Oakmont Corp as of Sept. 30, 2018
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 15 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Boeing Company (BA) | 19.6 | $151M | 405k | 371.90 | |
| Amazon (AMZN) | 15.6 | $120M | 60k | 2003.00 | |
| Xpo Logistics Inc equity (XPO) | 12.0 | $92M | 807k | 114.17 | |
| Lockheed Martin Corporation (LMT) | 11.4 | $88M | 254k | 345.96 | |
| Raytheon Company | 8.2 | $63M | 307k | 206.66 | |
| Microsoft Corporation (MSFT) | 7.5 | $58M | 507k | 114.37 | |
| MasterCard Incorporated (MA) | 7.3 | $56M | 253k | 222.61 | |
| Intuitive Surgical (ISRG) | 5.4 | $41M | 72k | 574.01 | |
| Cheniere Energy (LNG) | 4.5 | $35M | 500k | 69.49 | |
| Northrop Grumman Corporation (NOC) | 4.1 | $32M | 100k | 317.37 | |
| Micron Technology (MU) | 2.0 | $16M | 344k | 45.23 | |
| 2u | 1.8 | $14M | 188k | 75.19 | |
| Stratus Properties (STRS) | 0.3 | $2.5M | 81k | 30.60 | |
| Home Depot (HD) | 0.0 | $242k | 1.2k | 206.84 | |
| United Technologies Corporation | 0.0 | $232k | 1.7k | 139.76 |
