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CIK: 0001169683
Total reported value
$4.5M
$4.5M
10 檔
101.5%
The Q4 2025 SEC filing reveals that Oakland Financial CORP held a total portfolio value of $4.5M, covering 10 public equity positions.
In Q4 2025, Oakland Financial CORP adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, KNX, OKE) accounted for 101.5% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 33.77% | +18.05% | — | |
| 2 | KNX | Knight-swift Transportation | Stock-Industrials | 14.29% | +3.13% | -26.67% | |
| 3 | OKE | Oneok Inc | Stock-Energy | 10.96% | -12.84% | EXIT | |
| 4 | PSX | Phillips 66 | Stock-Energy | 8.55% | -5.75% | EXIT | |
| 5 | CVX | Chevron CORP | Stock-Energy | 8.33% | -10.77% | EXIT | |
| 6 | UPS | United Parcel Service-cl B | Stock-Industrials | 6.98% | +3.52% | — | |
| 7 | CP | Canadian Pacific Kansas City | Stock-Industrials | 5.63% | +3.13% | — | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 3.99% | -5.35% | EXIT | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.82% | +1.99% | — | |
| 10 | ARCB | Arcbest CORP | Stock-Other | 3.69% | +4.88% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.2% | — | Unchanged |
| 2 | UPS | United Parcel Service-cl B | +0.9% | — | Unchanged |
| 3 | XOM | Exxon Mobil CORP | +0.2% | — | Unchanged |
| 4 | ARCB | Arcbest CORP | +0.1% | — | Unchanged |
| 5 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 6 | CP | Canadian Pacific Kansas City | -0.2% | — | Unchanged |
| 7 | OKE | Oneok Inc | -0.2% | — | Unchanged |
| 8 | CVX | Chevron CORP | -0.4% | — | Unchanged |
| 9 | PSX | Phillips 66 | -0.7% | — | Unchanged |
| 10 | KNX | Knight-swift Transportation | -0.9% | -26.67% | Trim |
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 Q4 2025.
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Top Position Liquidated / Trimmed
KNX
前期市值: $889.0K
During Q4 2025, Oakland Financial CORP's top holdings by market value included AAPL (33.8%)、KNX (14.3%)、OKE (11.0%). The largest single position, AAPL, represented 33.8% of total portfolio value.
In Q4 2025, Oakland Financial CORP made 1 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 1 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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