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OAKMONT CORP
Family Office
OAKMONT CORP is a Family Office based in Oakmont, PA led by Peter Weldon Carlton, reporting $2.2B in AUM as of Q3 2025 with 40% Technology concentration, 91% concentrated in top 10 holdings, and 16% allocation to MSFT.
PresidentPeter Weldon Carlton
- Portfolio Value
- $559.5M
- Positions
- 30
- Top Holding
- MSFT at 15.62%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in OAKMONT CORP's portfolio (90.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $87.4M | 15.62% | -$22.3M Sold | 0.00% 168.7K shares | |
Specialty Retail Consumer Cyclical | $83.4M | 14.90% | -$6.6M Sold | 0.00% 379.7K shares | |
Financial - Credit Services Financial Services | $69.1M | 12.34% | -$1.2M Sold | 0.01% 121.4K shares | |
Semiconductors Technology | $49.7M | 8.89% | -$19.6M Sold | 0.00% 266.6K shares | |
Consumer Electronics Technology | $48.4M | 8.65% | -$881.3K Sold | 0.00% 190.1K shares | |
Financial - Data & Stock Exchanges Financial Services | $38.7M | 6.92% | -$646.4K Sold | 0.03% 79.5K shares | |
Software - Application Technology | $34.9M | 6.23% | -$618.1K Sold | 0.10% 23.3K shares | |
ETF ETF | $34.5M | 6.17% | -$543.6K Sold | — 51.8K shares | |
Aerospace & Defense Industrials | $33.3M | 5.94% | +$7.0M Bought | 0.04% 25.2K shares | |
Waste Management Industrials | $28.6M | 5.11% | +$17.8M Bought | 0.06% 162.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in OAKMONT CORP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+163.92% | |
+123.62% | |
+26.76% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-28.22% | |
-20.33% | |
-12.01% | |
-7.36% | |
-5.33% |
Analytics
Portfolio insights and performance metrics for OAKMONT CORP
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