OAKLAND FINANCIAL CORP

Q4 2025 13F-HR Holdings

Location
Sterling Heights, MI
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
10
Total value ($000)
$6,038
Net value change ($000)
+173 (2.9%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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 129 6.8%
UPS 67 18.9%
XOM 15 6.6%
ARCB 13 6.2%
AMZN 11 5.0%
OKE 5 0.8%
Top Reduces (Value $000, Stocks/ETFs)
PSX -28 -5.1%
KNX -26 -2.9%
CVX -9 -1.8%
CP -4 -1.2%
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