Oakmont Corp
- SEC CIK
- 0000924171
- Latest filing
- Aug 6, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 12, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 28
- −4 vs. Q3 2024
- Portfolio value
- $571.9M
- +$51.9M (+10.0%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 243,682 | $102.7M | 18.0% | +16,075+7.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 413,984 | $90.8M | 15.9% | +9,009+2.2% | Added | History |
| NVDANVIDIA Corp | Stock | 592,189 | $79.5M | 13.9% | +21,812+3.8% | Added | History |
| MAMastercard Inc | Stock | 124,582 | $65.6M | 11.5% | +13,350+12.0% | Added | History |
| AAPLApple Inc. | Stock | 195,397 | $48.9M | 8.6% | +23,692+13.8% | Added | History |
| FICOFair Isaac Corp | COM | 23,933 | $47.6M | 8.3% | −4,094−14.6% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 81,587 | $40.6M | 7.1% | +2,920+3.7% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 575,771 | $34.7M | 6.1% | +57,928+11.2% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 53,101 | $31.1M | 5.4% | +53,101 | New | History |
| TDGTransDigm Group INC | COM | 20,086 | $25.5M | 4.5% | +4,421+28.2% | Added | History |
| LBRTLiberty Energy Inc. | COM CL A | 92,000 | $1.83M | 0.3% | 00.0% | Unchanged | History |
| BKSYBlackSky Technology Inc. | COM CL A | 83,239 | $898.1K | 0.2% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 1,032 | $401.4K | 0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 1,884 | $358.8K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,886 | $357.0K | 0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 1,410 | $163.2K | <0.1% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 1,459 | $150.9K | <0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 1,413 | $96.5K | <0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 176 | $74.6K | <0.1% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 240 | $66.3K | <0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 705 | $65.3K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 1,455 | $63.9K | <0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 198 | $51.6K | <0.1% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 2,258 | $45.3K | <0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 180 | $41.0K | <0.1% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 100 | $36.0K | <0.1% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 110 | $25.8K | <0.1% | 00.0% | Unchanged | History |
| CMICummins Inc | Stock | 65 | $22.7K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (5)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 42,270 | $7.14M | 1.4% | History |
| METAMeta Platforms, Inc. | Stock | 11,571 | $6.56M | 1.3% | History |
| CDNSCadence Design Systems Inc | Stock | 22,920 | $6.47M | 1.2% | History |
| TYLTyler Technologies Inc | COM | 6,865 | $4.14M | 0.8% | History |
| ASMLASML Holding NV | ADR | 2,225 | $1.50M | 0.3% | History |