OAKMONT CORP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 386K | $89.19M |
 | NVDA | 262K | $48.87M |
 | WMT | 252K | $28.13M |
 | AAPL | 195K | $52.99M |
 | MSFT | 171K | $82.75M |
 | WCN | 166K | $29.19M |
 | MA | 122K | $69.75M |
 | SPGI | 81K | $42.55M |
 | TDG | 26K | $34.32M |
 | FICO | 24K | $41.03M |
 | COST | 22K | $19.09M |
 | INTC | 2K | $83.32K |
 | GOOGL | 2K | $590.32K |
 | GOOG | 2K | $591.20K |
 | AFL | 1K | $160.88K |
 | BAC | 1K | $80.03K |
 | CARR | 1K | $74.66K |
 | RTX | 1K | $258.59K |
 | HD | 1K | $355.11K |
 | OTIS | 705 | $61.58K |
Amazon.com, Inc.
AMZN
Shares Held
386K
Value
$89.19M
NVIDIA Corporation
NVDA
Shares Held
262K
Value
$48.87M
Walmart Inc.
WMT
Shares Held
252K
Value
$28.13M
Apple Inc.
AAPL
Shares Held
195K
Value
$52.99M
Microsoft Corporation
MSFT
Shares Held
171K
Value
$82.75M
Waste Connections, Inc.
WCN
Shares Held
166K
Value
$29.19M
Mastercard Incorporated
MA
Shares Held
122K
Value
$69.75M
S&P Global Inc.
SPGI
Shares Held
81K
Value
$42.55M
TransDigm Group Incorporated
TDG
Shares Held
26K
Value
$34.32M
Fair Isaac Corporation
FICO
Shares Held
24K
Value
$41.03M
Costco Wholesale Corporation
COST
Shares Held
22K
Value
$19.09M
Intel Corporation
INTC
Shares Held
2K
Value
$83.32K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$590.32K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$591.20K
Aflac Incorporated
AFL
Shares Held
1K
Value
$160.88K
Bank of America Corporation
BAC
Shares Held
1K
Value
$80.03K
Carrier Global Corporation
CARR
Shares Held
1K
Value
$74.66K
RTX Corporation
RTX
Shares Held
1K
Value
$258.59K
The Home Depot, Inc.
HD
Shares Held
1K
Value
$355.11K
Otis Worldwide Corporation
OTIS
Shares Held
705
Value
$61.58K