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, CVX, UPS, and represent 75.23% of Oakland Financial Corp's stock portfolio.
  • Reduced shares in these 1 stock: PSX.
  • Oakland Financial Corp was a net seller of stock by $-364k.
  • Oakland Financial Corp has $6.3M in assets under management (AUM), dropping by 4.97%.
  • Central Index Key (CIK): 0001169683

Tip: Access up to 7 years of quarterly data

Positions held by Oakland Financial Corp consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Oakland Financial Corp

Oakland Financial Corp holds 10 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 30.0 $1.9M 7.5k 253.79
 View chart
Knight-swift Transn Hldgs In Cl A (KNX) 15.0 $950k 17k 57.58
 View chart
Oneok (OKE) 12.8 $814k 9.0k 90.39
 View chart
Chevron Corporation (CVX) 10.8 $683k 3.3k 206.90
 View chart
United Parcel Svcs CL B (UPS) 6.6 $418k 4.3k 98.38
 View chart
Phillips 66 (PSX) 5.7 $364k -50% 2.0k 182.18
 View chart
Canadian Pacific Kansas City (CP) 5.7 $363k 4.6k 78.66
 View chart
Exxon Mobil Corporation (XOM) 5.4 $339k 2.0k 169.66
 View chart
Arcbest (ARCB) 4.7 $295k 3.0k 98.36
 View chart
Amazon (AMZN) 3.3 $208k 1.0k 208.27
 View chart

Past Filings by Oakland Financial Corp

SEC 13F filings are viewable for Oakland Financial Corp going back to 2025