Oakland Financial Corp.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Oakland Financial Corp. reported 10 stock positions worth $5.3 million. Its top holding was Apple (AAPL) at 29.0% of the portfolio, followed by Knight-Swift Transportation (KNX, 18.7%) and Oneok (OKE, 10.8%). Compared with Q1 2025, it sold out of 3 and reduced 1. The biggest sale was an exit from FedEx (FDX).
- Most Recent 13F
- Q2 2026
- Location
- STERLING HEIGHTS, MI
- CIK
- 0001169683
- Portfolio Value
- $5.3M (Q2 2025)
- SEC Filing
- 0001085146-25-005203 ↗ filed Aug 14, 2025
Holdings Value
Holdings 10 stocks · $5.3M
| AAPL Apple Inc. | 28.96% | 7,500 | $1.5M | No change |
| KNX Knight-Swift Transportation | 18.73% | 22,500 | $995K | No change |
| OKE Oneok Inc. | 10.75% | 7,001 | $571K | No change |
| PSX Phillips 66 | 8.98% | 4,000 | $477K | No change |
| CVX Chevron Corp. | 8.89% | 3,300 | $473K | No change |
| CP Canadian Pacific Kansas City | 6.88% | 4,614 | $366K | No change |
| ARCB Arcbest Corp. | 4.35% | 3,000 | $231K | No change |
| UPS United Parcel Service Class B | 4.27% | 2,250 | $227K | No change |
| AMZN Amazon.com Inc. | 4.13% | 1,000 | $219K | Reduce -50.0% |
| XOM Exxon Mobil Corp. | 4.06% | 2,000 | $216K | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| 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 |