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Portfolio (Quarterly) Guide ↗

Oakmont Advisory Group, LLC

· CIK 0002115370
13F Portfolio $119M AUM 526 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 526 New
Page 10 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SHW SHERWIN WILLIAMS CO Basic Materials 153.0 $53K 0.04% NEW $343.71 +0.4%
182 INCY INCYTE CORP Healthcare 461.0 $52K 0.04% NEW $113.24 +12.8%
183 WPC WP CAREY INC Real Estate 730.0 $52K 0.04% NEW $71.45 -1.5%
184 SCHP SCHWAB STRATEGIC TR 1,963.0 $52K 0.04% NEW $26.50 -1.8%
185 NXPI NXP SEMICONDUCTORS N V Technology 184.0 $52K 0.04% NEW $281.51 -19.8%
186 DFAX DIMENSIONAL ETF TRUST 1,378.0 $51K 0.04% NEW $36.85 +4.3%
187 DIS DISNEY WALT CO Communication Services 515.0 $50K 0.04% NEW $96.24 +11.0%
188 AVT AVNET INC Technology 556.0 $49K 0.04% NEW $88.75 +3.1%
189 SNDK SANDISK CORP Technology 22.0 $49K 0.04% NEW $2241.91 -33.8%
190 ARKG ARK ETF TR 1,172.0 $49K 0.04% NEW $42.08 +18.5%
191 JVAL J P MORGAN EXCHANGE TRADED F 833.0 $49K 0.04% NEW $58.65 +2.2%
192 SUSL ISHARES TR 361.0 $48K 0.04% NEW $132.72 +4.6%
193 HYG ISHARES TR 584.0 $47K 0.04% NEW $80.02 -0.2%
194 XJR ISHARES TR 882.0 $47K 0.04% NEW $52.76 -1.9%
195 SPHQ INVESCO EXCHANGE TRADED FD T 515.0 $46K 0.04% NEW $90.06 -4.3%
196 MCK MCKESSON CORP Healthcare 61.0 $46K 0.04% NEW $752.67 +18.3%
197 VTV VANGUARD INDEX FDS 210.0 $46K 0.04% NEW $217.72 +3.5%
198 VBR VANGUARD INDEX FDS 184.0 $45K 0.04% NEW $242.62 +2.4%
199 DKS DICKS SPORTING GOODS INC Consumer Cyclical 196.0 $44K 0.04% NEW $226.27 -41.8%
200 PXH INVESCO EXCH TRADED FD TR II 1,512.0 $42K 0.04% NEW $27.88 +6.0%
Page 10 of 27  ·  526 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.6%
Technology 21.3%
Healthcare 17.9%
Consumer Defensive 10.0%
Industrials 7.2%
Consumer Cyclical 6.3%
Communication Services 5.2%
Energy 2.8%
Real Estate 1.4%
Basic Materials 1.3%