OAKLAND FINANCIAL CORP
CIK
1169683
Location
STERLING HEIGHTS, MI
Portfolio Value
Micro
$6,337,947
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,918
/ 8,232
▲ 229
Top Industry
Consumer Electronics
30.0%
3Y Alpha vs SPY
+6.0%
Period ended 2 months ago
Filed Apr 28, 2026 · 47d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+31.9%
SPY
+23.4%
Annualised alpha
+6.0%
Max drawdown
−21.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
10 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
30.0%
−3.7 pts
Top 5
75.2%
−0.7 pts
Top 10
100.0%
0.0 pts
HHI
1,578
Moderately concentrated−154
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 34.7% | $2,200,050 |
| Industrials | 32.0% | $2,026,202 |
| Technology | 30.0% | $1,903,425 |
| Consumer Cyclical | 3.3% | $208,270 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PSX | Phillips 66 | −2,000 | 2,000 | $364,360 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
10 positions ·
$6,337,947 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Held | 7,500 | $1,903,425 | 30.03% | |
| KNX |
Knight-Swift Transportation Holdings Inc.
Industrials
|
Held | 16,500 | $950,070 | 14.99% | |
| OKE |
Oneok Inc /New/
Energy
|
Held | 9,001 | $813,600 | 12.84% | |
| CVX |
Chevron Corp
Energy
|
Held | 3,300 | $682,770 | 10.77% | |
| UPS |
United Parcel Service Inc
Industrials
|
Held | 4,250 | $418,115 | 6.60% | |
| PSX |
Phillips 66
Energy
|
Reduced | 2,000 | $364,360 | 5.75% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Held | 4,614 | $362,937 | 5.73% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 2,000 | $339,320 | 5.35% | |
| ARCB |
Arcbest Corp /De/
Industrials
|
Held | 3,000 | $295,080 | 4.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,000 | $208,270 | 3.29% |