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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 $4,513,473
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 7,500 $2,170,200 48.08%
2.
Knight-Swift Transportation Holdings Inc.
 KNX 10,500 $817,635 18.12%
3.
United Parcel Service Inc
 UPS 4,250 $456,875 10.12%
4.
Arcbest Corp
 ARCB 3,000 $430,620 9.54%
5.
Canadian Pacific Railway Ltd
 CP 4,614 $399,803 8.86%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.