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CIK: 0002150170
Total reported value
$144.1M
$144.1M
98 檔
18.6%
In Q1 2026, Oakmont Investment Advisors, Inc.'s U.S. equity holdings reached a combined market value of $144.1M, distributed across 98 disclosed stock positions.
In Q1 2026, Oakmont Investment Advisors, Inc. adopted a defensive or profit-taking posture, trimming 50 positions and completely liquidating 40 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.06% | -0.70% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.53% | -0.28% | — | |
| 3 | MU | Micron Technology Inc | Stock-Tech | 4.47% | +4.26% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.08% | -0.41% | — | |
| 5 | GLW | Corning Inc | Stock-Tech | 3.38% | +0.33% | — | |
| 6 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.64% | -0.49% | — | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 2.50% | -1.03% | — | |
| 8 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.44% | -0.80% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.33% | -0.32% | — | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.18% | -0.14% | — | |
| 11 | MDT | Medtronic plc | Stock-Healthcare | 2.09% | -0.63% | — | |
| 12 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 2.08% | -0.25% | — | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.05% | -0.14% | — | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.98% | -0.64% | — | |
| 15 | HON | Honeywell International Inc | Stock-Industrials | 1.95% | -1.95% | EXIT | |
| 16 | GEV | GE Vernova Inc | Stock-Industrials | 1.95% | +0.04% | — | |
| 17 | MP | Mp Materials CORP | Stock-Materials | 1.92% | -0.23% | — | |
| 18 | EMR | Emerson Electric Co | Stock-Industrials | 1.83% | -0.25% | — | |
| 19 | COHR | Coherent CORP | Stock-Tech | 1.63% | +0.47% | — | |
| 20 | OKE | Oneok Inc | Stock-Energy | 1.53% | -0.47% | — | |
| 21 | ERO | Ero Copper CORP | Stock-Other | 1.51% | -0.37% | — | |
| 22 | PSX | Phillips 66 | Stock-Energy | 1.50% | -0.43% | — | |
| 23 | MLI | Mueller Industries Inc | Stock-Industrials | 1.42% | -0.32% | — | |
| 24 | WM | Waste Management Inc | Stock-Industrials | 1.41% | -0.64% | — | |
| 25 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.37% | -1.37% | EXIT | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.32% | -0.70% | — | |
| 27 | AU | AngloGold Ashanti plc | Stock-Materials | 1.29% | -0.48% | — | |
| 28 | GFI | Gold Fields Ltd-spons Adr | Stock-Materials | 1.23% | -0.60% | — | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | +0.04% | — | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.09% | -0.41% | — | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 1.08% | -0.06% | — | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 1.06% | +0.09% | — | |
| 33 | NEM | Newmont CORP | Stock-Materials | 1.03% | -0.38% | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | -0.47% | — | |
| 35 | IPGP | Ipg Photonics CORP | Stock-Tech | 0.98% | -0.29% | — | |
| 36 | CDE | Coeur Mining Inc | Stock-Materials | 0.90% | -0.24% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | +0.06% | — | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.85% | +0.04% | — | |
| 39 | EQT | Eqt CORP | Stock-Energy | 0.81% | -0.30% | — | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.78% | -0.03% | — | |
| 41 | URI | United Rentals Inc | Stock-Industrials | 0.72% | +0.13% | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.37% | — | |
| 43 | ATI | Ati Inc | Stock-Industrials | 0.69% | +0.04% | — | |
| 44 | CEG | Constellation Energy | Stock-Utilities | 0.68% | -0.04% | — | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.66% | -0.33% | — | |
| 46 | ALB | Albemarle CORP | Stock-Materials | 0.66% | — | — | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.61% | -0.12% | — | |
