Oakmont Corp as of Dec. 31, 2017
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 18 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lockheed Martin Corporation (LMT) | 15.0 | $102M | 317k | 321.05 | |
| Boeing Company (BA) | 13.6 | $92M | 312k | 294.91 | |
| Xpo Logistics Inc equity (XPO) | 10.9 | $74M | 807k | 91.59 | |
| Amazon (AMZN) | 8.8 | $60M | 51k | 1169.46 | |
| Raytheon Company | 8.5 | $58M | 307k | 187.85 | |
| Freeport-McMoRan Copper & Gold (FCX) | 8.2 | $56M | 2.9M | 18.96 | |
| Facebook Inc cl a (META) | 7.3 | $50M | 281k | 176.46 | |
| Lam Research Corporation (LRCX) | 6.7 | $46M | 248k | 184.07 | |
| Microchip Technology (MCHP) | 6.6 | $45M | 513k | 87.88 | |
| MasterCard Incorporated (MA) | 6.0 | $41M | 271k | 151.36 | |
| Northrop Grumman Corporation (NOC) | 4.5 | $31M | 101k | 306.91 | |
| 2u (TWOU) | 1.9 | $13M | 204k | 64.51 | |
| Southern Copper Corporation (SCCO) | 1.6 | $11M | 222k | 47.45 | |
| Stratus Properties (STRS) | 0.4 | $2.4M | 81k | 29.70 | |
| Microsoft Corporation (MSFT) | 0.0 | $257k | 3.0k | 85.67 | |
| Bank of America Corporation (BAC) | 0.0 | $247k | 8.4k | 29.56 | |
| Home Depot (HD) | 0.0 | $222k | 1.2k | 189.74 | |
| United Technologies Corporation | 0.0 | $212k | 1.7k | 127.71 |
