Oakland Financial Corp Portfolio Holdings

Oakland Financial Corp

  • $5.87 Billion
  • Q3 2025

Oakland Financial Corp has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.87 Billion distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.91B, Knight Swift Transportation Holdings Inc. with a value of $889M, Oneok Inc with a value of $657M, Phillips 66 with a value of $544M, and Chevron Corp with a value of $512M.

Examining the 13F form we can see an increase of $551M in the current position value, from $5.31B to 5.87B.

Oakland Financial Corp is based out at Sterling Heights, MI

Below you can find more details about Oakland Financial Corp portfolio as well as his latest detailed transactions.

Portfolio value $5.87 Billion
Energy: $1.94 Billion
Technology: $1.91 Billion
Industrials: $1.45 Billion
Consumer Cyclical: $220 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$1.91 Billion 32.56% of portfolio
7,500
Q2 2025 New
$6.9B
$889 Million 15.16% of portfolio
22,500
Q2 2025 New
$31.5B
$657 Million 11.2% of portfolio
9,001
Q3 2025 Added 28.57%
$68.5B
$544 Million 9.28% of portfolio
4,000
Q1 2025 Reduced 33.33%
$303B
$512 Million 8.74% of portfolio
3,300
Q1 2025 Reduced 23.26%
$68.7B
$355 Million 6.05% of portfolio
4,250
Q3 2025 Added 88.89%
Canadian Pacific Kansas City
-
$344 Million 5.86% of portfolio
-
Q2 2025 New
$490B
$226 Million 3.84% of portfolio
2,000
Q2 2025 New
$2.39T
$220 Million 3.74% of portfolio
1,000
Q4 2024 Added 100.0%
$1.57B
$210 Million 3.57% of portfolio
3,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $5.87 Billion
  • Prior Value $5.31 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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