Oakmont Investment Advisors, Inc.

CIK

2150170

Location

PITTSBURGH, PA

Portfolio Value

Small $144,094,631

Diversification

Diversified

Filing Date

Global Rank

#7,525 / 8,795 ▼ 29 · as of Jun 2026

Top Industry

Semiconductors 16.3%

Period ended 3 months ago

Filed Aug 14, 2026 · 54d

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

114 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.4%

−0.9 pts

Top 5

29.8%

+3.0 pts

Top 10

40.1%

+1.3 pts

HHI

283

Diversified+11

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.5%	$45,357,028	23
Industrials	14.4%	$20,681,298	16
Financial Services	10.2%	$14,650,811	18
Communication Services	9.7%	$13,937,911	2
Healthcare	9.1%	$13,096,859	9
Basic Materials	8.4%	$12,171,945	13
Energy	6.7%	$9,633,959	12
Consumer Defensive	3.6%	$5,222,682	6
Consumer Cyclical	3.6%	$5,186,952	6
Utilities	1.8%	$2,566,535	6
Unclassified	1.1%	$1,588,651	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVO	Novo Nordisk A S	+17,705	24,243	$1,162,209
PFE	Pfizer Inc	+5,885	19,961	$480,660
CDE	Coeur Mining, Inc.	+5,702	58,029	$947,033
SOLS	Solstice Advanced Materials Inc.	+5,541	12,864	$1,139,750
ALB	Albemarle Corp	+3,050	7,050	$951,961
ORCL	Oracle Corp	+2,023	10,045	$1,472,094
AAPL	Apple Inc.	+1,655	21,153	$6,120,832
UPS	United Parcel Service Inc	+1,587	3,820	$410,650
CEG	Constellation Energy Corp	+1,075	3,727	$925,674
CVX	Chevron Corp	+1,071	4,297	$712,270
JPM	Jpmorgan Chase & Co	+959	5,169	$1,691,968
NVDA	Nvidia Corp	+866	26,458	$5,293,981
LLY	ELI LILLY & Co	+803	1,058	$1,268,997
BRK-B	Berkshire Hathaway Inc	+700	2,675	$1,338,543
EMR	Emerson Electric Co	+559	15,863	$2,270,788
MDT	Medtronic plc	+508	26,858	$2,101,101
NWN	Northwest Natural Holding Co	+500	6,500	$318,890
CBOE	Cboe Global Markets, Inc.	+402	1,120	$271,790
PEP	Pepsico Inc	+331	17,470	$2,365,438
MCD	Mcdonalds Corp	+201	1,834	$495,748
COHR	Coherent Corp.	+175	7,666	$3,024,007
ATI	Ati Inc	+167	5,371	$1,058,624
PSX	Phillips 66	+128	9,109	$1,539,876
ADP	Automatic Data Processing Inc	+117	2,036	$455,962
MRK	Merck & Co., Inc.	+101	24,110	$3,098,135
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	−6,238	20,927	$5,345,383
HON	Honeywell International Inc	−4,811	4,639	$1,038,672
BKH	Black Hills Corp /Sd/	−3,800	3,900	$290,160
WMT	Walmart Inc.	−3,721	7,850	$889,091
MU	Micron Technology Inc	−3,543	10,902	$12,584,069
GFI	Gold Fields Ltd	−2,437	27,156	$912,170
ABT	Abbott Laboratories	−1,900	4,394	$398,711
WM	Waste Management Inc	−1,699	5,004	$1,115,291
SYK	Stryker Corp	−1,604	6,709	$2,112,261
