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: $144.1M115 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$399K	0.3%Prev: 0.6%	4,394 SH	Decreased-1,900 SH
ADVANCED MICRO DEVICES INC	COM	$298K	0.2%	512 SH	New
AEROVIRONMENT INC	COM	$1.6M	1.1%	9,799 SH	New
AGNICO EAGLE MINES LTD	COM	$494K	0.3%Prev: 0.6%	3,187 SH	Decreased
ALBEMARLE CORP	COM	$952K	0.7%Prev: 0.7%	7,050 SH	Increased+3,050 SH
ALPHABET INC	CAP STK CL A	$10.6M	7.4%Prev: 8.1%	29,669 SH	Increased-968 SH
ALPHABET INC	CAP STK CL C	$2.9M	2.0%Prev: 2.2%	8,323 SH	Increased+21 SH
AMAZON COM INC	COM	$2.9M	2.0%Prev: 2.3%	12,182 SH	Increased-25 SH
ANGLOGOLD ASHANTI PLC	COM SHS	$1.2M	0.8%Prev: 1.3%	14,500 SH	Decreased+8 SH
APPLE INC	COM	$6.1M	4.2%Prev: 4.5%	21,153 SH	Increased+1,655 SH
ATI INC	COM	$1.1M	0.7%Prev: 0.7%	5,371 SH	Increased+167 SH
AUTOMATIC DATA PROCESSING IN	COM	$456K	0.3%Prev: 0.4%	2,036 SH	Increased+117 SH
BANKUNITED INC	COM	$494K	0.3%	10,200 SH	New
BARCLAYS PLC	ADR	$618K	0.4%Prev: 0.4%	23,000 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	0.9%Prev: 0.9%	2,675 SH	Increased+700 SH
BLACK HILLS CORP	COM	$290K	0.2%Prev: 0.5%	3,900 SH	Decreased-3,800 SH
BLOCK INC	CL A	$471K	0.3%	6,200 SH	New
BROADCOM INC	COM	$2.7M	1.9%Prev: 2.1%	7,272 SH	Increased+18 SH
CANADIAN IMPERIAL BANK OF CO	COM	$784K	0.5%	6,815 SH	New
CATERPILLAR INC	COM	$1.3M	0.9%Prev: 0.8%	1,208 SH	Increased-96 SH
CBOE GLOBAL MKTS INC	COM	$272K	0.2%Prev: 0.2%	1,120 SH	Increased+402 SH
CHEVRON CORPORATION	COM	$712K	0.5%Prev: 0.6%	4,297 SH	Increased+1,071 SH
COCA COLA CO	COM	$477K	0.3%Prev: 0.5%	5,864 SH	Decreased-1,367 SH
COEUR MNG INC	COM NEW	$947K	0.7%Prev: 0.9%	58,029 SH	Decreased+5,702 SH
COHERENT CORP	COM	$3.0M	2.1%Prev: 1.6%	7,666 SH	Increased+175 SH
COLGATE PALMOLIVE CO	COM	$419K	0.3%Prev: 0.4%	4,570 SH	Decreased-546 SH
CONSTELLATION ENERGY CORP	COM	$926K	0.6%Prev: 0.7%	3,727 SH	Increased+1,075 SH
CORNING INC	COM	$5.3M	3.7%Prev: 3.4%	20,927 SH	Increased-6,238 SH
COSTCO WHOLESALE CORPORATION	COM	$473K	0.3%Prev: 0.7%	505 SH	Decreased-260 SH
DEERE & CO	COM	$458K	0.3%	718 SH	New
DELL TECHNOLOGIES INC	CL C	$595K	0.4%Prev: 0.3%	1,378 SH	Increased-333 SH
DEVON ENERGY CORP NEW	COM	$722K	0.5%	17,475 SH	New
DISNEY WALT CO	COM	$395K	0.3%Prev: 0.4%	4,097 SH	Decreased-303 SH
DOMINION ENERGY INC	COM	$352K	0.2%Prev: 0.3%	5,162 SH	Increased
DRDGOLD LIMITED	SPON ADR REPSTG	$202K	0.1%Prev: 0.3%	9,500 SH	Decreased
EDISON INTL	COM	$443K	0.3%Prev: 0.4%	5,944 SH	Increased-45 SH
ELI LILLY & CO	COM	$1.3M	0.9%Prev: 0.2%	1,058 SH	Increased+803 SH
EMERSON ELEC CO	COM	$2.3M	1.6%Prev: 1.8%	15,863 SH	Increased+559 SH
ENBRIDGE INC	COM	$454K	0.3%	8,376 SH	New
ENI SPA	SPONSORED ADR	$394K	0.3%	8,400 SH	New
