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OAKMONT Corp

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13F filer, CIK 924171, Los Angeles, CA

OAKMONT Corp reported $502,514,323 across 31 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-07. Its ten largest share positions make up 90.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001081198-26-000020

Period
2026-06-30
Reported value
$503M
Holdings
31
Top 10 weight
90.11%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TRLVnew+1,506,511$1.05M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMZNreduced-44,552-$10.6M
MSFTreduced-19,957-$7.44M
MAreduced-13,959-$7.17M
AAPLreduced-22,970-$6.65M
NVDAreduced-32,310-$6.46M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001081198-26-000020, largest first. % of portfolio is the value over $502,514,323, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404,975 shares; 2024Q4: 413,984 shares; 2025Q1: 411,540 shares; 2025Q2: 409,883 shares; 2025Q3: 379,718 shares; 2025Q4: 386,395 shares; 2026Q1: 394,318 shares; 2026Q2: 349,766 shares 349,766$83.4M16.59%-44,552Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,607 shares; 2024Q4: 243,682 shares; 2025Q1: 212,594 shares; 2025Q2: 211,805 shares; 2025Q3: 168,746 shares; 2025Q4: 171,100 shares; 2026Q1: 177,897 shares; 2026Q2: 157,940 shares 157,940$58.9M11.72%-19,957Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,232 shares; 2024Q4: 124,582 shares; 2025Q1: 123,861 shares; 2025Q2: 123,445 shares; 2025Q3: 121,403 shares; 2025Q4: 122,179 shares; 2026Q1: 124,667 shares; 2026Q2: 110,708 shares 110,708$56.9M11.32%-13,959Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,705 shares; 2024Q4: 195,397 shares; 2025Q1: 194,290 shares; 2025Q2: 193,559 shares; 2025Q3: 190,098 shares; 2025Q4: 194,926 shares; 2026Q1: 198,611 shares; 2026Q2: 175,641 shares 175,641$50.8M10.11%-22,970Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570,377 shares; 2024Q4: 592,189 shares; 2025Q1: 476,279 shares; 2025Q2: 371,344 shares; 2025Q3: 266,560 shares; 2025Q4: 262,051 shares; 2026Q1: 284,749 shares; 2026Q2: 252,439 shares 252,439$50.5M10.05%-32,310Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,101 shares; 2025Q1: 52,822 shares; 2025Q2: 52,642 shares; 2025Q3: 51,826 shares; 2025Q4: 53,241 shares; 2026Q1: 56,725 shares; 2026Q2: 51,157 shares 51,157$38.2M7.6%-5,568Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,665 shares; 2024Q4: 20,086 shares; 2025Q1: 19,974 shares; 2025Q2: 19,904 shares; 2025Q3: 25,230 shares; 2025Q4: 25,810 shares; 2026Q1: 26,289 shares; 2026Q2: 23,261 shares 23,261$31M6.17%-3,028Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,667 shares; 2024Q4: 81,587 shares; 2025Q1: 81,116 shares; 2025Q2: 80,821 shares; 2025Q3: 79,493 shares; 2025Q4: 81,425 shares; 2026Q1: 84,037 shares; 2026Q2: 74,881 shares 74,881$30.5M6.07%-9,156Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,027 shares; 2024Q4: 23,933 shares; 2025Q1: 23,793 shares; 2025Q2: 23,706 shares; 2025Q3: 23,293 shares; 2025Q4: 24,267 shares; 2026Q1: 25,137 shares; 2026Q2: 22,338 shares 22,338$26.7M5.31%-2,799Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,795 shares; 2025Q2: 110,397 shares; 2025Q3: 246,867 shares; 2025Q4: 252,487 shares; 2026Q1: 257,619 shares; 2026Q2: 229,107 shares 229,107$25.9M5.16%-28,512Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,641 shares; 2025Q3: 162,684 shares; 2025Q4: 166,458 shares; 2026Q1: 169,412 shares; 2026Q2: 150,643 shares 150,643$25.1M5%-18,769Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,135 shares; 2026Q1: 22,716 shares; 2026Q2: 20,158 shares 20,158$18.9M3.75%-2,558Timeline
BKSYBLACKSKY TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,239 shares; 2026Q2: 53,239 shares 53,239$1.49M0.3%0Timeline
TRLVTRULIEVE CANNABIS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,506,511 shares 1,506,511$1.05M0.21%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,886 shares; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,886 shares; 2025Q4: 1,886 shares; 2026Q1: 1,886 shares; 2026Q2: 1,886 shares 1,886$674K0.13%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,884 shares; 2024Q4: 1,884 shares; 2025Q1: 1,884 shares; 2025Q2: 1,884 shares; 2025Q3: 1,884 shares; 2025Q4: 1,884 shares; 2026Q1: 1,884 shares; 2026Q2: 1,884 shares 1,884$666K0.13%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,032 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 1,032 shares; 2026Q1: 1,032 shares; 2026Q2: 1,032 shares 1,032$364K0.07%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,258 shares; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 2,258 shares; 2025Q3: 2,258 shares; 2025Q4: 2,258 shares; 2026Q1: 2,258 shares; 2026Q2: 2,258 shares 2,258$315K0.06%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares; 2026Q2: 1,410 shares 1,410$268K0.05%0Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 1,459 shares; 2025Q3: 1,459 shares; 2025Q4: 1,459 shares; 2026Q1: 1,459 shares; 2026Q2: 1,459 shares 1,459$171K0.03%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176$112K0.02%0Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,413 shares; 2024Q4: 1,413 shares; 2025Q1: 1,413 shares; 2025Q2: 1,413 shares; 2025Q3: 1,413 shares; 2025Q4: 1,413 shares; 2026Q1: 1,413 shares; 2026Q2: 1,413 shares 1,413$104K0.02%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 677 shares; 2026Q1: 677 shares; 2026Q2: 327 shares 327$92K0.02%-350Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,455 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares; 2026Q1: 1,455 shares; 2026Q2: 1,455 shares 1,455$82.9K0.02%0Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240$81.8K0.02%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 198 shares; 2026Q2: 198 shares 198$71.7K0.01%0Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares; 2026Q2: 705 shares 705$50.5K0.01%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180$49K0.01%0Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65$46.4K0.01%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110$34.6K0.01%0Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100$31.5K0.01%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
KDKYNDRYL HLDGS INC115$1.51Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001081198-26-000020 base2026-08-07acceptance time not in the bulk data set