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
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 | — |
| TWLO Twilio Inc. Class A | 0.19% | 1,776 | $253K | — |
| MSFT Microsoft Corp. | 0.18% | 514 | $249K | — |
| NKE Nike Inc. Class B | 0.18% | 3,832 | $244K | — |
| FLEX Flex Ltd. | 0.18% | 4,000 | $242K | — |
| FOX Fox Corp. Class B | 0.18% | 3,688 | $239K | — |
| ZTO Zto Express Cayman Inc.-ADR | 0.17% | 11,253 | $235K | — |
| VOO Vanguard S&P 500 ETF | 0.17% | 373 | $234K | — |
| URBN Urban Outfitters Inc. | 0.17% | 3,076 | $232K | — |
| EXPD Expeditors Intl Wash Inc. | 0.17% | 1,545 | $230K | — |
| VISN Vistance Networks Inc. filed as COMMSCOPE HLDG CO INC | 0.17% | 12,646 | $229K | — |
| DLTR Dollar Tree Inc. | 0.16% | 1,818 | $224K | — |
| GTX Garrett Motion Inc. | 0.16% | 12,604 | $220K | — |
| DGRW Wisdomtree U.S. Quality Divi | 0.16% | 2,456 | $220K | — |
| AUGO Aura Minerals Inc. | 0.16% | 4,275 | $216K | — |
| KEY Keycorp | 0.16% | 10,365 | $214K | — |
| OI O-I Glass Inc. | 0.15% | 14,050 | $207K | — |
| ORLA Orla Mining Ltd. filed as ORLA MNG LTD NEW | 0.13% | 12,672 | $171K | — |
| PMO Franklin Muncipl Opps Tst-Ui | 0.11% | 14,100 | $151K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.