Oakmont Investment Advisors, Inc.
Net buyer this quarter
$144M
113
+$11M
38.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MU | $12.6M | 8.73% | 0.00% | -24.5% | Q4 2025 |
 GOOGL | $10.6M | 7.36% | 0.00% | -3.2% | Q4 2025 |
 AAPL | $6.12M | 4.25% | 0.00% | +8.5% | Q4 2025 |
 GLW | $5.35M | 3.71% | 0.00% | -23.0% | Q4 2025 |
 NVDA | $5.29M | 3.67% | 0.00% | +3.4% | Q4 2025 |
 MRK | $3.1M | 2.15% | 0.00% | +0.4% | Q4 2025 |
 COHR | $3.02M | 2.10% | 0.00% | +2.3% | Q4 2025 |
 SCHW | $2.96M | 2.06% | 0.00% | Not reported | Q4 2025 |
| GOOG | $2.94M | 2.04% | Not reported | +0.3% | Q4 2025 |
 AMZN | $2.9M | 2.01% | 0.00% | -0.2% | Q4 2025 |
 GEV | $2.87M | 1.99% | 0.00% | Not reported | Q4 2025 |
 AVGO | $2.75M | 1.91% | 0.00% | +0.3% | Q4 2025 |
 VRT | $2.63M | 1.83% | 0.00% | -13.1% | Q4 2025 |
 MP | $2.43M | 1.69% | 0.02% | -0.2% | Q4 2025 |
 PEP | $2.37M | 1.64% | 0.00% | +1.9% | Q4 2025 |
 EMR | $2.27M | 1.58% | 0.00% | +3.7% | Q4 2025 |
 SYK | $2.11M | 1.47% | 0.00% | -19.3% | Q4 2025 |
 MDT | $2.1M | 1.46% | 0.00% | +1.9% | Q4 2025 |
 JNJ | $1.93M | 1.34% | 0.00% | -14.2% | Q4 2025 |
 JPM | $1.69M | 1.17% | 0.00% | +22.8% | Q4 2025 |
 QCOM | $1.66M | 1.15% | 0.00% | Not reported | Q4 2025 |
 ERO | $1.65M | 1.14% | 0.06% | -0.7% | Q4 2025 |
 AVAV | $1.62M | 1.12% | 0.02% | New | Q2 2026 |
 MLI | $1.58M | 1.10% | 0.01% | -8.1% | Q4 2025 |
 NDAQ | $1.55M | 1.07% | 0.00% | New | Q2 2026 |
 PSX | $1.54M | 1.07% | 0.00% | +1.4% | Q1 2026 |
 OKE | $1.52M | 1.06% | 0.00% | -5.4% | Q4 2025 |
 ORCL | $1.47M | 1.02% | 0.00% | +25.2% | Q1 2026 |
 BRK.B | $1.34M | 0.93% | Not reported | +35.4% | Q4 2025 |
 CAT | $1.29M | 0.89% | 0.00% | -7.4% | Q4 2025 |
 J | $1.27M | 0.88% | 0.01% | New | Q2 2026 |
 LLY | $1.27M | 0.88% | 0.00% | +314.9% | Q4 2025 |
 URI | $1.22M | 0.85% | 0.00% | Not reported | Q4 2025 |
 OXY | $1.2M | 0.83% | 0.00% | New | Q2 2026 |
 AU | $1.17M | 0.81% | 0.00% | +0.1% | Q4 2025 |
 NVO | $1.16M | 0.81% | Not reported | +270.8% | Q1 2026 |
 SOLS | $1.14M | 0.79% | 0.01% | +75.7% | Q4 2025 |
 WM | $1.11M | 0.77% | 0.00% | -25.4% | Q4 2025 |
 MS | $1.08M | 0.75% | 0.00% | Not reported | Q4 2025 |
 ATI | $1.06M | 0.73% | 0.00% | +3.2% | Q1 2026 |
 HON | $1.04M | 0.72% | 0.00% | -1.8% | Q4 2025 |
 HONA | $1.02M | 0.71% | Not reported | -2.0% | Q2 2026 |
 IPGP | $991K | 0.69% | 0.02% | -9.1% | Q1 2026 |
 ALB | $952K | 0.66% | 0.01% | +76.3% | Q4 2025 |
 CDE | $947K | 0.66% | 0.01% | +10.9% | Q1 2026 |
 NEM | $944K | 0.65% | 0.00% | -3.2% | Q4 2025 |
 CEG | $926K | 0.64% | 0.00% | +40.5% | Q4 2025 |
 GFI | $912K | 0.63% | 0.00% | -8.2% | Q4 2025 |
