OAKMONT Corp as of Sept. 30, 2022
Portfolio Holdings for OAKMONT Corp
OAKMONT Corp holds 33 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 19.1 | $123M | 1.1M | 113.00 | |
| Microsoft Corporation (MSFT) | 15.5 | $99M | 427k | 232.90 | |
| Ford Motor Company (F) | 11.4 | $73M | 6.5M | 11.20 | |
| Boeing Company (BA) | 10.0 | $64M | 529k | 121.08 | |
| Apple (AAPL) | 9.8 | $63M | 455k | 138.20 | |
| Mastercard Incorporated Cl A (MA) | 8.9 | $57M | 200k | 284.34 | |
| Sea Ltd - Sponsord Ads (SE) | 7.5 | $48M | 856k | 56.05 | |
| Roku Com Cl A (ROKU) | 4.7 | $30M | 536k | 56.40 | |
| Cue Health (HLTH) | 4.5 | $29M | 9.6M | 3.01 | |
| Qualcomm (QCOM) | 3.5 | $23M | 201k | 112.98 | |
| Liberty Energy Com Cl A (LBRT) | 2.3 | $14M | 1.1M | 12.68 | |
| Caesars Entertainment (CZR) | 0.7 | $4.5M | 140k | 32.26 | |
| NVIDIA Corporation (NVDA) | 0.7 | $4.2M | 35k | 121.39 | |
| Livevox Holding Com Cl A | 0.6 | $3.9M | 1.3M | 2.95 | |
| S&p Global (SPGI) | 0.3 | $2.0M | 6.4k | 305.38 | |
| Blacksky Technology Com Cl A (BKSY) | 0.2 | $999k | 666k | 1.50 | |
| First American Financial (FAF) | 0.1 | $512k | 11k | 46.06 | |
| Home Depot (HD) | 0.0 | $304k | 1.1k | 275.61 | |
| Alphabet Inc- Cl C Cap Stk Cl C (GOOG) | 0.0 | $202k | 2.1k | 96.19 | |
| Alphabet Inc- Cl A Cap Stk Cl A (GOOGL) | 0.0 | $201k | 2.1k | 95.71 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $126k | 1.5k | 81.87 | |
| AFLAC Incorporated (AFL) | 0.0 | $90k | 1.6k | 56.14 | |
| Deere & Company (DE) | 0.0 | $81k | 243.00 | 333.33 | |
| Intel Corporation (INTC) | 0.0 | $68k | 2.6k | 25.78 | |
| Amgen (AMGN) | 0.0 | $61k | 271.00 | 225.09 | |
| Carrier Global Corporation (CARR) | 0.0 | $55k | 1.5k | 35.74 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $49k | 769.00 | 63.72 | |
| Chubb (CB) | 0.0 | $44k | 240.00 | 183.33 | |
| Bank of America Corporation (BAC) | 0.0 | $44k | 1.5k | 30.24 | |
| Union Pacific Corporation (UNP) | 0.0 | $35k | 180.00 | 194.44 | |
| Cummins (CMI) | 0.0 | $33k | 164.00 | 201.22 | |
| Norfolk Southern (NSC) | 0.0 | $23k | 110.00 | 209.09 | |
| Stryker Corporation (SYK) | 0.0 | $20k | 100.00 | 200.00 |
