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Disclosed positions
Oakmont Investment Advisors, Inc.: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- MICRON TECHNOLOGY INC
- Ticker
- MU
- Class
- COM
- Reported value
- $12,584,072
- Reported amount
- 10,902
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002150170-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| MICRON TECHNOLOGY INC | MU | COM | $12,584,072 | 10,902 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $10,602,830 | 29,669 | SH | None |
| APPLE INC | AAPL | COM | $6,121,005 | 21,153 | SH | None |
| CORNING INC | GLW | COM | $5,345,409 | 20,927 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $5,294,001 | 26,458 | SH | None |
| MERCK & CO INC | MRK | COM | $3,098,136 | 24,110 | SH | None |
| COHERENT CORP | COHR | COM | $3,024,007 | 7,666 | SH | None |
| SCHWAB CHARLES CORP | SCHW | COM | $2,963,000 | 32,113 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $2,940,934 | 8,323 | SH | None |
| AMAZON COM INC | AMZN | COM | $2,903,447 | 12,182 | SH | None |
| GE VERNOVA INC | GEV | COM | $2,870,185 | 2,443 | SH | None |
| BROADCOM INC | AVGO | COM | $2,747,252 | 7,272 | SH | None |
| VERTIV HOLDINGS CO | VRT | COM CL A | $2,634,697 | 7,869 | SH | None |
| MP MATERIALS CORP | MP | COM CL A | $2,430,425 | 43,393 | SH | None |
| PEPSICO INC | PEP | COM | $2,365,471 | 17,470 | SH | None |
| EMERSON ELEC CO | EMR | COM | $2,270,825 | 15,863 | SH | None |
| STRYKER CORPORATION | SYK | COM | $2,111,924 | 6,709 | SH | None |
| MEDTRONIC PLC | MDT | SHS | $2,101,056 | 26,858 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $1,929,005 | 7,594 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,692,005 | 5,169 | SH | None |
| QUALCOMM INC | QCOM | COM | $1,658,991 | 8,977 | SH | None |
| ERO COPPER CORP | ERO | COM | $1,645,407 | 61,509 | SH | None |
| AEROVIRONMENT INC | AVAV | COM | $1,617,606 | 9,799 | SH | None |
| MUELLER INDS INC | MLI | COM | $1,581,380 | 12,863 | SH | None |
| NASDAQ INC | NDAQ | COM | $1,546,530 | 19,621 | SH | None |
| PHILLIPS 66 | PSX | COM | $1,539,882 | 9,109 | SH | None |
| ONEOK INC NEW | OKE | COM | $1,524,080 | 17,530 | SH | None |
| ORACLE CORP | ORCL | COM | $1,472,107 | 10,045 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,338,544 | 2,675 | SH | None |
| CATERPILLAR INC | CAT | COM | $1,287,194 | 1,208 | SH | None |
| JACOBS SOLUTIONS INC | J | COM | $1,272,600 | 10,100 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,269,424 | 1,058 | SH | None |
| UNITED RENTALS INC | URI | COM | $1,217,857 | 1,075 | SH | None |
| OCCIDENTAL PETE CORP | OXY | COM | $1,195,067 | 24,605 | SH | None |
| ANGLOGOLD ASHANTI PLC | AU | COM SHS | $1,172,952 | 14,500 | SH | None |
| NOVO-NORDISK A S | NVO | ADR | $1,162,199 | 24,243 | SH | None |
| SOLSTICE ADVANCED MATLS INC | SOLS | COM SHS | $1,139,750 | 12,864 | SH | None |
| WASTE MGMT INC DEL | WM | COM | $1,114,957 | 5,004 | SH | None |
| MORGAN STANLEY | MS | COM NEW | $1,076,426 | 5,149 | SH | None |
| ATI INC | ATI | COM | $1,058,624 | 5,371 | SH | None |
| HONEYWELL INTL INC | HON | COM | $1,038,422 | 4,639 | SH | None |
| HONEYWELL AEROSPACE INC | HONA | COM | $1,024,202 | 4,633 | SH | None |
| IPG PHOTONICS CORP | IPGP | COM | $991,354 | 8,450 | SH | None |
| VANECK ETF TRUST | GDX | GOLD MINERS ETF | $978,716 | 12,972 | SH | None |
| ALBEMARLE CORP | ALB | COM | $951,962 | 7,050 | SH | None |
| COEUR MNG INC | CDE | COM NEW | $947,031 | 58,029 | SH | None |
| NEWMONT CORP | NEM | COM | $943,742 | 10,105 | SH | None |
| CONSTELLATION ENERGY CORP | CEG | COM | $925,674 | 3,727 | SH | None |
| GOLD FIELDS LTD | GFI | SPONSORED ADR | $912,162 | 27,156 | SH | None |
| WALMART INC | WMT | COM | $888,767 | 7,850 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.