 WMT | $889K | 0.62% | 0.00% | -32.2% | Q4 2025 |
 LITE | $861K | 0.60% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| GOOGL | $8.81M | 8.06% | 0.00% | +5.0% | Q4 2025 |
| AAPL | $4.95M | 4.53% | 0.00% | +26.0% | Q4 2025 |
| MU | $4.88M | 4.47% | 0.00% | -8.6% | Q4 2025 |
| NVDA | $4.46M | 4.08% | 0.00% | +41.0% | Q4 2025 |
| GLW | $3.69M | 3.38% | 0.00% | +21.6% | Q4 2025 |
| MRK | $2.89M | 2.64% | 0.00% | -5.0% | Q4 2025 |
| SYK | $2.73M | 2.50% | 0.00% | -0.5% | Q4 2025 |
| PEP | $2.66M | 2.44% | 0.00% | -7.8% | Q4 2025 |
| AMZN | $2.54M | 2.33% | 0.00% | +16.4% | Q4 2025 |
| GOOG | $2.38M | 2.18% | Not reported | +1.9% | Q4 2025 |
| MDT | $2.28M | 2.09% | 0.00% | -5.6% | Q4 2025 |
| VRT | $2.27M | 2.08% | 0.00% | +5.1% | Q4 2025 |
| AVGO | $2.25M | 2.05% | 0.00% | +37.0% | Q4 2025 |
| JNJ | $2.16M | 1.98% | 0.00% | -8.9% | Q4 2025 |
| HON | $2.14M | 1.95% | 0.00% | -8.9% | Q4 2025 |
| GEV | $2.13M | 1.95% | 0.00% | +75.4% | Q4 2025 |
| MP | $2.1M | 1.92% | 0.02% | Not reported | Q4 2025 |
| EMR | $2.01M | 1.83% | 0.00% | 0.0% | Q4 2025 |
| COHR | $1.78M | 1.63% | 0.00% | -52.3% | Q4 2025 |
| OKE | $1.67M | 1.53% | 0.00% | Not reported | Q4 2025 |
| ERO | $1.65M | 1.51% | 0.06% | -34.4% | Q4 2025 |
| PSX | $1.64M | 1.50% | 0.00% | New | Q1 2026 |
| MLI | $1.55M | 1.42% | 0.01% | -26.0% | Q4 2025 |
| WM | $1.54M | 1.41% | 0.00% | -1.0% | Q4 2025 |
 SHLD | $1.49M | 1.37% | 0.02% | New | Q1 2026 |
| WMT | $1.44M | 1.32% | 0.00% | -1.0% | Q4 2025 |
| AU | $1.41M | 1.29% | 0.00% | +0.1% | Q4 2025 |
| GFI | $1.34M | 1.23% | 0.00% | -0.8% | Q4 2025 |
| JPM | $1.24M | 1.13% | 0.00% | -27.9% | Q4 2025 |
| ORCL | $1.18M | 1.08% | 0.00% | New | Q1 2026 |
| QCOM | $1.16M | 1.06% | 0.00% | -2.7% | Q4 2025 |
| NEM | $1.13M | 1.03% | 0.00% | -30.8% | Q4 2025 |
 XOM | $1.12M | 1.02% | 0.00% | -1.5% | Q4 2025 |
| IPGP | $1.07M | 0.98% | 0.02% | New | Q1 2026 |
| CDE | $982K | 0.90% | 0.01% | New | Q1 2026 |
| BRK.B | $946K | 0.87% | Not reported | Not reported | Q4 2025 |
| CAT | $924K | 0.85% | 0.00% | +0.1% | Q4 2025 |
 EQT | $883K | 0.81% | 0.00% | New | Q1 2026 |
| MS | $847K | 0.78% | 0.00% | -1.9% | Q4 2025 |
| URI | $783K | 0.72% | 0.00% | Not reported | Q4 2025 |
 COST | $764K | 0.70% | 0.00% | -2.4% | Q4 2025 |
| ATI | $757K | 0.69% | 0.00% | New | Q1 2026 |
| CEG | $741K | 0.68% | 0.00% | +43.4% | Q4 2025 |
 IBM | $726K | 0.66% | 0.00% | -2.0% | Q4 2025 |
| ALB | $718K | 0.66% | 0.00% | +31.2% | Q4 2025 |
 CVX | $667K | 0.61% | 0.00% | -2.3% | Q4 2025 |
 AEM | $647K | 0.59% | 0.00% | +3.9% | Q4 2025 |
