Oakmont Corp as of June 30, 2022
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 35 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.8 | $114M | 1.1M | 106.21 | |
| Microsoft Corporation (MSFT) | 15.1 | $109M | 425k | 256.83 | |
| Ford Motor Company (F) | 10.0 | $73M | 6.5M | 11.13 | |
| Mastercard Incorporated Cl A (MA) | 8.6 | $63M | 198k | 315.48 | |
| Apple (AAPL) | 8.5 | $62M | 452k | 136.72 | |
| Sea Sponsord Ads (SE) | 7.9 | $57M | 852k | 66.86 | |
| D.R. Horton (DHI) | 7.0 | $51M | 764k | 66.19 | |
| Roku Com Cl A (ROKU) | 6.0 | $44M | 533k | 82.14 | |
| Cue Health (HLTHQ) | 4.3 | $31M | 9.8M | 3.20 | |
| Qualcomm (QCOM) | 3.5 | $26M | 200k | 127.74 | |
| Boeing Company (BA) | 3.4 | $24M | 178k | 136.72 | |
| Liberty Energy Com Cl A (LBRT) | 3.3 | $24M | 1.9M | 12.76 | |
| Lennar Corp Cl A (LEN) | 2.6 | $19M | 262k | 70.57 | |
| Caesars Entertainment (CZR) | 2.0 | $15M | 384k | 38.30 | |
| NVIDIA Corporation (NVDA) | 0.8 | $5.9M | 39k | 151.58 | |
| Livevox Holding Com Cl A | 0.3 | $2.2M | 1.3M | 1.66 | |
| S&p Global (SPGI) | 0.3 | $2.2M | 6.4k | 336.98 | |
| Blacksky Technology Com Cl A (BKSY) | 0.2 | $1.5M | 666k | 2.31 | |
| First American Financial (FAF) | 0.1 | $588k | 11k | 52.90 | |
| Home Depot (HD) | 0.0 | $303k | 1.1k | 274.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $230k | 105.00 | 2190.48 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $229k | 105.00 | 2180.95 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $148k | 1.5k | 96.17 | |
| Intel Corporation (INTC) | 0.0 | $99k | 2.6k | 37.53 | |
| AFLAC Incorporated (AFL) | 0.0 | $89k | 1.6k | 55.52 | |
| Deere & Company (DE) | 0.0 | $73k | 243.00 | 300.41 | |
| Amgen (AMGN) | 0.0 | $66k | 271.00 | 243.54 | |
| Carrier Global Corporation (CARR) | 0.0 | $55k | 1.5k | 35.74 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $54k | 769.00 | 70.22 | |
| Chubb (CB) | 0.0 | $47k | 240.00 | 195.83 | |
| Bank of America Corporation (BAC) | 0.0 | $45k | 1.5k | 30.93 | |
| Union Pacific Corporation (UNP) | 0.0 | $38k | 180.00 | 211.11 | |
| Cummins (CMI) | 0.0 | $32k | 164.00 | 195.12 | |
| Norfolk Southern (NSC) | 0.0 | $25k | 110.00 | 227.27 | |
| Stryker Corporation (SYK) | 0.0 | $20k | 100.00 | 200.00 |
