OAKLAND FINANCIAL CORP

Q1 2026 13F-HR Holdings

Location
Sterling Heights, MI
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
10
Total value ($000)
$6,338
Net value change ($000)
+300 (5.0%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CVX 180 35.8%
OKE 152 23.0%
XOM 98 40.7%
KNX 87 10.1%
ARCB 72 32.3%
CP 23 6.8%
Top Reduces (Value $000, Stocks/ETFs)
PSX -152 -29.5%
AAPL -136 -6.7%
AMZN -23 -10.0%
UPS -4 -0.9%
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