OAKMONT Corp as of Dec. 31, 2025
Portfolio Holdings for OAKMONT Corp
OAKMONT Corp holds 31 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.4 | $89M | 386k | 230.82 | |
| Microsoft Corporation (MSFT) | 14.3 | $83M | 171k | 483.62 | |
| Mastercard Incorporated Cl A (MA) | 12.1 | $70M | 122k | 570.88 | |
| Apple (AAPL) | 9.2 | $53M | 195k | 271.86 | |
| NVIDIA Corporation (NVDA) | 8.5 | $49M | 262k | 186.50 | |
| S&p Global (SPGI) | 7.4 | $43M | 81k | 522.59 | |
| Fair Isaac Corporation (FICO) | 7.1 | $41M | 24k | 1690.62 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.3 | $36M | 53k | 681.92 | |
| TransDigm Group Incorporated (TDG) | 5.9 | $34M | 26k | 1329.85 | |
| Waste Connections (WCN) | 5.0 | $29M | 167k | 175.36 | |
| Wal-Mart Stores (WMT) | 4.9 | $28M | 253k | 111.41 | |
| Costco Wholesale Corporation (COST) | 3.3 | $19M | 22k | 862.34 | |
| Blacksky Technology Com Cl A | 0.2 | $1.1M | 60k | 18.75 | |
| Alphabet Inc- Cl C Cap Stk Cl C (GOOG) | 0.1 | $591k | 1.9k | 313.80 | |
| Alphabet Inc- Cl A Cap Stk Cl A (GOOGL) | 0.1 | $590k | 1.9k | 313.00 | |
| Home Depot (HD) | 0.1 | $355k | 1.0k | 344.10 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $259k | 1.4k | 183.40 | |
| International Business Machines (IBM) | 0.0 | $201k | 677.00 | 296.21 | |
| AFLAC Incorporated (AFL) | 0.0 | $161k | 1.5k | 110.27 | |
| Intel Corporation (INTC) | 0.0 | $83k | 2.3k | 36.90 | |
| Deere & Company (DE) | 0.0 | $82k | 176.00 | 465.57 | |
| Bank of America Corporation (BAC) | 0.0 | $80k | 1.5k | 55.00 | |
| Chubb (CB) | 0.0 | $75k | 240.00 | 312.12 | |
| Carrier Global Corporation (CARR) | 0.0 | $75k | 1.4k | 52.84 | |
| Amgen (AMGN) | 0.0 | $65k | 198.00 | 327.31 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $62k | 705.00 | 87.35 | |
| Union Pacific Corporation (UNP) | 0.0 | $42k | 180.00 | 231.32 | |
| Stryker Corporation (SYK) | 0.0 | $35k | 100.00 | 351.47 | |
| Cummins (CMI) | 0.0 | $33k | 65.00 | 510.45 | |
| Norfolk Southern (NSC) | 0.0 | $32k | 110.00 | 288.72 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $3.1k | 115.00 | 26.56 |
