Oakmont Investment Advisors, Inc.

CIK 0002150170 • 4 13F filings • Aug 14, 2026 – Oct 21, 2026

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Filer information

Filed by: Oakmont Investment Advisors, Inc., Founder, President
Address: 731 S AIKEN AVE, PITTSBURGH, PA, 15232
Phone: 412-802-8358
AUM: $136.5M

AUM over time

$148.0M latest

Sector allocation over time

Past 4 quarters

Q4 2025

Q3 2026

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $136.5M118 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.6M	1.2%	12,946 SH	New
AGNICO EAGLE MINES LTD	COM	$520K	0.4%Prev: 0.4%	3,067 SH	Decreased-120 SH
ALBEMARLE CORP	COM	$431K	0.3%Prev: 0.5%	3,050 SH	Decreased-4,000 SH
ALPHABET INC	CAP STK CL A	$9.1M	6.7%Prev: 6.9%	29,179 SH	Decreased-705 SH
ALPHABET INC	CAP STK CL C	$2.6M	1.9%Prev: 1.9%	8,150 SH	Decreased-208 SH
AMAZON COM INC	COM	$2.4M	1.8%Prev: 2.1%	10,485 SH	Decreased-1,846 SH
ANGLOGOLD ASHANTI PLC	COM SHS	$1.2M	0.9%Prev: 0.9%	14,484 SH	Decreased+6 SH
APPLE INC	COM	$4.2M	3.1%Prev: 4.8%	15,481 SH	Decreased-5,916 SH
ASTRAZENECA PLC	SPONSORED ADR	$359K	0.3%	3,900 SH	New
AURA MINERALS INC	SHS NEW	$216K	0.2%	4,275 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$603K	0.4%Prev: 0.4%	2,339 SH	Increased+281 SH
BANK AMERICA CORP	COM	$3.6M	2.6%	65,715 SH	New
BANK NEW YORK MELLON CORP	COM	$337K	0.2%	2,903 SH	New
BARCLAYS PLC	ADR	$585K	0.4%Prev: 0.4%	23,000 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$993K	0.7%Prev: 0.9%	1,975 SH	Decreased-700 SH
BLACK HILLS CORP	COM	$852K	0.6%Prev: 0.2%	12,270 SH	Increased+8,870 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.1M	0.8%	20,367 SH	New
BROADCOM INC	COM	$1.8M	1.3%Prev: 1.3%	5,297 SH	Decreased-111 SH
CAMECO CORP	COM	$274K	0.2%	2,995 SH	New
CANADIAN NAT RES LTD	COM	$1.7M	1.2%	48,840 SH	New
CATERPILLAR INC	COM	$747K	0.5%Prev: 2.3%	1,303 SH	Decreased-2,945 SH
CBOE GLOBAL MKTS INC	COM	$1.4M	1.0%	5,699 SH	New
CHEVRON CORP NEW	COM	$503K	0.4%	3,301 SH	New
CITIGROUP INC	COM NEW	$1.5M	1.1%	12,601 SH	New
COCA COLA CO	COM	$533K	0.4%Prev: 0.3%	7,629 SH	Increased+1,618 SH
COHERENT CORP	COM	$2.9M	2.1%Prev: 1.9%	15,700 SH	Increased+6,176 SH
COLGATE PALMOLIVE CO	COM	$417K	0.3%Prev: 0.3%	5,283 SH	Increased+699 SH
COMMSCOPE HLDG CO INC	COM	$229K	0.2%	12,646 SH	New
CONSTELLATION ENERGY CORP	COM	$653K	0.5%Prev: 0.6%	1,849 SH	Decreased-1,873 SH
CORNING INC	COM	$2.0M	1.4%Prev: 2.5%	22,334 SH	Decreased-1,836 SH
COSTCO WHSL CORP NEW	COM	$678K	0.5%	784 SH	New
DELL TECHNOLOGIES INC	CL C	$2.5M	1.8%	20,019 SH	New
DEUTSCHE BANK A G	NAMEN AKT	$508K	0.4%	13,177 SH	New
DISNEY WALT CO	COM	$517K	0.4%Prev: 0.3%	4,547 SH	Increased+439 SH
DOLLAR TREE INC	COM	$224K	0.2%	1,818 SH	New
DOMINION ENERGY INC	COM	$302K	0.2%Prev: 0.2%	5,162 SH	Increased+500 SH
DRDGOLD LIMITED	SPON ADR REPSTG	$304K	0.2%Prev: 0.2%	9,800 SH	Increased+300 SH
