Oakland Financial Corp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$6.3M
Q ending 2026-03-31
Prior quarter
$6.0M
Q ending 2025-12-31
Change
+5.0% QoQ · -6.3% YoY
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $1.9M | 8K |
| Knight-Swift Transn Hldgs In | KNX | Shares | $950K | 17K |
| Oneok Inc New | OKE | Shares | $814K | 9K |
| Chevron Corporation | CVX | Shares | $683K | 3K |
| United Parcel Svcs Inc | UPS | Shares | $418K | 4K |
| Phillips 66 | PSX | Shares | $364K | 2K |
| Canadian Pacific Kansas City | CP | Shares | $363K | 5K |
| Exxon Mobil Corp | XOM | Shares | $339K | 2K |
| Arcbest Corp | ARCB | Shares | $295K | 3K |
| Amazon Com Inc | AMZN | Shares | $208K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.