OAKMONT Corp as of Dec. 31, 2022
Portfolio Holdings for OAKMONT Corp
OAKMONT Corp holds 34 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 16.4 | $102M | 427k | 239.82 | |
| Boeing Company (BA) | 16.1 | $101M | 529k | 190.49 | |
| Amazon (AMZN) | 11.9 | $74M | 886k | 84.00 | |
| Ford Motor Company (F) | 11.8 | $74M | 6.4M | 11.63 | |
| Mastercard Incorporated Cl A (MA) | 11.1 | $69M | 200k | 347.73 | |
| Apple (AAPL) | 9.3 | $58M | 448k | 129.93 | |
| Sea Sponsord Ads (SE) | 7.0 | $44M | 840k | 52.03 | |
| Qualcomm (QCOM) | 3.5 | $22M | 201k | 109.94 | |
| Roku Com Cl A (ROKU) | 3.3 | $21M | 508k | 40.70 | |
| Cue Health (HLTH) | 3.2 | $20M | 9.6M | 2.07 | |
| Liberty Energy Com Cl A (LBRT) | 2.6 | $16M | 1.0M | 16.01 | |
| Caesars Entertainment (CZR) | 0.9 | $5.7M | 137k | 41.60 | |
| NVIDIA Corporation (NVDA) | 0.8 | $5.0M | 35k | 146.15 | |
| Livevox Holding Com Cl A | 0.6 | $4.0M | 1.3M | 2.97 | |
| Chipotle Mexican Grill (CMG) | 0.6 | $3.5M | 2.5k | 1387.38 | |
| S&p Global (SPGI) | 0.3 | $2.1M | 6.4k | 334.95 | |
| Blacksky Technology Com Cl A (BKSY) | 0.2 | $1.0M | 666k | 1.54 | |
| First American Financial (FAF) | 0.1 | $582k | 11k | 52.36 | |
| Home Depot (HD) | 0.1 | $348k | 1.1k | 315.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $186k | 2.1k | 88.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $185k | 2.1k | 88.10 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $155k | 1.5k | 100.71 | |
| AFLAC Incorporated (AFL) | 0.0 | $115k | 1.6k | 71.74 | |
| Deere & Company (DE) | 0.0 | $104k | 243.00 | 427.98 | |
| Amgen (AMGN) | 0.0 | $71k | 271.00 | 261.99 | |
| Intel Corporation (INTC) | 0.0 | $70k | 2.6k | 26.54 | |
| Carrier Global Corporation (CARR) | 0.0 | $63k | 1.5k | 40.94 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $60k | 769.00 | 78.02 | |
| Chubb (CB) | 0.0 | $53k | 240.00 | 220.83 | |
| Bank of America Corporation (BAC) | 0.0 | $48k | 1.5k | 32.99 | |
| Cummins (CMI) | 0.0 | $40k | 164.00 | 243.90 | |
| Union Pacific Corporation (UNP) | 0.0 | $37k | 180.00 | 205.56 | |
| Norfolk Southern (NSC) | 0.0 | $27k | 110.00 | 245.45 | |
| Stryker Corporation (SYK) | 0.0 | $24k | 100.00 | 240.00 |
