Institutional Fund
Oakland Financial Corp
Sterling Heights, MICIK 11696836 filings on record
Portfolio Value
$6.34M
Q1 2026
Holdings
10
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+5.0%
from $6.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc30.0%
- Knight-Swift Transn Hldgs In15.0%
- Oneok Inc New12.8%
- Chevron Corp New10.8%
- United Parcel Service Inc6.6%
- Phillips 665.7%
- Other19.0%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 7.5K | $1.90M | 30.0% | 0 | Held |
| 2 | Knight-Swift Transn Hldgs In | 16.5K | $950.1K | 15.0% | 0 | Held |
| 3 | Oneok Inc New | 9.0K | $813.6K | 12.8% | 0 | Held |
| 4 | Chevron Corp New | 3.3K | $682.8K | 10.8% | 0 | Held |
| 5 | United Parcel Service Inc | 4.3K | $418.1K | 6.6% | 0 | Held |
| 6 | Phillips 66 | 2.0K | $364.4K | 5.7% | −2.0K | Reduced |
| 7 | Canadian Pacific Kansas City | 4.6K | $362.9K | 5.7% | 0 | Held |
| 8 | Exxon Mobil Corp | 2.0K | $339.3K | 5.4% | 0 | Held |
| 9 | Arcbest Corp | 3.0K | $295.1K | 4.7% | 0 | Held |
| 10 | Amazon Com Inc | 1.0K | $208.3K | 3.3% | 0 | Held |