StockDriftsStockDriftsTop 50 Oakmont Investment Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 8.73% | 10.9K | $12.6M | -24.53%(-3.54K) | $226.37(+319.60%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 7.36% | 29.7K | $10.6M | -3.16%(-968) | $279.11(+24.10%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.25% | 21.2K | $6.1M | +8.49%(+1.66K) | $263.54(+15.83%) | 2026-06-30 | |
| GLW | CORNING INC | 3.71% | 20.9K | $5.3M | -22.96%(-6.24K) | $89.59(+76.96%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.67% | 26.5K | $5.3M | +3.38%(+866) | $184.70(+21.98%) | 2026-06-30 | |
| MRK | MERCK & CO INC | 2.15% | 24.1K | $3.1M | +0.42%(+101) | $94.72(+43.11%) | 2026-06-30 | |
| COHR | COHERENT CORP | 2.1% | 7.7K | $3.0M | +2.34%(+175) | $149.82(+118.42%) | 2026-06-30 | |
| SCHW | SCHWAB CHARLES CORP | 2.06% | 32.1K | $3.0M | new | $97.69(+12.66%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.04% | 8.3K | $2.9M | +0.25%(+21) | $279.16(+23.21%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.01% | 12.2K | $2.9M | -0.20%(-25) | $224.40(+18.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +37.52% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.13% |
Oakmont Investment Advisors INC reports $144.10M in US-listed equity holdings across 115 positions in its most recent 13F filing. Its largest disclosed positions are MU (8.7%), GOOGL (7.4%) and AAPL (4.3%). The top 20 holdings account for 54.16% of reported assets. Its disclosed equity book has returned +37.52% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Oakmont Investment Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2150170). View Oakmont Investment Advisors INC’s 13F filings on SEC