Oakmont Corp as of June 30, 2019
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 17 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 17.0 | $112M | 59k | 1893.62 | |
| Lockheed Martin Corporation (LMT) | 13.5 | $89M | 245k | 363.54 | |
| Microsoft Corporation (MSFT) | 10.1 | $67M | 496k | 133.96 | |
| Roku (ROKU) | 10.0 | $66M | 730k | 90.58 | |
| MasterCard Incorporated (MA) | 9.9 | $65M | 247k | 264.53 | |
| Boeing Company (BA) | 6.8 | $45M | 123k | 364.01 | |
| Cheniere Energy (LNG) | 6.7 | $44M | 644k | 68.45 | |
| Raytheon Company | 6.6 | $43M | 250k | 173.88 | |
| Progressive Corporation (PGR) | 4.8 | $32M | 399k | 79.93 | |
| salesforce (CRM) | 4.7 | $31M | 202k | 151.73 | |
| Qualcomm (QCOM) | 3.1 | $20M | 265k | 76.07 | |
| Liberty Oilfield Services -a (LBRT) | 3.0 | $20M | 1.2M | 16.18 | |
| Intuitive Surgical (ISRG) | 2.2 | $15M | 28k | 524.54 | |
| 2u (TWOU) | 1.1 | $7.1M | 188k | 37.64 | |
| Stratus Properties (STRS) | 0.4 | $2.6M | 81k | 32.43 | |
| Home Depot (HD) | 0.0 | $243k | 1.2k | 207.69 | |
| United Technologies Corporation | 0.0 | $216k | 1.7k | 130.12 |
