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CIK: 0001169683
Total reported value
$4.5M
$4.5M
10 檔
89.8%
At the close of Q2 2025, Oakland Financial CORP disclosed equity holdings valued at approximately $4.5M, spread across 10 reported holdings.
During Q2 2025, Oakland Financial CORP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, KNX, OKE) accounted for 89.8% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 28.96% | +18.05% | — | |
| 2 | KNX | Knight-swift Transportation | Stock-Industrials | 18.73% | +3.13% | — | |
| 3 | OKE | Oneok Inc | Stock-Energy | 10.75% | -12.84% | EXIT | |
| 4 | PSX | Phillips 66 | Stock-Energy | 8.98% | -5.75% | EXIT | |
| 5 | CVX | Chevron CORP | Stock-Energy | 8.89% | -10.77% | EXIT | |
| 6 | CP | Canadian Pacific Kansas City | Stock-Industrials | 6.88% | +3.13% | — | |
| 7 | ARCB | Arcbest CORP | Stock-Other | 4.35% | +4.88% | — | |
| 8 | UPS | United Parcel Service-cl B | Stock-Industrials | 4.27% | +3.52% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.13% | +1.99% | -50.00% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 4.06% | -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 10 disclosed positions in Q2 2025.
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During Q2 2025, Oakland Financial CORP's top holdings by market value included AAPL (29.0%)、KNX (18.7%)、OKE (10.8%). The largest single position, AAPL, represented 29.0% of total portfolio value.
In Q2 2025, 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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