OAKMONT Corp as of March 31, 2025
Portfolio Holdings for OAKMONT Corp
OAKMONT Corp holds 31 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.7 | $80M | 213k | 375.39 | |
| Amazon (AMZN) | 15.4 | $78M | 412k | 190.26 | |
| Mastercard Incorporated Cl A (MA) | 13.4 | $68M | 124k | 548.12 | |
| NVIDIA Corporation (NVDA) | 10.2 | $52M | 476k | 108.38 | |
| Fair Isaac Corporation (FICO) | 8.7 | $44M | 24k | 1844.16 | |
| Apple (AAPL) | 8.5 | $43M | 194k | 222.13 | |
| S&p Global (SPGI) | 8.1 | $41M | 81k | 508.10 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.8 | $30M | 53k | 559.39 | |
| Chipotle Mexican Grill (CMG) | 5.6 | $28M | 563k | 50.21 | |
| TransDigm Group Incorporated (TDG) | 5.5 | $28M | 20k | 1383.29 | |
| Wal-Mart Stores (WMT) | 1.9 | $9.7M | 111k | 87.79 | |
| Liberty Energy Com Cl A (LBRT) | 0.3 | $1.5M | 92k | 15.83 | |
| Centessa Pharmaceuticals Sponsored Adr (CNTA) | 0.3 | $1.3M | 92k | 14.38 | |
| Blacksky Technology Com Cl A | 0.1 | $643k | 83k | 7.73 | |
| Tectonic Therapeutic (TECX) | 0.1 | $445k | 25k | 17.71 | |
| Home Depot (HD) | 0.1 | $378k | 1.0k | 366.49 | |
| Alphabet Inc- Cl C Cap Stk Cl C (GOOG) | 0.1 | $294k | 1.9k | 156.23 | |
| Alphabet Inc- Cl A Cap Stk Cl A (GOOGL) | 0.1 | $292k | 1.9k | 154.64 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $187k | 1.4k | 132.46 | |
| AFLAC Incorporated (AFL) | 0.0 | $162k | 1.5k | 111.19 | |
| Carrier Global Corporation (CARR) | 0.0 | $90k | 1.4k | 63.40 | |
| Deere & Company (DE) | 0.0 | $83k | 176.00 | 469.35 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $73k | 705.00 | 103.20 | |
| Chubb (CB) | 0.0 | $73k | 240.00 | 301.99 | |
| Amgen (AMGN) | 0.0 | $62k | 198.00 | 311.55 | |
| Bank of America Corporation (BAC) | 0.0 | $61k | 1.5k | 41.73 | |
| Intel Corporation (INTC) | 0.0 | $51k | 2.3k | 22.71 | |
| Union Pacific Corporation (UNP) | 0.0 | $43k | 180.00 | 236.24 | |
| Stryker Corporation (SYK) | 0.0 | $37k | 100.00 | 372.25 | |
| Norfolk Southern (NSC) | 0.0 | $26k | 110.00 | 236.85 | |
| Cummins (CMI) | 0.0 | $20k | 65.00 | 313.45 |