| 48 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.59% | -0.25% | — | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.59% | -0.31% | — | |
| 50 | PAAS | Pan American Silver CORP | Stock-Materials | 0.56% | -0.22% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +2% | — | Add |
| 2 | NVDA | Nvidia CORP | +1.6% | — | Add |
| 3 | PSX | Phillips 66 | +1.5% | NEW | New buy |
| 4 | AAPL | Apple Inc | +1.5% | — | Add |
| 5 | SHLD | Global X Defense Tech ETF | +1.4% | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | +1.4% | — | Add |
| 7 | GEV | GE Vernova Inc | +1.3% | — | Add |
| 8 | MU | Micron Technology Inc | +1.2% | — | Trim |
| 9 | ORCL | Oracle CORP | +1.1% | NEW | New buy |
| 10 | VRT | Vertiv Holdings Co-a | +1.1% | — | Add |
| 11 | IPGP | Ipg Photonics CORP | +1% | NEW | New buy |
| 12 | CDE | Coeur Mining Inc | +0.9% | NEW | New buy |
| 13 | EQT | Eqt CORP | +0.8% | NEW | New buy |
| 14 | AVGO | Broadcom Inc | +0.7% | — | Add |
| 15 | ATI | Ati Inc | +0.7% | NEW | New buy |
| 16 | MRK | Merck & Co. Inc. | +0.7% | — | Trim |
| 17 | AMZN | Amazon.com Inc | +0.6% | — | Add |
| 18 | OKE | Oneok Inc | +0.5% | — | Unchanged |
| 19 | JNJ | Johnson & Johnson | +0.5% | — | Trim |
| 20 | PEP | Pepsico Inc | +0.5% | — | Trim |
| 21 | HON | Honeywell International Inc | +0.5% | — | Trim |
| 22 | XOM | Exxon Mobil CORP | +0.4% | — | Trim |
| 23 | EIX | Edison International | +0.4% | NEW | New buy |
| 24 | AU | AngloGold Ashanti plc | +0.4% | — | Add |
| 25 | WMT | Walmart Inc | +0.4% | — | Trim |
| 26 | SYK | Stryker CORP | +0.4% | — | Trim |
| 27 | GOLD | Gold.com Inc | +0.3% | NEW | New buy |
| 28 | ALB | Albemarle CORP | +0.3% | — | Add |
| 29 | EMR | Emerson Electric Co | +0.3% | — | Add |
| 30 | WM | Waste Management Inc | +0.3% | — | Trim |
| 31 | GOOG | Alphabet Inc-cl C | +0.3% | — | Add |
| 32 | MP | Mp Materials CORP | +0.3% | — | Unchanged |
| 33 | CAT | Caterpillar Inc | +0.3% | — | Add |
| 34 | GFI | Gold Fields Ltd-spons Adr | +0.3% | — | Trim |
| 35 | HIG | Hartford Insurance Group Inc | +0.3% | NEW | New buy |
| 36 | CFG | Citizens Financial Group | +0.3% | NEW | New buy |
| 37 | KTB | Kontoor Brands Inc | +0.3% | NEW | New buy |
| 38 | GDX | Vaneck Gold Miners ETF | +0.3% | — | Trim |
| 39 | SOLS | Solstice Adv Materials Inc | +0.3% | — | Trim |
| 40 | SFD | Smithfield Foods Inc | +0.2% | NEW | New buy |
| 41 | FIVE | Five Below | +0.2% | NEW | New buy |
| 42 | FAF | First American Financial | +0.2% | NEW | New buy |
| 43 | DAR | Darling Ingredients Inc | +0.2% | NEW | New buy |
| 44 | PCG | P G & E CORP | +0.2% | NEW | New buy |
| 45 | BTSG | Brightspring Health Services | +0.2% | NEW | New buy |
| 46 | CVX | Chevron CORP | +0.2% | — | Trim |
| 47 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | NEW | New buy |
| 48 | AEM | Agnico Eagle Mines LTD | +0.2% | — | Add |
| 49 | CEG | Constellation Energy | +0.2% | — | Add |
| 50 | COST | Costco Wholesale CORP | +0.2% | — | Trim |
According to official SEC Form 13F filings, Oakmont Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $144.1M across 98 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, AAPL, MU) accounted for 18.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
PSX
市值: $1.6M
Top Position Liquidated / Trimmed
SCHW
前期市值: $4.3M
During Q1 2026, Oakmont Investment Advisors, Inc.'s top holdings by market value included GOOGL (8.1%)、AAPL (4.5%)、MU (4.5%). The largest single position, GOOGL, represented 8.1% of total portfolio value.
In Q1 2026, Oakmont Investment Advisors, Inc. made 128 total portfolio adjustments, initiating 20 new buys, adding to 18 positions, trimming 50 holdings, and fully liquidating 40 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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