Oakmont Advisory Group, LLC

CIK

2115370

Location

ALBUQUERQUE, NM

Portfolio Value

Micro $24,625,199

Diversification

Diversified

Filing Date

Global Rank

#7,587 / 8,605 ▲ 118 · as of Mar 2026

Top Industry

Semiconductors 8.5%

3Y Alpha vs SPY

-4.4%

Period ended 3 months ago

Filed May 12, 2026 · 58d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+8.5%

SPY

+10.0%

Annualised alpha

-4.2%

Max drawdown

−6.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

59 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.5%

+0.9 pts

Top 5

26.4%

+2.3 pts

Top 10

35.5%

+2.3 pts

HHI

350

Diversified+29

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	22.7%	$5,587,628	4
Healthcare	19.3%	$4,754,973	14
Technology	16.5%	$4,059,618	11
Consumer Defensive	12.9%	$3,179,659	9
Consumer Cyclical	7.6%	$1,864,390	6
Communication Services	7.3%	$1,792,844	5
Financial Services	3.9%	$970,577	3
Industrials	3.7%	$915,472	3
Energy	3.1%	$763,867	2
Basic Materials	1.8%	$432,756	1
Real Estate	1.2%	$303,415	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HIMS	Hims & Hers Health, Inc.	+14,155	22,139	$459,605
CHWY	Chewy, Inc.	+3,302	12,538	$338,526
GLDM	World Gold Trust	+1,726	8,727	$808,905
ZM	Zoom Communications, Inc.	+926	5,063	$407,014
QQQ	Invesco Qqq Trust, Series 1	+919	6,199	$3,577,938
FOXA	Fox Corp	+902	6,015	$351,276
MMSI	Merit Medical Systems Inc	+800	4,775	$329,140
GIS	General Mills Inc	+652	7,356	$273,790
EXEL	Exelixis, Inc.	+506	7,831	$335,871
NBIX	Neurocrine Biosciences Inc	+477	2,827	$372,428
ABT	Abbott Laboratories	+464	2,965	$304,416
TROW	Price T Rowe Group Inc	+402	3,517	$317,022
GLDI	Credit Suisse AG	+400	4,992	$828,791
PODD	Insulet Corp	+395	1,525	$320,006
KHC	Kraft Heinz Co	+300	13,039	$293,247
APP	AppLovin Corp	+284	946	$376,508
ACN	Accenture plc	+273	1,512	$299,814
AVGO	Broadcom Inc.	+250	1,446	$447,551
MSFT	Microsoft Corp	+236	1,282	$474,557
NVDA	Nvidia Corp	+220	2,824	$492,505
FLEX	Flex Ltd.	+179	6,332	$414,492
AAPL	Apple Inc.	+105	967	$245,414
GOOGL	Alphabet Inc.	+95	1,426	$410,060
PLTR	Palantir Technologies Inc.	+90	1,898	$277,639
CAG	Conagra Brands Inc.	+85	17,338	$272,553
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	−1,307	7,005	$351,651
CMCSA	Comcast Corp	−991	10,566	$303,349
CF	CF Industries Holdings, Inc.	−823	3,333	$432,756
MO	Altria Group, Inc.	−702	5,005	$330,279
ELAN	Elanco Animal Health Inc	−670	13,304	$318,364
CL	Colgate Palmolive Co	−642	3,502	$298,475
DECK	Deckers Outdoor Corp	−543	2,959	$296,166
MU	Micron Technology Inc	−500	874	$295,272
MRK	Merck & Co., Inc.	−433	2,847	$342,465
GILD	Gilead Sciences, Inc.	−380	2,351	$327,658
EOG	Eog Resources Inc	−339	2,579	$372,846
VICI	Vici Properties Inc.	−306	11,106	$303,415
JNJ	Johnson & Johnson	−234	1,436	$351,015
PEP	Pepsico Inc	−182	1,968	$305,610
ITW	Illinois Tool Works Inc	−166	1,188	$309,224
CBOE	Cboe Global Markets, Inc.	−158	1,162	$326,603
AVY	Avery Dennison Corp	−140	1,689	$291,656
CME	Cme Group Inc.	−118	1,107	$326,952
PG	PROCTER & GAMBLE Co	−115	2,186	$315,745
SNA	Snap-on Inc	−87	893	$324,355
THC	Tenet Healthcare Corp	−61	1,439	$271,553
MPWR	Monolithic Power Systems Inc	−33	343	$375,019
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
TOST	Toast, Inc.	12,461	$330,341
HALO	Halozyme Therapeutics, Inc.	4,899	$316,622
LLY	ELI LILLY & Co	329	$302,604
AOS	Smith A O Corp	4,275	$281,893
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
USB	US Bancorp De	6,379	$340,383
CHTR	Charter Communications, Inc. /Mo/	1,629	$340,053
PANW	Palo Alto Networks Inc	1,814	$334,138
PINS	Pinterest, Inc.	11,666	$302,032
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

