2026 Q2 Portfolio Activity
In 2026 Q2, Oakmont Investment Advisors, Inc. maintained a portfolio of 118 distinct positions.
Position History
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Total Positions
118
Quarter
2026 Q2
Top Holding
GOOGL (6.7%)
Top 10 Concentration
29.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 118
Oakmont Investment Advisors, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC
|
Communication Services | 6.69% | — |
#1
Prev: #—
|
8.2 |
—
|
29,179 | — |
NEW
|
29,179 | $9,133,162 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 3.31% | — |
#2
Prev: #—
|
6.3 |
—
|
15,810 | — |
NEW
|
15,810 | $4,512,336 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 3.12% | — |
#3
Prev: #—
|
5.7 |
—
|
42,628 | — |
NEW
|
42,628 | $4,259,088 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE INC
|
Technology | 3.08% | — |
#4
Prev: #—
|
5.2 |
—
|
15,481 | — |
NEW
|
15,481 | $4,208,666 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 2.65% | — |
#5
Prev: #—
|
5.1 |
—
|
65,715 | — |
NEW
|
65,715 | $3,614,308 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.48% | — |
#6
Prev: #—
|
4.5 |
—
|
18,155 | — |
NEW
|
18,155 | $3,385,918 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 2.15% | — |
#7
Prev: #—
|
4.4 |
—
|
8,354 | — |
NEW
|
8,354 | $2,935,526 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COHR
COHERENT CORP
|
Technology | 2.12% | — |
#8
Prev: #—
|
4.3 |
—
|
15,700 | — |
NEW
|
15,700 | $2,897,749 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 1.96% | — |
#9
Prev: #—
|
4.3 |
—
|
27,906 | — |
NEW
|
27,906 | $2,680,744 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ERO
ERO COPPER CORP
|
Basic Materials | 1.96% | — |
#10
Prev: #—
|
4.3 |
—
|
94,377 | — |
NEW
|
94,377 | $2,669,944 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 1.95% | — |
#11
Prev: #—
|
4.3 |
—
|
18,579 | — |
NEW
|
18,579 | $2,666,348 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 1.95% | — |
#12
Prev: #—
|
4.3 |
—
|
25,279 | — |
NEW
|
25,279 | $2,660,894 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.87% | — |
#13
Prev: #—
|
4.2 |
—
|
8,150 | — |
NEW
|
8,150 | $2,557,470 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 1.85% | — |
#14
Prev: #—
|
4.2 |
—
|
20,019 | — |
NEW
|
20,019 | $2,519,992 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.77% | — |
#15
Prev: #—
|
4.2 |
—
|
10,485 | — |
NEW
|
10,485 | $2,420,137 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MP
MP MATERIALS CO...
|
Basic Materials | 1.61% | — |
#16
Prev: #—
|
4.1 |
—
|
43,493 | — |
NEW
|
43,493 | $2,197,252 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 1.61% | — |
#17
Prev: #—
|
4.1 |
—
|
79,927 | — |
NEW
|
79,927 | $2,192,393 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MLI
MUELLER INDS IN...
|
Industrials | 1.59% | — |
#18
Prev: #—
|
4.1 |
—
|
18,909 | — |
NEW
|
18,909 | $2,170,777 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UGI
UGI CORP NEW
|
Utilities | 1.56% | — |
#19
Prev: #—
|
4.1 |
—
|
56,739 | — |
NEW
|
56,739 | $2,123,750 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SCCO
SOUTHERN COPPER...
|
Basic Materials | 1.51% | — |
#20
Prev: #—
|
4.1 |
—
|
14,409 | — |
NEW
|
14,409 | $2,067,328 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 1.49% | — |
#21
Prev: #—
|
4.1 |
—
|
15,301 | — |
NEW
|
15,301 | $2,030,779 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 1.48% | — |
#22
Prev: #—
|
4.1 |
—
|
10,376 | — |
NEW
|
10,376 | $2,024,050 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.47% | — |
#23
Prev: #—
|
4.1 |
—
|
9,711 | — |
NEW
|
9,711 | $2,009,415 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 1.47% | — |
#24
Prev: #—
|
4.1 |
—
|
24,494 | — |
NEW
|
24,494 | $2,001,434 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLW
CORNING INC
|
Technology | 1.43% | — |
#25
Prev: #—
|
4.1 |
—
|
22,334 | — |
NEW
|
22,334 | $1,955,603 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.38% | — |
#26
Prev: #—
|
4.1 |
—
|
5,837 | — |
NEW
|
5,837 | $1,881,166 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.34% | — |
#27
Prev: #—
|
4.0 |
—
|
5,297 | — |
NEW
|
5,297 | $1,833,506 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CNQ
CANADIAN NAT RE...