EDWARDS LIFESCIENCES CORP	COM	$341K	0.2%	4,000 SH	New
ELI LILLY & CO	COM	$264K	0.2%Prev: 0.9%	245 SH	Decreased-911 SH
EMERSON ELEC CO	COM	$2.0M	1.5%Prev: 1.7%	15,301 SH	Decreased-570 SH
EPAM SYS INC	COM	$492K	0.4%	2,400 SH	New
ERO COPPER CORP	COM	$2.7M	2.0%Prev: 1.8%	94,377 SH	Decreased+21,463 SH
ESSENTIAL UTILS INC	COM	$572K	0.4%	14,916 SH	New
EXPEDITORS INTL WASH INC	COM	$230K	0.2%	1,545 SH	New
EXXON MOBIL CORP	COM	$803K	0.6%	6,674 SH	New
FLEX LTD	ORD	$242K	0.2%Prev: 0.3%	4,000 SH	Decreased-23 SH
FOX CORP	CL B COM	$239K	0.2%	3,688 SH	New
GARRETT MOTION INC	COM	$220K	0.2%	12,604 SH	New
GE VERNOVA INC	COM	$910K	0.7%Prev: 1.7%	1,393 SH	Decreased-1,195 SH
GLOBAL X FDS	US INFR DEV ETF	$262K	0.2%	5,480 SH	New
GOLD FIELDS LTD	SPONSORED ADR	$1.3M	1.0%	29,843 SH	New
HARMONY GOLD MINING CO LTD	SPONSORED ADR	$890K	0.7%	44,743 SH	New
HOME DEPOT INC	COM	$1.1M	0.8%Prev: 0.3%	3,206 SH	Increased+1,669 SH
HONEYWELL INTL INC	COM	$2.0M	1.5%Prev: 0.7%	10,376 SH	Increased+5,726 SH
INTERNATIONAL BUSINESS MACHS	COM	$905K	0.7%Prev: 0.3%	3,055 SH	Increased+1,329 SH
ISHARES TR	US REGNL BKS ETF	$331K	0.2%	6,000 SH	New
JOHNSON & JOHNSON	COM	$2.0M	1.5%Prev: 1.4%	9,711 SH	Decreased+2,041 SH
JPMORGAN CHASE & CO.	COM	$1.9M	1.4%	5,837 SH	New
KEYCORP	COM	$214K	0.2%	10,365 SH	New
KINROSS GOLD CORP	COM	$501K	0.4%	17,800 SH	New
MASTERCARD INCORPORATED	CL A	$565K	0.4%Prev: 0.3%	989 SH	Increased+175 SH
MCDONALDS CORP	COM	$513K	0.4%Prev: 0.3%	1,679 SH	Increased-174 SH
MEDTRONIC PLC	SHS	$2.7M	2.0%Prev: 1.6%	27,906 SH	Increased+965 SH
MERCK & CO INC	COM	$2.7M	1.9%Prev: 2.4%	25,279 SH	Decreased+1,060 SH
META PLATFORMS INC	CL A	$767K	0.6%	1,162 SH	New
MICRON TECHNOLOGY INC	COM	$4.5M	3.3%Prev: 7.9%	15,810 SH	Decreased+4,778 SH
MICROSOFT CORP	COM	$249K	0.2%Prev: 0.3%	514 SH	Decreased-289 SH
MORGAN STANLEY	COM NEW	$932K	0.7%Prev: 0.7%	5,249 SH	Decreased+79 SH
MP MATERIALS CORP	COM CL A	$2.2M	1.6%Prev: 1.4%	43,493 SH	Increased+100 SH
MUELLER INDS INC	COM	$2.2M	1.6%Prev: 1.1%	18,909 SH	Increased-6,823 SH
NETFLIX INC	COM	$789K	0.6%	8,416 SH	New
NEWMONT CORP	COM	$1.5M	1.1%	15,072 SH	New
NIKE INC	CL B	$244K	0.2%	3,832 SH	New
NORTHWEST NAT HLDG CO	COM	$280K	0.2%Prev: 0.2%	6,000 SH	Decreased-500 SH
NVENT ELECTRIC PLC	SHS	$1.6M	1.1%	15,388 SH	New
NVIDIA CORPORATION	COM	$3.4M	2.5%Prev: 4.2%	18,155 SH	Decreased-8,877 SH
O-I GLASS INC	COM	$207K	0.2%	14,050 SH	New
ONEOK INC NEW	COM	$1.4M	1.0%Prev: 1.0%	18,530 SH	Decreased+1,000 SH
ORLA MNG LTD NEW	COM	$171K	0.1%	12,672 SH	New
PAN AMERN SILVER CORP	COM	$1.1M	0.8%	21,355 SH	New
PEPSICO INC	COM	$2.7M	2.0%Prev: 1.5%	18,579 SH	Increased+1,039 SH
PFIZER INC	COM	$401K	0.3%Prev: 0.4%	16,115 SH	Decreased-4,189 SH
PRIMORIS SVCS CORP	COM	$1.5M	1.1%	12,019 SH	New
PROCTER AND GAMBLE CO	COM	$611K	0.4%	4,266 SH	New
PUTNAM MUN OPPORTUNITIES TR	SH BEN INT	$151K	0.1%	14,100 SH	New
