OAKLAND FINANCIAL CORP

Q1 2025 13F-HR Holdings

Location
Sterling Heights, MI
Holdings as of
3/31/2025
Date filed
8/21/2025
Form type
13F-HR
Num holdings
13
Total value ($000)
$6,765
Net value change ($000)
-1,972 (-22.6%)
New positions
0
Sold out positions
3
Turnover %
13.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/21/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
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)
XOM 23 10.7%
CINF 8 2.8%
Top Reduces (Value $000, Stocks/ETFs)
SO -329 -100.0%
ORI -290 -100.0%
C -282 -100.0%
KNX -214 -17.9%
AAPL -212 -11.3%
PSX -190 -27.8%
OKE -142 -17.0%
CVX -71 -11.4%
ARCB -68 -24.3%
AMZN -58 -13.2%
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