13F-HR filed by Oakmont Investment Advisors, Inc.
Oakmont Investment Advisors, Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-08-14, with 118 holding rows worth $136,502,931.
- Accession
- 0002150170-26-000001
- Filer
- CIK 2150170
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 118 entries on the cover page, a total value of $136,502,931 stated on the cover page (in dollars after the unit check, H1), rows summing to $136,502,931 with VALUE read as dollars as filed, 13F file number 028-27145. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 29,179 | $9,133,162 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 15,810 | $4,512,336 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 42,628 | $4,259,088 | dollars as filed | |
| Apple Inc | 037833100 | COM | 15,481 | $4,208,666 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 65,715 | $3,614,308 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 18,155 | $3,385,918 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 8,354 | $2,935,526 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 15,700 | $2,897,749 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 27,906 | $2,680,744 | dollars as filed | |
| ERO COPPER CORP COM | 296006109 | Stock | 94,377 | $2,669,944 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 18,579 | $2,666,348 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 25,279 | $2,660,894 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 8,150 | $2,557,470 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 20,019 | $2,519,992 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 10,485 | $2,420,137 | dollars as filed | |
| MP MATERIALS CORP | 553368101 | COM CL A | 43,493 | $2,197,252 | dollars as filed | |
| SCHD | 808524797 | COM | 79,927 | $2,192,393 | dollars as filed | |
| MUELLER INDS INC COM | 624756102 | Stock | 18,909 | $2,170,777 | dollars as filed | |
| UGI CORP NEW COM | 902681105 | Stock | 56,739 | $2,123,750 | dollars as filed | |
| SOUTHERN COPPER CORP | 84265V105 | COM | 14,409 | $2,067,328 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 15,301 | $2,030,779 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 10,376 | $2,024,050 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 9,711 | $2,009,415 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 24,494 | $2,001,434 | dollars as filed | |
| CORNING INC | 219350105 | COM | 22,334 | $1,955,603 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 5,837 | $1,881,166 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 5,297 | $1,833,506 | dollars as filed | |
| CANADIAN NAT RES LTD MED TERM COM | 136385101 | Stock | 48,840 | $1,653,237 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 12,946 | $1,622,084 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 9,227 | $1,578,259 | dollars as filed | |
| NVENT ELEC PLC SHS | G6700G107 | Stock | 15,388 | $1,569,137 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 15,072 | $1,504,911 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 12,019 | $1,492,039 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 6,770 | $1,487,003 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 12,601 | $1,470,513 | dollars as filed | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 5,699 | $1,430,377 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 8,615 | $1,395,716 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 18,530 | $1,361,974 | dollars as filed | |
| TUTOR PERINI CORP | 901109108 | COM | 19,700 | $1,320,294 | dollars as filed | |
| GOLD FIELDS LTD SPONSORED ADR | 38059T106 | ADR | 29,843 | $1,302,920 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 11,687 | $1,301,958 | dollars as filed | |
| ANGLOGOLD ASHANTI PLC | G0378L100 | COM SHS | 14,484 | $1,235,244 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 13,145 | $1,127,408 | dollars as filed | |
| PAN AMERN SILVER CORP | 697900108 | COM | 21,355 | $1,106,405 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 3,206 | $1,103,026 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 20,367 | $1,098,596 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 3,809 | $1,096,455 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,975 | $992,734 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 5,249 | $931,855 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,393 | $910,426 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 3,055 | $904,550 | dollars as filed | |
| HARMONY GOLD MINING CO LTD SPONSORED ADR | 413216300 | ADR | 44,743 | $890,389 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 1,075 | $870,019 | dollars as filed | |
| BLACK HILLS CORP COM | 092113109 | Stock | 12,270 | $851,783 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 6,674 | $803,240 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 8,416 | $789,083 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,162 | $767,107 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,303 | $746,793 | dollars as filed | |
