Oakmont Investment Advisors, Inc.

PITTSBURGH, PA · CIK 2150170 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPittsburgh, PA

$144.1m reported value +31.9% vs Q1 2026

115positions

38.1%in top 10

34 new 31 added 38 reduced 17 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICRON TECHNOLOGY INC COM MU	MU	10,902	$12.6m8.73%	8.73%	Reduced -3.5k	-3,543 -24.5%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	29,669	$10.6m7.36%	7.36%	Reduced -968	-968 -3.2%
3	APPLE INC COM AAPL	AAPL	21,153	$6.1m4.25%	4.25%	Added +1.7k	+1,655 8.5%
4	CORNING INC COM GLW	GLW	20,927	$5.3m3.71%	3.71%	Reduced -6.2k	-6,238 -23.0%
5	NVIDIA CORPORATION COM NVDA	NVDA	26,458	$5.3m3.67%	3.67%	Added +866	+866 3.4%
6	MERCK & CO INC COM MRK	MRK	24,110	$3.1m2.15%	2.15%	Added +101	+101 0.4%
7	COHERENT CORP COM COHR	COHR	7,666	$3.0m2.10%	2.10%	Added +175	+175 2.3%
8	SCHWAB CHARLES CORP COM SCHW	SCHW	32,113	$3.0m2.06%	2.06%	New
9	ALPHABET INC CAP STK CL C GOOG	GOOG	8,323	$2.9m2.04%	2.04%	Added +21	+21 0.2%
10	AMAZON COM INC COM AMZN	AMZN	12,182	$2.9m2.01%	2.01%	Reduced -25	-25 -0.2%
11	GE VERNOVA INC COM GEV	GEV	2,443	$2.9m1.99%	1.99%	Unchanged
12	BROADCOM INC COM AVGO	AVGO	7,272	$2.7m1.91%	1.91%	Added +18	+18 0.2%
13	VERTIV HOLDINGS CO COM CL A VRT	VRT	7,869	$2.6m1.83%	1.83%	Reduced -1.2k	-1,183 -13.1%
14	MP MATERIALS CORP COM CL A MP	MP	43,393	$2.4m1.69%	1.69%	Reduced -100	-100 -0.2%
15	PEPSICO INC COM PEP	PEP	17,470	$2.4m1.64%	1.64%	Added +331	+331 1.9%
16	EMERSON ELEC CO COM EMR	EMR	15,863	$2.3m1.58%	1.58%	Added +559	+559 3.6%
17	STRYKER CORPORATION COM SYK	SYK	6,709	$2.1m1.47%	1.47%	Reduced -1.6k	-1,604 -19.3%
18	MEDTRONIC PLC SHS MDT	MDT	26,858	$2.1m1.46%	1.46%	Added +508	+508 1.9%
19	JOHNSON & JOHNSON COM JNJ	JNJ	7,594	$1.9m1.34%	1.34%	Reduced -1.3k	-1,255 -14.2%
20	JPMORGAN CHASE & CO COM JPM	JPM	5,169	$1.7m1.17%	1.17%	Added +959	+959 22.8%
21	QUALCOMM INC COM QCOM	QCOM	8,977	$1.7m1.15%	1.15%	Unchanged
22	ERO COPPER CORP COM ERO	ERO	61,509	$1.6m1.14%	1.14%	Reduced -426	-426 -0.7%
23	AEROVIRONMENT INC COM AVAV	AVAV	9,799	$1.6m1.12%	1.12%	New
24	MUELLER INDS INC COM MLI	MLI	12,863	$1.6m1.10%	1.10%	Reduced -1.1k	-1,139 -8.1%
25	NASDAQ INC COM NDAQ	NDAQ	19,621	$1.5m1.07%	1.07%	New
26	PHILLIPS 66 COM PSX	PSX	9,109	$1.5m1.07%	1.07%	Added +128	+128 1.4%
27	ONEOK INC NEW COM OKE	OKE	17,530	$1.5m1.06%	1.06%	Reduced -1.0k	-1,000 -5.4%
28	ORACLE CORP COM ORCL	ORCL	10,045	$1.5m1.02%	1.02%	Added +2.0k	+2,023 25.2%
29	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,675	$1.3m0.93%	0.93%	Added +700	+700 35.4%
30	CATERPILLAR INC COM CAT	CAT	1,208	$1.3m0.89%	0.89%	Reduced -96	-96 -7.4%
31	JACOBS SOLUTIONS INC COM J	J	10,100	$1.3m0.88%	0.88%	New
32	ELI LILLY & CO COM LLY	LLY	1,058	$1.3m0.88%	0.88%	Added +803	+803 314.9%
33	UNITED RENTALS INC COM URI	URI	1,075	$1.2m0.85%	0.85%	Unchanged
34	OCCIDENTAL PETE CORP COM OXY	OXY	24,605	$1.2m0.83%	0.83%	New
35	ANGLOGOLD ASHANTI PLC COM SHS AU	AU	14,500	$1.2m0.81%	0.81%	Added +8	+8 0.1%
