Oakmont Corp as of March 31, 2022
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 35 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 16.0 | $176M | 54k | 3259.95 | |
| Ford Motor Company (F) | 13.1 | $144M | 8.5M | 16.91 | |
| Microsoft Corporation (MSFT) | 12.0 | $132M | 428k | 308.31 | |
| Sea Ltd - Sponsord Ads (SE) | 10.4 | $114M | 952k | 119.79 | |
| Apple (AAPL) | 7.2 | $79M | 454k | 174.61 | |
| Mastercard Cl A (MA) | 6.6 | $73M | 203k | 357.38 | |
| Roku Com Cl A (ROKU) | 6.3 | $69M | 549k | 125.27 | |
| Cue Health (HLTH) | 5.4 | $60M | 9.8M | 6.09 | |
| D.R. Horton (DHI) | 5.2 | $57M | 767k | 74.51 | |
| Liberty Oilfield Services Com Cl A (LBRT) | 4.3 | $47M | 3.2M | 14.82 | |
| Caesars Entertainment (CZR) | 3.8 | $42M | 539k | 77.36 | |
| Boeing Company (BA) | 3.1 | $34M | 179k | 191.50 | |
| Qualcomm (QCOM) | 2.8 | $31M | 200k | 152.82 | |
| Lennar Corp Cl A (LEN) | 1.9 | $21M | 262k | 81.17 | |
| NVIDIA Corporation (NVDA) | 1.0 | $11M | 39k | 272.85 | |
| Livevox Holding Com Cl A | 0.4 | $4.0M | 1.3M | 3.02 | |
| S&p Global (SPGI) | 0.2 | $2.6M | 6.4k | 410.20 | |
| Blacksky Technologies Com Cl A (BKSY) | 0.1 | $1.3M | 666k | 1.89 | |
| First American Financial (FAF) | 0.1 | $720k | 11k | 64.78 | |
| Home Depot (HD) | 0.0 | $350k | 1.2k | 299.15 | |
| Alphabet Inc- Cl C CL C (GOOG) | 0.0 | $321k | 115.00 | 2791.30 | |
| Alphabet Inc- Cl A Cl A (GOOGL) | 0.0 | $320k | 115.00 | 2782.61 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $164k | 1.7k | 98.80 | |
| Intel Corporation (INTC) | 0.0 | $139k | 2.8k | 49.64 | |
| Deere & Company (DE) | 0.0 | $127k | 305.00 | 416.39 | |
| AFLAC Incorporated (AFL) | 0.0 | $112k | 1.7k | 64.37 | |
| Amgen (AMGN) | 0.0 | $82k | 340.00 | 241.18 | |
| Carrier Global Corporation (CARR) | 0.0 | $76k | 1.7k | 45.78 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $64k | 830.00 | 77.11 | |
| Bank of America Corporation (BAC) | 0.0 | $60k | 1.5k | 41.24 | |
| Chubb (CB) | 0.0 | $51k | 240.00 | 212.50 | |
| Union Pacific Corporation (UNP) | 0.0 | $49k | 180.00 | 272.22 | |
| Cummins (CMI) | 0.0 | $42k | 205.00 | 204.88 | |
| Norfolk Southern (NSC) | 0.0 | $31k | 110.00 | 281.82 | |
| Stryker Corporation (SYK) | 0.0 | $27k | 100.00 | 270.00 |
