Oakland Financial Corp
Latest statistics and disclosures from Oakland Financial Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, KNX, OKE, PSX, CVX, and represent 75.90% of Oakland Financial Corp's stock portfolio.
- Reduced shares in these 1 stock: KNX.
- Oakland Financial Corp was a net seller of stock by $-314k.
- Oakland Financial Corp has $6.0M in assets under management (AUM), dropping by 2.94%.
- Central Index Key (CIK): 0001169683
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Portfolio Holdings for Oakland Financial Corp
Oakland Financial Corp holds 10 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 33.8 | $2.0M | 7.5k | 271.86 |
|
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 14.3 | $863k | -26% | 17k | 52.28 |
|
| Oneok (OKE) | 11.0 | $662k | 9.0k | 73.50 |
|
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| Phillips 66 (PSX) | 8.5 | $516k | 4.0k | 129.04 |
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| Chevron Corporation (CVX) | 8.3 | $503k | 3.3k | 152.41 |
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| United Parcel Service CL B (UPS) | 7.0 | $422k | 4.3k | 99.19 |
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| Canadian Pacific Kansas City (CP) | 5.6 | $340k | 4.6k | 73.63 |
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| Exxon Mobil Corporation (XOM) | 4.0 | $241k | 2.0k | 120.34 |
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| Amazon (AMZN) | 3.8 | $231k | 1.0k | 230.82 |
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| Arcbest (ARCB) | 3.7 | $223k | 3.0k | 74.19 |
|
Past Filings by Oakland Financial Corp
SEC 13F filings are viewable for Oakland Financial Corp going back to 2025
- Oakland Financial Corp 2025 Q4 filed Jan. 29, 2026
- Oakland Financial Corp 2025 Q3 filed Nov. 7, 2025
- Oakland Financial Corp 2024 Q4 filed Aug. 21, 2025
- Oakland Financial Corp 2025 Q1 filed Aug. 21, 2025