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: $148.0M114 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$437K	0.3%Prev: 0.3%	4,424 SH	Increased+30 SH
ADVANCED MICRO DEVICES INC	COM	$931K	0.6%Prev: 0.2%	1,522 SH	Increased+1,010 SH
AEROVIRONMENT INC	COM	$1.6M	1.0%Prev: 1.1%	10,899 SH	Decreased+1,100 SH
AGNICO EAGLE MINES LTD	COM	$584K	0.4%Prev: 0.3%	3,187 SH	Increased
ALBEMARLE CORP	COM	$746K	0.5%Prev: 0.7%	7,050 SH	Decreased
ALPHABET INC	CAP STK CL A	$10.3M	6.9%Prev: 7.4%	29,884 SH	Decreased+215 SH
ALPHABET INC	CAP STK CL C	$2.8M	1.9%Prev: 2.0%	8,358 SH	Decreased+35 SH
AMAZON COM INC	COM	$3.1M	2.1%Prev: 2.0%	12,331 SH	Increased+149 SH
ANGLOGOLD ASHANTI PLC	COM SHS	$1.4M	0.9%Prev: 0.8%	14,478 SH	Increased-22 SH
APPLE INC	COM	$7.1M	4.8%Prev: 4.2%	21,397 SH	Increased+244 SH
APPLIED MATLS INC	COM	$973K	0.7%	1,902 SH	New
APPLIED OPTOELECTRONICS INC	COM	$526K	0.4%	5,300 SH	New
ATI INC	COM	$1.0M	0.7%Prev: 0.7%	5,486 SH	Decreased+115 SH
AUTOMATIC DATA PROCESSING IN	COM	$530K	0.4%Prev: 0.3%	2,058 SH	Increased+22 SH
AVEANNA HEALTHCARE HLDGS INC	COM	$571K	0.4%	46,000 SH	New
BARCLAYS PLC	ADR	$558K	0.4%Prev: 0.4%	23,000 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	0.9%Prev: 0.9%	2,675 SH	Decreased
BLACK HILLS CORP	COM	$238K	0.2%Prev: 0.2%	3,400 SH	Decreased-500 SH
BLOCK INC	CL A	$441K	0.3%Prev: 0.3%	6,000 SH	Decreased-200 SH
BROADCOM INC	COM	$1.9M	1.3%Prev: 1.9%	5,408 SH	Decreased-1,864 SH
CATERPILLAR INC	COM	$3.4M	2.3%Prev: 0.9%	4,248 SH	Increased+3,040 SH
CBIZ INC	COM	$606K	0.4%	11,080 SH	New
CEVA INC	COM	$705K	0.5%	19,950 SH	New
CHARLES SCHWAB CORP (THE)	COM	$2.0M	1.3%	20,208 SH	New
CHEESECAKE FACTORY INC	COM	$559K	0.4%	5,312 SH	New
CHEVRON CORPORATION	COM	$892K	0.6%Prev: 0.5%	4,368 SH	Increased+71 SH
CINEMARK HLDGS INC	COM	$541K	0.4%	14,498 SH	New
COCA COLA CO	COM	$518K	0.3%Prev: 0.3%	6,011 SH	Increased+147 SH
COEUR MNG INC	COM NEW	$979K	0.7%Prev: 0.7%	55,629 SH	Increased-2,400 SH
COHERENT CORP	COM	$2.7M	1.9%Prev: 2.1%	9,524 SH	Decreased+1,858 SH
COLGATE PALMOLIVE CO	COM	$391K	0.3%Prev: 0.3%	4,584 SH	Decreased+14 SH
CONSTELLATION ENERGY CORP	COM	$945K	0.6%Prev: 0.6%	3,722 SH	Increased-5 SH
CORNING INC	COM	$3.7M	2.5%Prev: 3.7%	24,170 SH	Decreased+3,243 SH
COSTCO WHOLESALE CORPORATION	COM	$468K	0.3%Prev: 0.3%	513 SH	Decreased+8 SH
DEERE & CO	COM	$486K	0.3%Prev: 0.3%	720 SH	Increased+2 SH
DEVON ENERGY CORP NEW	COM	$443K	0.3%Prev: 0.5%	9,625 SH	Decreased-7,850 SH
DISNEY WALT CO	COM	$431K	0.3%Prev: 0.3%	4,108 SH	Increased+11 SH
DOMINION ENERGY INC	COM	$282K	0.2%Prev: 0.2%	4,662 SH	Decreased-500 SH
DRDGOLD LIMITED	SPON ADR REPSTG	$230K	0.2%Prev: 0.1%	9,500 SH	Increased
EDISON INTL	COM	$319K	0.2%Prev: 0.3%	5,944 SH	Decreased
ELI LILLY & CO	COM	$1.3M	0.9%Prev: 0.9%	1,156 SH	Increased+98 SH
