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Home > Institutional Investor > Oakmont Partners Llc > Profile

Instuitional Investor - Oakmont Partners Llc

Fund Profile
Filing Period:
Fund Name: Oakmont Partners Llc
Portfolio Value $4,749,726,463
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Kla Corp
 KLAC 874,187 $783,044,265 16.49%
2.
Ishares Trust
 IEF 269,665 $167,435,050 3.53%
3.
Microsoft Corp
 MSFT 245,391 $122,059,844 2.57%
4.
Apple Inc.
 AAPL 582,071 $119,423,356 2.51%
5.
Spdr Series Trust
 1,275,573 $117,008,316 2.46%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)