Oakmont Investment Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
115
Total value ($000)
$144,098
Net value change ($000)
+34,816 (31.9%)
New positions
34
Sold out positions
17
Turnover %
21.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 7,704 157.9%
SCHW 2,963 NEW
GOOGL 1,793 20.4%
GLW 1,651 44.7%
AVAV 1,618 NEW
NDAQ 1,547 NEW
J 1,273 NEW
COHR 1,240 69.5%
OXY 1,195 NEW
AAPL 1,173 23.7%
Top Reduces (Value $000, Stocks/ETFs)
HON -2,136 -100.0%
SHLD -1,494 -100.0%
SYK -619 -22.7%
WMT -549 -38.2%
GFI -431 -32.1%
WM -425 -27.6%
DB -387 -100.0%
EW -320 -100.0%
AUGO -318 -100.0%
XOM -317 -28.4%
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