Q2 2026 13F · SEC CIK 2150170

Oakmont Investment Advisors, Inc.

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $144.1M
Reported positions: 115
Holdings vs S&P 500, 3 yrs: —
Assets under management: $192.2M

Oakmont Investment Advisors, Inc. is a wealth manager that reported 115 positions worth $144.1M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Micron Technology Inc (MU, 8.7%), Alphabet Inc (GOOGL, 7.4%), Apple Inc (AAPL, 4.2%).

Oakmont Investment Advisors, Inc. holdings largest 50 of 115 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Oakmont Investment Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MUMicron Technology Inc	8.7%	4.5%	10,902	-24.5%	$12.6M
GOOGLAlphabet Inc	7.4%	8.1%	29,669	-3.2%	$10.6M
AAPLApple Inc	4.2%	4.5%	21,153	+8.5%	$6.1M
GLWCorning Inc.	3.7%	3.4%	20,927	-23.0%	$5.3M
NVDANvidia Corporation Com	3.7%	4.1%	26,458	+3.4%	$5.3M
MRKMerck & Co. Inc	2.1%	2.6%	24,110	+0.4%	$3.1M
COHRCoherent Corp	2.1%	1.6%	7,666	+2.3%	$3.0M
SCHWSchwab Charles Corp	2.1%	—	32,113	—	$3.0M
GOOGAlphabet Inc	2.0%	2.2%	8,323	+0.3%	$2.9M
AMZNAmazon Com Inc Com	2.0%	2.3%	12,182	-0.2%	$2.9M
GEVGe Vernova Inc	2.0%	2.0%	2,443	+0.0%	$2.9M
AVGOBroadcom Inc	1.9%	2.1%	7,272	+0.2%	$2.7M
VRTVertiv Holdings Co	1.8%	2.1%	7,869	-13.1%	$2.6M
MPMp Materials Corp	1.7%	1.9%	43,393	-0.2%	$2.4M
PEPPepsico Inc	1.6%	2.4%	17,470	+1.9%	$2.4M
EMREmerson Elec Co Com	1.6%	1.8%	15,863	+3.7%	$2.3M
SYKStryker Corporation	1.5%	2.5%	6,709	-19.3%	$2.1M
MDTMedtronic PLC	1.5%	2.1%	26,858	+1.9%	$2.1M
JNJJohnson & Johnson	1.3%	2.0%	7,594	-14.2%	$1.9M
JPMJpmorgan Chase & Co	1.2%	1.1%	5,169	+22.8%	$1.7M
QCOMQualcomm Inc	1.2%	1.1%	8,977	+0.0%	$1.7M
EROEro Copper Corp	1.1%	1.5%	61,509	-0.7%	$1.6M
AVAVAerovironment Inc	1.1%	—	9,799	—	$1.6M
MLIMueller Inds Inc	1.1%	1.4%	12,863	-8.1%	$1.6M
NDAQNasdaq Inc	1.1%	—	19,621	—	$1.5M
PSXPhillips 66	1.1%	1.5%	9,109	+1.4%	$1.5M
OKEOneok Inc	1.1%	1.5%	17,530	-5.4%	$1.5M
ORCLOracle Corp	1.0%	1.1%	10,045	+25.2%	$1.5M
BRK-BBerkshire Hathaway Inc Del	0.9%	0.9%	2,675	+35.4%	$1.3M
CATCaterpillar Inc Com	0.9%	0.8%	1,208	-7.4%	$1.3M
JJacobs Solutions Inc	0.9%	—	10,100	—	$1.3M
LLYLilly Eli & Co	0.9%	—	1,058	—	$1.3M
URIUnited Rentals Inc Com	0.8%	0.7%	1,075	+0.0%	$1.2M
OXYOccidental Petrol Co	0.8%	—	24,605	—	$1.2M
AUAnglogold Ashanti PLC	0.8%	1.3%	14,500	+0.1%	$1.2M
NVONovo-Nordisk A S	0.8%	—	24,243	—	$1.2M
SOLSSolstice Advanced Matls Inc	0.8%	—	12,864	—	$1.1M
WMWaste Mgmt Inc Del	0.8%	1.4%	5,004	-25.3%	$1.1M
MSMorgan Stanley Com New	0.7%	0.8%	5,149	+0.0%	$1.1M
ATIAti Inc	0.7%	0.7%	5,371	+3.2%	$1.1M
HONHoneywell International Inc.	0.7%	—	4,639	—	$1.0M
HONAHoneywell Aerospace Inc.	0.7%	—	4,633	—	$1.0M
IPGPIpg Photonics Corp	0.7%	1.0%	8,450	-9.1%	$991K
GDXVaneck Gold Miners ETF	0.7%	1.1%	12,972	+0.0%	$979K
ALBAlbemarle Corp Com	0.7%	0.7%	7,050	+76.3%	$952K
CDECoeur Mng Inc	0.7%	0.9%	58,029	+10.9%	$947K
NEMNewmont Corp	0.7%	1.0%	10,105	-3.2%	$944K
CEGConstellation Energy Corp	0.6%	0.7%	3,727	+40.5%	$926K
GFIGold Fields Ltd ADR	0.6%	1.2%	27,156	-8.2%	$912K
WMTWalmart Inc	0.6%	1.3%	7,850	-32.2%	$889K

What Oakmont Investment Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$144.1M	115
Q1 2026	$109.3M	98

Questions about Oakmont Investment Advisors, Inc.'s portfolio

What stocks does Oakmont Investment Advisors, Inc. own?

Oakmont Investment Advisors, Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 115 positions worth $144.1M. The largest are Micron Technology Inc (MU) at 8.7%, Alphabet Inc (GOOGL) at 7.4%, Apple Inc (AAPL) at 4.2%, Corning Inc. (GLW) at 3.7% and Nvidia Corporation Com (NVDA) at 3.7%.

What did Oakmont Investment Advisors, Inc. buy last quarter?

In Q2 2026, Oakmont Investment Advisors, Inc. added Albemarle Corp Com (ALB) (+76.3% shares), Constellation Energy Corp (CEG) (+40.5% shares) and Berkshire Hathaway Inc Del (BRK-B) (+35.4% shares), compared with its Q1 2026 filing.

What did Oakmont Investment Advisors, Inc. sell last quarter?

In Q2 2026, Oakmont Investment Advisors, Inc. cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Global X Fds (SHLD), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 EQT Corp (EQT), cut from its top 50 Costco Whsl Corp New (COST), Walmart Inc (WMT) (-32.2% shares), Waste Mgmt Inc Del (WM) (-25.3% shares) and Micron Technology Inc (MU) (-24.5% shares), compared with its Q1 2026 filing.

When is Oakmont Investment Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Oakmont Investment Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Oakmont Investment Advisors, Inc. manage?

Oakmont Investment Advisors, Inc. reported $192.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $144.1M.