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Home > Institutional Investor > Oakland Financial Corp > Profile

Instuitional Investor - Oakland Financial Corp

Fund Profile
Filing Period:
Fund Name: Oakland Financial Corp
Portfolio Value $5,314,056
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 7,500 $1,538,775 28.96%
2.
Knight-Swift Transportation Holdings Inc.
 KNX 22,500 $995,175 18.73%
3.
Oneok Inc W
 OKE 7,001 $571,492 10.75%
4.
Phillips 66
 PSX 4,000 $477,200 8.98%
5.
Chevron Corp
 CVX 3,300 $472,527 8.89%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)