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CIK: 0001169683
Total reported value
$4.5M
$4.5M
16 檔
115.5%
As reported in its official Q4 2024 Form 13F filing, Oakland Financial CORP's tracked investment portfolio stood at $4.5M with 16 total positions.
During Q4 2024, Oakland Financial CORP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 21.50% | +18.05% | — | |
| 2 | KNX | Knight-swift Transportation | Stock-Industrials | 13.66% | +3.13% | — | |
| 3 | OKE | Oneok Inc | Stock-Energy | 9.58% | -12.84% | EXIT | |
| 4 | PSX | Phillips 66 | Stock-Energy | 7.82% | -5.75% | EXIT | |
| 5 | CVX | Chevron CORP | Stock-Energy | 7.13% | -10.77% | EXIT | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.02% | +1.99% | — | |
| 7 | FDX | Fedex CORP | Stock-Industrials | 4.83% | — | — | |
| 8 | PM | Philip Morris International | Stock-Consumer Staples | 4.13% | — | — | |
| 9 | CP | Canadian Pacific Kansas City | Stock-Industrials | 3.82% | +3.13% | — | |
| 10 | SO | Southern Co/the | Stock-Utilities | 3.77% | — | — | |
| 11 | ORI | Old Republic Intl CORP | Stock-Financials | 3.31% | — | — | |
| 12 | CINF | Cincinnati Financial CORP | Stock-Financials | 3.29% | — | — | |
| 13 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.25% | +3.52% | — | |
| 14 | C | Citigroup Inc | Stock-Financials | 3.22% | — | — | |
| 15 | ARCB | Arcbest CORP | Stock-Other | 3.20% | +4.88% | — | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 2.46% | -5.35% | EXIT |
According to official SEC Form 13F filings, Oakland Financial CORP reported a total U.S. public equity portfolio value of $4.5M across 16 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, KNX, OKE) accounted for 115.5% of total reported equity market value during Q4 2024.
During Q4 2024, Oakland Financial CORP's top holdings by market value included AAPL (21.5%)、KNX (13.7%)、OKE (9.6%). The largest single position, AAPL, represented 21.5% of total portfolio value.
In Q4 2024, Oakland Financial CORP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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