Long-term investor

Oakmont Investment Advisors, Inc. @oakmontinvestmentadvisor

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002150170).

Record

  • Tracked since 2025-12-31 (264 days), 285 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.0% · 6 months n/a · 1 year n/a · all +11.4%
  • Max drawdown n/a · win rate 5% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MU · 8.7% · long · since 2025-12-31
  • GOOGL · 7.4% · long · since 2025-12-31
  • AAPL · 4.2% · long · since 2025-12-31
  • GLW · 3.7% · long · since 2025-12-31
  • NVDA · 3.7% · long · since 2025-12-31
  • MRK · 2.2% · long · since 2025-12-31
  • COHR · 2.1% · long · since 2025-12-31
  • SCHW · 2.1% · long · since 2025-12-31
  • 02079K107 · 2.0% · long · since 2025-12-31
  • AMZN · 2.0% · long · since 2025-12-31
  • GEV · 2.0% · long · since 2025-12-31
  • AVGO · 1.9% · long · since 2025-12-31

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