O’keefe Stevens Advisory’s Q2 2023 Investor Letter

O’keefe Stevens Advisory, an investment advisory firm, released its second-quarter 2023 investor letter. A copy of the same can be downloaded here. The first half of 2023 was dominated by the tech sector. The proliferation of artificial Intelligence led to staggering moves for large-cap companies. Year-to-date, the S&P was ~16% up. At the end of the second quarter, the top 5 holdings of the portfolio represented ~40% of assets. In addition, please check the fund’s top five holdings to know its best picks in 2023.