OAKLAND FINANCIAL CORP

STERLING HEIGHTS, MI · CIK 1169683 · 13F filing filed 2026-08-03

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityOakland Financial Corporation (US)

Others nearbySterling Heights, MI

$4.5m reported value -28.8% vs Q1 2026

6positions

100.0%in top 10

0 new 0 added 1 reduced 4 sold out vs Q1 2026

Also in the report of:

Cherokee Insurance Co

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	7,500	$2.2m48.08%	48.08%	Unchanged
2	KNIGHT-SWIFT TRANSN HLDGS IN CL A KNX	KNX	10,500	$817.6k18.12%	18.12%	Reduced -6.0k	-6,000 -36.4%
3	UNITED PARCEL SERVICE INC CL B UPS	UPS	4,250	$456.9k10.12%	10.12%	Unchanged
4	ARCBEST CORP COM ARCB	ARCB	3,000	$430.6k9.54%	9.54%	Unchanged
5	CANADIAN PACIFIC KANSAS CITY COM CP	CP	4,614	$399.8k8.86%	8.86%	Unchanged
6	AMAZON COM INC COM AMZN	AMZN	1,000	$238.3k5.28%	5.28%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ONEOK INC NEW OKE	OKE	9,001	$813.6k9.0k shares
CHEVRON CORP NEW CVX	CVX	3,300	$682.8k3.3k shares
PHILLIPS 66 PSX	PSX	2,000	$364.4k2.0k shares
EXXON MOBIL CORP XOM	XOM	2,000	$339.3k2.0k shares