Oakmont Investment Advisors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Oakmont Investment Advisors, Inc. reported 115 stock positions worth $144.1 million. Its top holding was Micron Technology (MU) at 8.7% of the portfolio, followed by Alphabet Class A (GOOGL, 7.4%) and Apple (AAPL, 4.2%). Compared with Q1 2026, it opened 32 new positions, sold out of 16, added to 31 and reduced 40. The biggest buy was a new position in Schwab (charles) (SCHW) and the biggest sale an exit from Global X Defense Tech ETF (SHLD).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0002150170
- Portfolio Value
- $144.1M (Q2 2026)
- SEC Filing
- 0002150170-26-000003 ↗ filed Aug 14, 2026
Holdings Value
Holdings 115 stocks · $144.1M
| MU Micron Technology Inc. | 8.73% | 10,902 | $12.6M | Reduce -24.5% |
| GOOGL Alphabet Inc. Class A | 7.36% | 29,669 | $10.6M | Reduce -3.2% |
| AAPL Apple Inc. | 4.25% | 21,153 | $6.1M | Add +8.5% |
| GLW Corning Inc. | 3.71% | 20,927 | $5.3M | Reduce -23.0% |
| NVDA Nvidia Corp. | 3.67% | 26,458 | $5.3M | Add +3.4% |
| MRK Merck & Co. Inc. | 2.15% | 24,110 | $3.1M | Add +0.4% |
| COHR Coherent Corp. | 2.10% | 7,666 | $3.0M | Add +2.3% |
| SCHW Schwab (charles) Corp. | 2.06% | 32,113 | $3.0M | New |
| GOOG Alphabet Inc. Class C | 2.04% | 8,323 | $2.9M | Add +0.3% |
| AMZN Amazon.com Inc. | 2.01% | 12,182 | $2.9M | Reduce -0.2% |
| GEV GE Vernova Inc. | 1.99% | 2,443 | $2.9M | No change |
| AVGO Broadcom Inc. | 1.91% | 7,272 | $2.7M | Add +0.3% |
| VRT Vertiv Holdings Co. Class A | 1.83% | 7,869 | $2.6M | Reduce -13.1% |
| MP MP Materials Corp. | 1.69% | 43,393 | $2.4M | Reduce -0.2% |
| PEP Pepsico Inc. | 1.64% | 17,470 | $2.4M | Add +1.9% |
| EMR Emerson Electric Co. | 1.58% | 15,863 | $2.3M | Add +3.6% |
| SYK Stryker Corp. | 1.47% | 6,709 | $2.1M | Reduce -19.3% |
| MDT Medtronic PLC | 1.46% | 26,858 | $2.1M | Add +1.9% |
| JNJ Johnson & Johnson | 1.34% | 7,594 | $1.9M | Reduce -14.2% |
| JPM JPMorgan Chase & Co. | 1.17% | 5,169 | $1.7M | Add +22.8% |
| QCOM Qualcomm Inc. | 1.15% | 8,977 | $1.7M | No change |
| ERO Ero Copper Corp. | 1.14% | 61,509 | $1.6M | Reduce -0.7% |
| AVAV Aerovironment Inc. | 1.12% | 9,799 | $1.6M | New |
| MLI Mueller Industries Inc. | 1.10% | 12,863 | $1.6M | Reduce -8.1% |
| NDAQ Nasdaq Inc. | 1.07% | 19,621 | $1.5M | New |
| PSX Phillips 66 | 1.07% | 9,109 | $1.5M | Add +1.4% |
| OKE Oneok Inc. | 1.06% | 17,530 | $1.5M | Reduce -5.4% |
| ORCL Oracle Corp. | 1.02% | 10,045 | $1.5M | Add +25.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.93% | 2,675 | $1.3M | Add +35.4% |
| CAT Caterpillar Inc. | 0.89% | 1,208 | $1.3M | Reduce -7.4% |
| J Jacobs Solutions Inc. | 0.88% | 10,100 | $1.3M | New |
| LLY Eli Lilly & Co. | 0.88% | 1,058 | $1.3M | Add +314.9% |
| URI United Rentals Inc. | 0.85% | 1,075 | $1.2M | No change |
| OXY Occidental Petroleum Corp. | 0.83% | 24,605 | $1.2M | New |
| AU Anglogold Ashanti PLC | 0.81% | 14,500 | $1.2M | Add +0.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.81% | 24,243 | $1.2M | Add +270.8% |
| SOLS Solstice Adv Materials Inc. | 0.79% | 12,864 | $1.1M | Add +75.7% |
| WM Waste Management Inc. | 0.77% | 5,004 | $1.1M | Reduce -25.4% |
| MS Morgan Stanley | 0.75% | 5,149 | $1.1M | No change |