KO	Coca Cola Co	−1,367	5,864	$476,567
IBM	International Business Machines Corp	−1,307	1,688	$474,682
UBER	Uber Technologies, Inc	−1,289	5,401	$389,736
JNJ	Johnson & Johnson	−1,255	7,594	$1,928,648
VRT	Vertiv Holdings Co	−1,183	7,869	$2,634,698
MLI	Mueller Industries Inc	−1,139	12,863	$1,581,248
OKE	Oneok Inc /New/	−1,000	17,530	$1,524,058
GOOGL	Alphabet Inc.	−947	37,992	$13,543,575
IPGP	Ipg Photonics Corp	−850	8,450	$991,354
XOM	ExxonMobil Holdings Corp	−734	5,838	$798,171
GOLD	Gold.com, Inc.	−650	8,570	$356,597
VB	Vanguard Morningstar Small-Cap ETF	−584	352	$241,757
CL	Colgate Palmolive Co	−546	4,570	$418,977
ERO	Ero Copper Corp.	−426	61,509	$1,645,365
V	Visa Inc.	−394	1,203	$412,737
UNP	Union Pacific Corp	−357	1,566	$425,952
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SCHW	Schwab Charles Corp	32,113	$2,963,066
AVAV	AeroVironment Inc	9,799	$1,617,520
NDAQ	Nasdaq, Inc.	19,621	$1,546,527
J	Jacobs Solutions Inc.	10,100	$1,272,600
OXY	Occidental Petroleum Corp /De/	24,605	$1,195,064
HONA	Honeywell Aerospace Inc.	4,633	$1,024,263
LITE	Lumentum Holdings Inc.	1,004	$861,492
EOG	Eog Resources Inc	6,100	$791,353
CM	Canadian Imperial Bank Of Commerce /Can/	6,815	$783,725
DVN	Devon Energy Corp/De	17,475	$722,067
UNH	Unitedhealth Group Inc	1,314	$546,137
NESR	National Energy Services Reunited Corp.	18,100	$541,733
HAPN	Happen, Inc.	25,963	$538,472
BEN	Franklin Templeton Inc	15,715	$522,838
UBS	UBS Group AG	10,370	$513,937
NTRS	Northern Trust Corp	2,929	$509,177
MRX	Marex Group Ltd	8,160	$497,352
BKU	BankUnited, Inc.	10,200	$494,190
NUE	Nucor Corp	2,198	$489,604
VSXY	Victoria's Secret & Co.	5,828	$486,521
XYZ	Block, Inc.	6,200	$471,200
DE	Deere & Co	718	$455,448
ENB	Enbridge Inc	8,376	$454,062
ITW	Illinois Tool Works Inc	1,483	$401,107
E	Eni Spa	8,400	$393,624
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
AGNG	Global X Funds Global X Aging Population ETF	21,090	$1,494,015
DB	Deutsche Bank Aktiengesellschaft	13,000	$387,140
EW	Edwards Lifesciences Corp	4,000	$320,320
AUGO	Aura Minerals Inc.	3,900	$318,240
HIG	Hartford Insurance Group, Inc.	2,220	$300,210
CFG	Citizens Financial Group Inc/Ri	4,881	$292,713
KTB	Kontoor Brands, Inc.	4,100	$288,189
SFD	Smithfield Foods Inc	9,550	$267,113
FIVE	Five Below, Inc	1,154	$263,665
FAF	First American Financial Corp	4,342	$261,779
DAR	Darling Ingredients Inc.	4,210	$260,388
PCG	PG&E Corp	14,700	$258,279
BTSG	BrightSpring Health Services, Inc.	6,060	$258,216
NFLX	Netflix Inc	2,522	$242,490
B	Barrick Mining Corp	5,071	$206,846
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

