Oakland Financial Corp
Latest statistics and disclosures from Oakland Financial Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, KNX, UPS, ARCB, CP, and represent 94.72% of Oakland Financial Corp's stock portfolio.
- Reduced shares in these 5 stocks: OKE, CVX, KNX, PSX, .
- Sold out of its positions in CVX, XOM, OKE, PSX.
- Oakland Financial Corp was a net seller of stock by $-2.7M.
- Oakland Financial Corp has $4.5M in assets under management (AUM), dropping by -28.79%.
- Central Index Key (CIK): 0001169683
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Portfolio Holdings for Oakland Financial Corp
Oakland Financial Corp holds 6 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 48.1 | $2.2M | 7.5k | 289.36 |
|
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 18.1 | $818k | -36% | 11k | 77.87 |
|
| United Parcel Svcs CL B (UPS) | 10.1 | $457k | 4.3k | 107.50 |
|
|
| Arcbest (ARCB) | 9.5 | $431k | 3.0k | 143.54 |
|
|
| Canadian Pacific Kansas City (CP) | 8.9 | $400k | 4.6k | 86.65 |
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| Amazon (AMZN) | 5.3 | $238k | 1.0k | 238.34 |
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Past Filings by Oakland Financial Corp
SEC 13F filings are viewable for Oakland Financial Corp going back to 2025
- Oakland Financial Corp 2026 Q2 filed Aug. 3, 2026
- Oakland Financial Corp 2026 Q1 filed April 28, 2026
- 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