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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 %
96.66%
Top 10 Hldgs %
29.52%
Holding
118
New
118
Increased
–
Reduced
–
Closed
–
Avg Time Held
0 quarters
Top 10 Avg Time Held
0 quarters
Top 20 Avg Time Held
0 quarters

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.34M
2
AAPL icon
Apple
AAPL
+$4.16M
3
SCHW
Charles Schwab
SCHW
+$4.04M
4
MU icon
Micron Technology
MU
+$3.63M
5
BAC icon
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 Held Since
JPM icon
26
JPMorgan Chase
JPM
$884B
$1.88M 1.38%
+5,837
New +$1.81M
2025 Q4
0 quarters
AVGO icon
27
Broadcom
AVGO
$1.73T
$1.83M 1.34%
+5,297
New +$1.89M
2025 Q4
0 quarters
CNQ icon
28
Canadian Natural Resources
CNQ
$99.6B
$1.65M 1.21%
+48,840
New +$1.58M
2025 Q4
0 quarters
ABT icon
29
Abbott
ABT
$173B
$1.62M 1.19%
+12,946
New +$1.65M
2025 Q4
0 quarters
QCOM icon
30
Qualcomm
QCOM
$193B
$1.58M 1.16%
+9,227
New +$1.58M
2025 Q4
0 quarters
NVT icon
31
nVent Electric
NVT
$27.1B
$1.57M 1.15%
+15,388
New +$1.6M
2025 Q4
0 quarters
NEM icon
32
Newmont
NEM
$122B
$1.5M 1.1%
+15,072
New +$1.36M
2025 Q4
0 quarters
PRIM icon
33
Primoris Services
PRIM
$4.34B
$1.49M 1.09%
+12,019
New +$1.57M
2025 Q4
0 quarters
WM icon
34
Waste Management
WM
$82.6B
$1.49M 1.09%
+6,770
New +$1.44M
2025 Q4
0 quarters
C icon
35
Citigroup
C
$216B
$1.47M 1.08%
+12,601
New +$1.31M
2025 Q4
0 quarters
CBOE icon
36
Cboe Global Markets
CBOE
$29B
$1.43M 1.05%
+5,699
New +$1.42M
2025 Q4
0 quarters
VRT icon
37
Vertiv
VRT
$97.6B
$1.4M 1.02%
+8,615
New +$1.5M
2025 Q4
0 quarters
OKE icon
38
Oneok
OKE
$55.8B
$1.36M 1%
+18,530
New +$1.31M
2025 Q4
0 quarters
TPC
39
Tutor Perini Cor
TPC
$4.54B
$1.32M 0.97%
+19,700
New +$1.29M
2025 Q4
0 quarters
GFI icon
40
Gold Fields
GFI
$31.8B
$1.3M 0.95%
+29,843
New +$1.25M
2025 Q4
0 quarters
WMT icon
41
Walmart Inc
WMT
$834B
$1.3M 0.95%
+11,687
New +$1.25M
2025 Q4
0 quarters
AU icon
42
AngloGold Ashanti
AU
$47.8B
$1.24M 0.9%
+14,484
New +$1.13M
2025 Q4
0 quarters
GDX icon
43
VanEck Gold Miners ETF
GDX
$26.1B
$1.13M 0.83%
+13,145
New +$1.04M
2025 Q4
0 quarters
PAAS icon
44
Pan American Silver
PAAS
$18.8B
$1.11M 0.81%
+21,355
New +$894K
2025 Q4
0 quarters
HD icon
45
Home Depot
HD
$281B
$1.1M 0.81%
+3,206
New +$1.17M
2025 Q4
0 quarters
BMY icon
46
Bristol-Myers Squibb
BMY
$120B
$1.1M 0.8%
+20,367
New +$980K
2025 Q4
0 quarters
VHT icon
47
Vanguard Health Care ETF
VHT
$19B
$1.1M 0.8%
+3,809
New +$1.06M
2025 Q4
0 quarters
BRK.B icon
48
Berkshire Hathaway Class B
BRK.B
$1.08T
$993K 0.73%
+1,975
New +$983K
2025 Q4
0 quarters
MS icon
49
Morgan Stanley
MS
$299B
$932K 0.68%
+5,249
New +$876K
2025 Q4
0 quarters
GEV icon
50
GE Vernova
GEV
$264B
$910K 0.67%
+1,393
New +$848K
2025 Q4
0 quarters
1
2
3 4 5

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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.