Institutions / Oakland Financial Corp
Oakland Financial Corp
CIK 1169683 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$6.34M
Positions
10
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$6.34M+5.0%Positions
10+0.0%Top holdings
Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $1.90M | 30.0% |
| Knight-Swift Transportation Holdings Inc. | $950.1K | 15.0% |
| ONEOK Inc | $813.6K | 12.8% |
| Chevron Corp | $682.8K | 10.8% |
| United Parcel Service Inc | $418.1K | 6.6% |
| Phillips 66 | $364.4K | 5.7% |
| Canadian Pacific Kansas City | $362.9K | 5.7% |
| Exxon Mobil Corp | $339.3K | 5.4% |
| Arcbest Corp /De | $295.1K | 4.7% |
| Amazon.com Inc | $208.3K | 3.3% |
Activity
Mar 31, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Phillips 66 Common stock | $-364.4K | -2K -50.00% | 2,000 5.75% of portfolio | low |