OAKMONT Corp
31 holdingsFiling period: 2026-03-31Current AUM: $600.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | 394.3K | $82.1M | $107.1M | 17.82% | +7.9K | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 177.9K | $65.9M | $82.7M | 13.76% | +6.8K | 2026-03-31 |
| 3 | MA | MASTERCARD INCORPORATED | 124.7K | $62.3M | $71.4M | 11.89% | +2.5K | 2026-03-31 |
| 4 | AAPL | APPLE INC | 198.6K | $50.4M | $61.4M | 10.21% | +3.7K | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 284.7K | $49.7M | $57.2M | 9.51% | +22.7K | 2026-03-31 |
| 6 | SPY | SPDR S&P 500 ETF TR | 56.7K | $36.9M | $42.4M | 7.05% | +3.5K | 2026-03-31 |
| 7 | SPGI | S&P GLOBAL INC | 84.0K | $35.7M | $34.6M | 5.76% | +2.6K | 2026-03-31 |
| 8 | WMT | WALMART INC | 257.6K | $32.0M | $28.6M | 4.77% | +5.1K | 2026-03-31 |
| 9 | TDG | TRANSDIGM GROUP INC | 26.3K | $30.5M | $33.0M | 5.49% | +479 | 2026-03-31 |
| 10 | WCN | WASTE CONNECTIONS INC | 169.4K | $27.5M | $28.4M | 4.72% | +3.0K | 2026-03-31 |
| 11 | FICO | FAIR ISAAC CORP | 25.1K | $26.8M | $28.2M | 4.70% | +870 | 2026-03-31 |
| 12 | COST | COSTCO WHOLESALE CORP | 22.7K | $22.6M | $21.6M | 3.60% | +581 | 2026-03-31 |
| 13 | BKSY | BLACKSKY TECHNOLOGY INC | 53.2K | $1.3M | $1.2M | 0.20% | -- | 2026-03-31 |
| 14 | GOOGL | ALPHABET INC- CL A | 1.9K | $542K | $671K | 0.11% | -- | 2026-03-31 |
| 15 | GOOG | ALPHABET INC- CL C | 1.9K | $540K | $671K | 0.11% | -- | 2026-03-31 |
| 16 | HD | HOME DEPOT INC | 1.0K | $339K | $342K | 0.06% | -- | 2026-03-31 |
| 17 | RTX | RTX CORPORATION | 1.4K | $271K | $302K | 0.05% | -- | 2026-03-31 |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS | 677 | $164K | $151K | 0.03% | -- | 2026-03-31 |
| 19 | AFL | AFLAC INC | 1.5K | $160K | $186K | 0.03% | -- | 2026-03-31 |
| 20 | DE | DEERE & CO | 176 | $99K | $104K | 0.02% | -- | 2026-03-31 |
| 21 | INTC | INTEL CORP | 2.3K | $99K | $202K | 0.03% | -- | 2026-03-31 |
| 22 | CARR | CARRIER GLOBAL CORPORATION | 1.4K | $79K | $87K | 0.01% | -- | 2026-03-31 |
| 23 | — | CHUBB LIMITED | 240 | $78K | $78K | 0.01% | -- | 2026-03-31 |
| 24 | BAC | BANK AMERICA CORP | 1.5K | $70K | $89K | 0.01% | -- | 2026-03-31 |
| 25 | AMGN | AMGEN INC | 198 | $69K | $76K | 0.01% | -- | 2026-03-31 |
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