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Oakland Financial Corp.

CIK:0001169683
Other
$854M AUM
10 holdings
Troy, MI, US
Founded:1999
Latest filing:Jun 30, 2025

Oakland Financial Corporation is a Michigan-based holding company that controls interests in insurance and finance operations, including private equity and insurance subsidiaries. As of 2024, it reported shareholder equity of $443.4 million and invested assets of $853.7 million. The firm is controlled by the Moroun family and serves as a parent to entities such as Clover, owning controlling stakes in insurance businesses. The firm focuses on financial services, insurance, private equity support, and strategic capital allocation. It files regulatory disclosures with Michigan DIFS annually and has a track record of growth and risk management contributions in its sectors. Employee count is not publicly specified.

Investment Strategy

Oakland Financial Corporation pursues a holding company strategy, targeting control and ownership of insurance and financial service firms, often through surplus capital infusions and value-add oversight. They focus on enterprise risk management, strategic capital allocations, and operational improvements across subsidiaries, particularly in insurance and private equity. Recent transactions highlight their approach of using capital strength and management expertise for performance improvement and value creation.

Latest 13F Filing Activity

Oakland Financial Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 10 equity positions with a total 13F market value of $5M. The fund increased holdings in Canadian Pacific Kansas City, Arcbest Corp., Knight-swift Transn HLDGS in among other positions. Oakland Financial Corp. reduced exposure to Fedex Corp., Philip Morris Intl Inc., Cincinnati Finl Corp. among others.

Top Buys
A
AMZNAMAZON COM INC
-$161.1K
A
AAPLAPPLE INC
-$127.2K
O
OKEONEOK INC NEW
-$123.1K
C
CVXCHEVRON CORP NEW
-$79.5K
C
CPCANADIAN PACIFIC KANSAS CITY
+$41.8K
Top Sells
F
FDXFEDEX CORP
-$365.7K
P
PMPHILIP MORRIS INTL INC
-$317.5K
C
CINFCINCINNATI FINL CORP
-$295.4K
A
AMZNAMAZON COM INC
-$161.1K
A
AAPLAPPLE INC
-$127.2K

Top Holdings

A
AAPLAPPLE INC
+29.0%$1.5M
K
KNXKNIGHT-SWIFT TRANSN HLDGS IN
+18.7%$995.2K
O
OKEONEOK INC NEW
+10.8%$571.5K
P
PSXPHILLIPS 66
+9.0%$477.2K
C
CVXCHEVRON CORP NEW
+8.9%$472.5K

Equity Positions (10)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
APPLE INC28.96%$1.5M7,500$250.42$205.17-$127.2K
KNIGHT-SWIFT TRANSN HLDGS IN18.73%$995.2K22,500$53.04$44.23+$16.6K
ONEOK INC NEW10.75%$571.5K7,001$100.40$81.63-$123.1K
PHILLIPS 668.98%$477.2K4,000$113.93$119.30-$16.7K
CHEVRON CORP NEW8.89%$472.5K3,300$144.84$143.19-$79.5K

Industry Allocation

ELECTRONIC COMPUTERS
+32.6%
PETROLEUM REFINING
+21.9%
TRUCKING (NO LOCAL)
+18.7%
NATURAL GAS TRANSMISISON & DISTRIBUTION
+11.2%
TRUCKING & COURIER SERVICES (NO AIR)
+6.1%