114 tracked positions · $144,094,631 total · filing declares 115 positions · $144,098,287 · as of Jun 30, 2026

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

Showing 1–50 of 114 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	37,992	-947	$13,543,575	+21.0%	9.40%
MU	Micron Technology Inc Technology	Reduced	10,902	-3,543	$12,584,069	+157.9%	8.73%
AAPL	Apple Inc. Technology	Added	21,153	+1,655	$6,120,832	+23.7%	4.25%
GLW	Corning Inc /Ny Technology	Reduced	20,927	-6,238	$5,345,383	+44.7%	3.71%
NVDA	Nvidia Corp Technology	Added	26,458	+866	$5,293,981	+18.6%	3.67%
MRK	Merck & Co., Inc. Healthcare	Added	24,110	+101	$3,098,135	+7.3%	2.15%
COHR	Coherent Corp. Technology	Added	7,666	+175	$3,024,007	+69.5%	2.10%
SCHW	Schwab Charles Corp Financial Services	NEW	32,113	NEW	$2,963,066	NEW	2.06%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	12,182	-25	$2,903,457	+14.2%	2.01%
GEV	GE Vernova Inc. Industrials	Held	2,443	0	$2,870,182	+34.6%	1.99%
AVGO	Broadcom Inc. Technology	Added	7,272	+18	$2,746,998	+22.4%	1.91%
VRT	Vertiv Holdings Co Industrials	Reduced	7,869	-1,183	$2,634,698	+16.2%	1.83%
MP	MP Materials Corp. / DE Basic Materials	Reduced	43,393	-100	$2,430,441	+15.8%	1.69%
PEP	Pepsico Inc Consumer Defensive	Added	17,470	+331	$2,365,438	−11.1%	1.64%
EMR	Emerson Electric Co Industrials	Added	15,863	+559	$2,270,788	+13.2%	1.58%
SYK	Stryker Corp Healthcare	Reduced	6,709	-1,604	$2,112,261	−22.7%	1.47%
MDT	Medtronic plc Healthcare	Added	26,858	+508	$2,101,101	−8.0%	1.46%
JNJ	Johnson & Johnson Healthcare	Reduced	7,594	-1,255	$1,928,648	−10.8%	1.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,169	+959	$1,691,968	+36.6%	1.17%
QCOM	Qualcomm Inc/De Technology	Held	8,977	0	$1,658,859	+43.5%	1.15%
ERO	Ero Copper Corp. Basic Materials	Reduced	61,509	-426	$1,645,365	−0.4%	1.14%
AVAV	AeroVironment Inc Industrials	NEW	9,799	NEW	$1,617,520	NEW	1.12%
MLI	Mueller Industries Inc Industrials	Reduced	12,863	-1,139	$1,581,248	+1.9%	1.10%
NDAQ	Nasdaq, Inc. Financial Services	NEW	19,621	NEW	$1,546,527	NEW	1.07%
PSX	Phillips 66 Energy	Added	9,109	+128	$1,539,876	−5.9%	1.07%
OKE	Oneok Inc /New/ Energy	Reduced	17,530	-1,000	$1,524,058	−9.0%	1.06%
ORCL	Oracle Corp Technology	Added	10,045	+2,023	$1,472,094	+24.7%	1.02%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,675	+700	$1,338,543	+41.4%	0.93%
CAT	Caterpillar Inc Industrials	Reduced	1,208	-96	$1,286,399	+39.2%	0.89%
J	Jacobs Solutions Inc. Industrials	NEW	10,100	NEW	$1,272,600	NEW	0.88%
LLY	ELI LILLY & Co Healthcare	Added	1,058	+803	$1,268,997	+441.1%	0.88%
URI	United Rentals, Inc. Industrials	Held	1,075	0	$1,217,856	+55.5%	0.85%
OXY	Occidental Petroleum Corp /De/ Energy	NEW	24,605	NEW	$1,195,064	NEW	0.83%
AU	AngloGold Ashanti PLC Basic Materials	Added	14,500	+8	$1,172,905	−16.9%	0.81%
NVO	Novo Nordisk A S Healthcare	Added	24,243	+17,705	$1,162,209	+383.7%	0.81%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Added	12,864	+5,541	$1,139,750	+104.4%	0.79%
WM	Waste Management Inc Industrials	Reduced	5,004	-1,699	$1,115,291	−27.6%	0.77%
MS	Morgan Stanley Financial Services	Held	5,149	0	$1,076,346	+27.0%	0.75%
ATI	Ati Inc Industrials	Added	5,371	+167	$1,058,624	+39.8%	0.73%
HON	Honeywell International Inc Industrials	Reduced	4,639	-4,811	$1,038,672	−51.4%	0.72%
HONA	Honeywell Aerospace Inc. Industrials	NEW	4,633	NEW	$1,024,263	NEW	0.71%
IPGP	Ipg Photonics Corp Technology	Reduced	8,450	-850	$991,354	−7.0%	0.69%
AFK	VanEck Africa Index ETF	Held	12,972	0	$978,737	−17.8%	0.68%
ALB	Albemarle Corp Basic Materials	Added	7,050	+3,050	$951,961	+32.6%	0.66%
CDE	Coeur Mining, Inc. Basic Materials	Added	58,029	+5,702	$947,033	−3.6%	0.66%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	10,105	-333	$943,807	−16.5%	0.65%
CEG	Constellation Energy Corp Utilities	Added	3,727	+1,075	$925,674	+25.0%	0.64%
GFI	Gold Fields Ltd Basic Materials	Reduced	27,156	-2,437	$912,170	−32.1%	0.63%
WMT	Walmart Inc. Consumer Defensive	Reduced	7,850	-3,721	$889,091	−38.2%	0.62%
LITE	Lumentum Holdings Inc. Technology	NEW	1,004	NEW	$861,492	NEW	0.60%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.