OC
Oakmont Corp Portfolio holdings
AUM
$526M
1-Year Est. Return
7.52%
This Fund
S&P 500
1 Year Est. Return
+7.52%
AUM
$526M
AUM Growth
-$51.6M
(-8.9%)
Holding
31
Top Buys
| 1 | +$4.16M | |
| 2 | +$2.84M | |
| 3 | +$2.37M | |
| 4 |
Amazon
AMZN
|
+$1.74M |
| 5 |
Mastercard
MA
|
+$1.31M |
Sector Composition
| 1 | Technology | 36.66% |
| 2 | Financials | 18.68% |
| 3 | Consumer Discretionary | 15.66% |
| 4 | Industrials | 11.39% |
| 5 | Consumer Staples | 10.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Otis Worldwide
OTIS
$27B
| $54.3K | 0.01% |
705
|
|
||
27
Union Pacific
UNP
$157B
| $43.7K | 0.01% |
180
|
|
||
28
Cummins
CMI
$92.8B
| $35K | 0.01% |
65
|
|
||
29
Stryker
SYK
$112B
| $32.9K | 0.01% |
100
|
|
||
30
Norfolk Southern
NSC
$69.1B
| $31.6K | 0.01% |
110
|
|
||
31
Kyndryl
KD
$2.77B
| $1.51K | ﹤0.01% |
115
|
|