| ATI Ati Inc. | 0.73% | 5,371 | $1.1M | Add +3.2% |
| HON Honeywell International Inc. | 0.72% | 4,639 | $1.0M | Reduce -1.8% |
| HONA Honeywell Aerospace Inc. | 0.71% | 4,633 | $1.0M | Reduce -1.9% |
| IPGP Ipg Photonics Corp. | 0.69% | 8,450 | $991K | Reduce -9.1% |
| GDX Vaneck Gold Miners ETF | 0.68% | 12,972 | $979K | No change |
| ALB Albemarle Corp. | 0.66% | 7,050 | $952K | Add +76.3% |
| CDE Coeur Mining Inc. | 0.66% | 58,029 | $947K | Add +10.9% |
| NEM Newmont Corp. | 0.65% | 10,105 | $944K | Reduce -3.2% |
| CEG Constellation Energy | 0.64% | 3,727 | $926K | Add +40.5% |
| GFI Gold Fields Ltd.-Spons ADR | 0.63% | 27,156 | $912K | Reduce -8.2% |
| WMT Walmart Inc. | 0.62% | 7,850 | $889K | Reduce -32.2% |
| LITE Lumentum Holdings Inc. | 0.60% | 1,004 | $861K | New |
| XOM Exxon Mobil Corp. | 0.55% | 5,838 | $798K | Reduce -11.2% |
| EOG EOG Resources Inc. | 0.55% | 6,100 | $791K | New |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.54% | 6,815 | $784K | New |
| EQT Eqt Corp. | 0.51% | 13,868 | $737K | No change |
| DVN Devon Energy Corp. | 0.50% | 17,475 | $722K | New |
| CVX Chevron Corp. | 0.49% | 4,297 | $712K | Add +33.2% |
| FLEX Flex Ltd. | 0.45% | 4,019 | $651K | Add +0.5% |
| BCS Barclays PLC-Spons ADR | 0.43% | 23,000 | $618K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.42% | 1,263 | $603K | Add +0.2% |
| PG The Procter & Gamble Co. | 0.42% | 4,093 | $600K | Reduce -1.8% |
| DELL Dell Technologies -C | 0.41% | 1,378 | $595K | Reduce -19.5% |
| UNH Unitedhealth Group Inc. | 0.38% | 1,314 | $546K | New |
| NESR National Energy Services Reu | 0.38% | 18,100 | $542K | New |
| HAPN Happen Inc. | 0.37% | 25,963 | $538K | New |
| HD Home Depot Inc. | 0.37% | 1,495 | $527K | Reduce -3.5% |
| BEN Franklin Templeton Inc. | 0.36% | 15,715 | $523K | New |
| UBS UBS Group AG-Reg | 0.36% | 10,370 | $514K | New |
| NTRS Northern Trust Corp. | 0.35% | 2,929 | $509K | New |
| MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC | 0.35% | 8,160 | $497K | New |
| MCD McDonald's Corp. | 0.34% | 1,834 | $496K | Add +12.3% |
| AEM Agnico Eagle Mines Ltd. | 0.34% | 3,187 | $494K | No change |
| BKU Bankunited Inc. | 0.34% | 10,200 | $494K | New |
| PAAS Pan American Silver Corp. | 0.34% | 10,975 | $492K | Reduce -1.8% |
| NUE Nucor Corp. | 0.34% | 2,198 | $490K | New |
| VSXY Victoria's Secret & Co. | 0.34% | 5,828 | $487K | New |
| PFE Pfizer Inc. | 0.33% | 19,961 | $481K | Add +41.8% |
| KO The Coca-Cola Co. | 0.33% | 5,864 | $477K | Reduce -18.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 1,688 | $474K | Reduce -43.6% |
| SBUX Starbucks Corp. | 0.33% | 4,631 | $473K | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.33% | 505 | $473K | Reduce -34.0% |
| XYZ Block Inc. | 0.33% | 6,200 | $471K | New |
| DE Deere & Co. | 0.32% | 718 | $458K | New |
| ADP Automatic Data Processing | 0.32% | 2,036 | $456K | Add +6.1% |
| ENB Enbridge Inc. | 0.32% | 8,376 | $454K | New |
| EIX Edison International | 0.31% | 5,944 | $443K | Reduce -0.8% |
| UNP Union Pacific Corp. | 0.30% | 1,566 | $426K | Reduce -18.6% |
| CL Colgate-Palmolive Co. | 0.29% | 4,570 | $419K | Reduce -10.7% |
| V Visa Inc. Class A | 0.29% | 1,203 | $412K | Reduce -24.7% |
