100%
- Aura MineralsAUGO-100%
- Hartford Insurance GroupHIG-100%
- Citizens Financial GroupCFG-100%
- Kontoor BrandsKTB-100%
- Smithfield FoodsSFD-100%
- Five BelowFIVE-100%
- First American FinancialFAF-100%
- Darling IngredientsDAR-100%
- Pg&ePCG-100%
- BrightSpring Health ServicesBTSG-100%
- NetflixNFLX-100%
- Vanguard Index FDSVUG-100%
- Barrick MiningB-100%
Holdings
- Ero CopperERO
- Share
- 1.1%
- Value
- $2m
- Shares
- 61,509
Held
- Honeywell AerospaceHONA
- Share
- 0.7%
- Value
- $1m
- Shares
- 4,633
New
- Vaneck ETF TrustGDX
- Share
- 0.7%
- Value
- $978,716
- Shares
- 12,972
Held
- Gold FieldsGFI
- Share
- 0.6%
- Value
- $912,162
- Shares
- 27,156
-8%
- Canadian Imperial Bank of Commerce /canCM
- Share
- 0.5%
- Value
- $783,725
- Shares
- 6,815
New
- Agnico Eagle MinesAEM
- Share
- 0.3%
- Value
- $494,439
- Shares
- 3,187
Held
- PAN American SilverPAAS
- Share
- 0.3%
- Value
- $491,575
- Shares
- 10,975
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.3%
- Value
- $368,327
- Shares
- 493
+16%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Micron TechnologyMU | 8.7% | $13m | 10,902 | -25% |
| AlphabetGOOGL | 7.4% | $11m | 29,669 | -3% |
| AppleAAPL | 4.2% | $6m | 21,153 | +8% |
| CorningGLW | 3.7% | $5m | 20,927 | -23% |
| NvidiaNVDA | 3.7% | $5m | 26,458 | +3% |
| MerckMRK | 2.2% | $3m | 24,110 | Held |
| CoherentCOHR | 2.1% | $3m | 7,666 | +2% |
| Charles SchwabSCHW | 2.1% | $3m | 32,113 | New |
| AlphabetGOOG | 2.0% | $3m | 8,323 | Held |
| Amazon.comAMZN | 2.0% | $3m | 12,182 | Held |
| GE VernovaGEV | 2.0% | $3m | 2,443 | Held |
| BroadcomAVGO | 1.9% | $3m | 7,272 | Held |
| Vertiv HoldingsVRT | 1.8% | $3m | 7,869 | -13% |
| MP MaterialsMP | 1.7% | $2m | 43,393 | Held |
| PepsiCoPEP | 1.6% | $2m | 17,470 | Held |
| Emerson ElectricEMR | 1.6% | $2m | 15,863 | +4% |
| StrykerSYK | 1.5% | $2m | 6,709 | -19% |
| MedtronicMDT | 1.5% | $2m | 26,858 | Held |
| Johnson & JohnsonJNJ | 1.3% | $2m | 7,594 | -14% |
| JPMorgan ChaseJPM | 1.2% | $2m | 5,169 | +23% |
| QualcommQCOM | 1.2% | $2m | 8,977 | Held |
| Ero CopperERO | 1.1% | $2m | 61,509 | Held |
| AeroVironmentAVAV | 1.1% | $2m | 9,799 | New |
| Mueller IndustriesMLI | 1.1% | $2m | 12,863 | -8% |
| NasdaqNDAQ | 1.1% | $2m | 19,621 | New |
| Phillips 66PSX | 1.1% | $2m | 9,109 | Held |
| OneokOKE | 1.1% | $2m | 17,530 | -5% |
| OracleORCL | 1.0% | $1m | 10,045 | +25% |
| Berkshire HathawayBRK-B | 0.9% | $1m | 2,675 | +35% |
| CaterpillarCAT | 0.9% | $1m | 1,208 | -7% |
| Jacobs SolutionsJ | 0.9% | $1m | 10,100 | New |
| Eli LillyLLY | 0.9% | $1m | 1,058 | +315% |
| United RentalsURI | 0.8% | $1m | 1,075 | Held |
| Occidental PetroleumOXY | 0.8% | $1m | 24,605 | New |
| AngloGold AshantiAU | 0.8% | $1m | 14,500 | Held |
| Novo Nordisk A SNVO | 0.8% | $1m | 24,243 | +271% |
| Solstice Advanced MaterialsSOLS | 0.8% | $1m | 12,864 | +76% |
| Waste ManagementWM | 0.8% | $1m | 5,004 | -25% |
| Morgan StanleyMS | 0.7% | $1m | 5,149 | Held |
| ATIATI | 0.7% | $1m | 5,371 | +3% |
| Honeywell InternationalHON | 0.7% | $1m | 4,639 | New |
| Honeywell AerospaceHONA | 0.7% | $1m | 4,633 | New |
| IPG PhotonicsIPGP | 0.7% | $991,354 | 8,450 | -9% |
| Vaneck ETF TrustGDX | 0.7% | $978,716 | 12,972 | Held |
| AlbemarleALB | 0.7% | $951,962 | 7,050 | +76% |
| Coeur MiningCDE | 0.7% | $947,031 | 58,029 | +11% |
