Oakmont Investment Advisors, Inc.

CIK 0002150170 · PITTSBURGH, PA · Quarter end: 2025-12-31 · Filed on: 2026-08-14 · Open the SEC source
The most recent 13F EDGAR holds under this CIK is 2025 Q4, filed 2026-08-14. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.

Oakmont Investment Advisors, Inc. reported 118 positions worth $136.5M as of December 31, 2025 (13F filed August 14, 2026). Largest holding: GOOGL (6.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$136.5M
2025 Q4
Positions
118
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
29.5%
Est. Net Flow (Q)
2025 Q4
10 / 118 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGLALPHABET INCSH$9.1M6.69%29,179
2MUMICRON TECHNOLOGY INCSH$4.5M3.31%15,810
3SCHWSCHWAB CHARLES CORPSH$4.3M3.12%42,628
4AAPLAPPLE INCSH$4.2M3.08%15,481
5BACBANK AMERICA CORPSH$3.6M2.65%65,715
6NVDANVIDIA CORPORATIONSH$3.4M2.48%18,155
7SYKSTRYKER CORPORATIONSH$2.9M2.15%8,354
8COHRCOHERENT CORPSH$2.9M2.12%15,700
9MDTMEDTRONIC PLCSH$2.7M1.96%27,906
10EROERO COPPER CORPSH$2.7M1.96%94,377

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Oakmont Investment Advisors, Inc. hold as of Q4 2025?

Oakmont Investment Advisors, Inc. reported 118 positions worth $136.5M in its Q4 2025 13F filing. Largest positions: GOOGL (6.7%), MU (3.3%), SCHW (3.1%), AAPL (3.1%) and BAC (2.6%).

What did Oakmont Investment Advisors, Inc. buy in Q4 2025?

No previous quarter is available yet; the comparison appears with the next filing.

What did Oakmont Investment Advisors, Inc. sell in Q4 2025?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.