OAKLAND FINANCIAL CORP
13F Reported Value
ⓘ$6.3M
Holdings
10
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
OAKLAND FINANCIAL CORP disclosed 10 positions worth $6.3M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 30.0% of the equity portfolio, followed by $KNX and $OKE. The portfolio is most concentrated in Energy (34.7% of disclosed assets). All figures are sourced directly from OAKLAND FINANCIAL CORP’s Form 13F-HR filing with the SEC under CIK 1169683.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$1.9M7,500 sh - 49.3#1,514
Quality
$950.1K16,500 sh - 72.0#241
Quality
$813.6K9,001 sh - 54.7
Quality
$682.8K3,300 sh - 58.2
Quality
$418.1K4,250 sh - 47.6
Quality
$364.4K2,000 sh - $362.9K4,614 sh
- 61.8
Quality
$339.3K2,000 sh - 42.9
Quality
$295.1K3,000 sh - 74.6
Quality
$208.3K1,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 76.1#112 | $1.9M | 7,500 | |
| 49.3#1,514 | $950.1K | 16,500 | |
| 72.0#241 | $813.6K | 9,001 | |
| 54.7 | $682.8K | 3,300 | |
| 58.2 | $418.1K | 4,250 | |
| 47.6 | $364.4K | 2,000 | |
| — | $362.9K | 4,614 | |
| 61.8 | $339.3K | 2,000 | |
| 42.9 | $295.1K | 3,000 | |
| 74.6 | $208.3K | 1,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of OAKLAND FINANCIAL CORP's 10 positions.
Showing top 10 of 10 holdings.
Sector Allocation
Energy
$2.2M
Industrials
$2.0M
Technology
$1.9M
Consumer Discretionary
$208,270
Full Holdings — OAKLAND FINANCIAL CORP (Q1 2026)
All 10 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | Apple Inc. | $1.9M | 30.0% | +0% | 76.1 | |
| 2 | Knight-Swift Transportation Holdings Inc. | $950,070 | 15.0% | +0% | 49.3 | |
| 3 | ONEOK INC /NEW/ | $813,600 | 12.8% | +0% | 72 | |
| 4 | CHEVRON CORP | $682,770 | 10.8% | +0% | 54.7 | |
| 5 | UNITED PARCEL SERVICE INC | $418,115 | 6.6% | +0% | 58.2 | |
| 6 | Phillips 66 | $364,360 | 5.8% | -50% | 47.6 | |
| 7 | CANADIAN PACIFIC KANSAS CITY LTD/CN | $362,937 | 5.7% | +0% | — | |
| 8 | EXXON MOBIL CORP | $339,320 | 5.3% | +0% | 61.8 | |
| 9 | ARCBEST CORP /DE/ | $295,080 | 4.7% | +0% | 42.9 | |
| 10 | AMAZON COM INC | $208,270 | 3.3% | +0% | 74.6 |
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AI-Powered Hedge Fund Analysis: OAKLAND FINANCIAL CORP
13F Pro is an AI hedge fund tracker and stock research platform. For OAKLAND FINANCIAL CORP (SEC CIK: 1169683), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in OAKLAND FINANCIAL CORP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.