OAKMONT Corp

CIK 924171 · View on SEC EDGAR ↗

Portfolio value
$502.5M
#3,761 of 9,443 by 13F value · top 39.8%
Positions
31
As of
June 30, 2026

Portfolio value QoQ: -4.6% 13F does not disclose cash

Top 10 holdings weight
90.11%
Top 25 holdings weight
99.94%
Positions above 1%
12
Effective number of positions
10.3

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.2% Est. buys $1,054,558 · sells $62,458,967

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 81.6% still held

New positions
1
Increased
0
Decreased
13
Closed
1
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+1.4%
S&P 500 total return (same window)
+28.1%
Excess return
-26.7%

Annualized: +0.9% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 99.8% · Options excluded: 0.0%

Sector breakdown

Technology
37.3%
Retail
25.6%
Financial Services
17.4%
Industrials
11.6%
Communication Services
0.3%
Financials
0.1%
Healthcare
0.0%
Other/Unmapped
7.8%

Full portfolio 31 positions

Type Streak 8Q trend
AMZN Amazon.com, Inc. - Common Stock $83,363,228 16.59% 349,766 $1,238,618 Down ×1
MSFT Microsoft Corporation - Common Stock $58,914,779 11.72% 157,940 $-6,937,354 Down ×1
MA Mastercard Incorporated Common Stock $56,859,629 11.32% 110,708 $-5,431,484 Down ×1
AAPL Apple Inc. - Common Stock $50,823,480 10.11% 175,641 $417,994 Down ×1
NVDA NVIDIA Corporation - Common Stock $50,510,520 10.05% 252,439 $850,294 Down ×1
SPY SPY $38,202,513 7.60% 51,157 $1,311,976 Down ×1
TDG Transdigm Group Incorporated Common Stock $30,984,582 6.17% 23,261 $516,683 Down ×1
SPGI S&P Global Inc. Common Stock $30,496,036 6.07% 74,881 $-5,248,262 Down ×1
FICO Fair Isaac Corporation Common Stock $26,688,996 5.31% 22,338 $-145,757 Down ×1
WMT Walmart Inc. - Common Stock $25,948,659 5.16% 229,107 $-6,068,230 Down ×1
WCN Waste Connections, Inc. Common Shares $25,110,682 5.00% 150,643 $-2,408,603 Down ×1
COST Costco Wholesale Corporation - Common Stock $18,857,204 3.75% 20,158 $-3,777,700 Down ×1
BKSY BlackSky Technology Inc. Class A Common Stock $1,486,433 0.30% 53,239 $146,940
TCNNF $1,054,558 0.21% 1,506,511 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $674,000 0.13% 1,886 $131,662
GOOG Alphabet Inc. - Class C Capital Stock $665,674 0.13% 1,884 $125,230
HD Home Depot, Inc. (The) Common Stock $363,966 0.07% 1,032 $24,552
INTC Intel Corporation - Common Stock $315,285 0.06% 2,258 $215,639
RTX RTX Corporation Common Stock $267,519 0.05% 1,410 $-4,470
AFL AFLAC Incorporated Common Stock $171,068 0.03% 1,459 $11,001
DE Deere & Company Common Stock $111,642 0.02% 176 $12,501
CARR Carrier Global Corporation Common Stock $103,644 0.02% 1,413 $24,078
IBM International Business Machines Corporation Common Stock $91,956 0.02% 327 $-72,142 Down ×1
BAC Bank of America Corporation Common Stock $82,906 0.02% 1,455 $11,975
CB Chubb Limited Common Stock $81,778 0.02% 240 $3,555
AMGN Amgen Inc. - Common Stock $71,700 0.01% 198 $2,034
OTIS Otis Worldwide Corporation Common Stock $50,478 0.01% 705 $-3,863
UNP Union Pacific Corporation Common Stock $48,960 0.01% 180 $5,288
CMI Cummins Inc. Common Stock $46,359 0.01% 65 $11,388
NSC Norfolk Southern Corporation Common Stock $34,605 0.01% 110 $3,035
SYK Stryker Corporation Common Stock $31,484 0.01% 100 $-1,375

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
TCNNF $1,054,558 1,506,511 0.21%

Top movers (QoQ)

Security Action Shares Δ Value Δ
MSFT Trimmed -20K -$6.9M
WMT Trimmed -29K -$6.1M
MA Trimmed -14K -$5.4M
SPGI Trimmed -9K -$5.2M
COST Trimmed -3K -$3.8M
WCN Trimmed -19K -$2.4M
SPY Trimmed -6K +$1.3M
AMZN Trimmed -45K +$1.2M
NVDA Trimmed -32K +$850K
TDG Trimmed -3K +$517K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
CMG Dec. 31, 2025 539,713 $21,151,352 -7.4%
CNTA June 30, 2025 92,064 $1,323,880 No longer tracked
LBRT Dec. 31, 2025 92,000 $1,135,280 9.4%
BKSYXXXX March 31, 2026 59,809 $1,121,419 No longer tracked
TECX June 30, 2025 25,115 $444,787 82.0%
KD June 30, 2026 115 $1,509 9.5%