 ABT | $646K | 0.59% | 0.00% | -51.4% | Q4 2025 |
 PAAS | $610K | 0.56% | 0.00% | -47.7% | Q4 2025 |
 PG | $602K | 0.55% | 0.00% | -2.3% | Q4 2025 |
| Q4 2025 | |||||
| GOOGL | $9.13M | 6.69% | 0.00% | New | Q4 2025 |
| MU | $4.51M | 3.31% | 0.00% | New | Q4 2025 |
| SCHW | $4.26M | 3.12% | 0.00% | New | Q4 2025 |
| AAPL | $4.21M | 3.08% | 0.00% | New | Q4 2025 |
 BAC | $3.61M | 2.65% | 0.00% | New | Q4 2025 |
| NVDA | $3.39M | 2.48% | 0.00% | New | Q4 2025 |
| SYK | $2.94M | 2.15% | 0.00% | New | Q4 2025 |
| COHR | $2.9M | 2.12% | 0.01% | New | Q4 2025 |
| MDT | $2.68M | 1.96% | 0.00% | New | Q4 2025 |
| ERO | $2.67M | 1.96% | 0.09% | New | Q4 2025 |
| PEP | $2.67M | 1.95% | 0.00% | New | Q4 2025 |
| MRK | $2.66M | 1.95% | 0.00% | New | Q4 2025 |
| GOOG | $2.56M | 1.87% | Not reported | New | Q4 2025 |
 DELL | $2.52M | 1.85% | 0.00% | New | Q4 2025 |
| AMZN | $2.42M | 1.77% | 0.00% | New | Q4 2025 |
| MP | $2.2M | 1.61% | 0.02% | New | Q4 2025 |
| MLI | $2.17M | 1.59% | 0.01% | New | Q4 2025 |
 UGI | $2.12M | 1.56% | 0.03% | New | Q4 2025 |
 SCCO | $2.07M | 1.51% | 0.00% | New | Q4 2025 |
| EMR | $2.03M | 1.49% | 0.00% | New | Q4 2025 |
| HON | $2.02M | 1.48% | 0.00% | New | Q4 2025 |
| JNJ | $2.01M | 1.47% | 0.00% | New | Q4 2025 |
 UBER | $2M | 1.47% | 0.00% | New | Q4 2025 |
| GLW | $1.96M | 1.43% | 0.00% | New | Q4 2025 |
| JPM | $1.88M | 1.38% | 0.00% | New | Q4 2025 |
| AVGO | $1.83M | 1.34% | 0.00% | New | Q4 2025 |
 CNQ | $1.65M | 1.21% | 0.00% | New | Q4 2025 |
| ABT | $1.62M | 1.19% | 0.00% | New | Q4 2025 |
| QCOM | $1.58M | 1.16% | 0.00% | New | Q4 2025 |
 NVT | $1.57M | 1.15% | 0.01% | New | Q4 2025 |
| NEM | $1.5M | 1.10% | 0.00% | New | Q4 2025 |
 PRIM | $1.49M | 1.09% | 0.02% | New | Q4 2025 |
| WM | $1.49M | 1.09% | 0.00% | New | Q4 2025 |
 C | $1.47M | 1.08% | 0.00% | New | Q4 2025 |
 CBOE | $1.43M | 1.05% | 0.01% | New | Q4 2025 |
| VRT | $1.4M | 1.02% | 0.00% | New | Q4 2025 |
| OKE | $1.36M | 1.00% | 0.00% | New | Q4 2025 |
 TPC | $1.32M | 0.97% | 0.04% | New | Q4 2025 |
| GFI | $1.3M | 0.95% | 0.00% | New | Q4 2025 |
| WMT | $1.3M | 0.95% | 0.00% | New | Q4 2025 |
| AU | $1.24M | 0.90% | 0.00% | New | Q4 2025 |
| PAAS | $1.11M | 0.81% | 0.01% | New | Q4 2025 |
 HD | $1.1M | 0.81% | 0.00% | New | Q4 2025 |
 BMY | $1.1M | 0.80% | 0.00% | New | Q4 2025 |
| BRK.B | $993K | 0.73% | Not reported | New | Q4 2025 |
| MS | $932K | 0.68% | 0.00% | New | Q4 2025 |
| GEV | $910K | 0.67% | 0.00% | New | Q4 2025 |
| IBM | $905K | 0.66% | 0.00% | New | Q4 2025 |
 HMY | $890K | 0.65% | 0.01% | New | Q4 2025 |
| URI | $870K | 0.64% | 0.00% | New | Q4 2025 |