Oakland Financial Corp.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Oakland Financial Corp. reported 10 stock positions worth $5.9 million. Its top holding was Apple (AAPL) at 32.6% of the portfolio, followed by Knight-Swift Transportation (KNX, 15.2%) and Oneok (OKE, 11.2%). Compared with Q2 2025, it added to 2. The biggest buy was United Parcel Service Class B (UPS, shares +89%).
- Most Recent 13F
- Q2 2026
- Location
- STERLING HEIGHTS, MI
- CIK
- 0001169683
- Portfolio Value
- $5.9M (Q3 2025)
- SEC Filing
- 0001169683-25-000006 ↗ filed Nov 7, 2025
Holdings Value
Holdings 10 stocks · $5.9M
| AAPL Apple Inc. | 32.56% | 7,500 | $1.9M | No change |
| KNX Knight-Swift Transportation | 15.16% | 22,500 | $889K | No change |
| OKE Oneok Inc. | 11.20% | 9,001 | $657K | Add +28.6% |
| PSX Phillips 66 | 9.28% | 4,000 | $544K | No change |
| CVX Chevron Corp. | 8.74% | 3,300 | $512K | No change |
| UPS United Parcel Service Class B | 6.05% | 4,250 | $355K | Add +88.9% |
| CP Canadian Pacific Kansas City | 5.86% | 4,614 | $344K | No change |
| XOM Exxon Mobil Corp. | 3.84% | 2,000 | $226K | No change |
| AMZN Amazon.com Inc. | 3.74% | 1,000 | $220K | No change |
| ARCB Arcbest Corp. | 3.57% | 3,000 | $210K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
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 |