OAKMONT Corp as of Dec. 31, 2024
Portfolio Holdings for OAKMONT Corp
OAKMONT Corp holds 28 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 18.0 | $103M | 244k | 421.50 | |
| Amazon (AMZN) | 15.9 | $91M | 414k | 219.39 | |
| NVIDIA Corporation (NVDA) | 13.9 | $80M | 592k | 134.29 | |
| Mastercard Incorporated Cl A (MA) | 11.5 | $66M | 125k | 526.57 | |
| Apple (AAPL) | 8.6 | $49M | 195k | 250.42 | |
| Fair Isaac Corporation (FICO) | 8.3 | $48M | 24k | 1990.93 | |
| S&p Global (SPGI) | 7.1 | $41M | 82k | 498.03 | |
| Chipotle Mexican Grill (CMG) | 6.1 | $35M | 576k | 60.30 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.4 | $31M | 53k | 586.08 | |
| TransDigm Group Incorporated (TDG) | 4.5 | $26M | 20k | 1267.28 | |
| Liberty Energy Com Cl A (LBRT) | 0.3 | $1.8M | 92k | 19.89 | |
| Blacksky Technology Com Cl A | 0.2 | $898k | 83k | 10.79 | |
| Home Depot (HD) | 0.1 | $401k | 1.0k | 388.99 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $359k | 1.9k | 190.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $357k | 1.9k | 189.30 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $163k | 1.4k | 115.72 | |
| AFLAC Incorporated (AFL) | 0.0 | $151k | 1.5k | 103.44 | |
| Carrier Global Corporation (CARR) | 0.0 | $97k | 1.4k | 68.26 | |
| Deere & Company (DE) | 0.0 | $75k | 176.00 | 423.70 | |
| Chubb (CB) | 0.0 | $66k | 240.00 | 276.30 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $65k | 705.00 | 92.61 | |
| Bank of America Corporation (BAC) | 0.0 | $64k | 1.5k | 43.95 | |
| Amgen (AMGN) | 0.0 | $52k | 198.00 | 260.64 | |
| Intel Corporation (INTC) | 0.0 | $45k | 2.3k | 20.05 | |
| Union Pacific Corporation (UNP) | 0.0 | $41k | 180.00 | 228.04 | |
| Stryker Corporation (SYK) | 0.0 | $36k | 100.00 | 360.05 | |
| Norfolk Southern (NSC) | 0.0 | $26k | 110.00 | 234.70 | |
| Cummins (CMI) | 0.0 | $23k | 65.00 | 348.60 |
