OAKMONT Corp as of Sept. 30, 2025
Portfolio Holdings for OAKMONT Corp
OAKMONT Corp holds 30 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.6 | $87M | 169k | 517.95 | |
| Amazon (AMZN) | 14.9 | $83M | 380k | 219.57 | |
| Mastercard Incorporated Cl A (MA) | 12.3 | $69M | 121k | 568.81 | |
| NVIDIA Corporation (NVDA) | 8.9 | $50M | 267k | 186.58 | |
| Apple (AAPL) | 8.7 | $48M | 190k | 254.63 | |
| S&p Global (SPGI) | 6.9 | $39M | 80k | 486.71 | |
| Fair Isaac Corporation (FICO) | 6.2 | $35M | 23k | 1496.53 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.2 | $35M | 52k | 666.18 | |
| TransDigm Group Incorporated (TDG) | 5.9 | $33M | 25k | 1318.02 | |
| Waste Connections (WCN) | 5.1 | $29M | 163k | 175.80 | |
| Wal-Mart Stores (WMT) | 4.5 | $25M | 247k | 103.06 | |
| Chipotle Mexican Grill (CMG) | 3.8 | $21M | 540k | 39.19 | |
| Blacksky Technology Com Cl A | 0.3 | $1.5M | 73k | 20.15 | |
| Liberty Energy Com Cl A (LBRT) | 0.2 | $1.1M | 92k | 12.34 | |
| Alphabet Inc- Cl C Cap Stk Cl C (GOOG) | 0.1 | $459k | 1.9k | 243.55 | |
| Alphabet Inc- Cl A Cap Stk Cl A (GOOGL) | 0.1 | $459k | 1.9k | 243.10 | |
| Home Depot (HD) | 0.1 | $418k | 1.0k | 405.19 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $236k | 1.4k | 167.33 | |
| AFLAC Incorporated (AFL) | 0.0 | $163k | 1.5k | 111.70 | |
| Carrier Global Corporation (CARR) | 0.0 | $84k | 1.4k | 59.70 | |
| Deere & Company (DE) | 0.0 | $81k | 176.00 | 457.26 | |
| Intel Corporation (INTC) | 0.0 | $76k | 2.3k | 33.55 | |
| Bank of America Corporation (BAC) | 0.0 | $75k | 1.5k | 51.59 | |
| Chubb (CB) | 0.0 | $68k | 240.00 | 282.25 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $65k | 705.00 | 91.43 | |
| Amgen (AMGN) | 0.0 | $56k | 198.00 | 282.20 | |
| Union Pacific Corporation (UNP) | 0.0 | $43k | 180.00 | 236.37 | |
| Stryker Corporation (SYK) | 0.0 | $37k | 100.00 | 369.67 | |
| Norfolk Southern (NSC) | 0.0 | $33k | 110.00 | 300.41 | |
| Cummins (CMI) | 0.0 | $28k | 65.00 | 422.37 |
