account_balance
Investment manager · 13F filer · SEC CIK 924171
Oakmont Corp
Reported value$518Mas of Sep 30, 2026
Positions30 1 new, 2 sold out
Top 10 weight88.6%AMZN alone is 16%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon.com Inc
15.5%Trimmed −8%
MSFTMicrosoft Corp
14.5%Trimmed −7%
MAMastercard Inc
10.9%Trimmed −8%
AAPLApple Inc.
10.4%Trimmed −8%
NVDANVIDIA Corp
10.3%Trimmed −8%
SPYSPDR S&P 500 ETF Trust
6.6%Trimmed −12%
VOOVanguard Index FDS
6.4%New
SPGIS&P Global Inc.
5.3%Trimmed −7%
TDGTransDigm Group INC
4.5%−8%
WMTWalmart Inc.
4.2%−8%
WCNWaste Connections, Inc.
4.1%Trimmed −8%
COSTCostco Wholesale Corp
3.3%−8%
AMZNAmazon.com Inc
15.5%Trimmed −8%
MSFTMicrosoft Corp
14.5%Trimmed −7%
MAMastercard Inc
10.9%
AAPLApple Inc.
10.4%
NVDANVIDIA Corp
10.3%Trimmed −8%
SPYSPDR S&P 500 ETF Trust
6.6%
VOOVanguard Index FDS
6.4%
SPGIS&P Global Inc.
5.3%
TDG4.5%WMT4.2%WCN4.1%COSTBoxes 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
AMZN Amazon.com Inc 15.5% Trimmed −8%MSFT Microsoft Corp 14.5% Trimmed −7%MA Mastercard Inc 10.9% Trimmed −8%AAPL Apple Inc. 10.4% Trimmed −8%NVDA NVIDIA Corp 10.3% Trimmed −8%SPY SPDR S&P 500 ETF Trust 6.6% Trimmed −12%
VOO Vanguard Index FDS 6.4% New
SPGI S&P Global Inc. 5.3% Trimmed −7%TDG TransDigm Group INC 4.5% Trimmed −8%WMT Walmart Inc. 4.2% Trimmed −8%WCN Waste Connections, Inc. 4.1% Trimmed −8%COST Costco Wholesale Corp 3.3% Trimmed −8%What changed
Biggest moves since Jun 30, 2026
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