Oakmont Corp as of March 31, 2019
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 16 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Boeing Company (BA) | 21.5 | $153M | 400k | 381.42 | |
| Amazon (AMZN) | 14.8 | $105M | 59k | 1780.75 | |
| Lockheed Martin Corporation (LMT) | 10.5 | $75M | 249k | 300.16 | |
| Microsoft Corporation (MSFT) | 8.2 | $59M | 496k | 117.94 | |
| MasterCard Incorporated (MA) | 8.2 | $58M | 247k | 235.45 | |
| Raytheon Company | 7.7 | $55M | 300k | 182.08 | |
| Roku (ROKU) | 6.6 | $47M | 730k | 64.51 | |
| Cheniere Energy (LNG) | 6.5 | $46M | 671k | 68.36 | |
| Intuitive Surgical (ISRG) | 5.7 | $40M | 70k | 570.58 | |
| salesforce (CRM) | 4.5 | $32M | 202k | 158.37 | |
| Progressive Corporation (PGR) | 3.0 | $21M | 293k | 72.09 | |
| 2u | 1.9 | $13M | 188k | 70.85 | |
| Northrop Grumman Corporation (NOC) | 0.6 | $4.4M | 16k | 269.62 | |
| Stratus Properties (STRS) | 0.3 | $2.1M | 81k | 26.41 | |
| Home Depot (HD) | 0.0 | $225k | 1.2k | 192.31 | |
| United Technologies Corporation | 0.0 | $214k | 1.7k | 128.92 |
