account_balance
Investment manager · 13F filer · SEC CIK 2150170
Oakmont Investment Advisors, Inc.
Reported value$148Mas of Sep 30, 2026
Positions114 18 new, 19 sold out
Top 10 weight37.1%MU alone is 8%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
7.9%
GOOGLAlphabet Inc.
6.9%
AAPLApple Inc.
4.8%
NVDANVIDIA Corp
4.2%Added +2%
GLWCorning Inc
2.5%Added +15%
MRKMerck & Co., Inc.
2.4%
CATCaterpillar Inc
2.3%Added +252%
AMZNAmazon.com Inc
2.1%
PSXPhillips 66
2.0%+26%
GOOGAlphabet Inc.
1.9%
JJacobs Solutions Inc.
1.9%+102%
COHRCoherent Corp.
1.9%+24%
MUMicron Technology Inc
7.9%
GOOGLAlphabet Inc.
6.9%
AAPLApple Inc.
4.8%
NVDANVIDIA Corp
4.2%+2%
GLWCorning Inc
2.5%
MRKMerck & Co., Inc.
2.4%
CAT2.3%AMZN2.1%PSX2.0%GOOGJ1.9%COHRBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 7.9% HeldGOOGL Alphabet Inc. 6.9% HeldAAPL Apple Inc. 4.8% HeldNVDA NVIDIA Corp 4.2% Added +2%GLW Corning Inc 2.5% Added +15%MRK Merck & Co., Inc. 2.4% HeldCAT Caterpillar Inc 2.3% Added +252%AMZN Amazon.com Inc 2.1% HeldPSX Phillips 66 2.0% Added +26%GOOG Alphabet Inc. 1.9% HeldJ Jacobs Solutions Inc. 1.9% Added +102%COHR Coherent Corp. 1.9% Added +24%
What changed
Biggest moves since Jun 30, 2026
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