| NewmontNEM | 0.7% | $943,742 | 10,105 | -3% |
| Constellation EnergyCEG | 0.6% | $925,674 | 3,727 | +41% |
| Gold FieldsGFI | 0.6% | $912,162 | 27,156 | -8% |
| WalmartWMT | 0.6% | $888,767 | 7,850 | -32% |
| Lumentum HoldingsLITE | 0.6% | $861,492 | 1,004 | New |
| ExxonMobil HoldingsXOM | 0.6% | $797,972 | 5,838 | -11% |
| EOG ResourcesEOG | 0.5% | $791,354 | 6,100 | New |
| Canadian Imperial Bank of Commerce /canCM | 0.5% | $783,725 | 6,815 | New |
| EQTEQT | 0.5% | $737,362 | 13,868 | Held |
| Devon EnergyDVN | 0.5% | $722,067 | 17,475 | New |
| ChevronCVX | 0.5% | $712,192 | 4,297 | +33% |
| FlexFLEX | 0.5% | $651,359 | 4,019 | Held |
| BarclaysBCS | 0.4% | $617,780 | 23,000 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.4% | $603,049 | 1,263 | Held |
| Procter & GamblePG | 0.4% | $600,221 | 4,093 | Held |
| Dell TechnologiesDELL | 0.4% | $594,554 | 1,378 | -19% |
| UnitedHealth GroupUNH | 0.4% | $546,432 | 1,314 | New |
| National Energy Services ReunitedNESR | 0.4% | $541,734 | 18,100 | New |
| HappenHAPN | 0.4% | $538,472 | 25,963 | New |
| Home DepotHD | 0.4% | $527,117 | 1,495 | -4% |
| Franklin TempletonBEN | 0.4% | $522,839 | 15,715 | New |
| UBS Group AGUBS | 0.4% | $513,938 | 10,370 | New |
| Northern TrustNTRS | 0.4% | $509,178 | 2,929 | New |
| Marex GroupMRX | 0.3% | $497,352 | 8,160 | New |
| McDonald'sMCD | 0.3% | $495,659 | 1,834 | +12% |
| Agnico Eagle MinesAEM | 0.3% | $494,439 | 3,187 | Held |
| BankUnitedBKU | 0.3% | $494,190 | 10,200 | New |
| PAN American SilverPAAS | 0.3% | $491,575 | 10,975 | Held |
| NucorNUE | 0.3% | $489,605 | 2,198 | New |
| Victoria's SecretVSXY | 0.3% | $486,522 | 5,828 | New |
| PfizerPFE | 0.3% | $480,651 | 19,961 | +42% |
| Coca-ColaKO | 0.3% | $476,605 | 5,864 | -19% |
| International Business MachinesIBM | 0.3% | $474,302 | 1,688 | -44% |
| StarbucksSBUX | 0.3% | $472,993 | 4,631 | Held |
| Costco WholesaleCOST | 0.3% | $472,848 | 505 | -34% |
| BlockXYZ | 0.3% | $471,200 | 6,200 | New |
| DeereDE | 0.3% | $457,652 | 718 | New |
| Automatic Data ProcessingADP | 0.3% | $456,018 | 2,036 | +6% |
| EnbridgeENB | 0.3% | $454,045 | 8,376 | New |
| Edison InternationalEIX | 0.3% | $442,540 | 5,944 | Held |
| Union PacificUNP | 0.3% | $425,688 | 1,566 | -19% |
| Colgate-PalmoliveCL | 0.3% | $418,866 | 4,570 | -11% |
| VisaV | 0.3% | $411,999 | 1,203 | -25% |
| United Parcel ServiceUPS | 0.3% | $410,872 | 3,820 | +71% |
| MastercardMA | 0.3% | $410,855 | 799 | -17% |
| Illinois Tool WorksITW | 0.3% | $400,983 | 1,483 | New |
| Abbott LaboratoriesABT | 0.3% | $398,681 | 4,394 | -30% |
| Walt DisneyDIS | 0.3% | $394,528 | 4,097 | -7% |
| ENI SPAE | 0.3% | $393,624 | 8,400 | New |
| Uber TechnologiesUBER | 0.3% | $389,760 | 5,401 | -19% |
| Palantir TechnologiesPLTR | 0.3% | $386,183 | 3,310 | New |
| State STR Spdr S&P 500 ETF TSPY | 0.3% | $368,327 | 493 | +16% |
| Gold.comGOLD | 0.2% | $356,600 | 8,570 | -7% |
| Dominion EnergyD | 0.2% | $352,494 | 5,162 | Held |
Showing the largest 100 of 115.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 5.6% since 31 December 2025.
Where the money is
Technology30.6%
Industrials15.2%
Financial services10.0%
Media & telecom9.7%
Health care9.1%
Materials7.7%
Energy6.7%
Everyday goods3.6%
Retail & consumer3.6%
Utilities1.8%
Other2.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.