StockDriftsStockDriftsTop 6 Oakland Financial CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 48.08% | 7.5K | $2.2M | +0.00%(+0) | $232.35(+31.98%) | 2026-06-30 | |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 18.12% | 10.5K | $818K | -36.36%(-6.00K) | $53.50(+28.06%) | 2026-06-30 | |
| UPS | UNITED PARCEL SVCS INC | 10.12% | 4.3K | $457K | +0.00%(+0) | $112.87(-6.67%) | 2026-06-30 | |
| ARCB | ARCBEST CORP | 9.54% | 3.0K | $431K | +0.00%(+0) | $100.88(+36.69%) | 2026-06-30 | |
| CP | CANADIAN PACIFIC KANSAS CITY | 8.86% | 4.6K | $400K | +0.00%(+0) | $78.96(+16.39%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.28% | 1.0K | $238K | +0.00%(+0) | $202.86(+35.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.66% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.76% |
Oakland Financial CORP reports $4.51M in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (48.1%), KNX (18.1%) and UPS (10.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +27.66% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Oakland Financial CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1169683). View Oakland Financial CORP’s 13F filings on SEC