OAKMONT Corp
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WALMART INC | 0 | 257,619 | +257,619 | 0 | 32,016,889 | — | +32,016,889 |
| COSTCO WHOLESALE CORP | 0 | 22,716 | +22,716 | 0 | 22,634,904 | — | +22,634,904 |
| BLACKSKY TECHNOLOGY INC | 0 | 53,239 | +53,239 | 0 | 1,339,493 | — | +1,339,493 |
| NVIDIA CORPORATION | 0 | 284,749 | +284,749 | 0 | 49,660,226 | — | +49,660,226 |
| SPDR S&P 500 ETF TR | 0 | 56,725 | +56,725 | 0 | 36,890,537 | — | +36,890,537 |
| DEERE & CO | 0 | 176 | +176 | 0 | 99,141 | — | +99,141 |
| INTEL CORP | 0 | 2,258 | +2,258 | 0 | 99,646 | — | +99,646 |
| RTX CORPORATION | 0 | 1,410 | +1,410 | 0 | 271,989 | — | +271,989 |
| CARRIER GLOBAL CORPORATION | 0 | 1,413 | +1,413 | 0 | 79,566 | — | +79,566 |
| AMGEN INC | 0 | 198 | +198 | 0 | 69,666 | — | +69,666 |
| CHUBB LIMITED | 0 | 240 | +240 | 0 | 78,223 | — | +78,223 |
| UNION PAC CORP | 0 | 180 | +180 | 0 | 43,672 | — | +43,672 |
| CUMMINS INC | 0 | 65 | +65 | 0 | 34,971 | — | +34,971 |
| KYNDRYL HOLDINGS INC | 0 | 115 | +115 | 0 | 1,509 | — | +1,509 |
| NORFOLK SOUTH CORP | 0 | 110 | +110 | 0 | 31,570 | — | +31,570 |
| AFLAC INC | 0 | 1,459 | +1,459 | 0 | 160,067 | — | +160,067 |
| STRYKER CORPORATION | 0 | 100 | +100 | 0 | 32,859 | — | +32,859 |
| KYNDRYL HOLDINGS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| OTIS WORLDWIDE CORP | 0 | 705 | +705 | 0 | 54,341 | — | +54,341 |
| BANK AMERICA CORP | 0 | 1,455 | +1,455 | 0 | 70,931 | — | +70,931 |
| HOME DEPOT INC | 0 | 1,032 | +1,032 | 0 | 339,414 | — | +339,414 |
| INTERNATIONAL BUSINESS MACHS | 0 | 677 | +677 | 0 | 164,098 | — | +164,098 |
| ALPHABET INC- CL A | 0 | 1,886 | +1,886 | 0 | 542,338 | — | +542,338 |
| ALPHABET INC- CL C | 0 | 1,884 | +1,884 | 0 | 540,444 | — | +540,444 |
| BLACKSKY TECHNOLOGY INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| WASTE CONNECTIONS INC | 0 | 169,412 | +169,412 | 0 | 27,519,285 | — | +27,519,285 |
| APPLE INC | 0 | 198,611 | +198,611 | 0 | 50,405,486 | — | +50,405,486 |
| TRANSDIGM GROUP INC | 0 | 26,289 | +26,289 | 0 | 30,467,899 | — | +30,467,899 |
| S&P GLOBAL INC | 0 | 84,037 | +84,037 | 0 | 35,744,298 | — | +35,744,298 |
| AMAZON.COM INC | 0 | 394,318 | +394,318 | 0 | 82,124,610 | — | +82,124,610 |
| MASTERCARD INCORPORATED | 0 | 124,667 | +124,667 | 0 | 62,291,113 | — | +62,291,113 |
| FAIR ISAAC CORP | 0 | 25,137 | +25,137 | 0 | 26,834,753 | — | +26,834,753 |
| MICROSOFT CORP | 0 | 177,897 | +177,897 | 0 | 65,852,133 | — | +65,852,133 |