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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 $5,636,364,910
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Kla Corp
 KLAC 867,326 $1,053,870,477 18.7%
2.
Ishares Trust
 IEF 273,774 $187,518,439 3.33%
3.
Apple Inc.
 AAPL 641,622 $174,431,291 3.09%
4.
Microsoft Corp
 MSFT 267,231 $129,238,045 2.29%
5.
Spdr Series Trust
 1,224,459 $111,891,062 1.99%
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%

Returns since its inception in May 2014 (through August 15th, 2025)

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