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 |
