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OAKLAND FINANCIAL CORP 13F portfolio summary

OAKLAND FINANCIAL CORP of OAKLAND FINANCIAL CORP has 6 current stock holdings with a reported portfolio value of $4.5M. The portfolio 1 year return is +42.30%. Top holdings include AAPL (48.08%), KNX (18.12%), UPS (10.12%), ARCB (9.54%), CP (8.86%).

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OAKLAND FINANCIAL CORP

OAKLAND FINANCIAL CORP
Latest filing: 2026-06-30

OAKLAND FINANCIAL CORP runs OAKLAND FINANCIAL CORP and currently holds 6 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $4.51M. Their top holdings are AAPL, KNX, UPS, ARCB, CP. The top five represent 94.7% of reported portfolio weight. OAKLAND FINANCIAL CORP ranks #N/A out of 1000 investors tracked by Alpha Score. They trimmed 1 position. Their current best-performing preview position is ARCB with returns of +45.93%.

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Top 5 Holdings
AAPL48.1%
KNX18.1%
UPS10.1%
ARCB9.5%
CP8.9%
Top 5: 94.7%
Portfolio Returns
1 Year
+42.30%
#0/1000
3 Year
+31.23%
#0/1000
5 Year
+31.23%
#0/1000

Portfolio Value

$4.51M

Alpha Score

31.7

#0 of 1000

Holdings

6

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6 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AAPL
APPLE INC
48.08%$250.42$309.35+23.53%
Held
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
18.12%$53.04$71.60+34.99%
Trimmed
-36.36%
UPS
UNITED PARCEL SVCS INC
10.12%$106.07$102.01-3.83%
Held
ARCB
ARCBEST CORP
9.54%$93.32$140.34+50.39%
Held
CP
CANADIAN PACIFIC KANSAS CITY
8.86%$72.37$96.72+33.64%
Held
AMZN
AMAZON COM INC
5.28%$219.39$258.63+17.89%
Held