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Oakland Financial Corp

Portfolio Manager
Oakland Financial Corp
Performance
+11.01% (2026 Q1)
AUM (13F)
$6.34M
# of Holdings
10
Performance Rank
Allocation (Top 20)
100.01%

Oakland Financial Corp Holdings Map

Top 10 Oakland Financial Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
30.03%7.5K$1.9M
+0.00%(+0)
2025-Q1: 7.5K shares2025-Q2: 7.5K shares2025-Q3: 7.5K shares2025-Q4: 7.5K shares2026-Q1: 7.5K shares
$232.35(+28.63%)
2026-03-31
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
14.99%16.5K$950K
+0.00%(+0)
2025-Q1: 22.5K shares2025-Q2: 22.5K shares2025-Q3: 22.5K shares2025-Q4: 16.5K shares2026-Q1: 16.5K shares
$53.50(+11.73%)
2026-03-31
OKE
ONEOK INC NEW
12.84%9.0K$814K
+0.00%(+0)
2025-Q1: 7.0K shares2025-Q2: 7.0K shares2025-Q3: 9.0K shares2025-Q4: 9.0K shares2026-Q1: 9.0K shares
$91.66(-3.13%)
2026-03-31
CVX
CHEVRON CORPORATION
10.77%3.3K$683K
+0.00%(+0)
2025-Q1: 3.3K shares2025-Q2: 3.3K shares2025-Q3: 3.3K shares2025-Q4: 3.3K shares2026-Q1: 3.3K shares
$146.06(+27.35%)
2026-03-31
UPS
UNITED PARCEL SVCS INC
6.6%4.3K$418K
+0.00%(+0)
2025-Q1: 2.3K shares2025-Q2: 2.3K shares2025-Q3: 4.3K shares2025-Q4: 4.3K shares2026-Q1: 4.3K shares
$112.87(-12.78%)
2026-03-31
PSX
PHILLIPS 66
5.75%2.0K$364K
-50.00%(-2.00K)
2025-Q1: 4.0K shares2025-Q2: 4.0K shares2025-Q3: 4.0K shares2025-Q4: 4.0K shares2026-Q1: 2.0K shares
$122.69(+40.04%)
2026-03-31
CP
CANADIAN PACIFIC KANSAS CITY
5.73%4.6K$363K
+0.00%(+0)
2025-Q1: 4.6K shares2025-Q2: 4.6K shares2025-Q3: 4.6K shares2025-Q4: 4.6K shares2026-Q1: 4.6K shares
$78.96(+8.47%)
2026-03-31
XOM
EXXON MOBIL CORP
5.35%2.0K$339K
+0.00%(+0)
2025-Q1: 2.0K shares2025-Q2: 2.0K shares2025-Q3: 2.0K shares2025-Q4: 2.0K shares2026-Q1: 2.0K shares
$112.40(+34.85%)
2026-03-31
ARCB
ARCBEST CORP
4.66%3.0K$295K
+0.00%(+0)
2025-Q1: 3.0K shares2025-Q2: 3.0K shares2025-Q3: 3.0K shares2025-Q4: 3.0K shares2026-Q1: 3.0K shares
$100.88(+10.50%)
2026-03-31
AMZN
AMAZON COM INC
3.29%1.0K$208K
+0.00%(+0)
2025-Q1: 2.0K shares2025-Q2: 1.0K shares2025-Q3: 1.0K shares2025-Q4: 1.0K shares2026-Q1: 1.0K shares
$202.86(+33.16%)
2026-03-31

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