Oakland Financial Corp.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Oakland Financial Corp. reported 10 stock positions worth $6.3 million. Its top holding was Apple (AAPL) at 30.0% of the portfolio, followed by Knight-Swift Transportation (KNX, 15.0%) and Oneok (OKE, 12.8%). Compared with Q4 2025, it reduced 1. The biggest sale was Phillips 66 (PSX, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- STERLING HEIGHTS, MI
- CIK
- 0001169683
- Portfolio Value
- $6.3M (Q1 2026)
- SEC Filing
- 0001169683-26-000002 ↗ filed Apr 28, 2026
Holdings Value
Holdings 10 stocks · $6.3M
| AAPL Apple Inc. | 30.03% | 7,500 | $1.9M | No change |
| KNX Knight-Swift Transportation | 14.99% | 16,500 | $950K | No change |
| OKE Oneok Inc. | 12.84% | 9,001 | $814K | No change |
| CVX Chevron Corp. | 10.77% | 3,300 | $683K | No change |
| UPS United Parcel Service Class B | 6.60% | 4,250 | $418K | No change |
| PSX Phillips 66 | 5.75% | 2,000 | $364K | Reduce -50.0% |
| CP Canadian Pacific Kansas City | 5.73% | 4,614 | $363K | No change |
| XOM Exxon Mobil Corp. | 5.35% | 2,000 | $339K | No change |
| ARCB Arcbest Corp. | 4.66% | 3,000 | $295K | No change |
| AMZN Amazon.com Inc. | 3.29% | 1,000 | $208K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| PSX Phillips 66 | Reduce -50.0% | 5.75% | −2.80 |
Portfolio Buys Q4 2025 → Q1 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 |