13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001169683
Total reported value
$4.5M
$4.5M
10 檔
105.6%
In Q1 2026, Oakland Financial CORP's U.S. equity holdings reached a combined market value of $4.5M, distributed across 10 disclosed stock positions.
In Q1 2026, Oakland Financial CORP adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 30.03% | +18.05% | — | |
| 2 | KNX | Knight-swift Transportation | Stock-Industrials | 14.99% | +3.13% | — | |
| 3 | OKE | Oneok Inc | Stock-Energy | 12.84% | -12.84% | EXIT | |
| 4 | CVX | Chevron CORP | Stock-Energy | 10.77% | -10.77% | EXIT | |
| 5 | UPS | United Parcel Service-cl B | Stock-Industrials | 6.60% | +3.52% | — | |
| 6 | PSX | Phillips 66 | Stock-Energy | 5.75% | -5.75% | EXIT | |
| 7 | CP | Canadian Pacific Kansas City | Stock-Industrials | 5.73% | +3.13% | — | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 5.35% | -5.35% | EXIT | |
| 9 | ARCB | Arcbest CORP | Stock-Other | 4.66% | +4.88% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.29% | +1.99% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +2.4% | — | Unchanged |
| 2 | OKE | Oneok Inc | +1.9% | — | Unchanged |
| 3 | XOM | Exxon Mobil CORP | +1.4% | — | Unchanged |
| 4 | ARCB | Arcbest CORP | +1% | — | Unchanged |
| 5 | KNX | Knight-swift Transportation | +0.7% | — | Unchanged |
| 6 | CP | Canadian Pacific Kansas City | +0.1% | — | Unchanged |
| 7 | UPS | United Parcel Service-cl B | -0.4% | — | Unchanged |
| 8 | AMZN | Amazon.com Inc | -0.5% | — | Unchanged |
| 9 | PSX | Phillips 66 | -2.8% | -50.00% | Trim |
| 10 | AAPL | Apple Inc | -3.7% | — | Unchanged |
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 Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, KNX, OKE) accounted for 105.6% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
PSX
前期市值: $516.2K
During Q1 2026, Oakland Financial CORP's top holdings by market value included AAPL (30.0%)、KNX (15.0%)、OKE (12.8%). The largest single position, AAPL, represented 30.0% of total portfolio value.
In Q1 2026, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.