Oakmont Investment Advisors, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed August 14, 2026), Oakmont Investment Advisors, Inc. reported 118 stock positions worth $136.5 million. Its top holding was Alphabet Class A (GOOGL) at 6.7% of the portfolio, followed by Micron Technology (MU, 3.3%) and Schwab (charles) (SCHW, 3.1%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0002150170
Portfolio Value
$136.5M (Q4 2025)
SEC Filing
0002150170-26-000001 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $136.5M $136.5M Q4 2025 Q1 2026: $109.3M Q1 2026 Q2 2026: $144.1M Q2 2026

Holdings 118 stocks · $136.5M

GOOGL Alphabet Inc. Class A 6.69% 29,179 $9.1M —
MU Micron Technology Inc. 3.31% 15,810 $4.5M —
SCHW Schwab (charles) Corp. 3.12% 42,628 $4.3M —
AAPL Apple Inc. 3.08% 15,481 $4.2M —
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.65% 65,715 $3.6M —
NVDA Nvidia Corp. 2.48% 18,155 $3.4M —
SYK Stryker Corp. 2.15% 8,354 $2.9M —
COHR Coherent Corp. 2.12% 15,700 $2.9M —
MDT Medtronic PLC 1.96% 27,906 $2.7M —
ERO Ero Copper Corp. 1.96% 94,377 $2.7M —
PEP Pepsico Inc. 1.95% 18,579 $2.7M —
MRK Merck & Co. Inc. 1.95% 25,279 $2.7M —
GOOG Alphabet Inc. Class C 1.87% 8,150 $2.6M —
DELL Dell Technologies -C 1.85% 20,019 $2.5M —
AMZN Amazon.com Inc. 1.77% 10,485 $2.4M —
MP MP Materials Corp. 1.61% 43,493 $2.2M —
SCHD Schwab US DVD Equity ETF 1.61% 79,927 $2.2M —
MLI Mueller Industries Inc. 1.59% 18,909 $2.2M —
UGI Ugi Corp. 1.56% 56,739 $2.1M —
SCCO Southern Copper Corp. 1.51% 14,409 $2.1M —
EMR Emerson Electric Co. 1.49% 15,301 $2.0M —
HON Honeywell International Inc. 1.48% 10,376 $2.0M —
JNJ Johnson & Johnson 1.47% 9,711 $2.0M —
UBER Uber Technologies Inc. 1.47% 24,494 $2.0M —
GLW Corning Inc. 1.43% 22,334 $2.0M —
JPM JPMorgan Chase & Co. 1.38% 5,837 $1.9M —
AVGO Broadcom Inc. 1.34% 5,297 $1.8M —
CNQ Canadian Natural Resources 1.21% 48,840 $1.7M —
ABT Abbott Laboratories 1.19% 12,946 $1.6M —
QCOM Qualcomm Inc. 1.16% 9,227 $1.6M —
NVT Nvent Electric PLC 1.15% 15,388 $1.6M —
NEM Newmont Corp. 1.10% 15,072 $1.5M —
PRIM Primoris Services Corp. 1.09% 12,019 $1.5M —
WM Waste Management Inc. 1.09% 6,770 $1.5M —
C Citigroup Inc. 1.08% 12,601 $1.5M —
CBOE Cboe Global Markets Inc. 1.05% 5,699 $1.4M —
VRT Vertiv Holdings Co. Class A 1.02% 8,615 $1.4M —
OKE Oneok Inc. 1.00% 18,530 $1.4M —
TPC Tutor Perini Corp. 0.97% 19,700 $1.3M —
GFI Gold Fields Ltd.-Spons ADR 0.95% 29,843 $1.3M —
WMT Walmart Inc. 0.95% 11,687 $1.3M —
AU Anglogold Ashanti PLC 0.90% 14,484 $1.2M —
GDX Vaneck Gold Miners ETF 0.83% 13,145 $1.1M —
PAAS Pan American Silver Corp. 0.81% 21,355 $1.1M —
HD Home Depot Inc. 0.81% 3,206 $1.1M —
BMY Bristol-Myers Squibb Co. 0.80% 20,367 $1.1M —
VHT Vanguard Health Care ETF 0.80% 3,809 $1.1M —