59 positions · $24,625,199 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 59 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	6,199	+919	$3,577,938	+10.3%	14.53%
GLDI	Credit Suisse AG	Added	4,992	+400	$828,791	+3.9%	3.37%
GLDM	World Gold Trust	Added	8,727	+1,726	$808,905	+35.3%	3.28%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	804	+81	$801,129	+28.5%	3.25%
NVDA	Nvidia Corp Technology	Added	2,824	+220	$492,505	+1.4%	2.00%
MSFT	Microsoft Corp Technology	Added	1,282	+236	$474,557	−6.2%	1.93%
HIMS	Hims & Hers Health, Inc. Healthcare	Added	22,139	+14,155	$459,605	+77.3%	1.87%
AVGO	Broadcom Inc. Technology	Added	1,446	+250	$447,551	+8.1%	1.82%
CF	CF Industries Holdings, Inc. Basic Materials	Reduced	3,333	-823	$432,756	+34.6%	1.76%
FLEX	Flex Ltd. Technology	Added	6,332	+179	$414,492	+11.5%	1.68%
GOOGL	Alphabet Inc. Communication Services	Added	1,426	+95	$410,060	−1.6%	1.67%
ZM	Zoom Communications, Inc. Technology	Added	5,063	+926	$407,014	+14.0%	1.65%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Added	680	+16	$403,226	+24.6%	1.64%
LNG	Cheniere Energy, Inc. Energy	Added	1,378	+1	$391,021	+46.1%	1.59%
APP	AppLovin Corp Communication Services	Added	946	+284	$376,508	−15.6%	1.53%
MPWR	Monolithic Power Systems Inc Technology	Reduced	343	-33	$375,019	+10.0%	1.52%
EOG	Eog Resources Inc Energy	Reduced	2,579	-339	$372,846	+21.7%	1.51%
NBIX	Neurocrine Biosciences Inc Healthcare	Added	2,827	+477	$372,428	+11.7%	1.51%
SPY	Spdr S&P 500 ETF Trust	Added	572	+4	$371,994	−4.0%	1.51%
VZ	Verizon Communications Inc Communication Services	Reduced	7,005	-1,307	$351,651	+3.9%	1.43%
FOXA	Fox Corp Communication Services	Added	6,015	+902	$351,276	−6.0%	1.43%
JNJ	Johnson & Johnson Healthcare	Reduced	1,436	-234	$351,015	+1.6%	1.43%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,847	-433	$342,465	−0.8%	1.39%
CHWY	Chewy, Inc. Consumer Cyclical	Added	12,538	+3,302	$338,526	+10.9%	1.37%
EXEL	Exelixis, Inc. Healthcare	Added	7,831	+506	$335,871	+4.6%	1.36%
TOST	Toast, Inc. Technology	NEW	12,461	NEW	$330,341	NEW	1.34%
MO	Altria Group, Inc. Consumer Defensive	Reduced	5,005	-702	$330,279	+0.4%	1.34%
MMSI	Merit Medical Systems Inc Healthcare	Added	4,775	+800	$329,140	−6.1%	1.34%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	2,351	-380	$327,658	−2.3%	1.33%
CME	Cme Group Inc. Financial Services	Reduced	1,107	-118	$326,952	−2.3%	1.33%
RL	Ralph Lauren Corp Consumer Cyclical	Added	950	+68	$326,790	+4.8%	1.33%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	1,162	-158	$326,603	−1.4%	1.33%
SNA	Snap-on Inc Industrials	Reduced	893	-87	$324,355	−4.0%	1.32%
PODD	Insulet Corp Healthcare	Added	1,525	+395	$320,006	−0.4%	1.30%
ELAN	Elanco Animal Health Inc Healthcare	Reduced	13,304	-670	$318,364	+0.7%	1.29%
TROW	Price T Rowe Group Inc Financial Services	Added	3,517	+402	$317,022	−0.6%	1.29%
HALO	Halozyme Therapeutics, Inc. Healthcare	NEW	4,899	NEW	$316,622	NEW	1.29%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,186	-115	$315,745	−4.2%	1.28%
TSLA	Tesla, Inc. Consumer Cyclical	Added	841	+4	$312,641	−16.9%	1.27%
ITW	Illinois Tool Works Inc Industrials	Reduced	1,188	-166	$309,224	−7.3%	1.26%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,968	-182	$305,610	−1.0%	1.24%
ABT	Abbott Laboratories Healthcare	Added	2,965	+464	$304,416	−2.9%	1.24%
VICI	Vici Properties Inc. Real Estate	Reduced	11,106	-306	$303,415	−5.5%	1.23%
CMCSA	Comcast Corp Communication Services	Reduced	10,566	-991	$303,349	−6.3%	1.23%
LLY	ELI LILLY & Co Healthcare	NEW	329	NEW	$302,604	NEW	1.23%
ACN	Accenture plc Technology	Added	1,512	+273	$299,814	−9.8%	1.22%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Added	2,539	+20	$298,611	+1.1%	1.21%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	3,502	-642	$298,475	−8.9%	1.21%
DECK	Deckers Outdoor Corp Consumer Cyclical	Reduced	2,959	-543	$296,166	−18.4%	1.20%
MU	Micron Technology Inc Technology	Reduced	874	-500	$295,272	−24.7%	1.20%