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Disclosery

OAKLAND FINANCIAL CORP

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13F filer, CIK 1169683, STERLING HEIGHTS, MI

OAKLAND FINANCIAL CORP reported $4,513,473 across 6 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-03.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001169683-26-000003

Period
2026-06-30
Reported value
$4.51M
Holdings
6
Top 10 weight
100%
New
0
Sold out
4

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
OKEexited-9,001-$814K
CVXexited-3,300-$683K
KNXreduced-6,000-$467K
PSXexited-2,000-$364K
XOMexited-2,000-$339K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001169683-26-000003, largest first. % of portfolio is the value over $4,513,473, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500$2.17M48.08%0Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,500 shares; 2025Q1: 22,500 shares; 2025Q2: 22,500 shares; 2025Q3: 22,500 shares; 2025Q4: 16,500 shares; 2026Q1: 16,500 shares; 2026Q2: 10,500 shares 10,500$818K18.12%-6,000Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 4,250 shares; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares; 2026Q2: 4,250 shares 4,250$457K10.12%0Timeline
ARCBARCBEST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000$431K9.54%0Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,614 shares; 2025Q1: 4,614 shares; 2025Q2: 4,614 shares; 2025Q3: 4,614 shares; 2025Q4: 4,614 shares; 2026Q1: 4,614 shares; 2026Q2: 4,614 shares 4,614$400K8.86%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000$238K5.28%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
OKEONEOK INC NEW9,001$814Kshares
CVXCHEVRON CORPORATION3,300$683Kshares
PSXPHILLIPS 662,000$364Kshares
XOMEXXON MOBIL CORP2,000$339Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001169683-26-000003 base2026-08-03acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001169683-26-000003 Quarter ended 2026-06-302026-08-03acceptance time not in the bulk data set
13F-HR 0001169683-26-000002 Quarter ended 2026-03-312026-04-28acceptance time not in the bulk data set
13F-HR 0001169683-26-000001 Quarter ended 2025-12-312026-01-29acceptance time not in the bulk data set
13F-HR 0001169683-25-000006 Quarter ended 2025-09-302025-11-07acceptance time not in the bulk data set
13F-HR 0001085146-25-005398 Quarter ended 2025-03-312025-08-21acceptance time not in the bulk data set
13F-HR 0001085146-25-005397 Quarter ended 2024-12-312025-08-21acceptance time not in the bulk data set
13F-HR 0001085146-25-005203 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set