OAKLAND FINANCIAL CORP

Q4 2024 13F-HR Holdings

Location
Sterling Heights, MI
Holdings as of
12/31/2024
Date filed
8/21/2025
Form type
13F-HR
Num holdings
16
Total value ($000)
$8,737
Net value change ($000)
—
New positions
16
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 8/21/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 1,878 —
KNX 1,193 —
OKE 837 —
PSX 684 —
CVX 623 —
AMZN 439 —
FDX 422 —
PM 361 —
CP 334 —
SO 329 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type