Oakmont Corp as of June 30, 2018
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 17 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Boeing Company (BA) | 18.0 | $136M | 404k | 335.51 | |
| Amazon (AMZN) | 13.6 | $102M | 60k | 1699.79 | |
| Xpo Logistics Inc equity (XPO) | 10.7 | $81M | 807k | 100.18 | |
| Lockheed Martin Corporation (LMT) | 10.0 | $75M | 254k | 295.43 | |
| Raytheon Company | 7.9 | $59M | 307k | 193.18 | |
| Facebook Inc cl a (META) | 7.2 | $54M | 280k | 194.32 | |
| Microsoft Corporation (MSFT) | 6.7 | $50M | 507k | 98.61 | |
| MasterCard Incorporated (MA) | 6.6 | $50M | 253k | 196.52 | |
| Southern Copper Corporation (SCCO) | 5.0 | $37M | 799k | 46.87 | |
| Intuitive Surgical (ISRG) | 4.6 | $34M | 72k | 478.48 | |
| Northrop Grumman Corporation (NOC) | 4.1 | $31M | 100k | 307.70 | |
| Micron Technology (MU) | 2.4 | $18M | 344k | 52.44 | |
| 2u (TWOU) | 2.1 | $16M | 188k | 83.56 | |
| Cheniere Energy (LNG) | 0.8 | $6.2M | 1.9M | 3.35 | |
| Stratus Properties (STRS) | 0.3 | $2.5M | 81k | 30.55 | |
| Home Depot (HD) | 0.0 | $228k | 1.2k | 194.87 | |
| United Technologies Corporation | 0.0 | $208k | 1.7k | 125.30 |