| UPS United Parcel Service Class B | 0.29% | 3,820 | $411K | Add +71.1% |
| MA Mastercard Inc. Class A | 0.29% | 799 | $411K | Reduce -16.5% |
| ITW Illinois Tool Works | 0.28% | 1,483 | $401K | New |
| ABT Abbott Laboratories | 0.28% | 4,394 | $399K | Reduce -30.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 4,097 | $395K | Reduce -6.9% |
| E Eni SPA-Sponsored ADR | 0.27% | 8,400 | $394K | New |
| UBER Uber Technologies Inc. | 0.27% | 5,401 | $390K | Reduce -19.3% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 3,310 | $386K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 493 | $368K | Add +16.3% |
| GOLD Gold.com Inc. | 0.25% | 8,570 | $357K | Reduce -7.0% |
| D Dominion Energy Inc. | 0.24% | 5,162 | $352K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| SHLD Global X Defense Tech ETF | Sold out | 0.00% | −1.37 |
| HON Honeywell International Inc. | Reduce -1.8% | 0.72% | −1.23 |
| SYK Stryker Corp. | Reduce -19.3% | 1.47% | −1.03 |
| GOOGL Alphabet Inc. Class A | Reduce -3.2% | 7.36% | −0.70 |
| WMT Walmart Inc. | Reduce -32.2% | 0.62% | −0.70 |
| JNJ Johnson & Johnson | Reduce -14.2% | 1.34% | −0.64 |
| WM Waste Management Inc. | Reduce -25.4% | 0.77% | −0.64 |
| GFI Gold Fields Ltd.-Spons ADR | Reduce -8.2% | 0.63% | −0.60 |
| OKE Oneok Inc. | Reduce -5.4% | 1.06% | −0.47 |
| XOM Exxon Mobil Corp. | Reduce -11.2% | 0.55% | −0.47 |
| NEM Newmont Corp. | Reduce -3.2% | 0.65% | −0.38 |
| COST Costco Wholesale Corp. | Reduce -34.0% | 0.33% | −0.37 |
| ERO Ero Copper Corp. | Reduce -0.7% | 1.14% | −0.37 |
| DB Deutsche Bank AG-Registered | Sold out | 0.00% | −0.35 |
| IBM Intl Business Machines Corp. | Reduce -43.6% | 0.33% | −0.33 |
| MLI Mueller Industries Inc. | Reduce -8.1% | 1.10% | −0.32 |
| ABT Abbott Laboratories | Reduce -30.2% | 0.28% | −0.31 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 2.01% | −0.31 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.29 |
| AUGO Aura Minerals Inc. | Sold out | 0.00% | −0.29 |
| BKH Black Hills Corp. | Reduce -49.4% | 0.20% | −0.29 |
| IPGP Ipg Photonics Corp. | Reduce -9.1% | 0.69% | −0.29 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.27 |
| CFG Citizens Financial Group | Sold out | 0.00% | −0.27 |
| KTB Kontoor Brands Inc. | Sold out | 0.00% | −0.26 |
| VRT Vertiv Holdings Co. Class A | Reduce -13.1% | 1.83% | −0.25 |
| HONA Honeywell Aerospace Inc. | Reduce -1.9% | 0.71% | −0.25 |
| SFD Smithfield Foods Inc. | Sold out | 0.00% | −0.24 |
| FIVE Five Below | Sold out | 0.00% | −0.24 |
| FAF First American Financial | Sold out | 0.00% | −0.24 |
| DAR Darling Ingredients Inc. | Sold out | 0.00% | −0.24 |
| BTSG Brightspring Health Services | Sold out | 0.00% | −0.24 |
| PCG P G & E Corp. | Sold out | 0.00% | −0.24 |
| MP MP Materials Corp. | Reduce -0.2% | 1.69% | −0.23 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.22 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.22 |
| PAAS Pan American Silver Corp. | Reduce -1.8% | 0.34% | −0.22 |
| B Barrick Mining Corp. | Sold out | 0.00% | −0.19 |
| KO The Coca-Cola Co. | Reduce -18.9% | 0.33% | −0.17 |
| UBER Uber Technologies Inc. | Reduce -19.3% | 0.27% | −0.17 |
| V Visa Inc. Class A | Reduce -24.7% | 0.29% | −0.16 |
