§ 13F · FUND PROFILE
Oakmont Investment Advisors, Inc..
AUM · $144M (13F)Positions · 115Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 11K | $13M | — | — |
| 2 | GOOGL | ALPHABET INC | 30K | $11M | — | — |
| 3 | AAPL | APPLE INC | 21K | $6M | — | — |
| 4 | GLW | CORNING INC | 21K | $5M | — | — |
| 5 | NVDA | NVIDIA CORPORATION | 26K | $5M | — | — |
| 6 | MRK | MERCK & CO INC | 24K | $3M | — | — |
| 7 | COHR | COHERENT CORP | 8K | $3M | — | — |
| 8 | SCHW | SCHWAB CHARLES CORP | 32K | $3M | — | — |
| 9 | GOOG | ALPHABET INC | 8K | $3M | — | — |
| 10 | AMZN | AMAZON COM INC | 12K | $3M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OAKMONT SIGNAL
AC read
Oakmont Investment Advisors, Inc. is a institutional fund managing $144 million in assets. The fund runs a portfolio of 115 positions.
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