Oakmont Corp as of March 31, 2018
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 19 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lockheed Martin Corporation (LMT) | 13.9 | $107M | 317k | 337.93 | |
| Boeing Company (BA) | 13.5 | $104M | 316k | 327.88 | |
| Xpo Logistics Inc equity (XPO) | 10.7 | $82M | 807k | 101.81 | |
| Amazon (AMZN) | 9.6 | $74M | 51k | 1447.34 | |
| Raytheon Company | 8.6 | $66M | 307k | 215.82 | |
| Freeport-McMoRan Copper & Gold (FCX) | 6.8 | $52M | 3.0M | 17.57 | |
| Lam Research Corporation (LRCX) | 6.5 | $50M | 248k | 203.16 | |
| Microchip Technology (MCHP) | 6.1 | $47M | 513k | 91.36 | |
| Facebook Inc cl a (META) | 5.8 | $45M | 281k | 159.79 | |
| MasterCard Incorporated (MA) | 5.7 | $44M | 252k | 175.16 | |
| Northrop Grumman Corporation (NOC) | 4.6 | $35M | 101k | 349.12 | |
| Micron Technology (MU) | 4.0 | $31M | 593k | 52.14 | |
| 2u (TWOU) | 2.2 | $17M | 204k | 84.03 | |
| Southern Copper Corporation (SCCO) | 1.6 | $12M | 222k | 54.18 | |
| Stratus Properties (STRS) | 0.3 | $2.5M | 81k | 30.20 | |
| Microsoft Corporation (MSFT) | 0.0 | $274k | 3.0k | 91.33 | |
| Bank of America Corporation (BAC) | 0.0 | $251k | 8.4k | 30.04 | |
| Home Depot (HD) | 0.0 | $209k | 1.2k | 178.63 | |
| United Technologies Corporation | 0.0 | $209k | 1.7k | 125.90 |
