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 76.93% of Oakland Financial Corp's stock portfolio.
- Added to shares of these 2 stocks: UPS, OKE.
- Reduced shares in these 4 stocks: , PM, CINF, AMZN.
- Sold out of its positions in CINF, FDX, PM.
- Oakland Financial Corp was a net seller of stock by $-885k.
- Oakland Financial Corp has $5.9M in assets under management (AUM), dropping by -13.30%.
- 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 September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 32.6 | $1.9M | 7.5k | 254.63 |
|
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 15.2 | $889k | 23k | 39.51 |
|
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| Oneok (OKE) | 11.2 | $657k | +28% | 9.0k | 72.97 |
|
| Phillips 66 (PSX) | 9.3 | $544k | 4.0k | 136.02 |
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|
| Chevron Corporation (CVX) | 8.7 | $513k | 3.3k | 155.29 |
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| United Parcel Service CL B (UPS) | 6.1 | $355k | +88% | 4.3k | 83.53 |
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| Canadian Pacific Kansas City (CP) | 5.9 | $344k | 4.6k | 74.49 |
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| Exxon Mobil Corporation (XOM) | 3.8 | $226k | 2.0k | 112.75 |
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| Amazon (AMZN) | 3.7 | $220k | -50% | 1.0k | 219.57 |
|
| Arcbest (ARCB) | 3.6 | $210k | 3.0k | 69.87 |
|
Past Filings by Oakland Financial Corp
SEC 13F filings are viewable for Oakland Financial Corp going back to 2025
- 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