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 (HLTHQ) | 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 |