Fund HoldingsOAKMONT Corp

Total Portfolio Value
$578.11M
Total Bought
$51.20M
Total Sold
$23.50M
Net Transaction
+$27.70M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
COSTCO WHOLESALE CORP(COST)022,135+22,135019,0883.30%+19,088
FAIR ISAAC CORP(FICO)23,29324,267+97434,85941,0267.10%+6,168
AMAZON.COM INC(AMZN)379,718386,395+6,67783,37589,18815.43%+5,813
APPLE INC(AAPL)190,098194,926+4,82848,40552,9939.17%+4,588
S&P GLOBAL INC(SPGI)79,49381,425+1,93238,69042,5527.36%+3,862
WALMART INC(WMT)246,867252,487+5,62025,44228,1304.87%+2,687
SPDR S&P 500 ETF TR(SPY)51,82653,241+1,41534,52536,3066.28%+1,781
TRANSDIGM GROUP INC(TDG)25,23025,810+58033,25434,3235.94%+1,070
MASTERCARD INCORPORATED(MA)121,403122,179+77669,05569,75012.07%+694
WASTE CONNECTIONS INC(WCN)162,684166,458+3,77428,60029,1905.05%+590
INTERNATIONAL BUSINESS MACHS(IBM)0677+67702010.03%+201
ALPHABET INC- CL C(GOOG)1,8841,88404595910.10%+132
ALPHABET INC- CL A(GOOG)1,8861,88604585900.10%+132
RTX CORPORATION(RTX)1,4101,41002362590.04%+23
AMGEN INC(AMGN)198198056650.01%+9
INTEL CORP(INTC)2,2582,258076830.01%+8
CHUBB LIMITED
COM
240240068750.01%+7
CUMMINS INC(CMI)6565027330.01%+6
BANK AMERICA CORP1,4551,455075800.01%+5
KYNDRYL HOLDINGS INC0115+115030.00%+3
DEERE & CO(DE)176176080820.01%+1
UNION PAC CORP(UNP)180180043420.01%-1
NORFOLK SOUTH CORP(NSC)110110033320.01%-1
STRYKER CORPORATION(SYK)100100037350.01%-2
AFLAC INC(AFL)1,4591,45901631610.03%-2
OTIS WORLDWIDE CORP(OTIS)705705064620.01%-3
CARRIER GLOBAL CORPORATION(CARR)1,4131,413084750.01%-10
HOME DEPOT INC(HD)1,0321,03204183550.06%-63
BLACKSKY TECHNOLOGY INC73,23959,809-13,4301,4761,1210.19%-354
NVIDIA CORPORATION(NVDA)266,560262,051-4,50949,73548,8738.45%-862
LIBERTY ENERGY INC(LBRT)92,0000-92,0001,1350-1,135
MICROSOFT CORP(MSFT)168,746171,100+2,35487,40282,74714.31%-4,655
CHIPOTLE MEXICAN GRILL INC(CMG)539,7130-539,71321,1510-21,151
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