Oakland Financial Corp.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Oakland Financial Corp. reported 10 stock positions worth $6.0 million. Its top holding was Apple (AAPL) at 33.8% of the portfolio, followed by Knight-Swift Transportation (KNX, 14.3%) and Oneok (OKE, 11.0%). Compared with Q3 2025, it reduced 1. The biggest sale was Knight-Swift Transportation (KNX, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- STERLING HEIGHTS, MI
- CIK
- 0001169683
- Portfolio Value
- $6.0M (Q4 2025)
- SEC Filing
- 0001169683-26-000001 ↗ filed Jan 29, 2026
Holdings Value
Holdings 10 stocks · $6.0M
| AAPL Apple Inc. | 33.77% | 7,500 | $2.0M | No change |
| KNX Knight-Swift Transportation | 14.29% | 16,500 | $863K | Reduce -26.7% |
| OKE Oneok Inc. | 10.96% | 9,001 | $662K | No change |
| PSX Phillips 66 | 8.55% | 4,000 | $516K | No change |
| CVX Chevron Corp. | 8.33% | 3,300 | $503K | No change |
| UPS United Parcel Service Class B | 6.98% | 4,250 | $422K | No change |
| CP Canadian Pacific Kansas City | 5.63% | 4,614 | $340K | No change |
| XOM Exxon Mobil Corp. | 3.99% | 2,000 | $241K | No change |
| AMZN Amazon.com Inc. | 3.82% | 1,000 | $231K | No change |
| ARCB Arcbest Corp. | 3.69% | 3,000 | $223K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| KNX Knight-Swift Transportation | Reduce -26.7% | 14.29% | −0.87 |
Portfolio Buys Q3 2025 → Q4 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 |