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Oakmont Partners LLC Buys Johnson Controls International PLC, The Home Depot Inc, Paychex Inc, Sells Eli Lilly and Co, Whirlpool Corp, Johnson & Johnson

Boston, MA, based Investment company Oakmont Partners LLC (Current Portfolio) buys Johnson Controls International PLC, The Home Depot Inc, Paychex Inc, Thermo Fisher Scientific Inc, EPR Properties, sells Eli Lilly and Co, Whirlpool Corp, Johnson & Johnson, Altria Group Inc, Alphabet Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Oakmont Partners LLC. As of 2019Q2, Oakmont Partners LLC owns 265 stocks with a total value of $507 million. These are the details of the buys and sells.

For the details of Oakmont Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/oakmont+partners+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Oakmont Partners LLC
  1. Essex Property Trust Inc (ESS) - 82,000 shares, 4.73% of the total portfolio.
  2. SPDR S&P MidCap 400 ETF (MDY) - 54,800 shares, 3.84% of the total portfolio. Shares reduced by 0.59%
  3. iShares Russell 1000 Growth ETF (IWF) - 89,990 shares, 2.80% of the total portfolio. Shares reduced by 4.07%
  4. iShares MSCI EAFE ETF (EFA) - 203,950 shares, 2.65% of the total portfolio. Shares reduced by 1.91%
  5. Microsoft Corp (MSFT) - 88,203 shares, 2.33% of the total portfolio. Shares added by 1.03%
New Purchase: Monocle Acquisition Corp (MNCL)

Oakmont Partners LLC initiated holding in Monocle Acquisition Corp. The purchase prices were between $9.77 and $9.94, with an estimated average price of $9.84. The stock is now traded at around $10.10. The impact to a portfolio due to this purchase was 0.31%. The holding were 159,950 shares as of .

New Purchase: Broadridge Financial Solutions Inc (BR)

Oakmont Partners LLC initiated holding in Broadridge Financial Solutions Inc. The purchase prices were between $104.99 and $132.14, with an estimated average price of $120.35. The stock is now traded at around $123.60. The impact to a portfolio due to this purchase was 0.23%. The holding were 8,995 shares as of .

New Purchase: AMCI Acquisition Corp (AMCI)

Oakmont Partners LLC initiated holding in AMCI Acquisition Corp. The purchase prices were between $9.8 and $9.95, with an estimated average price of $9.87. The stock is now traded at around $9.98. The impact to a portfolio due to this purchase was 0.18%. The holding were 91,325 shares as of .

New Purchase: Mohawk Industries Inc (MHK)

Oakmont Partners LLC initiated holding in Mohawk Industries Inc. The purchase prices were between $126.82 and $152.29, with an estimated average price of $138.45. The stock is now traded at around $118.45. The impact to a portfolio due to this purchase was 0.18%. The holding were 6,100 shares as of .

New Purchase: Boxwood Merger Corp (BWMC)

Oakmont Partners LLC initiated holding in Boxwood Merger Corp. The purchase prices were between $9.72 and $9.88, with an estimated average price of $9.78. The stock is now traded at around $9.88. The impact to a portfolio due to this purchase was 0.11%. The holding were 57,475 shares as of .

New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)

Oakmont Partners LLC initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $83.84 and $84.81, with an estimated average price of $84.21. The stock is now traded at around $84.90. The impact to a portfolio due to this purchase was 0.11%. The holding were 6,771 shares as of .

Added: Johnson Controls International PLC (JCI)

Oakmont Partners LLC added to a holding in Johnson Controls International PLC by 895.76%. The purchase prices were between $35.81 and $41.31, with an estimated average price of $38.44. The stock is now traded at around $41.88. The impact to a portfolio due to this purchase was 0.99%. The holding were 135,184 shares as of .

Added: The Home Depot Inc (HD)

Oakmont Partners LLC added to a holding in The Home Depot Inc by 82.73%. The purchase prices were between $188.91 and $211.25, with an estimated average price of $199.47. The stock is now traded at around $207.91. The impact to a portfolio due to this purchase was 0.57%. The holding were 30,686 shares as of .

Added: Paychex Inc (PAYX)

Oakmont Partners LLC added to a holding in Paychex Inc by 53.57%. The purchase prices were between $80.4 and $87.8, with an estimated average price of $84.31. The stock is now traded at around $82.25. The impact to a portfolio due to this purchase was 0.36%. The holding were 63,176 shares as of .

Added: Thermo Fisher Scientific Inc (TMO)

Oakmont Partners LLC added to a holding in Thermo Fisher Scientific Inc by 45.95%. The purchase prices were between $257.51 and $295.55, with an estimated average price of $275.13. The stock is now traded at around $274.79. The impact to a portfolio due to this purchase was 0.35%. The holding were 19,375 shares as of .

Added: EPR Properties (EPR)

Oakmont Partners LLC added to a holding in EPR Properties by 442.31%. The purchase prices were between $74.31 and $80.28, with an estimated average price of $78.03. The stock is now traded at around $75.15. The impact to a portfolio due to this purchase was 0.34%. The holding were 28,721 shares as of .

Added: Broadcom Inc (AVGO)

Oakmont Partners LLC added to a holding in Broadcom Inc by 83.36%. The purchase prices were between $251.64 and $320.53, with an estimated average price of $291.3. The stock is now traded at around $270.05. The impact to a portfolio due to this purchase was 0.27%. The holding were 10,576 shares as of .

Sold Out: Eli Lilly and Co (LLY)

Oakmont Partners LLC sold out a holding in Eli Lilly and Co. The sale prices were between $110.79 and $129.32, with an estimated average price of $117.71.

Sold Out: Whirlpool Corp (WHR)

Oakmont Partners LLC sold out a holding in Whirlpool Corp. The sale prices were between $114.88 and $142.46, with an estimated average price of $134.04.

Sold Out: SPDR Barclays 1-3 Month T-Bill ETF (BIL)

Oakmont Partners LLC sold out a holding in SPDR Barclays 1-3 Month T-Bill ETF. The sale prices were between $90.76 and $91.29, with an estimated average price of $91.03.

Sold Out: Total System Services Inc (TSS)

Oakmont Partners LLC sold out a holding in Total System Services Inc. The sale prices were between $95.87 and $129.71, with an estimated average price of $109.82.

Sold Out: Putnam Municipal Opportunities Trust (PMO)

Oakmont Partners LLC sold out a holding in Putnam Municipal Opportunities Trust. The sale prices were between $12.16 and $12.71, with an estimated average price of $12.41.

Sold Out: iShares Nasdaq Biotechnology Index Fund (IBB)

Oakmont Partners LLC sold out a holding in iShares Nasdaq Biotechnology Index Fund. The sale prices were between $99.98 and $114.93, with an estimated average price of $106.31.



Here is the complete portfolio of Oakmont Partners LLC. Also check out:

1. Oakmont Partners LLC's Undervalued Stocks
2. Oakmont Partners LLC's Top Growth Companies, and
3. Oakmont Partners LLC's High Yield stocks
4. Stocks that Oakmont Partners LLC keeps buying

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