Oakmont Corp as of Sept. 30, 2017
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 16 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lockheed Martin Corporation (LMT) | 17.0 | $100M | 323k | 310.29 | |
| Xpo Logistics Inc equity (XPO) | 10.4 | $61M | 906k | 67.78 | |
| Raytheon Company | 9.8 | $58M | 310k | 186.58 | |
| Northrop Grumman Corporation (NOC) | 9.0 | $53M | 184k | 287.72 | |
| Amazon (AMZN) | 8.3 | $49M | 51k | 961.34 | |
| Facebook Inc cl a (META) | 8.3 | $49M | 286k | 170.87 | |
| Microchip Technology (MCHP) | 7.8 | $46M | 516k | 89.78 | |
| Lam Research Corporation (LRCX) | 7.8 | $46M | 249k | 185.04 | |
| Freeport-McMoRan Copper & Gold (FCX) | 7.0 | $42M | 3.0M | 14.04 | |
| MasterCard Incorporated (MA) | 6.5 | $39M | 273k | 141.20 | |
| Boeing Company (BA) | 4.0 | $24M | 94k | 254.21 | |
| 2u (TWOU) | 2.1 | $13M | 222k | 56.04 | |
| Southern Copper Corporation (SCCO) | 1.5 | $8.8M | 222k | 39.76 | |
| Stratus Properties (STRS) | 0.4 | $2.5M | 81k | 30.29 | |
| Microsoft Corporation (MSFT) | 0.0 | $223k | 3.0k | 74.33 | |
| Bank of America Corporation (BAC) | 0.0 | $231k | 9.1k | 25.34 |