36	NOVO-NORDISK A S ADR NVO	NVO	24,243	$1.2m0.81%	0.81%	Added +17.7k	+17,705 270.8%
37	SOLSTICE ADVANCED MATLS INC COM SHS SOLS	SOLS	12,864	$1.1m0.79%	0.79%	Added +5.5k	+5,541 75.7%
38	WASTE MGMT INC DEL COM WM	WM	5,004	$1.1m0.77%	0.77%	Reduced -1.7k	-1,699 -25.4%
39	MORGAN STANLEY COM NEW MS	MS	5,149	$1.1m0.75%	0.75%	Unchanged
40	ATI INC COM ATI	ATI	5,371	$1.1m0.73%	0.73%	Added +167	+167 3.2%
41	HONEYWELL INTL INC COM HON	HON	4,639	$1.0m0.72%	0.72%	New
42	HONEYWELL AEROSPACE INC COM HONA	HONA	4,633	$1.0m0.71%	0.71%	New
43	IPG PHOTONICS CORP COM IPGP	IPGP	8,450	$991.4k0.69%	0.69%	Reduced -850	-850 -9.1%
44	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	12,972	$978.7k0.68%	0.68%	Unchanged
45	ALBEMARLE CORP COM ALB	ALB	7,050	$952.0k0.66%	0.66%	Added +3.0k	+3,050 76.2%
46	COEUR MNG INC COM NEW CDE	CDE	58,029	$947.0k0.66%	0.66%	Added +5.7k	+5,702 10.9%
47	NEWMONT CORP COM NEM	NEM	10,105	$943.7k0.65%	0.65%	Reduced -333	-333 -3.2%
48	CONSTELLATION ENERGY CORP COM CEG	CEG	3,727	$925.7k0.64%	0.64%	Added +1.1k	+1,075 40.5%
49	GOLD FIELDS LTD SPONSORED ADR GFI	GFI	27,156	$912.2k0.63%	0.63%	Reduced -2.4k	-2,437 -8.2%
50	WALMART INC COM WMT	WMT	7,850	$888.8k0.62%	0.62%	Reduced -3.7k	-3,721 -32.2%
51	LUMENTUM HLDGS INC COM LITE	LITE	1,004	$861.5k0.60%	0.60%	New
52	EXXON MOBIL CORP COM XOM	XOM	5,838	$798.0k0.55%	0.55%	Reduced -734	-734 -11.2%
53	EOG RES INC COM EOG	EOG	6,100	$791.4k0.55%	0.55%	New
54	CANADIAN IMPERIAL BANK OF CO COM CM	CM	6,815	$783.7k0.54%	0.54%	New
55	EQT CORP COM EQT	EQT	13,868	$737.4k0.51%	0.51%	Unchanged
56	DEVON ENERGY CORP NEW COM DVN	DVN	17,475	$722.1k0.50%	0.50%	New
57	CHEVRON CORP NEW COM CVX	CVX	4,297	$712.2k0.49%	0.49%	Added +1.1k	+1,071 33.2%
58	FLEX LTD ORD FLEX	FLEX	4,019	$651.4k0.45%	0.45%	Added +19	+19 0.5%
59	BARCLAYS PLC ADR BCS	BCS	23,000	$617.8k0.43%	0.43%	Unchanged
60	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,263	$603.0k0.42%	0.42%	Added +2	+2 0.2%
61	PROCTER AND GAMBLE CO COM PG	PG	4,093	$600.2k0.42%	0.42%	Reduced -75	-75 -1.8%
62	DELL TECHNOLOGIES INC CL C DELL	DELL	1,378	$594.6k0.41%	0.41%	Reduced -333	-333 -19.5%
63	UNITEDHEALTH GROUP INC COM UNH	UNH	1,314	$546.4k0.38%	0.38%	New
64	NATIONAL ENERGY SERVICES REU SHS NESR	NESR	18,100	$541.7k0.38%	0.38%	New
65	LENDINGCLUB CORP COM NEW HAPN	HAPN	25,963	$538.5k0.37%	0.37%	New
66	HOME DEPOT INC COM HD	HD	1,495	$527.1k0.37%	0.37%	Reduced -55	-55 -3.5%
67	FRANKLIN RESOURCES INC COM BEN	BEN	15,715	$522.8k0.36%	0.36%	New
68	UBS GROUP AG SHS UBS	UBS	10,370	$513.9k0.36%	0.36%	New
69	NORTHERN TR CORP COM NTRS	NTRS	2,929	$509.2k0.35%	0.35%	New
70	MAREX GROUP PLC ORD 96665EUR	96665EUR	8,160	$497.4k0.35%	0.35%	New
71	MCDONALDS CORP COM MCD	MCD	1,834	$495.7k0.34%	0.34%	Added +201	+201 12.3%
72	AGNICO EAGLE MINES LTD COM AEM	AEM	3,187	$494.4k0.34%	0.34%	Unchanged
73	BANKUNITED INC COM BKU	BKU	10,200	$494.2k0.34%	0.34%	New
74	PAN AMERN SILVER CORP COM PAAS	PAAS	10,975	$491.6k0.34%	0.34%	Reduced -200	-200 -1.8%
