Oakland Financial Corp 13F Holdings · Q2 2026
Oakland Financial Corp reported 6 securities worth $4.51M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (48.08%), KNX (18.12%), UPS (10.12%). Among its top 25 positions this quarter: 1 trimmed, 4 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $2.2M | 48.08% | 7,500 | Hold |
| 2 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $817,635 | 18.12% | 10,500 | Trimmed |
| 3 | UPS | UNITED PARCEL SVCS INC | $456,875 | 10.12% | 4,250 | Hold |
| 4 | ARCB | ARCBEST CORP | $430,620 | 9.54% | 3,000 | Hold |
| 5 | CP | CANADIAN PACIFIC KANSAS CITY | $399,803 | 8.86% | 4,614 | Hold |
| 6 | AMZN | AMAZON COM INC | $238,340 | 5.28% | 1,000 | Hold |
| 7 | CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | Exited |
| 8 | OKE | ONEOK INC NEW | $0 | 0.00% | 0 | Exited |
| 9 | PSX | PHILLIPS 66 | $0 | 0.00% | 0 | Exited |
| 10 | XOM | EXXON MOBIL CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR