Oakmont Investment Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
114
Total value ($000)
$148,033
Net value change ($000)
+3,935 (2.7%)
New positions
20
Sold out positions
21
Turnover %
18.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
CAT 2,158 167.7%
ONEOK INC NEW 1,495 NEW
J 1,487 116.8%
PSX 1,400 90.9%
TSM 1,383 229.4%
LRCX 1,224 NEW
ERO 1,030 62.6%
AAPL 1,005 16.4%
DINO 986 NEW
AMAT 973 NEW
Top Reduces (Value $000, Stocks/ETFs)
GLW -1,629 -30.5%
OKE -1,524 -100.0%
IPGP -991 -100.0%
SCHW -988 -33.3%
NEM -944 -100.0%
GFI -912 -100.0%
AVGO -847 -30.8%
MU -834 -6.6%
XOM -798 -100.0%
CM -784 -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