QUALCOMM INC	COM	$1.6M	1.2%Prev: 1.1%	9,227 SH	Decreased+209 SH
SCHWAB CHARLES CORP	COM	$4.3M	3.1%	42,628 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.2M	1.6%	79,927 SH	New
SERVICENOW INC	COM	$444K	0.3%	2,900 SH	New
SOLSTICE ADVANCED MATLS INC	COM SHS	$358K	0.3%Prev: 0.5%	7,367 SH	Decreased-5,497 SH
SOUTHERN COPPER CORP	COM	$2.1M	1.5%	14,409 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$296K	0.2%	434 SH	New
STARBUCKS CORP	COM	$439K	0.3%Prev: 0.3%	5,217 SH	Increased+564 SH
STRYKER CORPORATION	COM	$2.9M	2.2%Prev: 1.2%	8,354 SH	Increased+1,654 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$387K	0.3%	1,274 SH	New
TAT TECHNOLOGIES LTD	ORD NEW	$697K	0.5%	15,615 SH	New
TESLA INC	COM	$321K	0.2%Prev: 0.2%	714 SH	Increased-49 SH
TUTOR PERINI CORP	COM	$1.3M	1.0%	19,700 SH	New
TWILIO INC	CL A	$253K	0.2%	1,776 SH	New
UBER TECHNOLOGIES INC	COM	$2.0M	1.5%Prev: 0.3%	24,494 SH	Increased+19,083 SH
UBS GROUP AG	SHS	$287K	0.2%	6,190 SH	New
UGI CORP NEW	COM	$2.1M	1.6%	56,739 SH	New
UNION PAC CORP	COM	$493K	0.4%Prev: 0.3%	2,133 SH	Increased+560 SH
UNITED PARCEL SERVICE INC	CL B	$283K	0.2%	2,851 SH	New
UNITED RENTALS INC	COM	$870K	0.6%Prev: 0.7%	1,075 SH	Decreased
URBAN OUTFITTERS INC	COM	$232K	0.2%	3,076 SH	New
US BANCORP DEL	COM NEW	$338K	0.2%	6,329 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$1.1M	0.8%Prev: 0.8%	13,145 SH	Decreased+173 SH
VANGUARD INDEX FDS	GROWTH ETF	$268K	0.2%	550 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$234K	0.2%Prev: 0.2%	373 SH	Decreased+36 SH
VANGUARD INDEX FDS	SMALL CP ETF	$321K	0.2%	1,245 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$1.1M	0.8%	3,809 SH	New
VERTIV HOLDINGS CO	COM CL A	$1.4M	1.0%Prev: 1.3%	8,615 SH	Decreased+480 SH
VISA INC	COM CL A	$578K	0.4%Prev: 0.3%	1,647 SH	Increased+420 SH
WALMART INC	COM	$1.3M	1.0%Prev: 0.6%	11,687 SH	Increased+3,640 SH
WASTE MGMT INC DEL	COM	$1.5M	1.1%Prev: 0.7%	6,770 SH	Increased+1,757 SH
WISDOMTREE TR	US QTLY DIV GRT	$220K	0.2%	2,456 SH	New
ZTO EXPRESS CAYMAN INC	SPONSORED ADS A	$235K	0.2%	11,253 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $437K
ADVANCED MICRO DEVICES INC — $931K
AEROVIRONMENT INC — $1.6M
APPLIED MATLS INC — $973K
APPLIED OPTOELECTRONICS INC — $526K
ATI INC — $1.0M
AVEANNA HEALTHCARE HLDGS INC — $571K
BLOCK INC — $441K
CBIZ INC — $606K
CEVA INC — $705K
CHARLES SCHWAB CORP (THE) — $2.0M
CHEESECAKE FACTORY INC — $559K
CHEVRON CORPORATION — $892K
CINEMARK HLDGS INC — $541K
COEUR MNG INC — $979K
COSTCO WHOLESALE CORPORATION — $468K
DEERE & CO — $486K
DEVON ENERGY CORP NEW — $443K
EDISON INTL — $319K
ENBRIDGE INC — $389K
… and 36 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Aug 14, 2026	Q4 2025	13F-HR	0002150170-26-000001	$136.5M	View
Oct 21, 2026	Q3 2026	13F-HR	0002150170-26-000004	$148.0M	View
Aug 14, 2026	Q2 2026