Oakmont Partners LLC Portfolio Holdings
Q3 2025•643 long positions•$4.9B portfolio value
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Holding805 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $941.7M 19.13% | -$1.2M Sold | 0.663% 873.1K shares | 874.2K → 873.1K −$1.2M | -0.13% | $142.03B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $178.0M 3.62% | -$2.5M Sold | — 265.9K shares | 269.7K → 265.9K −$2.5M | -1.38% | — — | Q2 2018 Held for 7y 5m | |
Consumer Electronics Technology | $147.7M 3.0% | -$539.6K Sold | 0.004% 580.0K shares | 582.1K → 580.0K −$539.6K | -0.36% | $3.78T Mega Cap | Q4 2014 Held for 10y 11m | |
Software - Infrastructure Technology | $122.2M 2.48% | -$4.9M Sold | 0.003% 236.0K shares | 245.4K → 236.0K −$4.9M | -3.84% | $3.85T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $119.1M 2.42% | +$2.1M Bought | — 1.3M shares | 1.3M → 1.3M +$2.1M | +1.78% | — — | Q2 2022 Held for 3y 5m | |
Specialty Retail Consumer Cyclical | $77.6M 1.58% | -$7.4M Sold | 0.003% 353.3K shares | 386.7K → 353.3K −$7.4M | -8.66% | $2.34T Mega Cap | Q3 2023 Held for 2y 2m | |
Banks - Diversified Financial Services | $75.4M 1.53% | -$4.3M Sold | 0.009% 238.9K shares | 252.5K → 238.9K −$4.3M | -5.37% | $867.35B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $71.7M 1.46% | -$413.5K Sold | — 377.9K shares | 380.1K → 377.9K −$413.5K | -0.57% | — — | Q4 2014 Held for 10y 11m | |
Semiconductors Technology | $69.3M 1.41% | -$9.2M Sold | 0.002% 371.4K shares | 420.8K → 371.4K −$9.2M | -11.76% | $4.54T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $66.2M 1.34% | +$12.4M Bought | — 99.4K shares | 80.7K → 99.4K +$12.4M | +23.12% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $57.6M 1.17% | +$1.1M Bought | 0.003% 78.4K shares | 76.9K → 78.4K +$1.1M | +1.97% | $1.84T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $56.8M 1.15% | +$5.0M Bought | — 1.2M shares | 1.1M → 1.2M +$5.0M | +9.66% | — — | Q3 2019 Held for 6y 2m | |
Internet Content & Information Communication Services | $55.9M 1.14% | +$9.6M Bought | 0.002% 230.1K shares | 190.5K → 230.1K +$9.6M | +20.79% | $2.95T Mega Cap | Q1 2018 Held for 7y 8m | |
ETF ETF | $53.2M 1.08% | +$9.0M Bought | — 983.2K shares | 817.6K → 983.2K +$9.0M | +20.26% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $52.8M 1.07% | +$5.5M Bought | — 1.2M shares | 1.1M → 1.2M +$5.5M | +11.56% | — — | Q4 2022 Held for 2y 11m | |
Discount Stores Consumer Defensive | $49.2M 0.999% | -$1.7M Sold | 0.012% 53.1K shares | 54.9K → 53.1K −$1.7M | -3.34% | $410.27B Mega Cap | Q2 2018 Held for 7y 5m | |
Financial - Credit Services Financial Services | $47.0M 0.954% | -$3.0M Sold | 0.007% 137.5K shares | 146.4K → 137.5K −$3.0M | -6.06% | $662.60B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $44.7M 0.909% | -$6.7M Sold | — 74.5K shares | 85.6K → 74.5K −$6.7M | -13.02% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $42.9M 0.871% | +$626.8K Bought | — 583.7K shares | 575.1K → 583.7K +$626.8K | +1.48% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $41.4M 0.842% | +$8.4M Bought | — 413.2K shares | 329.3K → 413.2K +$8.4M | +25.48% | — — | Q4 2014 Held for 10y 11m | |
Entertainment Communication Services | $40.5M 0.822% | -$218.2K Sold | 0.008% 33.8K shares | 33.9K → 33.8K −$218.2K | -0.54% | $509.45B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $40.4M 0.822% | -$912.8K Sold | — 750.6K shares | 767.6K → 750.6K −$912.8K | -2.21% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $40.0M 0.814% | -$4.1M Sold | — 165.5K shares | 182.4K → 165.5K −$4.1M | -9.26% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $39.5M 0.802% | +$3.0M Bought | — 744.5K shares | 687.2K → 744.5K +$3.0M | +8.35% | — — | Q4 2014 Held for 10y 11m | |
Internet Content & Information Communication Services | $38.0M 0.771% | -$2.4M Sold | 0.001% 155.9K shares | 165.6K → 155.9K −$2.4M | -5.86% | $2.95T Mega Cap | Q2 2018 Held for 7y 5m | |
