Oakmont Investment Advisors, Inc.
116 holdingsFiling period: 2026-06-30Current AUM: $141.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 10.9K | $12.6M | $10.1M | 7.16% | -3,543 | 2026-06-30 |
| 2 | GOOGL | ALPHABET INC | 29.7K | $10.6M | $10.2M | 7.25% | -968 | 2026-06-30 |
| 3 | AAPL | APPLE INC | 21.2K | $6.1M | $7.0M | 4.96% | +1.7K | 2026-06-30 |
| 4 | GLW | CORNING INC | 20.9K | $5.3M | $3.0M | 2.13% | -6,238 | 2026-06-30 |
| 5 | NVDA | NVIDIA CORPORATION | 26.5K | $5.3M | $5.6M | 3.97% | +866 | 2026-06-30 |
| 6 | MRK | MERCK & CO INC | 24.1K | $3.1M | $3.5M | 2.45% | +101 | 2026-06-30 |
| 7 | COHR | COHERENT CORP | 7.7K | $3.0M | $2.1M | 1.47% | +175 | 2026-06-30 |
| 8 | SCHW | SCHWAB CHARLES CORP | 32.1K | $3.0M | $3.5M | 2.45% | -- | 2026-06-30 |
| 9 | GOOG | ALPHABET INC | 8.3K | $2.9M | $2.8M | 2.01% | +21 | 2026-06-30 |
| 10 | AMZN | AMAZON COM INC | 12.2K | $2.9M | $3.0M | 2.14% | -25 | 2026-06-30 |
| 11 | GEV | GE VERNOVA INC | 2.4K | $2.9M | $2.2M | 1.53% | -- | 2026-06-30 |
| 12 | AVGO | BROADCOM INC | 7.3K | $2.7M | $2.5M | 1.75% | +18 | 2026-06-30 |
| 13 | VRT | VERTIV HOLDINGS CO | 7.9K | $2.6M | $1.8M | 1.31% | -1,183 | 2026-06-30 |
| 14 | MP | MP MATERIALS CORP | 43.4K | $2.4M | $2.1M | 1.51% | -100 | 2026-06-30 |
| 15 | PEP | PEPSICO INC | 17.5K | $2.4M | $2.4M | 1.68% | +331 | 2026-06-30 |
| 16 | EMR | EMERSON ELEC CO | 15.9K | $2.3M | $2.3M | 1.65% | +559 | 2026-06-30 |
| 17 | SYK | STRYKER CORPORATION | 6.7K | $2.1M | $1.9M | 1.34% | -1,604 | 2026-06-30 |
| 18 | — | MEDTRONIC PLC | 26.9K | $2.1M | $2.1M | 1.49% | +508 | 2026-06-30 |
| 19 | JNJ | JOHNSON & JOHNSON | 7.6K | $1.9M | $2.0M | 1.44% | -1,255 | 2026-06-30 |
| 20 | JPM | JPMORGAN CHASE & CO | 5.2K | $1.7M | $1.8M | 1.29% | +959 | 2026-06-30 |
| 21 | QCOM | QUALCOMM INC | 9.0K | $1.7M | $1.7M | 1.19% | -- | 2026-06-30 |
| 22 | ERO | ERO COPPER CORP | 61.5K | $1.6M | $2.0M | 1.42% | -426 | 2026-06-30 |
| 23 | AVAV | AEROVIRONMENT INC | 9.8K | $1.6M | $1.5M | 1.09% | -- | 2026-06-30 |
| 24 | MLI | MUELLER INDS INC | 12.9K | $1.6M | $1.6M | 1.10% | -1,139 | 2026-06-30 |
| 25 | NDAQ | NASDAQ INC | 19.6K | $1.5M | $1.8M | 1.24% | -- | 2026-06-30 |
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