| TAT TECHNOLOGIES LTD | M8740S227 | ORD NEW | 15,615 | $697,351 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 784 | $677,737 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 1,849 | $653,196 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 4,266 | $611,389 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 2,339 | $602,510 | dollars as filed | |
| BARCLAYS PLC ADR | 06738E204 | ADR | 23,000 | $585,350 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,647 | $577,573 | dollars as filed | |
| ESSENTIAL UTILS INC COM | 29670G102 | Stock | 14,916 | $572,178 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 989 | $564,797 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 7,629 | $533,370 | dollars as filed | |
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 3,067 | $519,992 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 4,547 | $517,375 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,679 | $513,048 | dollars as filed | |
| DEUTSCHE BK AG NAMEN AKT | D18190898 | Stock | 13,177 | $508,114 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,301 | $502,944 | dollars as filed | |
| KINROSS GOLD CORP | 496902404 | COM | 17,800 | $501,248 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 2,133 | $493,269 | dollars as filed | |
| EPAM SYS INC COM | 29414B104 | Stock | 2,400 | $491,712 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 2,900 | $444,251 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 5,217 | $439,274 | dollars as filed | |
| ALBEMARLE CORP | 012653101 | COM | 3,050 | $431,392 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 5,283 | $417,370 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 16,115 | $401,248 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,274 | $387,074 | dollars as filed | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 3,900 | $358,528 | dollars as filed | |
| SOLS | 83443Q103 | COM | 7,367 | $357,890 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 4,000 | $341,000 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 6,329 | $337,708 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 2,903 | $337,019 | dollars as filed | |
| ISHARES TR | 464288778 | US REGNL BKS ETF | 6,000 | $330,900 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 714 | $321,101 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,245 | $321,073 | dollars as filed | |
| DRDGOLD LIMITED SPON ADR REPSTG | 26152H301 | ADR | 9,800 | $303,898 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 5,162 | $302,426 | dollars as filed | |
| SPY | 78462F103 | SHS | 434 | $296,101 | dollars as filed | |
| UBS GROUP AG SHS | H42097107 | Stock | 6,190 | $286,660 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 2,851 | $282,878 | dollars as filed | |
| NORTHWEST NAT HLDG CO COM | 66765N105 | Stock | 6,000 | $280,440 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 2,995 | $274,013 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 550 | $268,323 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 245 | $263,591 | dollars as filed | |
| GLOBAL X FDS | 37954Y673 | US INFR DEV ETF | 5,480 | $261,892 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 1,776 | $252,618 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 514 | $248,812 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 3,832 | $244,063 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 4,000 | $241,680 | dollars as filed | |
| FOX CORP | 35137L204 | CL B COM | 3,688 | $239,461 | dollars as filed | |
| ZTO EXPRESS CAYMAN INC | 98980A105 | SPONSORED ADS A | 11,253 | $235,075 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 373 | $234,394 | dollars as filed | |
| URBAN OUTFITTERS INC | 917047102 | COM | 3,076 | $231,500 | dollars as filed | |
| EXPEDITORS INTL WASH INC COM | 302130109 | Stock | 1,545 | $230,221 | dollars as filed | |
| COMMSCOPE HLDG CO INC | 20337X109 | COM | 12,646 | $229,273 | dollars as filed | |
| DOLLAR TREE INC COM | 256746108 | Stock | 1,818 | $223,633 | dollars as filed | |
| GARRETT MOTION INC | 366505105 | COM | 12,604 | $219,689 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 2,456 | $219,640 | dollars as filed | |
| AURA MINERALS INC | G06973112 | SHS NEW | 4,275 | $215,526 | dollars as filed | |
| KEYCORP COM | 493267108 | Stock | 10,365 | $213,933 | dollars as filed | |
| O-I GLASS INC | 67098H104 | COM | 14,050 | $207,378 | dollars as filed | |
| ORLA MNG LTD NEW | 68634K106 | COM | 12,672 | $170,692 | dollars as filed | |
| PUTNAM MUNICIPAL OPPORTUNITIES | 746922103 | SH BEN INT | 14,100 | $150,870 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002150170-26-000001 | this filing | 2026-08-14 | acceptance time not in the bulk data set |