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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 $5,239,872,750
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 270,046 $202,235,022 3.86%
2.
Apple Inc.
 AAPL 617,780 $178,760,833 3.41%
3.
Kla Corp
 KLAC 507,578 $153,141,390 2.92%
4.
Spdr Index Shs Fds - ST STR PO EX ETF
 2,274,169 $114,595,387 2.19%
5.
Spdr Series Trust - ST STR BLO 1 ETF
 1,137,302 $104,222,353 1.99%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.