Oakmont Investment Advisors
Oakmont Investment Advisors reported 114 stocks worth $148M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are MU (7.9%), GOOGL (7.0%) and AAPL (4.8%). Compared with Q2 2026, the fund opened new positions in OKE, LRCX and DINO, added to MU, GOOGL and AAPL, trimmed SCHW, AVGO and SYK and sold out of OKE, IPGP and NEM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MU Micron Technology Inc | $11.8M | 7.9% | 11K | +130 (+1%) | 4 of 4 | |
| 2 |  GOOGL Alphabet Inc | $10.3M | 7.0% | 30K | +215 (+1%) | 4 of 4 | |
| 3 |  AAPL Apple Inc | $7.1M | 4.8% | 21K | +244 (+1%) | 4 of 4 | |
| 4 |  NVDA Nvidia Corporation | $6.2M | 4.2% | 27K | +574 (+2%) | 4 of 4 | |
| 5 |  GLW Corning Inc | $3.7M | 2.5% | 24K | +3,243 (+15%) | 4 of 4 | |
| 6 |  MRK Merck & Co Inc | $3.5M | 2.4% | 24K | +109 (+0%) | 4 of 4 | |
| 7 |  CAT Caterpillar Inc | $3.4M | 2.3% | 4,248 | +3,040 (+252%) | 4 of 4 | |
| 8 |  AMZN Amazon Com Inc | $3.1M | 2.1% | 12K | +149 (+1%) | 4 of 4 | |
| 9 |  PSX Phillips 66 | $2.9M | 2.0% | 12K | +2,408 (+26%) | 3 of 4 | |
| 10 |  GOOG Alphabet Inc | $2.8M | 1.9% | 8,358 | +35 (+0%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 OKE Oneok Inc New | $1.5M | 18K |
 IPGP Ipg Photonics Corp | $991K | 8,450 |
 NEM Newmont Corp | $944K | 10K |
 GFI Gold Fields Ltd New F | $912K | 27K |
 XOM Exxon Mobil Corp | $798K | 5,838 |
🔒 Free account: see all 21.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Oakmont Investment Advisors 13F FAQ
What does Oakmont Investment Advisors own?
Oakmont Investment Advisors reported 114 stocks worth $148M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are MU (7.9%), GOOGL (7.0%) and AAPL (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Oakmont Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 20 new positions, 53 added to, 19 trimmed and 21 sold out. New positions include OKE, LRCX and DINO. It sold all of OKE, IPGP and NEM.
When will Oakmont Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Oakmont Investment Advisors's portfolio worth?
The Q3 2026 filing reports $148M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.