OAKLAND FINANCIAL CORP
•CIK: 1169683•Filing: Q4 2025
**OAKLAND FINANCIAL CORP** manages $6M across a concentrated portfolio of 10 positions. The fund exhibits significant exposure to technology and industrials, with AAPL representing the largest holding at $2.0M. Notable allocations include substantial positions in KNX ($0.9M) and OKE ($0.7M), alongside diversified stakes in PSX ($0.5M) and CHV ($0.5M). This structure suggests a focused, high-conviction approach targeting established market leaders.
Total AUM
$6.0M
QoQ Performance
+2.9%
Positions
10
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
KNX
OKE
PSX
CHV
UPS
CP
AAPL33.8%
KNX14.3%
OKE11.0%
PSX8.5%
CHV8.3%
UPS7.0%
CP5.6%
XOM4.0%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-26.7%
14.3% of portfolio
Sector Breakdown
Other51.4%
Technology33.8%
Industrial7.0%
Energy4.0%
Consumer3.8%
Changes from Q3 2025
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025