OAKMONT Corp as of March 31, 2023
Portfolio Holdings for OAKMONT Corp
OAKMONT Corp holds 35 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 16.5 | $123M | 427k | 288.30 | |
| Boeing Company (BA) | 15.0 | $112M | 529k | 212.43 | |
| Amazon (AMZN) | 12.2 | $91M | 880k | 103.29 | |
| Ford Motor Company (F) | 10.7 | $80M | 6.4M | 12.60 | |
| Apple (AAPL) | 9.9 | $74M | 448k | 164.90 | |
| Sea Ltd - Sponsord Ads (SE) | 9.7 | $73M | 840k | 86.55 | |
| Mastercard Incorporated Cl A (MA) | 9.7 | $73M | 200k | 363.41 | |
| Roku Com Cl A (ROKU) | 4.5 | $33M | 508k | 65.82 | |
| Qualcomm (QCOM) | 3.4 | $26M | 201k | 127.58 | |
| Cue Health (HLTH) | 2.3 | $18M | 9.6M | 1.82 | |
| Liberty Energy Com Cl A (LBRT) | 1.7 | $13M | 1.0M | 12.81 | |
| NVIDIA Corporation (NVDA) | 1.3 | $9.6M | 35k | 277.77 | |
| Caesars Entertainment (CZR) | 0.9 | $6.7M | 137k | 48.81 | |
| Chipotle Mexican Grill (CMG) | 0.6 | $4.3M | 2.5k | 1708.29 | |
| Livevox Holding Com Cl A | 0.6 | $4.1M | 1.3M | 3.09 | |
| Hess (HES) | 0.3 | $2.5M | 19k | 132.34 | |
| S&p Global (SPGI) | 0.3 | $2.2M | 6.4k | 344.77 | |
| Blacksky Technology Com Cl A (BKSY) | 0.1 | $999k | 666k | 1.50 | |
| First American Financial (FAF) | 0.1 | $619k | 11k | 55.66 | |
| Home Depot (HD) | 0.0 | $326k | 1.1k | 295.12 | |
| Alphabet Inc- Cl C Cap Stk Cl C (GOOG) | 0.0 | $218k | 2.1k | 104.00 | |
| Alphabet Inc- Cl A Cap Stk Cl A (GOOGL) | 0.0 | $218k | 2.1k | 103.73 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $151k | 1.5k | 97.93 | |
| AFLAC Incorporated (AFL) | 0.0 | $103k | 1.6k | 64.52 | |
| Deere & Company (DE) | 0.0 | $100k | 243.00 | 412.88 | |
| Intel Corporation (INTC) | 0.0 | $86k | 2.6k | 32.67 | |
| Carrier Global Corporation (CARR) | 0.0 | $70k | 1.5k | 45.75 | |
| Amgen (AMGN) | 0.0 | $66k | 271.00 | 241.75 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $65k | 769.00 | 84.40 | |
| Chubb (CB) | 0.0 | $47k | 240.00 | 194.18 | |
| Bank of America Corporation (BAC) | 0.0 | $42k | 1.5k | 28.60 | |
| Cummins (CMI) | 0.0 | $39k | 164.00 | 238.88 | |
| Union Pacific Corporation (UNP) | 0.0 | $36k | 180.00 | 201.26 | |
| Stryker Corporation (SYK) | 0.0 | $29k | 100.00 | 285.47 | |
| Norfolk Southern (NSC) | 0.0 | $23k | 110.00 | 212.00 |
