Oakmont Investment Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
3/31/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
98
Total value ($000)
$109,282
Net value change ($000)
-27,221 (-19.9%)
New positions
20
Sold out positions
40
Turnover %
41.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: 8/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GLW 1,738 88.9%
PSX 1,636 NEW
SHLD 1,494 NEW
GEV 1,222 134.3%
ORCL 1,180 NEW
NVDA 1,077 31.8%
IPGP 1,066 NEW
CDE 982 NEW
EQT 883 NEW
VRT 872 62.5%
Top Reduces (Value $000, Stocks/ETFs)
SCHW -4,259 -100.0%
BAC -3,614 -100.0%
DELL -2,239 -88.8%
SCHD -2,192 -100.0%
UGI -2,124 -100.0%
SCCO -2,067 -100.0%
CNQ -1,653 -100.0%
NVT -1,569 -100.0%
UBER -1,520 -76.0%
PRIM -1,492 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type