OAKMONT Corp as of March 31, 2026
Portfolio Holdings for OAKMONT Corp
OAKMONT Corp holds 31 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.6 | $82M | 394k | 208.27 | |
| Microsoft Corporation (MSFT) | 12.5 | $66M | 178k | 370.17 | |
| Mastercard Incorporated Cl A (MA) | 11.8 | $62M | 125k | 499.66 | |
| Apple (AAPL) | 9.6 | $50M | 199k | 253.79 | |
| NVIDIA Corporation (NVDA) | 9.4 | $50M | 285k | 174.40 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.0 | $37M | 57k | 650.34 | |
| S&p Global (SPGI) | 6.8 | $36M | 84k | 425.34 | |
| Wal-Mart Stores (WMT) | 6.1 | $32M | 258k | 124.28 | |
| TransDigm Group Incorporated (TDG) | 5.8 | $31M | 26k | 1158.96 | |
| Waste Connections (WCN) | 5.2 | $28M | 169k | 162.44 | |
| Fair Isaac Corporation (FICO) | 5.1 | $27M | 25k | 1067.54 | |
| Costco Wholesale Corporation (COST) | 4.3 | $23M | 23k | 996.43 | |
| Blacksky Technology Cl A New (BKSY) | 0.3 | $1.3M | 53k | 25.16 | |
| Alphabet Inc- Cl A Cap Stk Cl A (GOOGL) | 0.1 | $542k | 1.9k | 287.56 | |
| Alphabet Inc- Cl C Cap Stk Cl C (GOOG) | 0.1 | $540k | 1.9k | 286.86 | |
| Home Depot (HD) | 0.1 | $339k | 1.0k | 328.89 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $272k | 1.4k | 192.90 | |
| International Business Machines (IBM) | 0.0 | $164k | 677.00 | 242.39 | |
| AFLAC Incorporated (AFL) | 0.0 | $160k | 1.5k | 109.71 | |
| Intel Corporation (INTC) | 0.0 | $100k | 2.3k | 44.13 | |
| Deere & Company (DE) | 0.0 | $99k | 176.00 | 563.30 | |
| Carrier Global Corporation (CARR) | 0.0 | $80k | 1.4k | 56.31 | |
| Chubb (CB) | 0.0 | $78k | 240.00 | 325.93 | |
| Bank of America Corporation (BAC) | 0.0 | $71k | 1.5k | 48.75 | |
| Amgen (AMGN) | 0.0 | $70k | 198.00 | 351.85 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $54k | 705.00 | 77.08 | |
| Union Pacific Corporation (UNP) | 0.0 | $44k | 180.00 | 242.62 | |
| Cummins (CMI) | 0.0 | $35k | 65.00 | 538.02 | |
| Stryker Corporation (SYK) | 0.0 | $33k | 100.00 | 328.59 | |
| Norfolk Southern (NSC) | 0.0 | $32k | 110.00 | 287.00 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $1.5k | 115.00 | 13.12 |
