We are live on
!
Find out more
OIA
Oakmont Investment Advisors Portfolio holdings
AUM
$144M
This Fund
S&P 500
This Quarter
Est. Return
+10.97%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$132M
Cap. Flow
% of AUM
96.66%
Top 10 Holdings %
Top 10 Hldgs %
29.52%
Holding
118
New
118
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$8.34M |
| 2 |
Apple
AAPL
|
+$4.16M |
| 3 |
SCHW
Charles Schwab
SCHW
|
+$4.04M |
| 4 |
Micron Technology
MU
|
+$3.63M |
| 5 |
Bank of America
BAC
|
+$3.47M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.02% |
| 2 | Financials | 13.18% |
| 3 | Industrials | 13.15% |
| 4 | Materials | 11.34% |
| 5 | Healthcare | 10.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
JPMorgan Chase
JPM
$950B
| $1.88M | 1.38% |
+5,837
| New | +$1.81M |
|
27
Broadcom
AVGO
$1.72T
| $1.83M | 1.34% |
+5,297
| New | +$1.89M |
|
28
Canadian Natural Resources
CNQ
$102B
| $1.65M | 1.21% |
+48,840
| New | +$1.58M |
|
29
Abbott
ABT
$198B
| $1.62M | 1.19% |
+12,946
| New | +$1.65M |
|
30
Qualcomm
QCOM
$170B
| $1.58M | 1.16% |
+9,227
| New | +$1.58M |
|
31
nVent Electric
NVT
$25.4B
| $1.57M | 1.15% |
+15,388
| New | +$1.6M |
|
32
Newmont
NEM
$132B
| $1.5M | 1.1% |
+15,072
| New | +$1.36M |
|
33
Primoris Services
PRIM
$4.3B
| $1.49M | 1.09% |
+12,019
| New | +$1.57M |
|
34
Waste Management
WM
$90B
| $1.49M | 1.09% |
+6,770
| New | +$1.44M |
|
35
Citigroup
C
$223B
| $1.47M | 1.08% |
+12,601
| New | +$1.31M |
|
36
Cboe Global Markets
CBOE
$29.3B
| $1.43M | 1.05% |
+5,699
| New | +$1.42M |
|
37
Vertiv
VRT
$100B
| $1.4M | 1.02% |
+8,615
| New | +$1.5M |
|
38
Oneok
OKE
$60.5B
| $1.36M | 1% |
+18,530
| New | +$1.31M |
|
|
TPC
39
Tutor Perini Cor
TPC
$4.75B
| $1.32M | 0.97% |
+19,700
| New | +$1.29M |
|
40
Gold Fields
GFI
$39.2B
| $1.3M | 0.95% |
+29,843
| New | +$1.25M |
|
41
Walmart Inc
WMT
$910B
| $1.3M | 0.95% |
+11,687
| New | +$1.25M |
|
42
AngloGold Ashanti
AU
$54.9B
| $1.24M | 0.9% |
+14,484
| New | +$1.13M |
|
43
VanEck Gold Miners ETF
GDX
$30.1B
| $1.13M | 0.83% |
+13,145
| New | +$1.04M |
|
44
Pan American Silver
PAAS
$20.9B
| $1.11M | 0.81% |
+21,355
| New | +$894K |
|
45
Home Depot
HD
$343B
| $1.1M | 0.81% |
+3,206
| New | +$1.17M |
|
46
Bristol-Myers Squibb
BMY
$138B
| $1.1M | 0.8% |
+20,367
| New | +$980K |
|
47
Vanguard Health Care ETF
VHT
$19.8B
| $1.1M | 0.8% |
+3,809
| New | +$1.06M |
|
48
Berkshire Hathaway Class B
BRK.B
$1.07T
| $993K | 0.73% |
+1,975
| New | +$983K |
|
49
Morgan Stanley
MS
$337B
| $932K | 0.68% |
+5,249
| New | +$876K |
|
50
GE Vernova
GEV
$263B
| $910K | 0.67% |
+1,393
| New | +$848K |
|
Similar funds
AZ
SCGDR
COFSG
MBAML
BAWC
PF
BHWM
YAVAPFMC
Oakmont Investment Advisors's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Oakmont Investment Advisors, which disclosed 118 positions worth $137M. Its ten largest holdings account for 30% of the portfolio.
Its largest position is Alphabet (Google) Class A: 29,179 shares worth $9.13M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, followed by Financials and Industrials.
- Oakmont Investment Advisors's largest Q4 2025 buy was Alphabet (Google) Class A: 29,179 shares worth $9.13M.
- Oakmont Investment Advisors's ten largest holdings make up 30% of its $137M portfolio in Q4 2025.
- Oakmont Investment Advisors disclosed 118 positions in Q4 2025, its first 13F filing on record.
Based on Oakmont Investment Advisors's 13F filing for Q4 2025, filed 14 Aug 2026.