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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 27 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TXN TEXAS INSTRS INC Technology NEW
522 WEC WEC ENERGY GROUP INC Utilities NEW
523 WMB WILLIAMS COS INC Energy NEW
524 BERKSHIRE HATHAWAY INC DEL NEW
525 APTIV PLC NEW
526 VERSIGENT PLC ORDINARY SHARES NEW
Page 27 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%