Oakland Financial Corp.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed August 21, 2025), Oakland Financial Corp. reported 16 stock positions worth $8.7 million. Its top holding was Apple (AAPL) at 21.5% of the portfolio, followed by Knight-Swift Transportation (KNX, 13.7%) and Oneok (OKE, 9.6%).
- Most Recent 13F
- Q2 2026
- Location
- STERLING HEIGHTS, MI
- CIK
- 0001169683
- Portfolio Value
- $8.7M (Q4 2024)
- SEC Filing
- 0001085146-25-005397 ↗ filed Aug 21, 2025
Holdings Value
Holdings 16 stocks · $8.7M
| AAPL Apple Inc. | 21.50% | 7,500 | $1.9M | — |
| KNX Knight-Swift Transportation | 13.66% | 22,500 | $1.2M | — |
| OKE Oneok Inc. | 9.58% | 8,335 | $837K | — |
| PSX Phillips 66 | 7.82% | 6,000 | $684K | — |
| CVX Chevron Corp. | 7.13% | 4,300 | $623K | — |
| AMZN Amazon.com Inc. | 5.02% | 2,000 | $439K | — |
| FDX FedEx Corp. | 4.83% | 1,500 | $422K | — |
| PM Philip Morris International | 4.13% | 3,000 | $361K | — |
| CP Canadian Pacific Kansas City | 3.82% | 4,614 | $334K | — |
| SO The Southern Co. | 3.77% | 4,000 | $329K | — |
| ORI Old Republic Intl Corp. | 3.31% | 8,000 | $290K | — |
| CINF Cincinnati Financial Corp. | 3.29% | 2,000 | $287K | — |
| UPS United Parcel Service Class B | 3.25% | 2,250 | $284K | — |
| C Citigroup Inc. | 3.22% | 4,000 | $282K | — |
| ARCB Arcbest Corp. | 3.20% | 3,000 | $280K | — |
| XOM Exxon Mobil Corp. | 2.46% | 2,000 | $215K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |