OAKLAND FINANCIAL CORP
Follow13F filer, CIK 1169683, STERLING HEIGHTS, MI
OAKLAND FINANCIAL CORP reported $6,765,233 across 13 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-08-21. Its ten largest share positions make up 89.7% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-005398
- Period
- 2025-03-31
- Reported value
- $6.77M
- Holdings
- 13
- Top 10 weight
- 89.7%
- New
- 0
- Sold out
- 3
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SOexited | -4,000 | -$329K |
| ORIexited | -8,000 | -$290K |
| Cexited | -4,000 | -$282K |
| PSXreduced | -2,000 | -$247K |
| CVXreduced | -1,000 | -$167K |
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, Q1 2025
Share positions as resolved from 13F-HR 0001085146-25-005398, largest first. % of portfolio is the value over $6,765,233, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| AAPLAPPLE INC | 7,500 | $1.67M | 24.63% | 0 | Timeline | ||
| KNXKNIGHT-SWIFT TRANSN HLDGS IN | 22,500 | $979K | 14.46% | 0 | Timeline | ||
| OKEONEOK INC NEW | 7,001 | $695K | 10.27% | -1,334 | Timeline | ||
| CVXCHEVRON CORPORATION | 3,300 | $552K | 8.16% | -1,000 | Timeline | ||
| PSXPHILLIPS 66 | 4,000 | $494K | 7.3% | -2,000 | Timeline | ||
| AMZNAMAZON COM INC | 2,000 | $381K | 5.62% | 0 | Timeline | ||
| FDXFEDEX CORP | 1,500 | $366K | 5.41% | 0 | Timeline | ||
| CPCANADIAN PACIFIC KANSAS CITY | 4,614 | $324K | 4.79% | 0 | Timeline | ||
| PMPHILIP MORRIS INTL INC | 2,000 | $317K | 4.69% | -1,000 | Timeline | ||
| CINFCINCINNATI FINL CORP | 2,000 | $295K | 4.37% | 0 | Timeline | ||
| UPSUNITED PARCEL SVCS INC | 2,250 | $247K | 3.66% | 0 | Timeline | ||
| XOMEXXON MOBIL CORP | 2,000 | $238K | 3.52% | 0 | Timeline | ||
| ARCBARCBEST CORP | 3,000 | $212K | 3.13% | 0 | Timeline |
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
How Q1 2025 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001085146-25-005398 | base | 2025-08-21 | acceptance time not in the bulk data set |