Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Okabena Investment Services Inc > Profile

Instuitional Investor - Okabena Investment Services Inc

Fund Profile
Filing Period:
Fund Name: Okabena Investment Services Inc
Portfolio Value $559,986,887
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Ftse Developed Markets Etf
 634,862 $45,233,918 8.08%
2.
Vanguard S&P 500 Etf - S&P 500 ETF SHS
 60,275 $41,397,609 7.39%
3.
Ishares Trust
 IEF 49,762 $37,266,264 6.65%
4.
Target Corp
 TGT 201,709 $26,345,212 4.7%
5.
Ishares Trust
 IEF 331,530 $22,679,967 4.05%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.