|
Energy | 1.21% | — |
#28
Prev: #—
|
4.0 |
—
|
48,840 | — |
NEW
|
48,840 | $1,653,237 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABT
ABBOTT LABS
|
Healthcare | 1.19% | — |
#29
Prev: #—
|
4.0 |
—
|
12,946 | — |
NEW
|
12,946 | $1,622,084 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QCOM
QUALCOMM INC
|
Technology | 1.16% | — |
#30
Prev: #—
|
4.0 |
—
|
9,227 | — |
NEW
|
9,227 | $1,578,259 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVT
NVENT ELECTRIC ...
|
Industrials | 1.15% | — |
#31
Prev: #—
|
4.0 |
—
|
15,388 | — |
NEW
|
15,388 | $1,569,137 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NEM
NEWMONT CORP
|
Basic Materials | 1.10% | — |
#32
Prev: #—
|
3.9 |
—
|
15,072 | — |
NEW
|
15,072 | $1,504,911 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRIM
PRIMORIS SVCS C...
|
Industrials | 1.09% | — |
#33
Prev: #—
|
3.9 |
—
|
12,019 | — |
NEW
|
12,019 | $1,492,039 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 1.09% | — |
#34
Prev: #—
|
3.9 |
—
|
6,770 | — |
NEW
|
6,770 | $1,487,003 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
C
CITIGROUP INC
|
Financial Services | 1.08% | — |
#35
Prev: #—
|
3.9 |
—
|
12,601 | — |
NEW
|
12,601 | $1,470,513 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CBOE
CBOE GLOBAL MKT...
|
Financial Services | 1.05% | — |
#36
Prev: #—
|
3.9 |
—
|
5,699 | — |
NEW
|
5,699 | $1,430,377 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 1.02% | — |
#37
Prev: #—
|
3.9 |
—
|
8,615 | — |
NEW
|
8,615 | $1,395,716 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OKE
ONEOK INC NEW
|
Energy | 1.00% | — |
#38
Prev: #—
|
3.9 |
—
|
18,530 | — |
NEW
|
18,530 | $1,361,974 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TPC
TUTOR PERINI CO...
|
Industrials | 0.97% | — |
#39
Prev: #—
|
3.9 |
—
|
19,700 | — |
NEW
|
19,700 | $1,320,294 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GFI
GOLD FIELDS LTD
|
Basic Materials | 0.95% | — |
#40
Prev: #—
|
3.9 |
—
|
29,843 | — |
NEW
|
29,843 | $1,302,920 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.95% | — |
#41
Prev: #—
|
3.9 |
—
|
11,687 | — |
NEW
|
11,687 | $1,301,958 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AU
ANGLOGOLD ASHAN...
|
Basic Materials | 0.90% | — |
#42
Prev: #—
|
3.9 |
—
|
14,484 | — |
NEW
|
14,484 | $1,235,244 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GDX
VANECK ETF TRUS...
|
ETF | 0.83% | — |
#43
Prev: #—
|
3.8 |
—
|
13,145 | — |
NEW
|
13,145 | $1,127,408 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PAAS
PAN AMERN SILVE...
|
Basic Materials | 0.81% | — |
#44
Prev: #—
|
3.8 |
—
|
21,355 | — |
NEW
|
21,355 | $1,106,405 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.81% | — |
#45
Prev: #—
|
3.8 |
—
|
3,206 | — |
NEW
|
3,206 | $1,103,026 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.80% | — |
#46
Prev: #—
|
3.8 |
—
|
20,367 | — |
NEW
|
20,367 | $1,098,596 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VHT
VANGUARD WORLD ...
|
ETF | 0.80% | — |
#47
Prev: #—
|
3.8 |
—
|
3,809 | — |
NEW
|
3,809 | $1,096,455 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.73% | — |
#48
Prev: #—
|
3.8 |
—
|
1,975 | — |
NEW
|
1,975 | $992,734 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.68% | — |
#49
Prev: #—
|
3.8 |
—
|
5,249 | — |
NEW
|
5,249 | $931,855 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.67% | — |
#50
Prev: #—
|
3.8 |
—
|
1,393 | — |
NEW
|
1,393 | $910,426 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 118 holdings