Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OAKLAND FINANCIAL CORP (CIK 1169683) reported $6.3M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($1.9M, 30.03%), KNX ($950,070, 14.99%), OKE ($813,600, 12.84%), CVX ($682,770, 10.77%), UPS ($418,115, 6.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $1.9M | 30.03% | 7,500 | Hold |
| 2 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $950,070 | 14.99% | 16,500 | Hold |
| 3 | OKE | ONEOK INC NEW | $813,600 | 12.84% | 9,001 | Hold |
| 4 | CVX | CHEVRON CORPORATION | $682,770 | 10.77% | 3,300 | Hold |
| 5 | UPS | UNITED PARCEL SVCS INC | $418,115 | 6.60% | 4,250 | Hold |
| 6 | PSX | PHILLIPS 66 | $364,360 | 5.75% | 2,000 | Trimmed |
| 7 | CP | CANADIAN PACIFIC KANSAS CITY | $362,937 | 5.73% | 4,614 | Hold |
| 8 | XOM | EXXON MOBIL CORP | $339,320 | 5.35% | 2,000 | Hold |
| 9 | ARCB | ARCBEST CORP | $295,080 | 4.66% | 3,000 | Hold |
| 10 | AMZN | AMAZON COM INC | $208,270 | 3.29% | 1,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31