OAKLAND FINANCIAL CORP

PrivateCIK: 1169683
Location

STERLING HEIGHTS, MI

10
Positions
$6.34M
Total AUM (reported)
53.16K
Total Shares

Allocation by class

TOTAL AUM$6.34M10 positions
COM$4.97M78.4%
CL A$950.1K15.0%
CL B$418.1K6.6%

Portfolio Concentration

Top 357.9%4–1042.1%TOP 10100.0%0%100%
Top 3$3.67M57.9%
4–10$2.67M42.1%

Top 3 weight

57.9%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 53.16K

Sole

Full voting authority

53.16K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other10
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:

APPLE INC

DFND
COM
Shares7.50K
TypeSH
Market value$1.90M
30.03%
Sole
7.50K
Shared
0.00
None
0.00

KNIGHT-SWIFT TRANSN HLDGS IN

DFND
CL A
Shares16.50K
TypeSH
Market value$950.1K
14.99%
Sole
16.50K
Shared
0.00
None
0.00

ONEOK INC NEW

DFND
COM
Shares9K
TypeSH
Market value$813.6K
12.84%
Sole
9K
Shared
0.00
None
0.00

CHEVRON CORPORATION

DFND
COM
Shares3.30K
TypeSH
Market value$682.8K
10.77%
Sole
3.30K
Shared
0.00
None
0.00

UNITED PARCEL SVCS INC

DFND
CL B
Shares4.25K
TypeSH
Market value$418.1K
6.60%
Sole
4.25K
Shared
0.00
None
0.00

PHILLIPS 66

DFND
COM
Shares2K
TypeSH
Market value$364.4K
5.75%
Sole
2K
Shared
0.00
None
0.00

CANADIAN PACIFIC KANSAS CITY

DFND
COM
Shares4.61K
TypeSH
Market value$362.9K
5.73%
Sole
4.61K
Shared
0.00
None
0.00

EXXON MOBIL CORP

DFND
COM
Shares2K
TypeSH
Market value$339.3K
5.35%
Sole
2K
Shared
0.00
None
0.00

ARCBEST CORP

DFND
COM
Shares3K
TypeSH
Market value$295.1K
4.66%
Sole
3K
Shared
0.00
None
0.00

AMAZON COM INC

DFND
COM
Shares1K
TypeSH
Market value$208.3K
3.29%
Sole
1K
Shared
0.00
None
0.00