BRK.B Berkshire Hathaway Inc. Class B 0.73% 1,975 $993K —
MS Morgan Stanley 0.68% 5,249 $932K —
GEV GE Vernova Inc. 0.67% 1,393 $910K —
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.66% 3,055 $905K —
HMY Harmony Gold MNG-Spon ADR 0.65% 44,743 $890K —
URI United Rentals Inc. 0.64% 1,075 $870K —
BKH Black Hills Corp. 0.62% 12,270 $852K —
XOM Exxon Mobil Corp. 0.59% 6,674 $803K —
NFLX Netflix Inc. 0.58% 8,416 $789K —
META Meta Platforms Inc. Class A 0.56% 1,162 $767K —
CAT Caterpillar Inc. 0.55% 1,303 $747K —
TATT Tat Technologies Ltd. 0.51% 15,615 $697K —
COST Costco Wholesale Corp. 0.50% 784 $678K —
CEG Constellation Energy 0.48% 1,849 $653K —
PG The Procter & Gamble Co. 0.45% 4,266 $611K —
ADP Automatic Data Processing 0.44% 2,339 $603K —
BCS Barclays PLC-Spons ADR 0.43% 23,000 $585K —
V Visa Inc. Class A 0.42% 1,647 $578K —
WTRG Essential Utilities Inc. 0.42% 14,916 $572K —
MA Mastercard Inc. Class A 0.41% 989 $565K —
KO The Coca-Cola Co. 0.39% 7,629 $533K —
AEM Agnico Eagle Mines Ltd. 0.38% 3,067 $520K —
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.38% 4,547 $517K —
MCD McDonald's Corp. 0.38% 1,679 $513K —
DB Deutsche Bank AG-Registered 0.37% 13,177 $508K —
CVX Chevron Corp. 0.37% 3,301 $503K —
KGC Kinross Gold Corp. 0.37% 17,800 $501K —
UNP Union Pacific Corp. 0.36% 2,133 $493K —
EPAM Epam Systems Inc. 0.36% 2,400 $492K —
NOW ServiceNow Inc. 0.33% 2,900 $444K —
SBUX Starbucks Corp. 0.32% 5,217 $439K —
ALB Albemarle Corp. 0.32% 3,050 $431K —
CL Colgate-Palmolive Co. 0.31% 5,283 $417K —
PFE Pfizer Inc. 0.29% 16,115 $401K —
TSM Taiwan Semiconductor-SP ADR 0.28% 1,274 $387K —
AZN Astrazeneca PLC-Spons ADR 0.26% 3,900 $359K —
SOLS Solstice Adv Materials Inc. 0.26% 7,367 $358K —
EW Edwards Lifesciences Corp. 0.25% 4,000 $341K —
USB US Bancorp 0.25% 6,329 $338K —
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.25% 2,903 $337K —
IAT iShares US Regional Banks Et 0.24% 6,000 $331K —
TSLA Tesla Inc. 0.24% 714 $321K —
VB Vanguard Most SM-Cap ETF-Usd 0.24% 1,245 $321K —
DRD Drdgold Ltd.-Sponsored ADR 0.22% 9,800 $304K —
D Dominion Energy Inc. 0.22% 5,162 $302K —
SPY SS SPDR S&P 500 ETF Trust-US 0.22% 434 $296K —
UBS UBS Group AG-Reg 0.21% 6,190 $287K —
UPS United Parcel Service Class B 0.21% 2,851 $283K —
NWN Northwest Natural Holding Co. 0.21% 6,000 $280K —
CCJ Cameco Corp. 0.20% 2,995 $274K —
VUG Vanguard Mrngstar GR ETF-Sui 0.20% 550 $268K —
LLY Eli Lilly & Co. 0.19% 245 $264K —
PAVE Global X US Infrastructure 0.19% 5,480 $262K —

Show all 118 holdings

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 115$144.1MMU, GOOGL, AAPL, GLW, NVDA
Q1 2026 98$109.3MGOOGL, AAPL, MU, NVDA, GLW
Q4 2025 118$136.5MGOOGL, MU, SCHW, AAPL, BAC