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

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

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
HMY Harmony Gold MNG-Spon ADR 0.24% 23,050 $351K No change
NWN Northwest Natural Holding Co. 0.22% 6,500 $319K Add +8.3%
TSLA Tesla Inc. 0.21% 715 $301K Reduce -0.6%
AMD Advanced Micro Devices 0.21% 512 $298K New
BKH Black Hills Corp. 0.20% 3,900 $290K Reduce -49.4%
IONQ Ionq Inc. 0.20% 5,300 $282K New
CBOE Cboe Global Markets Inc. 0.19% 1,120 $272K Add +56.0%
VOO Vanguard S&P 500 ETF 0.17% 352 $242K Reduce -8.8%
NJR New Jersey Resources Corp. 0.16% 4,225 $237K New
PARR Par Pacific Holdings Inc. 0.16% 4,000 $224K New
MKSI MKS Inc. 0.15% 500 $222K New
MSFT Microsoft Corp. 0.15% 576 $215K New
PANW Palo Alto Networks Inc. 0.15% 628 $214K New
DRD Drdgold Ltd.-Sponsored ADR 0.14% 9,500 $202K No change
PMO Franklin Muncipl Opps Tst-Ui 0.07% 10,000 $105K 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

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