Fund HoldingsOAKMONT Corp

Total Portfolio Value
$571.92M
Total Bought
$85.15M
Total Sold
$33.90M
Net Transaction
+$51.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)053,101+53,101031,1215.44%+31,121
AMAZON COM INC(AMZN)404,975413,984+9,00980,15790,82415.88%+10,667
APPLE INC(AAPL)171,705195,397+23,69238,27548,9318.56%+10,657
MICROSOFT CORP(MSFT)227,607243,682+16,07593,403102,71217.96%+9,309
MASTERCARD INCORPORATED(MA)111,232124,582+13,35056,51565,60111.47%+9,086
TRANSDIGM GROUP INC(TDG)15,66520,086+4,42120,43525,4554.45%+5,020
CHIPOTLE MEXICAN GRILL INC(CMG)517,843575,771+57,92830,34034,7196.07%+4,379
S&P GLOBAL INC(SPGI)78,66781,587+2,92038,02140,6337.10%+2,612
NVIDIA CORPORATION(NVDA)570,377592,189+21,81277,22979,52513.90%+2,296
BLACKSKY TECHNOLOGY INC83,23983,23905748980.16%+325
LIBERTY ENERGY INC(LBRT)92,00092,00001,5351,8300.32%+295
ALPHABET INC(GOOG)1,8861,88603233570.06%+34
ALPHABET INC(GOOG)1,8841,88403253590.06%+34
DEERE & CO(DE)176176070750.01%+4
BANK AMERICA CORP1,4551,455061640.01%+3
CUMMINS INC(CMI)6565021230.00%+1
CHUBB LIMITED
COM
240240067660.01%-0
STRYKER CORPORATION(SYK)100100037360.01%-1
UNION PAC CORP(UNP)180180042410.01%-1
NORFOLK SOUTHN CORP(NSC)110110028260.00%-2
AFLAC INC(AFL)1,4591,45901531510.03%-2
HOME DEPOT INC(HD)1,0321,03204054010.07%-4
RTX CORPORATION(RTX)1,4101,41001671630.03%-4
OTIS WORLDWIDE CORP(OTIS)705705070650.01%-5
CARRIER GLOBAL CORPORATION(CARR)1,4131,4130103960.02%-6
INTEL CORP(INTC)2,2582,258052450.01%-7
AMGEN INC(AMGN)198198063520.01%-12
ASML HOLDING NV
N Y REGISTRY SHS
2,2250-2,2251,5010-1,501
TYLER TECHNOLOGIES INC(TYL)6,8650-6,8654,1380-4,138
CADENCE DESIGN SYSTEM INC(CDNS)22,9200-22,9206,4660-6,466
META PLATFORMS INC(META)11,5710-11,5716,5630-6,563
BROADCOM INC(AVGO)42,2700-42,2707,1400-7,140
FAIR ISAAC CORP(FICO)28,02723,933-4,09455,74347,6498.33%-8,094
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