Oakland Financial Corp.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), Oakland Financial Corp. reported 6 stock positions worth $4.5 million. Its top holding was Apple (AAPL) at 48.1% of the portfolio, followed by Knight-Swift Transportation (KNX, 18.1%) and United Parcel Service Class B (UPS, 10.1%). Compared with Q1 2026, it sold out of 4 and reduced 1. The biggest sale was an exit from Oneok (OKE).
- Most Recent 13F
- Q2 2026
- Location
- STERLING HEIGHTS, MI
- CIK
- 0001169683
- Portfolio Value
- $4.5M (Q2 2026)
- SEC Filing
- 0001169683-26-000003 ↗ filed Aug 3, 2026
Holdings Value
Holdings 6 stocks · $4.5M
| AAPL Apple Inc. | 48.08% | 7,500 | $2.2M | No change |
| KNX Knight-Swift Transportation | 18.12% | 10,500 | $818K | Reduce -36.4% |
| UPS United Parcel Service Class B | 10.12% | 4,250 | $457K | No change |
| ARCB Arcbest Corp. | 9.54% | 3,000 | $431K | No change |
| CP Canadian Pacific Kansas City | 8.86% | 4,614 | $400K | No change |
| AMZN Amazon.com Inc. | 5.28% | 1,000 | $238K | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $4.5M | AAPL, KNX, UPS, ARCB, CP |
| Q1 2026 | 10 | $6.3M | AAPL, KNX, OKE, CVX, UPS |
| Q4 2025 | 10 | $6.0M | AAPL, KNX, OKE, PSX, CVX |
| Q3 2025 | 10 | $5.9M | AAPL, KNX, OKE, PSX, CVX |
| Q2 2025 | 10 | $5.3M | AAPL, KNX, OKE, PSX, CVX |
| Q1 2025 | 13 | $6.8M | AAPL, KNX, OKE, CVX, PSX |
| Q4 2024 | 16 | $8.7M | AAPL, KNX, OKE, PSX, CVX |