75	NUCOR CORP COM NUE	NUE	2,198	$489.6k0.34%	0.34%	New
76	VICTORIAS SECRET AND CO COMMON STOCK VSXY	VSXY	5,828	$486.5k0.34%	0.34%	New
77	PFIZER INC COM PFE	PFE	19,961	$480.7k0.33%	0.33%	Added +5.9k	+5,885 41.8%
78	COCA COLA CO COM KO	KO	5,864	$476.6k0.33%	0.33%	Reduced -1.4k	-1,367 -18.9%
79	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,688	$474.3k0.33%	0.33%	Reduced -1.3k	-1,307 -43.6%
80	STARBUCKS CORP COM SBUX	SBUX	4,631	$473.0k0.33%	0.33%	Reduced -23	-23 -0.5%
81	COSTCO WHSL CORP NEW COM COST	COST	505	$472.8k0.33%	0.33%	Reduced -260	-260 -34.0%
82	BLOCK INC CL A XYZ	XYZ	6,200	$471.2k0.33%	0.33%	New
83	DEERE & CO COM DE	DE	718	$457.7k0.32%	0.32%	New
84	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	2,036	$456.0k0.32%	0.32%	Added +117	+117 6.1%
85	ENBRIDGE INC COM ENB	ENB	8,376	$454.0k0.32%	0.32%	New
86	EDISON INTL COM EIX	EIX	5,944	$442.5k0.31%	0.31%	Reduced -45	-45 -0.8%
87	UNION PAC CORP COM UNP	UNP	1,566	$425.7k0.30%	0.30%	Reduced -357	-357 -18.6%
88	COLGATE PALMOLIVE CO COM CL	CL	4,570	$418.9k0.29%	0.29%	Reduced -546	-546 -10.7%
89	VISA INC COM CL A V	V	1,203	$412.0k0.29%	0.29%	Reduced -394	-394 -24.7%
90	UNITED PARCEL SERVICE INC CL B UPS	UPS	3,820	$410.9k0.29%	0.29%	Added +1.6k	+1,587 71.1%
91	MASTERCARD INCORPORATED CL A MA	MA	799	$410.9k0.29%	0.29%	Reduced -158	-158 -16.5%
92	ILLINOIS TOOL WKS INC COM ITW	ITW	1,483	$401.0k0.28%	0.28%	New
93	ABBOTT LABS COM ABT	ABT	4,394	$398.7k0.28%	0.28%	Reduced -1.9k	-1,900 -30.2%
94	DISNEY WALT CO COM DIS	DIS	4,097	$394.5k0.27%	0.27%	Reduced -303	-303 -6.9%
95	ENI S P A SPONSORED ADR E	E	8,400	$393.6k0.27%	0.27%	New
96	UBER TECHNOLOGIES INC COM UBER	UBER	5,401	$389.8k0.27%	0.27%	Reduced -1.3k	-1,289 -19.3%
97	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,310	$386.2k0.27%	0.27%	New
98	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	493	$368.3k0.26%	0.26%	Added +69	+69 16.3%
99	A-MARK PRECIOUS METALS INC COM GOLD	GOLD	8,570	$356.6k0.25%	0.25%	Reduced -650	-650 -7.0%
100	DOMINION ENERGY INC COM D	D	5,162	$352.5k0.24%	0.24%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		4,725	$2.1m4.7k shares
GLOBAL X FDS SHLD	SHLD	21,090	$1.5m21.1k shares
DEUTSCHE BANK A G DB	DB	13,000	$387.1k13.0k shares
EDWARDS LIFESCIENCES CORP EW	EW	4,000	$320.3k4.0k shares
AURA MINERALS INC AUGO	AUGO	3,900	$318.2k3.9k shares
HARTFORD INSURANCE GROUP INC HIG	HIG	2,220	$300.2k2.2k shares
CITIZENS FINL GROUP INC CFG	CFG	4,881	$292.8k4.9k shares
KONTOOR BRANDS INC KTB	KTB	4,100	$288.2k4.1k shares
SMITHFIELD FOODS INC SFD	SFD	9,550	$267.1k9.6k shares
FIVE BELOW INC FIVE	FIVE	1,154	$263.7k1.2k shares
FIRST AMERN FINL CORP FAF	FAF	4,342	$261.8k4.3k shares
DARLING INGREDIENTS INC DAR	DAR	4,210	$260.4k4.2k shares
PG&E CORP PCG	PCG	14,700	$258.3k14.7k shares
BRIGHTSPRING HEALTH SVCS INC BTSG	BTSG	6,060	$258.2k6.1k shares
NETFLIX INC NFLX	NFLX	2,522	$242.5k2.5k shares
VANGUARD INDEX FDS VUG	VUG	3,300	$240.2k3.3k shares
BARRICK MNG CORP B	B	5,071	$206.9k5.1k shares