OAKLAND FINANCIAL CORP
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 89.3%; sector active share 56.3% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
7 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 51.8% | $2,497,650 |
| Industrials | 38.2% | $1,839,786 |
| Consumer Cyclical | 5.2% | $249,150 |
| Consumer Defensive | 4.9% | $235,035 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TGT | Target Corp | 1,500 | $235,035 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Held | 7,500 | $2,497,650 | 51.80% | |
| KNX |
Knight-Swift Transportation Holdings Inc.
Industrials
|
Held | 10,500 | $667,695 | 13.85% | |
| UPS |
United Parcel Service Inc
Industrials
|
Held | 4,250 | $397,120 | 8.24% | |
| CP |
Canadian Pacific Kansas City Ltd
Industrials
|
Held | 4,614 | $392,651 | 8.14% | |
| ARCB |
Arcbest Corp
Industrials
|
Held | 3,000 | $382,320 | 7.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,000 | $249,150 | 5.17% | |
| TGT |
Target Corp
Consumer Defensive
|
NEW | 1,500 | $235,035 | 4.87% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.