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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 19 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PAY PAYMENTUS HOLDINGS INC Technology 171.0 $4K 0.00% NEW $24.22 +47.0%
362 SE SEA LTD Consumer Cyclical 42.0 $4K 0.00% NEW $95.83 +23.5%
363 INTU INTUIT Technology 15.0 $4K 0.00% NEW $262.47 +32.6%
364 VIOO VANGUARD ADMIRAL FDS INC 28.0 $4K 0.00% NEW $139.89 -2.8%
365 ILTB ISHARES TR 78.0 $4K 0.00% NEW $49.55 -3.9%
366 DLR DIGITAL RLTY TR INC Real Estate 21.0 $4K 0.00% NEW $182.95 +5.0%
367 FIDU FIDELITY COVINGTON TRUST 38.0 $4K 0.00% NEW $100.92 -6.0%
368 UPS UNITED PARCEL SERVICE INC Industrials 35.0 $4K 0.00% NEW $108.00 -2.1%
369 VFMV VANGUARD WELLINGTON FD 27.0 $4K 0.00% NEW $137.37 +6.2%
370 SPOT SPOTIFY TECHNOLOGY S A Communication Services 8.0 $4K 0.00% NEW $459.12 +14.8%
371 PIM PUTNAM MASTER INTER INCOME T Financial Services 1,101.0 $4K 0.00% NEW $3.23 -1.9%
372 GEV GE VERNOVA INC Utilities 3.0 $4K 0.00% NEW $1178.00 -19.0%
373 HSY HERSHEY CO Consumer Defensive 20.0 $3K 0.00% NEW $172.60 +5.1%
374 MELI MERCADOLIBRE INC Consumer Cyclical 2.0 $3K 0.00% NEW $1697.50 +13.7%
375 IVOO VANGUARD ADMIRAL FDS INC 26.0 $3K 0.00% NEW $129.65 +0.1%
376 CFG CITIZENS FINL GROUP INC Financial Services 47.0 $3K 0.00% NEW $70.57 -0.6%
377 DOV DOVER CORP Industrials 15.0 $3K 0.00% NEW $221.07 -8.7%
378 ADNT ADIENT PLC Consumer Cyclical 177.0 $3K 0.00% NEW $18.41 +2.3%
379 YUM YUM BRANDS INC Consumer Cyclical 20.0 $3K 0.00% NEW $159.85 -5.7%
380 FSTA FIDELITY COVINGTON TRUST 61.0 $3K 0.00% NEW $52.30 +2.2%
Page 19 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%