EMERSON ELEC CO	COM	$2.5M	1.7%Prev: 1.6%	15,871 SH	Increased+8 SH
ENBRIDGE INC	COM	$389K	0.3%Prev: 0.3%	8,376 SH	Decreased
ENI SPA	SPONSORED ADR	$456K	0.3%Prev: 0.3%	8,400 SH	Increased
EOG RES INC	COM	$840K	0.6%Prev: 0.5%	6,100 SH	Increased
EQT CORP	COM	$671K	0.5%Prev: 0.5%	13,817 SH	Decreased-51 SH
ERO COPPER CORP	COM	$2.7M	1.8%Prev: 1.1%	72,914 SH	Increased+11,405 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$967K	0.7%	5,942 SH	New
FLEX LTD	ORD	$442K	0.3%Prev: 0.5%	4,023 SH	Decreased+4 SH
FRANKLIN MUN OPPORTUNITIES T	SH BEN INT	$91K	0.1%	10,000 SH	New
GE VERNOVA INC	COM	$2.5M	1.7%Prev: 2.0%	2,588 SH	Decreased+145 SH
GENERAL MTRS CO	COM	$529K	0.4%	6,870 SH	New
GOLD COM INC	COM	$312K	0.2%Prev: 0.2%	7,320 SH	Decreased-1,250 SH
HARMONY GOLD MNG LTD	SPONSORED ADR	$389K	0.3%Prev: 0.2%	21,925 SH	Increased-1,125 SH
HF SINCLAIR CORP	COM	$986K	0.7%	9,185 SH	New
HOME DEPOT INC	COM	$437K	0.3%Prev: 0.4%	1,537 SH	Decreased+42 SH
HONEYWELL AEROSPACE INC	COM	$717K	0.5%Prev: 0.7%	4,628 SH	Decreased-5 SH
HONEYWELL INTL INC	COM	$981K	0.7%Prev: 0.7%	4,650 SH	Decreased+11 SH
ILLINOIS TOOL WKS INC	COM	$384K	0.3%Prev: 0.3%	1,491 SH	Decreased+8 SH
INNODATA INC	COM NEW	$329K	0.2%	5,000 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$379K	0.3%Prev: 0.3%	1,726 SH	Decreased+38 SH
IONQ INC	COM	$232K	0.2%Prev: 0.2%	5,300 SH	Decreased
JACOBS SOLUTIONS INC	COM	$2.8M	1.9%Prev: 0.9%	20,400 SH	Increased+10,300 SH
JOHNSON & JOHNSON	COM	$2.0M	1.4%Prev: 1.3%	7,670 SH	Increased+76 SH
JPMORGAN CHASE & CO	COM	$1.7M	1.2%Prev: 1.2%	5,230 SH	Increased+61 SH
LAM RESEARCH CORP	COM NEW	$1.2M	0.8%	3,726 SH	New
LUMENTUM HLDGS INC	COM	$975K	0.7%Prev: 0.6%	1,004 SH	Increased
MARATHON PETE CORP	COM	$673K	0.5%	1,702 SH	New
MASTERCARD INCORPORATED	CL A	$450K	0.3%Prev: 0.3%	814 SH	Increased+15 SH
MCDONALDS CORP	COM	$428K	0.3%Prev: 0.3%	1,853 SH	Decreased+19 SH
MEDTRONIC PLC	SHS	$2.3M	1.6%Prev: 1.5%	26,941 SH	Increased+83 SH
MERCK & CO INC	COM	$3.5M	2.4%Prev: 2.2%	24,219 SH	Increased+109 SH
MICRON TECHNOLOGY INC	COM	$11.8M	7.9%Prev: 8.7%	11,032 SH	Decreased+130 SH
MICROSOFT CORP	COM	$412K	0.3%Prev: 0.1%	803 SH	Increased+227 SH
MONOLITHIC PWR SYS INC	COM	$438K	0.3%	325 SH	New
MORGAN STANLEY	COM NEW	$972K	0.7%Prev: 0.7%	5,170 SH	Decreased+21 SH
MP MATERIALS CORP	COM CL A	$2.1M	1.4%Prev: 1.7%	43,393 SH	Decreased
MUELLER INDS INC	COM	$1.6M	1.1%Prev: 1.1%	25,732 SH	Decreased+12,869 SH
MYR GROUP INC	COM	$231K	0.2%	791 SH	New
NASDAQ INC	COM	$1.8M	1.2%Prev: 1.1%	19,480 SH	Increased-141 SH
NEW JERSEY RES CORP	COM	$214K	0.1%Prev: 0.2%	4,225 SH	Decreased
NORTHWEST NAT HLDG CO	COM	$303K	0.2%Prev: 0.2%	6,500 SH	Decreased
NOVO-NORDISK A S	ADR	$919K	0.6%Prev: 0.8%	24,243 SH	Decreased
