OC
Oakmont Corp Portfolio holdings
AUM
$578M
1-Year Est. Return
10.83%
This Fund
S&P 500
1 Year Est. Return
+10.83%
AUM
$578M
AUM Growth
+$18.6M
(+3.3%)
Holding
33
Top Buys
| 1 | +$20.1M | |
| 2 | +$1.68M | |
| 3 | +$1.53M | |
| 4 |
Apple
AAPL
|
+$1.3M |
| 5 |
Microsoft
MSFT
|
+$1.18M |
Top Sells
| 1 | +$21.2M | |
| 2 | +$1.14M | |
| 3 | +$839K | |
| 4 |
BlackSky Technology
BKSY
|
+$274K |
Sector Composition
| 1 | Technology | 39.08% |
| 2 | Financials | 19.48% |
| 3 | Consumer Discretionary | 15.49% |
| 4 | Industrials | 11.28% |
| 5 | Consumer Staples | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Otis Worldwide
OTIS
$31.4B
| $61.6K | 0.01% |
705
|
|
||
27
Union Pacific
UNP
$149B
| $41.6K | 0.01% |
180
|
|
||
28
Stryker
SYK
$130B
| $35.1K | 0.01% |
100
|
|
||
29
Cummins
CMI
$84.2B
| $33.2K | 0.01% |
65
|
|
||
30
Norfolk Southern
NSC
$67.9B
| $31.8K | 0.01% |
110
|
|
||
31
Kyndryl
KD
$3.14B
| $3.05K | ﹤0.01% |
+115
|
|
||
32
Chipotle Mexican Grill
CMG
$45.7B
| – | – |
-539,713
|
|
||
33
Liberty Energy
LBRT
$4.53B
| – | – |
-92,000
|
|