| MA Mastercard Inc. Class A | Reduce -16.5% | 0.29% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -1.8% | 0.42% | −0.13 |
| UNP Union Pacific Corp. | Reduce -18.6% | 0.30% | −0.13 |
| DIS The Walt Disney Co. | Reduce -6.9% | 0.27% | −0.11 |
| CL Colgate-Palmolive Co. | Reduce -10.7% | 0.29% | −0.11 |
| HD Home Depot Inc. | Reduce -3.5% | 0.37% | −0.10 |
| EIX Edison International | Reduce -0.8% | 0.31% | −0.09 |
| GOLD Gold.com Inc. | Reduce -7.0% | 0.25% | −0.09 |
| SBUX Starbucks Corp. | Reduce -0.5% | 0.33% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| SCHW Schwab (charles) Corp. | New | 2.06% | +2.06 |
| AVAV Aerovironment Inc. | New | 1.12% | +1.12 |
| NDAQ Nasdaq Inc. | New | 1.07% | +1.07 |
| J Jacobs Solutions Inc. | New | 0.88% | +0.88 |
| OXY Occidental Petroleum Corp. | New | 0.83% | +0.83 |
| LLY Eli Lilly & Co. | Add +314.9% | 0.88% | +0.67 |
| LITE Lumentum Holdings Inc. | New | 0.60% | +0.60 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +270.8% | 0.81% | +0.59 |
| EOG EOG Resources Inc. | New | 0.55% | +0.55 |
| CM Can Imperial BK of Commerce | New | 0.54% | +0.54 |
| DVN Devon Energy Corp. | New | 0.50% | +0.50 |
| COHR Coherent Corp. | Add +2.3% | 2.10% | +0.47 |
| UNH Unitedhealth Group Inc. | New | 0.38% | +0.38 |
| NESR National Energy Services Reu | New | 0.38% | +0.38 |
| HAPN Happen Inc. | New | 0.37% | +0.37 |
| BEN Franklin Templeton Inc. | New | 0.36% | +0.36 |
| UBS UBS Group AG-Reg | New | 0.36% | +0.36 |
| NTRS Northern Trust Corp. | New | 0.35% | +0.35 |
| MRX Marex UK Holdings Ltd. | New | 0.35% | +0.35 |
| BKU Bankunited Inc. | New | 0.34% | +0.34 |
| NUE Nucor Corp. | New | 0.34% | +0.34 |
| VSXY Victoria's Secret & Co. | New | 0.34% | +0.34 |
| XYZ Block Inc. | New | 0.33% | +0.33 |
| DE Deere & Co. | New | 0.32% | +0.32 |
| ENB Enbridge Inc. | New | 0.32% | +0.32 |
| SOLS Solstice Adv Materials Inc. | Add +75.7% | 0.79% | +0.28 |
| ITW Illinois Tool Works | New | 0.28% | +0.28 |
| E Eni SPA-Sponsored ADR | New | 0.27% | +0.27 |
| PLTR Palantir Technologies Inc. Class A | New | 0.27% | +0.27 |
| FLEX Flex Ltd. | Add +0.5% | 0.45% | +0.21 |
| AMD Advanced Micro Devices | New | 0.21% | +0.21 |
| IONQ Ionq Inc. | New | 0.20% | +0.20 |
| NJR New Jersey Resources Corp. | New | 0.16% | +0.16 |
| PARR Par Pacific Holdings Inc. | New | 0.16% | +0.16 |
| MKSI MKS Inc. | New | 0.15% | +0.15 |
| MSFT Microsoft Corp. | New | 0.15% | +0.15 |
| PANW Palo Alto Networks Inc. | New | 0.15% | +0.15 |
| UPS United Parcel Service Class B | Add +71.1% | 0.29% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +35.4% | 0.93% | +0.06 |
| ATI Ati Inc. | Add +3.2% | 0.73% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +22.8% | 1.17% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.2% | 0.42% | +0.03 |
| CBOE Cboe Global Markets Inc. | Add +56.0% | 0.19% | +0.00 |
| ALB Albemarle Corp. | Add +76.3% | 0.66% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +16.3% | 0.26% | +0.00 |
| PFE Pfizer Inc. | Add +41.8% | 0.33% | −0.03 |
| CEG Constellation Energy | Add +40.5% | 0.64% | −0.04 |
| ADP Automatic Data Processing | Add +6.1% | 0.32% | −0.04 |
| ORCL Oracle Corp. | Add +25.2% | 1.02% | −0.06 |
| NWN Northwest Natural Holding Co. | Add +8.3% | 0.22% | −0.07 |