NVIDIA CORPORATION	COM	$6.2M	4.2%Prev: 3.7%	27,032 SH	Increased+574 SH
OCCIDENTAL PETE CORP	COM	$1.3M	0.9%Prev: 0.8%	23,211 SH	Increased-1,394 SH
ONEOK INC NEW	COM	$1.5M	1.0%Prev: 1.1%	17,530 SH	Decreased
ORACLE CORP	COM	$1.4M	0.9%Prev: 1.0%	10,127 SH	Decreased+82 SH
PALANTIR TECHNOLOGIES INC	CL A	$610K	0.4%Prev: 0.3%	3,260 SH	Increased-50 SH
PALO ALTO NETWORKS INC	COM	$251K	0.2%Prev: 0.1%	633 SH	Increased+5 SH
PBF ENERGY INC	CL A	$780K	0.5%	10,132 SH	New
PEPSICO INC	COM	$2.2M	1.5%Prev: 1.6%	17,540 SH	Decreased+70 SH
PFIZER INC	COM	$579K	0.4%Prev: 0.3%	20,304 SH	Increased+343 SH
PHILLIPS 66	COM	$2.9M	2.0%Prev: 1.1%	11,517 SH	Increased+2,408 SH
PROCTER & GAMBLE CO	COM	$608K	0.4%Prev: 0.4%	4,183 SH	Increased+90 SH
QUALCOMM INC	COM	$1.7M	1.1%Prev: 1.2%	9,018 SH	Increased+41 SH
SOLSTICE ADVANCED MATLS INC	COM SHS	$725K	0.5%Prev: 0.8%	12,864 SH	Decreased
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$593K	0.4%	3,930 SH	New
STARBUCKS CORP	COM	$437K	0.3%Prev: 0.3%	4,653 SH	Decreased+22 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$376K	0.3%Prev: 0.3%	493 SH	Increased
STRYKER CORPORATION	COM	$1.8M	1.2%Prev: 1.5%	6,700 SH	Decreased-9 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.0M	1.3%Prev: 0.4%	4,354 SH	Increased+3,091 SH
TESLA INC	COM	$271K	0.2%Prev: 0.2%	763 SH	Decreased+48 SH
UBER TECHNOLOGIES INC	COM	$371K	0.3%Prev: 0.3%	5,411 SH	Decreased+10 SH
UNION PAC CORP	COM	$428K	0.3%Prev: 0.3%	1,573 SH	Increased+7 SH
UNITED PARCEL SVCS INC	CL B	$348K	0.2%Prev: 0.3%	3,719 SH	Decreased-101 SH
UNITED RENTALS INC	COM	$1.1M	0.7%Prev: 0.8%	1,075 SH	Decreased
VALERO ENERGY CORP	COM	$798K	0.5%	2,059 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$1.1M	0.8%Prev: 0.7%	12,972 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$236K	0.2%Prev: 0.2%	337 SH	Decreased-15 SH
VERTIV HOLDINGS CO	COM CL A	$2.0M	1.3%Prev: 1.8%	8,135 SH	Decreased+266 SH
VISA INC	COM CL A	$440K	0.3%Prev: 0.3%	1,227 SH	Increased+24 SH
WALMART INC	COM	$836K	0.6%Prev: 0.6%	8,047 SH	Decreased+197 SH
WASTE MGMT INC DEL	COM	$1.0M	0.7%Prev: 0.8%	5,013 SH	Decreased+9 SH
ZEBRA TECHNOLOGIES CORPORATI	CL A	$205K	0.1%	550 SH	New

Sold (vs prior filing)

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CBOE GLOBAL MKTS INC — $272K
DELL TECHNOLOGIES INC — $595K
EXXON MOBIL CORP — $798K
FRANKLIN RESOURCES INC — $523K
GOLD FIELDS LTD — $912K
HAPPEN INC — $538K
IPG PHOTONICS CORP — $991K
MAREX GROUP PLC — $497K
MKS INC. — $222K
NATIONAL ENERGY SERVICES REU — $542K
NEWMONT CORP — $944K
NORTHERN TR CORP — $509K
NUCOR CORP — $490K
PAN AMERN SILVER CORP — $492K
PAR PAC HOLDINGS INC — $224K
PUTNAM MUN OPPORTUNITIES TR — $105K
SCHWAB CHARLES CORP — $3.0M
UBS GROUP AG — $514K
… and 2 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