OAKMONT Corp as of Dec. 31, 2023
Portfolio Holdings for OAKMONT Corp
OAKMONT Corp holds 32 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 18.8 | $72M | 191k | 376.04 | |
| Amazon (AMZN) | 15.1 | $57M | 378k | 151.94 | |
| Mastercard Incorporated Cl A (MA) | 14.5 | $55M | 129k | 426.51 | |
| Apple (AAPL) | 14.1 | $54M | 278k | 192.53 | |
| Boeing Company (BA) | 11.3 | $43M | 165k | 260.66 | |
| NVIDIA Corporation (NVDA) | 6.5 | $25M | 50k | 495.22 | |
| Roku Com Cl A (ROKU) | 4.8 | $18M | 200k | 91.66 | |
| Sea Ltd - Sponsord Ads (SE) | 3.7 | $14M | 351k | 40.50 | |
| Qualcomm (QCOM) | 3.7 | $14M | 98k | 144.63 | |
| S&p Global (SPGI) | 3.2 | $12M | 27k | 440.52 | |
| Chipotle Mexican Grill (CMG) | 0.9 | $3.5M | 1.5k | 2286.96 | |
| Cadence Design Systems (CDNS) | 0.9 | $3.5M | 13k | 272.37 | |
| Liberty Energy Com Cl A (LBRT) | 0.8 | $2.9M | 158k | 18.14 | |
| Caesars Entertainment (CZR) | 0.7 | $2.8M | 61k | 46.88 | |
| Cue Health (HLTHQ) | 0.4 | $1.6M | 9.6M | 0.16 | |
| Blacksky Technology Com Cl A (BKSY) | 0.2 | $932k | 666k | 1.40 | |
| Home Depot (HD) | 0.1 | $358k | 1.0k | 346.55 | |
| Alphabet Inc- Cl C Cap Stk Cl C (GOOG) | 0.1 | $266k | 1.9k | 140.93 | |
| Alphabet Inc- Cl A Cap Stk Cl A (GOOGL) | 0.1 | $264k | 1.9k | 139.69 | |
| AFLAC Incorporated (AFL) | 0.0 | $120k | 1.5k | 82.50 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $119k | 1.4k | 84.14 | |
| Intel Corporation (INTC) | 0.0 | $114k | 2.3k | 50.25 | |
| Carrier Global Corporation (CARR) | 0.0 | $81k | 1.4k | 57.45 | |
| Deere & Company (DE) | 0.0 | $70k | 176.00 | 399.87 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $63k | 705.00 | 89.47 | |
| Amgen (AMGN) | 0.0 | $57k | 198.00 | 288.02 | |
| Chubb (CB) | 0.0 | $54k | 240.00 | 226.00 | |
| Bank of America Corporation (BAC) | 0.0 | $49k | 1.5k | 33.67 | |
| Union Pacific Corporation (UNP) | 0.0 | $44k | 180.00 | 245.62 | |
| Stryker Corporation (SYK) | 0.0 | $30k | 100.00 | 299.46 | |
| Norfolk Southern (NSC) | 0.0 | $26k | 110.00 | 236.38 | |
| Cummins (CMI) | 0.0 | $16k | 65.00 | 239.57 |
