Oakmont Corp Top Holdings and 13F Report (2024) About Oakmont CorpInvestment ActivityOakmont Corp has $520.02 million in total holdings as of September 30, 2024.Oakmont Corp owns shares of 32 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 20.25% of the portfolio was purchased this quarter.About 10.54% of the portfolio was sold this quarter.This quarter, Oakmont Corp has purchased 32 new stocks and bought additional shares in 5 stocks.Oakmont Corp sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $93,403,085Amazon.com $80,156,702NVIDIA $77,229,046Mastercard $56,514,755Fair Isaac $55,743,181 Largest New Holdings this Quarter TransDigm Group $20,434,993 Holding Largest Purchases this Quarter Fair Isaac 18,837 shares (about $37.47M)TransDigm Group 15,665 shares (about $20.43M)Chipotle Mexican Grill 315,243 shares (about $18.47M)S&P Global 32,336 shares (about $15.63M)Microsoft 17,194 shares (about $7.06M) Largest Sales this Quarter Apple 120,459 shares (about $26.85M)Mastercard 23,911 shares (about $12.15M)Cadence Design Systems 20,470 shares (about $5.77M)Amazon.com 25,542 shares (about $5.06M)BlackSky Technology 582,673 shares (about $4.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOakmont Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$93,403,085$7,055,902 ▲8.2%227,60718.0%Computer and TechnologyAMZNAmazon.com$80,156,702$5,055,528 ▼-5.9%404,97515.4%Retail/WholesaleNVDANVIDIA$77,229,046$889,984 ▼-1.1%570,37714.9%Computer and TechnologyMAMastercard$56,514,755$12,148,701 ▼-17.7%111,23210.9%Business ServicesFICOFair Isaac$55,743,181$37,465,098 ▲205.0%28,02710.7%Computer and TechnologyAAPLApple$38,274,762$26,851,516 ▼-41.2%171,7057.4%Computer and TechnologySPGIS&P Global$38,020,548$15,628,312 ▲69.8%78,6677.3%Business ServicesCMGChipotle Mexican Grill$30,340,421$18,470,087 ▲155.6%517,8435.8%Retail/WholesaleTDGTransDigm Group$20,434,993$20,434,993 ▲New Holding15,6653.9%AerospaceAVGOBroadcom$7,140,248$6,263,046 ▲714.0%42,2701.4%Computer and TechnologyMETAMeta Platforms$6,562,6080.0%11,5711.3%Computer and TechnologyCDNSCadence Design Systems$6,465,503$5,774,382 ▼-47.2%22,9201.2%Computer and TechnologyTYLTyler Technologies$4,137,8790.0%6,8650.8%Computer and TechnologyLBRTLiberty Energy$1,534,5600.0%92,0000.3%Oils/EnergyASMLASML$1,501,2740.0%2,2250.3%Computer and TechnologyBKSYBlackSky Technology$573,517$4,014,619 ▼-87.5%83,2390.1%Business ServicesHDHome Depot$405,1530.0%1,0320.1%Retail/WholesaleGOOGAlphabet$325,2730.0%1,8840.1%Computer and TechnologyGOOGLAlphabet$323,0530.0%1,8860.1%Computer and TechnologyRTXRTX$167,4380.0%1,4100.0%AerospaceAFLAflac$152,7720.0%1,4590.0%FinanceCARRCarrier Global$102,5700.0%1,4130.0%Computer and TechnologyDEDeere & Company$70,4740.0%1760.0%Industrial ProductsOTISOtis Worldwide$70,1050.0%7050.0%ConstructionCBChubb$66,5780.0%2400.0%FinanceAMGNAmgen$63,2060.0%1980.0%MedicalBACBank of America$60,7610.0%1,4550.0%FinanceINTCIntel$52,3860.0%2,2580.0%Computer and TechnologyUNPUnion Pacific$41,8840.0%1800.0%TransportationSYKStryker$36,7150.0%1000.0%MedicalNSCNorfolk Southern$27,5100.0%1100.0%TransportationCMICummins$21,3530.0%650.0%Auto/Tires/TrucksHLTHCue Health$0$52,774 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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