OAKLAND FINANCIAL CORP

Q3 2026 13F-HR Holdings

Location
Sterling Heights, MI
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
7
Total value ($000)
$4,822
Net value change ($000)
+309 (6.8%)
New positions
1
Sold out positions
0
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 328 15.1%
TGT 235 NEW
AMZN 11 4.6%
Top Reduces (Value $000, Stocks/ETFs)
KNX -150 -18.3%
UPS -60 -13.1%
ARCB -49 -11.4%
CP -7 -1.8%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type