EOG RES INC	COM	$791K	0.5%	6,100 SH	New
EQT CORP	COM	$737K	0.5%Prev: 0.8%	13,868 SH	Decreased
ERO COPPER CORP	COM	$1.6M	1.1%Prev: 1.5%	61,509 SH	Decreased-426 SH
EXXON MOBIL CORP	COM	$798K	0.6%Prev: 1.0%	5,838 SH	Decreased-734 SH
FLEX LTD	ORD	$651K	0.5%	4,019 SH	New
FRANKLIN RESOURCES INC	COM	$523K	0.4%	15,715 SH	New
GE VERNOVA INC	COM	$2.9M	2.0%Prev: 2.0%	2,443 SH	Increased
GOLD COM INC	COM	$357K	0.2%Prev: 0.3%	8,570 SH	Decreased-650 SH
GOLD FIELDS LTD	SPONSORED ADR	$912K	0.6%Prev: 1.2%	27,156 SH	Decreased-2,437 SH
HAPPEN INC	COM NEW	$538K	0.4%	25,963 SH	New
HARMONY GOLD MNG LTD	SPONSORED ADR	$351K	0.2%Prev: 0.3%	23,050 SH	Decreased
HOME DEPOT INC	COM	$527K	0.4%Prev: 0.5%	1,495 SH	Increased-55 SH
HONEYWELL AEROSPACE INC	COM	$1.0M	0.7%	4,633 SH	New
HONEYWELL INTL INC	COM	$1.0M	0.7%Prev: 2.0%	4,639 SH	Decreased-4,811 SH
ILLINOIS TOOL WKS INC	COM	$401K	0.3%	1,483 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$474K	0.3%Prev: 0.7%	1,688 SH	Decreased-1,307 SH
IONQ INC	COM	$282K	0.2%	5,300 SH	New
IPG PHOTONICS CORP	COM	$991K	0.7%Prev: 1.0%	8,450 SH	Decreased-850 SH
JACOBS SOLUTIONS INC	COM	$1.3M	0.9%	10,100 SH	New
JOHNSON & JOHNSON	COM	$1.9M	1.3%Prev: 2.0%	7,594 SH	Decreased-1,255 SH
JPMORGAN CHASE & CO	COM	$1.7M	1.2%Prev: 1.1%	5,169 SH	Increased+959 SH
LUMENTUM HLDGS INC	COM	$861K	0.6%	1,004 SH	New
MAREX GROUP PLC	ORD	$497K	0.3%	8,160 SH	New
MASTERCARD INCORPORATED	CL A	$411K	0.3%Prev: 0.4%	799 SH	Decreased-158 SH
MCDONALDS CORP	COM	$496K	0.3%Prev: 0.5%	1,834 SH	Decreased+201 SH
MEDTRONIC PLC	SHS	$2.1M	1.5%Prev: 2.1%	26,858 SH	Decreased+508 SH
MERCK & CO INC	COM	$3.1M	2.2%Prev: 2.6%	24,110 SH	Increased+101 SH
MICRON TECHNOLOGY INC	COM	$12.6M	8.7%Prev: 4.5%	10,902 SH	Increased-3,543 SH
MICROSOFT CORP	COM	$215K	0.1%	576 SH	New
MKS INC.	COM	$222K	0.2%	500 SH	New
MORGAN STANLEY	COM NEW	$1.1M	0.7%Prev: 0.8%	5,149 SH	Increased
MP MATERIALS CORP	COM CL A	$2.4M	1.7%Prev: 1.9%	43,393 SH	Increased-100 SH
MUELLER INDS INC	COM	$1.6M	1.1%Prev: 1.4%	12,863 SH	Increased-1,139 SH
NASDAQ INC	COM	$1.5M	1.1%	19,621 SH	New
NATIONAL ENERGY SERVICES REU	SHS	$542K	0.4%	18,100 SH	New
NEW JERSEY RES CORP	COM	$237K	0.2%	4,225 SH	New
NEWMONT CORP	COM	$944K	0.7%Prev: 1.0%	10,105 SH	Decreased-333 SH
NORTHERN TR CORP	COM	$509K	0.4%	2,929 SH	New
NORTHWEST NAT HLDG CO	COM	$319K	0.2%Prev: 0.3%	6,500 SH	Decreased+500 SH
NOVO-NORDISK A S	ADR	$1.2M	0.8%Prev: 0.2%	24,243 SH	Increased+17,705 SH
NUCOR CORP	COM	$490K	0.3%	2,198 SH	New
NVIDIA CORPORATION	COM	$5.3M	3.7%Prev: 4.1%	26,458 SH	Increased+866 SH
OCCIDENTAL PETE CORP	COM	$1.2M	0.8%	24,605 SH	New
ONEOK INC NEW	COM	$1.5M	1.1%Prev: 1.5%	17,530 SH	Decreased-1,000 SH
