Oakmont Investment Advisors, Inc. holds a diversified book of 115 reported positions worth $144.1M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Schwab (Charles) Corp and trimmed Micron Technology Inc. Their largest long position is Micron Technology Inc at 9% of the reported non-option book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
+4 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Oakmont Investment Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Ketron Financial | 15 / 80 | $258.1M |
| Ardent Capital Management, Inc. | 11 / 80 | $186.3M |
| Ninety One SA (PTY) Ltd | 22 / 80 | $1.8B |
| Independent Investors Inc | 28 / 80 | $403.0M |
| Outlook Capital Management, LLC | 15 / 80 | $232.9M |
| Hoey Investments, Inc | 51 / 80 | $542.7M |
| Financial Avengers, Inc. | 27 / 80 | $168.7M |
| V. M. Manning & Co., Inc. | 20 / 80 | $81.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Oakmont Investment Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc COM | $12.6M | 10.9K | 8.7% | ▼−25% Reduced · −4K sh | |
| 2 | Alphabet Inc CAP STK CL A | $10.6M | 29.7K | 7.4% | ▼−3.1% Reduced · −968 sh | |
| 3 | Apple Inc COM | $6.1M | 21.2K | 4.2% | ▲+8.5% Added · +2K sh | |
| 4 | Corning Inc COM | $5.3M | 20.9K | 3.7% | ▼−23% Reduced · −6K sh | |
| 5 | Nvidia Corporation COM | $5.3M | 26.5K | 3.7% | ▲+3.4% Added · +866 sh | |
| 6 | Merck & Co Inc COM | $3.1M | 24.1K | 2.2% | ▲+0.4% Added · +101 sh | |
| 7 | Coherent Corp COM | $3.0M | 7.7K | 2.1% | ▲+2.3% Added · +175 sh | |
| 8 | Schwab Charles Corp COM | $3.0M | 32.1K | 2.1% | ▲New New position | |
| 9 | Alphabet Inc CAP STK CL C | $2.9M | 8.3K | 2.0% | ▲+0.3% Added · +21 sh | |
| 10 | Amazon Com Inc COM | $2.9M | 12.2K | 2.0% | ▼−0.2% Reduced · −25 sh | |
| 11 | Ge Vernova Inc COM | $2.9M | 2.4K | 2.0% | —Held | |
| 12 | Broadcom Inc COM | $2.7M | 7.3K | 1.9% | ▲+0.2% Added · +18 sh | |
| 13 | Vertiv Holdings Co COM CL A | $2.6M | 7.9K | 1.8% | ▼−13% Reduced · −1K sh | |
| 14 | MP Materials Corp COM CL A | $2.4M | 43.4K | 1.7% | ▼−0.2% Reduced · −100 sh | |
| 15 | Pepsico Inc COM | $2.4M | 17.5K | 1.6% | ▲+1.9% Added · +331 sh | |
| 16 | Emerson Elec Co COM | $2.3M | 15.9K | 1.6% | ▲+3.6% Added · +559 sh | |
| 17 | Stryker Corporation COM | $2.1M | 6.7K | 1.5% | ▼−19% Reduced · −2K sh | |
| 18 | Medtronic PLC SHS | $2.1M | 26.9K | 1.5% | ▲+1.9% Added · +508 sh | |
| 19 | Johnson & Johnson COM | $1.9M | 7.6K | 1.3% | ▼−14% Reduced · −1K sh | |
| 20 | JPMorgan Chase & Co COM | $1.7M | 5.2K | 1.2% | ▲+23% Added · +959 sh | |
| 21 | Qualcomm Inc COM | $1.7M | 9.0K | 1.2% | —Held | |
| 22 | Ero Copper Corp COM | $1.6M | 61.5K | 1.1% | ▼−0.7% Reduced · −426 sh | |
| 23 | Aerovironment Inc COM | $1.6M | 9.8K | 1.1% | ▲New New position | |
| 24 | Mueller Inds Inc COM | $1.6M | 12.9K | 1.1% | ▼−8.1% Reduced · −1K sh | |
| 25 | Nasdaq Inc COM | $1.5M | 19.6K | 1.1% | ▲New New position | |
| 26 | Phillips 66 COM | $1.5M | 9.1K | 1.1% | ▲+1.4% Added · +128 sh | |
| 27 | Oneok Inc New COM | $1.5M | 17.5K | 1.1% | ▼−5.4% Reduced · −1K sh | |
| 28 | Oracle Corp COM | $1.5M | 10.0K | 1.0% | ▲+25% Added · +2K sh | |
| 29 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.7K | 0.9% | ▲+35% Added · +700 sh | |
| 30 | Caterpillar Inc COM | $1.3M | 1.2K | 0.9% | ▼−7.4% Reduced · −96 sh | |
| 31 | Jacobs Solutions Inc COM | $1.3M | 10.1K | 0.9% | ▲New New position | |
| 32 | Eli Lilly & Co COM | $1.3M | 1.1K | 0.9% | ▲+315% Added · +803 sh | |
| 33 | United Rentals Inc COM | $1.2M | 1.1K | 0.8% | —Held | |
| 34 | Occidental Pete Corp COM | $1.2M | 24.6K | 0.8% | ▲New New position | |
| 35 | Anglogold Ashanti PLC COM SHS | $1.2M | 14.5K | 0.8% | ▲+0.1% Added · +8 sh | |
| 36 | Novo-Nordisk A S ADR | $1.2M | 24.2K | 0.8% | ▲+271% Added · +18K sh | |
| 37 | Solstice Advanced Matls Inc COM SHS | $1.1M | 12.9K | 0.8% | ▲+76% Added · +6K sh | |
| 38 | Waste Mgmt Inc Del COM | $1.1M | 5.0K | 0.8% | ▼−25% Reduced · −2K sh | |
| 39 | Morgan Stanley COM NEW | $1.1M | 5.1K | 0.7% | —Held | |
| 40 | Ati Inc COM | $1.1M | 5.4K | 0.7% | ▲+3.2% Added · +167 sh | |
| 41 | Honeywell Intl Inc COM | $1.0M | 4.6K | 0.7% | ▲New New position | |
| 42 | Honeywell Aerospace Inc COM | $1.0M | 4.6K | 0.7% | →Listed Newly reportable | |
| 43 | Ipg Photonics Corp COM | $991K | 8.4K | 0.7% | ▼−9.1% Reduced · −850 sh | |
| 44 | Vaneck ETF Trust GOLD MINERS ETF | $979K | 13.0K | 0.7% | —Held | |
| 45 | Albemarle Corp COM | $952K | 7.0K | 0.7% | ▲+76% Added · +3K sh | |
| 46 | Coeur MNG Inc COM NEW | $947K | 58.0K | 0.7% | ▲+11% Added · +6K sh | |
| 47 | Newmont Corp COM | $944K | 10.1K | 0.7% | ▼−3.2% Reduced · −333 sh | |
| 48 | Constellation Energy Corp COM | $926K | 3.7K | 0.6% | ▲+41% Added · +1K sh | |
| 49 | Gold Fields Ltd SPONSORED ADR | $912K | 27.2K | 0.6% | ▼−8.2% Reduced · −2K sh | |
| 50 | Walmart Inc COM | $889K | 7.8K | 0.6% | ▼−32% Reduced · −4K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.