Robert Miller
Oakmont Corp
Assets Managed
$526.496M
Holdings
31
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-8.92%(2Q avg: -2.79%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Oakmont Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 31 positions.
Assets under management
The assets under management (AUM) of Oakmont Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 526.496M in assets, with a quarterly growth rate of -8.92% and a 2-quarter average growth rate of -2.79%. The portfolio is managed by Robert Miller, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AMZN Amazon.com Inc
| 15.6% | $82.125M 394,318 shares@ $208.28 avg price | Increased 2.06% |
MSFT Microsoft Corp
| 12.51% | $65.852M 177,897 shares@ $370.18 avg price | Increased 3.98% |
MA Mastercard Inc - A
| 11.84% | $62.291M 124,667 shares@ $499.66 avg price | Increased 2.04% |
AAPL Apple Inc
| 9.58% | $50.405M 198,611 shares@ $253.8 avg price | Increased 1.9% |
NVDA Nvidia Corp
| 9.44% | $49.66M 284,749 shares@ $174.41 avg price | Increased 8.67% |
SPY Spdr S&p 500 Etf Trust
| 7.01% | $36.891M 56,725 shares@ $650.35 avg price | Increased 6.55% |
SPGI S&p Global Inc
| 6.79% | $35.744M 84,037 shares@ $425.35 avg price | Increased 3.21% |
WMT Walmart Inc
| 6.09% | $32.017M 257,619 shares@ $124.28 avg price | Increased 2.04% |
TDG Transdigm Group Inc
| 5.79% | $30.468M 26,289 shares@ $1158.96 avg price | Increased 1.86% |
WCN Waste Connections Inc
| 5.23% | $27.519M 169,412 shares@ $162.44 avg price | Increased 1.78% |
1-10 of 31