Oakmont

AI_NATIVE detailed information: This accession holds the following tickers:[
  "CNTA",
  "LBRT",
  "GOOGL",
  "CMI",
  "TECX",
  "HD",
  "UNP",
  "MA",
  "MSFT",
  "FICO",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "AMGN",
  "SPGI",
  "BKSY",
  "RTX",
  "SYK",
  "TDG",
  "AFL",
  "AMZN",
  "WMT",
  "NSC",
  "OTIS",
  "BAC",
  "CARR",
  "CB",
  "CMG",
  "DE",
  "GOOG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 31
Total Value: 506855979
Accession Number: 0000924171-25-000008
Form Type: 13F-HR
CIK: oakmont
Manager Name: Oakmont

Data Enrichment

100% identified

31 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

31 positions • $506.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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CARRIER GLOBAL Corp

CARR|14448C104

Shares:1.4K

Value:$89.6K

% of Portfolio:0.0% ($89.6K/$506.9M)

DEERE & CO

DE|244199105

Shares:176

Value:$82.6K

% of Portfolio:0.0% ($82.6K/$506.9M)

Otis Worldwide Corp

OTIS|68902V107

Shares:705

Value:$72.8K

% of Portfolio:0.0% ($72.8K/$506.9M)

Chubb Ltd

CB|H1467J104

Shares:240

Value:$72.5K

% of Portfolio:0.0% ($72.5K/$506.9M)

AMGEN INC

AMGN|031162100

Shares:198

Value:$61.7K

% of Portfolio:0.0% ($61.7K/$506.9M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:1.5K

Value:$60.7K

% of Portfolio:0.0% ($60.7K/$506.9M)

INTEL CORP

INTC|458140100

Shares:2.3K

Value:$51.3K

% of Portfolio:0.0% ($51.3K/$506.9M)

UNION PACIFIC CORP

UNP|907818108

Shares:180

Value:$42.5K

% of Portfolio:0.0% ($42.5K/$506.9M)

STRYKER CORP

SYK|863667101

Shares:100

Value:$37.2K

% of Portfolio:0.0% ($37.2K/$506.9M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:110

Value:$26.1K

% of Portfolio:0.0% ($26.1K/$506.9M)

CUMMINS INC

CMI|231021106

Shares:65

Value:$20.4K

% of Portfolio:0.0% ($20.4K/$506.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CARRIER GLOBAL Corp(CARRcusip14448C104)	1.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$89.6K	0.0% ($89.6K/$506.9M)	QoQ -7.11% (-$6.9K) YoY +9.06% (+$7.4K)
DEERE & CO(DEcusip244199105)	176	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$82.6K	0.0% ($82.6K/$506.9M)	QoQ +10.77% (+$8.0K) YoY +14.27% (+$10.3K)
Otis Worldwide Corp(OTIScusip68902V107)	705	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$72.8K	0.0% ($72.8K/$506.9M)	QoQ +11.43% (+$7.5K) YoY +3.95% (+$2.8K)
Chubb Ltd(CBcusipH1467J104)	240	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$72.5K	0.0% ($72.5K/$506.9M)	QoQ +9.29% (+$6.2K) YoY +16.54% (+$10.3K)
AMGEN INC(AMGNcusip031162100)	198	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$61.7K	0.0% ($61.7K/$506.9M)	QoQ +19.53% (+$10.1K) YoY +9.57% (+$5.4K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	1.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$60.7K	0.0% ($60.7K/$506.9M)	QoQ -5.05% (-$3.2K) YoY +10.04% (+$5.5K)
INTEL CORP(INTCcusip458140100)	2.3K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$51.3K	0.0% ($51.3K/$506.9M)	QoQ +13.26% (+$6.0K) YoY -48.58% (-$48.5K)
UNION PACIFIC CORP(UNPcusip907818108)	180	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$42.5K	0.0% ($42.5K/$506.9M)	QoQ +3.59% (+$1.5K) YoY -3.93% (-$1.7K)
STRYKER CORP(SYKcusip863667101)	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$37.2K	0.0% ($37.2K/$506.9M)	QoQ +3.38% (+$1.2K) YoY +4.01% (+$1.4K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	110	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$26.1K	0.0% ($26.1K/$506.9M)	QoQ +0.91% (+$237) YoY -7.06% (-$2.0K)
CUMMINS INC(CMIcusip231021106)	65	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$20.4K	0.0% ($20.4K/$506.9M)	QoQ -10.08% (-$2.3K) YoY +6.38% (+$1.2K)