OAKLAND FINANCIAL CORP
CIK: 0001169683SEC EDGAR →
Portfolio Value
$6.0M
Holdings
10
As of
Q4 2025
New Positions
0
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 7,500 | $2.0M | 33.76% |
| 2 | KNIGHT-SWIFT TRANSN HLDGS IN | 16,500 | $862K | 14.28% |
| 3 | ONEOK INC NEW | 9,001 | $661K | 10.95% |
| 4 | PHILLIPS 66 | 4,000 | $516K | 8.55% |
| 5 | CHEVRON CORP NEW | 3,300 | $502K | 8.32% |
| 6 | UNITED PARCEL SERVICE INC | 4,250 | $421K | 6.97% |
| 7 | CANADIAN PACIFIC KANSAS CITY | 4,614 | $339K | 5.62% |
| 8 | EXXON MOBIL CORP | 2,000 | $240K | 3.98% |
| 9 | AMAZON COM INC | 1,000 | $230K | 3.81% |
| 10 | ARCBEST CORP | 3,000 | $222K | 3.68% |
Quarterly Changes
Top Buys
No buys this quarter
Top Sells
KNX↓ Decreased
$888.1M
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 1 | $2.0M | 33.8% |
| Energy | 4 | $1.9M | 31.8% |
| Industrials | 4 | $1.8M | 30.6% |
| Consumer Cyclical | 1 | $230K | 3.8% |