ORACLE CORP	COM	$1.5M	1.0%Prev: 1.1%	10,045 SH	Increased+2,023 SH
PALANTIR TECHNOLOGIES INC	CL A	$386K	0.3%	3,310 SH	New
PALO ALTO NETWORKS INC	COM	$214K	0.1%	628 SH	New
PAN AMERN SILVER CORP	COM	$492K	0.3%Prev: 0.6%	10,975 SH	Decreased-200 SH
PAR PAC HOLDINGS INC	COM NEW	$224K	0.2%	4,000 SH	New
PEPSICO INC	COM	$2.4M	1.6%Prev: 2.4%	17,470 SH	Decreased+331 SH
PFIZER INC	COM	$481K	0.3%Prev: 0.4%	19,961 SH	Increased+5,885 SH
PHILLIPS 66	COM	$1.5M	1.1%Prev: 1.5%	9,109 SH	Decreased+128 SH
PROCTER & GAMBLE CO	COM	$600K	0.4%Prev: 0.6%	4,093 SH	Decreased-75 SH
PUTNAM MUN OPPORTUNITIES TR	SH BEN INT	$105K	0.1%Prev: 0.1%	10,000 SH	Increased
QUALCOMM INC	COM	$1.7M	1.2%Prev: 1.1%	8,977 SH	Increased
SCHWAB CHARLES CORP	COM	$3.0M	2.1%	32,113 SH	New
SOLSTICE ADVANCED MATLS INC	COM SHS	$1.1M	0.8%Prev: 0.5%	12,864 SH	Increased+5,541 SH
STARBUCKS CORP	COM	$473K	0.3%Prev: 0.4%	4,631 SH	Increased-23 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$368K	0.3%Prev: 0.3%	493 SH	Increased+69 SH
STRYKER CORPORATION	COM	$2.1M	1.5%Prev: 2.5%	6,709 SH	Decreased-1,604 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$603K	0.4%Prev: 0.4%	1,263 SH	Increased+2 SH
TESLA INC	COM	$301K	0.2%Prev: 0.2%	715 SH	Increased-4 SH
UBER TECHNOLOGIES INC	COM	$390K	0.3%Prev: 0.4%	5,401 SH	Decreased-1,289 SH
UBS GROUP AG	SHS	$514K	0.4%	10,370 SH	New
UNION PAC CORP	COM	$426K	0.3%Prev: 0.4%	1,566 SH	Decreased-357 SH
UNITED PARCEL SVCS INC	CL B	$411K	0.3%Prev: 0.2%	3,820 SH	Increased+1,587 SH
UNITED RENTALS INC	COM	$1.2M	0.8%Prev: 0.7%	1,075 SH	Increased
UNITEDHEALTH GROUP INC	COM	$546K	0.4%	1,314 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$979K	0.7%Prev: 1.1%	12,972 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$242K	0.2%Prev: 0.2%	352 SH	Increased-34 SH
VERTIV HOLDINGS CO	COM CL A	$2.6M	1.8%Prev: 2.1%	7,869 SH	Increased-1,183 SH
VICTORIAS SECRET AND CO	COMMON STOCK	$487K	0.3%	5,828 SH	New
VISA INC	COM CL A	$412K	0.3%Prev: 0.4%	1,203 SH	Decreased-394 SH
WALMART INC	COM	$889K	0.6%Prev: 1.3%	7,850 SH	Decreased-3,721 SH
WASTE MGMT INC DEL	COM	$1.1M	0.8%Prev: 1.4%	5,004 SH	Decreased-1,699 SH

Sold (vs prior filing)

AURA MINERALS INC — $318K
BARRICK MNG CORP — $207K
BRIGHTSPRING HEALTH SVCS INC — $258K
CITIZENS FINL GROUP INC — $293K
DARLING INGREDIENTS INC — $260K
DEUTSCHE BK AG — $387K
EDWARDS LIFESCIENCES CORP — $320K
FIRST AMERN FINL CORP — $262K
FIVE BELOW INC — $264K
FLEXTRONICS INTL LTD — $262K
GLOBAL X FDS — $1.5M
HARTFORD INSURANCE GROUP INC — $300K
KONTOOR BRANDS INC — $288K
NETFLIX INC. — $242K
PG&E CORP — $258K
SMITHFIELD FOODS INC — $267K
VANGUARD INDEX FDS — $240K

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