Semiconductors Technology | $37.9M 0.77% | -$6.3M Sold | 0.002% 114.9K shares | 134.1K → 114.9K −$6.3M | -14.31% | $1.56T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $36.2M 0.736% | -$6.2M Sold | — 375.3K shares | 440.0K → 375.3K −$6.2M | -14.7% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $35.7M 0.726% | -$1.4M Sold | — 126.7K shares | 131.6K → 126.7K −$1.4M | -3.73% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $34.8M 0.707% | -$382.5K Sold | — 628.6K shares | 635.6K → 628.6K −$382.5K | -1.09% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $34.6M 0.703% | +$6.0M Bought | — 363.6K shares | 300.7K → 363.6K +$6.0M | +20.92% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $33.7M 0.684% | -$2.3M Sold | — 322.1K shares | 343.7K → 322.1K −$2.3M | -6.28% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $32.3M 0.657% | -$1.9M Sold | — 1.0M shares | 1.1M → 1.0M −$1.9M | -5.65% | — — | Q4 2014 Held for 10y 11m | |
Insurance - Diversified Financial Services | $32.2M 0.654% | -$12.8M Sold | 0.003% 64.0K shares | 89.6K → 64.0K −$12.8M | -28.49% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Agricultural - Machinery Industrials | $30.6M 0.621% | -$5.6M Sold | 0.014% 64.0K shares | 75.7K → 64.0K −$5.6M | -15.4% | $223.53B Mega Cap | Q1 2022 Held for 3y 8m | |
Communication Equipment Technology | $30.2M 0.613% | +$14.4M Bought | 0.011% 440.8K shares | 230.7K → 440.8K +$14.4M | +91.06% | $270.48B Mega Cap | Q1 2018 Held for 7y 8m | |
Oil & Gas Integrated Energy | $29.5M 0.6% | +$1.8M Bought | 0.006% 261.8K shares | 245.5K → 261.8K +$1.8M | +6.63% | $480.68B Mega Cap | Q4 2014 Held for 10y 11m | |
Software - Infrastructure Technology | $29.1M 0.591% | -$13.5M Sold | 0.004% 103.5K shares | 151.4K → 103.5K −$13.5M | -31.63% | $801.76B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $28.7M 0.584% | -$2.4M Sold | — 258.2K shares | 279.6K → 258.2K −$2.4M | -7.63% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $27.6M 0.561% | +$1.4M Bought | — 333.1K shares | 316.1K → 333.1K +$1.4M | +5.38% | — — | Q2 2019 Held for 6y 5m | |
Medical - Devices Healthcare | $27.2M 0.552% | +$3.3M Bought | 0.012% 202.8K shares | 178.2K → 202.8K +$3.3M | +13.81% | $233.12B Mega Cap | Q1 2019 Held for 6y 8m | |
Unknown Unknown | $25.4M 0.516% | +$226.2K Bought | — 86.5K shares | 85.7K → 86.5K +$226.2K | +0.9% | — — | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - General Healthcare | $25.3M 0.515% | -$2.6M Sold | 0.004% 33.2K shares | 36.6K → 33.2K −$2.6M | -9.4% | $684.00B Mega Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $25.0M 0.507% | -$100.4K Sold | — 343.1K shares | 344.5K → 343.1K −$100.4K | -0.4% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $24.7M 0.501% | +$4.8M Bought | — 431.2K shares | 347.7K → 431.2K +$4.8M | +24.0% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $23.1M 0.469% | +$1.6M Bought | — 455.1K shares | 423.6K → 455.1K +$1.6M | +7.45% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $22.1M 0.45% | -$1.4M Sold | — 46.2K shares | 49.1K → 46.2K −$1.4M | -5.97% | — — | Q2 2018 Held for 7y 5m | |
Home Improvement Consumer Cyclical | $21.6M 0.439% | +$6.9M Bought | 0.005% 53.3K shares | 36.2K → 53.3K +$6.9M | +47.19% | $403.32B Mega Cap | Q1 2018 Held for 7y 8m | |
Asset Management Financial Services | $21.4M 0.435% | +$2.2M Bought | 0.028% 196.4K shares | 176.6K → 196.4K +$2.2M | +11.23% | $76.8B Large Cap | Q1 2022 Held for 3y 8m | |
Gold Basic Materials | $19.9M 0.404% | -$555.0K Sold | 0.021% 235.6K shares | 242.1K → 235.6K −$555.0K | -2.72% | $92.6B Large Cap | Q1 2022 Held for 3y 8m | |
Drug Manufacturers - General Healthcare | $19.3M 0.392% | -$1.5M Sold | 0.004% 104.1K shares | 112.2K → 104.1K −$1.5M | -7.23% | $446.55B Mega Cap | Q1 2017 Held for 8y 8m |
