Oakland Financial Corp Portfolio Holdings

Oakland Financial Corp

  • $5.31 Billion
  • Q2 2025

Oakland Financial Corp has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.31 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 $1.54B, Knight Swift Transportation Holdings Inc. with a value of $995M, Oneok Inc with a value of $571M, Phillips 66 with a value of $477M, and Chevron Corp with a value of $473M.

Examining the 13F form we can see an increase of $5.31B in the current position value.

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 $5.31 Billion
Energy: $1.74 Billion
Technology: $1.54 Billion
Industrials: $1.45 Billion
Consumer Cyclical: $219 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$1.54 Billion 28.96% of portfolio
7,500
Q2 2025 New
$6.87B
$995 Million 18.73% of portfolio
22,500
Q2 2025 New
$33.1B
$571 Million 10.75% of portfolio
7,001
Q2 2025 New
$57.7B
$477 Million 8.98% of portfolio
4,000
Q2 2025 New
$302B
$473 Million 8.89% of portfolio
3,300
Q2 2025 New
Canadian Pacific Kansas City
-
$366 Million 6.88% of portfolio
-
Q2 2025 New
$1.77B
$231 Million 4.35% of portfolio
3,000
Q2 2025 New
$63.8B
$227 Million 4.27% of portfolio
2,250
Q2 2025 New
$2.26T
$219 Million 4.13% of portfolio
1,000
Q2 2025 New
$442B
$216 Million 4.06% of portfolio
2,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $5.31 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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