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.
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
Top Holdings
GOOGL
ALPHABET INC
6.7%
MU
MICRON TECHNOLOGY INC
3.3%
SCHW
SCHWAB CHARLES CORP
3.1%
AAPL
APPLE INC
3.1%
BAC
BANK AMERICA CORP
2.6%
NVDA
NVIDIA CORPORATION
2.5%
SYK
STRYKER CORPORATION
2.2%
COHR
COHERENT CORP
2.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.