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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 14 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ARKW ARK ETF TR 127.0 $18K 0.01% NEW $144.89 +9.4%
262 O REALTY INCOME CORP Real Estate 297.0 $18K 0.01% NEW $61.87 -0.1%
263 IJH ISHARES TR 235.0 $18K 0.01% NEW $77.14 -0.6%
264 GM GENERAL MTRS CO Consumer Cyclical 233.0 $18K 0.01% NEW $77.21 +11.6%
265 SUSB ISHARES TR 709.0 $18K 0.01% NEW $25.00 -0.5%
266 XLK SELECT SECTOR SPDR TR 92.0 $18K 0.01% NEW $190.99 -1.2%
267 FOXA FOX CORP Communication Services 326.0 $17K 0.01% NEW $52.09 +29.0%
268 STPZ PIMCO ETF TR 315.0 $17K 0.01% NEW $53.28 -1.1%
269 HYLB DBX ETF TR 459.0 $17K 0.01% NEW $36.51 -0.2%
270 IHY VANECK ETF TRUST 760.0 $16K 0.01% NEW $21.65 +0.3%
271 BAC BANK AMERICA CORP Financial Services 287.0 $16K 0.01% NEW $57.02 +7.3%
272 IEFA ISHARES TR 169.0 $16K 0.01% NEW $96.64 +4.3%
273 HD HOME DEPOT INC Consumer Cyclical 46.0 $16K 0.01% NEW $354.80 -7.4%
274 AMGN AMGEN INC Healthcare 45.0 $16K 0.01% NEW $362.13 +20.7%
275 BAMA NORTHERN LTS FD TR IV 442.0 $16K 0.01% NEW $36.65 +1.4%
276 CVX CHEVRON CORP NEW Energy 97.0 $16K 0.01% NEW $165.56 +20.6%
277 KMI KINDER MORGAN INC DEL Energy 486.0 $16K 0.01% NEW $32.00 -1.4%
278 BAMO NORTHERN LTS FD TR IV 449.0 $15K 0.01% NEW $34.50 +2.0%
279 EXR EXTRA SPACE STORAGE INC Real Estate 104.0 $15K 0.01% NEW $144.89 -1.5%
280 NFLX NETFLIX INC Communication Services 210.0 $15K 0.01% NEW $71.40 +11.8%
Page 14 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%