Oakland Financial
STERLING HEIGHTS, MIfiles as OAKLAND FINANCIAL CORP
$5m in 6 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 34.7% of the portfolio this quarter.
Value
$5m
Stocks
6
Top 10 share
100.0%
Turnover
34.7%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Knight-Swift Transportation HoldingsKNX18.1% of the fund-36%
Sold out
Sold their entire stake.
- OneokOKE-100%
- ChevronCVX-100%
- Phillips 66PSX-100%
- ExxonMobil HoldingsXOM-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 48.1% | $2m | 7,500 | Held |
| Knight-Swift Transportation HoldingsKNX | 18.1% | $817,635 | 10,500 | -36% |
| United Parcel ServiceUPS | 10.1% | $456,875 | 4,250 | Held |
| ArcbestARCB | 9.5% | $430,620 | 3,000 | Held |
| Canadian Pacific Kansas CityCP | 8.9% | $399,803 | 4,614 | Held |
| Amazon.comAMZN | 5.3% | $238,340 | 1,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 15.1% since 30 June 2025.
Where the money is
Technology48.1%
Industrials46.6%
Retail & consumer5.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.