Oakmont Investment Advisors, Inc.
116 holdingsFiling period: 2026-06-30Current AUM: $130.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | 10.9K | $12.6M | $7.5M | 5.76% | -3,543 | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 29.7K | $10.6M | $8.4M | 6.47% | -968 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 21.2K | $6.1M | $7.2M | 5.54% | +1.7K | 2026-06-30 |
| 4 | GLW | Corning Inc | 20.9K | $5.3M | $2.2M | 1.70% | -6,238 | 2026-06-30 |
| 5 | NVDA | NVIDIA Corporation | 26.5K | $5.3M | $4.9M | 3.78% | +866 | 2026-06-30 |
| 6 | MRK | Merck & Co Inc | 24.1K | $3.1M | $3.5M | 2.71% | +101 | 2026-06-30 |
| 7 | COHR | Coherent Corp | 7.7K | $3.0M | $1.5M | 1.13% | +175 | 2026-06-30 |
| 8 | SCHW | Schwab Charles Corp | 32.1K | $3.0M | $2.9M | 2.25% | -- | 2026-06-30 |
| 9 | GOOG | Alphabet Inc | 8.3K | $2.9M | $2.4M | 1.81% | +21 | 2026-06-30 |
| 10 | AMZN | Amazon.com Inc | 12.2K | $2.9M | $3.2M | 2.42% | -25 | 2026-06-30 |
| 11 | GEV | GE Vernova Inc | 2.4K | $2.9M | $1.9M | 1.45% | -- | 2026-06-30 |
| 12 | AVGO | Broadcom Inc | 7.3K | $2.7M | $2.1M | 1.63% | +18 | 2026-06-30 |
| 13 | VRT | Vertiv Holdings Co | 7.9K | $2.6M | $1.4M | 1.10% | -1,183 | 2026-06-30 |
| 14 | MP | MP Materials Corp | 43.4K | $2.4M | $1.5M | 1.18% | -100 | 2026-06-30 |
| 15 | PEP | Pepsico Inc | 17.5K | $2.4M | $2.5M | 1.89% | +331 | 2026-06-30 |
| 16 | EMR | Emerson Elec Co | 15.9K | $2.3M | $2.6M | 1.97% | +559 | 2026-06-30 |
| 17 | SYK | Stryker Corporation | 6.7K | $2.1M | $2.2M | 1.67% | -1,604 | 2026-06-30 |
| 18 | — | Medtronic PLC | 26.9K | $2.1M | $2.1M | 1.61% | +508 | 2026-06-30 |
| 19 | JNJ | Johnson & Johnson | 7.6K | $1.9M | $2.1M | 1.61% | -1,255 | 2026-06-30 |
| 20 | JPM | JPMorgan Chase & Co | 5.2K | $1.7M | $1.7M | 1.32% | +959 | 2026-06-30 |
| 21 | QCOM | Qualcomm Inc | 9.0K | $1.7M | $1.5M | 1.14% | -- | 2026-06-30 |
| 22 | ERO | Ero Copper Corp | 61.5K | $1.6M | $1.8M | 1.36% | -426 | 2026-06-30 |
| 23 | AVAV | Aerovironment Inc | 9.8K | $1.6M | $1.1M | 0.85% | -- | 2026-06-30 |
| 24 | MLI | Mueller Inds Inc | 12.9K | $1.6M | $1.4M | 1.04% | -1,139 | 2026-06-30 |
| 25 | NDAQ | NASDAQ Inc | 19.6K | $1.5M | $2.1M | 1.61% | -- | 2026-06-30 |
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