Q3 2026 13F · SEC CIK 2150170

Oakmont Investment Advisors, Inc.

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $148.0M
Reported positions: 114
Holdings vs S&P 500, 3 yrs: —
Assets under management: $192.2M

Oakmont Investment Advisors, Inc. is a wealth manager that reported 114 positions worth $148.0M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Micron Technology Inc (MU, 7.9%), Alphabet Inc (GOOGL, 6.9%), Apple Inc (AAPL, 4.8%).

Oakmont Investment Advisors, Inc. holdings largest 50 of 114 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Oakmont Investment Advisors, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MUMicron Technology Inc	7.9%	8.7%	11,032	+1.2%	$11.8M
GOOGLAlphabet Inc	6.9%	7.4%	29,884	+0.7%	$10.3M
AAPLApple Inc	4.8%	4.2%	21,397	+1.2%	$7.1M
NVDANvidia Corporation	4.2%	3.7%	27,032	+2.2%	$6.2M
GLWCorning Inc	2.5%	3.7%	24,170	+15.5%	$3.7M
MRKMerck & Co Inc	2.4%	2.1%	24,219	+0.5%	$3.5M
CATCaterpillar Inc	2.3%	0.9%	4,248	+251.7%	$3.4M
AMZNAmazon Com Inc	2.1%	2.0%	12,331	+1.2%	$3.1M
PSXPhillips 66	2.0%	1.1%	11,517	+26.4%	$2.9M
GOOGAlphabet Inc	1.9%	2.0%	8,358	+0.4%	$2.8M
JJacobs Solutions Inc	1.9%	0.9%	20,400	+102.0%	$2.8M
COHRCoherent Corp	1.9%	2.1%	9,524	+24.2%	$2.7M
EROEro Copper Corp	1.8%	1.1%	72,914	+18.5%	$2.7M
EMREmerson Elec Co	1.7%	1.6%	15,871	+0.1%	$2.5M
GEVGe Vernova Inc	1.7%	2.0%	2,588	+5.9%	$2.5M
MDTMedtronic PLC	1.6%	1.5%	26,941	+0.3%	$2.3M
PEPPepsico Inc	1.5%	1.6%	17,540	+0.4%	$2.2M
MPMp Materials Corp	1.4%	1.7%	43,393	+0.0%	$2.1M
JNJJohnson & Johnson	1.4%	1.3%	7,670	+1.0%	$2.0M
TSMTaiwan Semiconductor Manufac	1.3%	—	4,354	—	$2.0M
SCHWCharles Schwab Corp (the)	1.3%	2.1%	20,208	-37.1%	$2.0M
VRTVertiv Holdings Co	1.3%	1.8%	8,135	+3.4%	$2.0M
AVGOBroadcom Inc	1.3%	1.9%	5,408	-25.6%	$1.9M
SYKStryker Corporation	1.2%	1.5%	6,700	-0.1%	$1.8M
NDAQNasdaq Inc	1.2%	1.1%	19,480	-0.7%	$1.8M
JPMJpmorgan Chase & Co	1.2%	1.2%	5,230	+1.2%	$1.7M
QCOMQualcomm Inc	1.1%	1.2%	9,018	+0.5%	$1.7M
MLIMueller Industries, Inc.	1.1%	1.1%	25,732	+100.0%	$1.6M
AVAVAerovironment Inc	1.0%	1.1%	10,899	+11.2%	$1.6M
OKEOneok Inc New	1.0%	—	17,530	—	$1.5M
ORCLOracle Corp	0.9%	1.0%	10,127	+0.8%	$1.4M
AUAnglogold Ashanti PLC	0.9%	0.8%	14,478	-0.2%	$1.4M
LLYEli Lilly & Co	0.9%	0.9%	1,156	+9.3%	$1.3M
BRK-BBerkshire Hathaway Inc Del	0.9%	0.9%	2,675	+0.0%	$1.3M
OXYOccidental Pete Corp	0.9%	0.8%	23,211	-5.7%	$1.3M
LRCXLam Research Corp	0.8%	—	3,726	—	$1.2M
GDXVaneck ETF Trust	0.8%	0.7%	12,972	+0.0%	$1.1M
URIUnited Rentals Inc	0.7%	0.8%	1,075	+0.0%	$1.1M
ATIAti Inc	0.7%	0.7%	5,486	+2.1%	$1.0M
WMWaste Mgmt Inc Del	0.7%	0.8%	5,013	+0.2%	$1.0M
DINOHf Sinclair Corp	0.7%	—	9,185	—	$986K
HONHoneywell Intl Inc	0.7%	0.7%	4,650	+0.2%	$981K
CDECoeur Mng Inc	0.7%	0.7%	55,629	-4.1%	$979K
LITELumentum Hldgs Inc	0.7%	—	1,004	—	$975K
AMATApplied Matls Inc	0.7%	—	1,902	—	$973K
MSMorgan Stanley	0.7%	0.7%	5,170	+0.4%	$972K
XOMExxonmobil Holdings Corp	0.7%	—	5,942	—	$967K
CEGConstellation Energy Corp	0.6%	0.6%	3,722	-0.1%	$945K
AMDAdvanced Micro Devices Inc	0.6%	—	1,522	—	$931K
NVONovo-Nordisk A S	0.6%	0.8%	24,243	+0.0%	$919K

What Oakmont Investment Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$148.0M	114
Q2 2026	$144.1M	115
Q1 2026	$109.3M	98

Questions about Oakmont Investment Advisors, Inc.'s portfolio

What stocks does Oakmont Investment Advisors, Inc. own?

Oakmont Investment Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 114 positions worth $148.0M. The largest are Micron Technology Inc (MU) at 7.9%, Alphabet Inc (GOOGL) at 6.9%, Apple Inc (AAPL) at 4.8%, Nvidia Corporation (NVDA) at 4.2% and Corning Inc (GLW) at 2.5%.

What did Oakmont Investment Advisors, Inc. buy last quarter?

In Q3 2026, Oakmont Investment Advisors, Inc. added Caterpillar Inc (CAT) (+251.7% shares), Jacobs Solutions Inc (J) (+102.0% shares) and Mueller Industries, Inc. (MLI) (+100.0% shares), compared with its Q2 2026 filing.

What did Oakmont Investment Advisors, Inc. sell last quarter?

In Q3 2026, Oakmont Investment Advisors, Inc. cut from its top 50 Oneok Inc New (OKE), cut from its top 50 Solstice Advanced Matls Inc (SOLS), cut from its top 50 Honeywell Aerospace Inc (HONA), cut from its top 50 Ipg Photonics Corp (IPGP), cut from its top 50 Albemarle Corp (ALB), Charles Schwab Corp (the) (SCHW) (-37.1% shares), Broadcom Inc (AVGO) (-25.6% shares) and Occidental Pete Corp (OXY) (-5.7% shares), compared with its Q2 2026 filing.

When is Oakmont Investment Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Oakmont Investment Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Oakmont Investment Advisors, Inc. manage?

Oakmont Investment Advisors, Inc. reported $192.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $148.0M.