OAKMONT Corp as of June 30, 2026
Portfolio Holdings for OAKMONT Corp
OAKMONT Corp holds 31 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 16.6 | $83M | 350k | 238.34 | |
| Microsoft Corporation (MSFT) | 11.7 | $59M | 158k | 373.02 | |
| Mastercard Incorporated Cl A (MA) | 11.3 | $57M | 111k | 513.60 | |
| Apple (AAPL) | 10.1 | $51M | 176k | 289.36 | |
| NVIDIA Corporation (NVDA) | 10.1 | $51M | 252k | 200.09 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.6 | $38M | 51k | 746.77 | |
| TransDigm Group Incorporated (TDG) | 6.2 | $31M | 23k | 1332.04 | |
| S&p Global (SPGI) | 6.1 | $31M | 75k | 407.26 | |
| Fair Isaac Corporation (FICO) | 5.3 | $27M | 22k | 1194.78 | |
| Wal-Mart Stores (WMT) | 5.2 | $26M | 229k | 113.26 | |
| Waste Connections (WCN) | 5.0 | $25M | 151k | 166.69 | |
| Costco Wholesale Corporation (COST) | 3.8 | $19M | 20k | 935.47 | |
| Blacksky Technology Cl A New (BKSY) | 0.3 | $1.5M | 53k | 27.92 | |
| Trulieve Cannabis Corp Sub Vtg Shs | 0.2 | $1.1M | 1.5M | 0.70 | |
| Alphabet Inc- Cl A Cap Stk Cl A (GOOGL) | 0.1 | $674k | 1.9k | 357.37 | |
| Alphabet Inc- Cl C Cap Stk Cl C (GOOG) | 0.1 | $666k | 1.9k | 353.33 | |
| Home Depot (HD) | 0.1 | $364k | 1.0k | 352.68 | |
| Intel Corporation (INTC) | 0.1 | $315k | 2.3k | 139.63 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $268k | 1.4k | 189.73 | |
| AFLAC Incorporated (AFL) | 0.0 | $171k | 1.5k | 117.25 | |
| Deere & Company (DE) | 0.0 | $112k | 176.00 | 634.33 | |
| Carrier Global Corporation (CARR) | 0.0 | $104k | 1.4k | 73.35 | |
| International Business Machines (IBM) | 0.0 | $92k | 327.00 | 281.21 | |
| Bank of America Corporation (BAC) | 0.0 | $83k | 1.5k | 56.98 | |
| Chubb (CB) | 0.0 | $82k | 240.00 | 340.74 | |
| Amgen (AMGN) | 0.0 | $72k | 198.00 | 362.12 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $51k | 705.00 | 71.60 | |
| Union Pacific Corporation (UNP) | 0.0 | $49k | 180.00 | 272.00 | |
| Cummins (CMI) | 0.0 | $46k | 65.00 | 713.22 | |
| Norfolk Southern (NSC) | 0.0 | $35k | 110.00 | 314.59 | |
| Stryker Corporation (SYK) | 0.0 | $32k | 100.00 | 314.84 |
