Arkolith/Funds/Okabena Investment Services Inc

Okabena Investment Services Inc

CIK 1157519
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Okabena Investment Services Inc holds a focused book of 145 reported positions worth $560.0M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Ishares 20+ Year Treasury BD and trimmed Ishares Core S&P 500 ETF. Their largest long position is Vanguard Ftse Developed ETF at 8% of the reported non-option book. Cloning the disclosed picks since 2025 would be +20% (+18.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
14
bought for the first time
+11 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase

Growth of $10,000: cloning the disclosed book

If you'd copied them
+19.7%
+18.0%/yr · since Aug '25
Their reported book
+21.1%
held from quarter-end
S&P 500
+19.5%
same window
$10K$10K$11K$12K$12KAug '25Oct '25Jan '26Apr '26Jun '26Sep '26
Okabena Investment Services Inc (copied at disclosure) S&P 500

Growth of $10,000 cloning Okabena Investment Services Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
47%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

35% mapped to company sectors

ETFs / funds
64%
Information Technology
15%
Consumer Discretionary
8%
Financials
6%
Industrials
3%
Health Care
1%
Materials
1%
No sector on file yet
1%

+3 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Okabena Investment Services Inc

Manager / fundShared namesTheir $ in those
BlueSpruce Investments, LP10 / 80$643.0M
Swiss Re Ltd32 / 80$1.0B
Hoffman, Alan N Investment Management8 / 80$157.3M
Mirae Asset Global Investments Co., Ltd.66 / 80$277.1B
BLS Capital Fondsmaeglerselskab A/s9 / 80$2.3B
Strategic Advisory Partners, LLC21 / 80$120.6M
9823 Capital, L.P.8 / 80$126.3M
United American Securities Inc. (d/b/a UAS Asset Management)8 / 80$395.1M

Ranked by the share of each fund's own book sitting in the names it shares with Okabena Investment Services Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

145 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Ftse Developed Markets ETF
VAN FTSE DEV MKT
$45.2M634.9K
8.1%
+15%
Added · +84K sh
2Vanguard S&P 500 ETF
S&P 500 ETF SHS
$41.4M60.3K
7.4%
+2.4%
Added · +1K sh
3Ishares Core S&P 500 ETF
CORE S&P500 ETF
$37.3M49.8K
6.7%
−0.7%
Reduced · −361 sh
4Target Corp Com
COM
$26.3M201.7K
4.7%
−0.5%
Reduced · −1K sh
5Ishares Msci Emerging Markets ETF
MSCI EMG MKT ETF
$22.7M331.5K
4.1%
+0.4%
Added · +1K sh
6Vanguard Total International Stock ETF
VG TLT INTL STK F
$20.5M239.6K
3.7%
−39%
Reduced · −154K sh
7Vanguard Ftse Emerging Markets ETF
FTSE EMR MKT ETF
$18.3M306.0K
3.3%
+9.7%
Added · +27K sh
8State Street SPDR S&P 500 ETF
TR UNIT
$18.0M24.2K
3.2%
Held
9Vanguard Morningstar Mega Cap Growth ETF
MEGA GRWTH IND
$17.6M200.5K
3.1%
+403%
Added · +161K sh
10Dimensional International Core Equity Market ETF
INTL CORE EQT MK
$16.9M410.8K
3.0%
Held
11Apple Inc Com
COM
$14.1M48.8K
2.5%
−23%
Reduced · −14K sh
12Taiwan Semiconductor Manufact Sponsored Ads
SPONSORED ADS
$12.9M27.1K
2.3%
−0.9%
Reduced · −245 sh
13Vanguard Total World Stock ETF
TOTAL WRLD ST ETF
$12.6M80.4K
2.3%
+8.9%
Added · +7K sh
14Microsoft Corp Com
COM
$11.1M29.9K
2.0%
−14%
Reduced · −5K sh
15Ishares Msci Eafe ETF
MSCI AEFE ETF
$11.1M107.2K
2.0%
+2.4%
Added · +3K sh
16Alphabet Inc Cap STK CL A
CAP STK CL A
$10.8M30.3K
1.9%
−34%
Reduced · −16K sh
17Ishares National Muni Bond ETF
NATIONAL MUN ETF
$10.7M99.0K
1.9%
−3.5%
Reduced · −4K sh
18Vanguard Total Bond Market ETF
TOTAL END MRKT
$10.5M143.0K
1.9%
+6.6%
Added · +9K sh
19State Street Technology Select Sector SPDR ETF
ST STR TECHN ETF
$9.7M50.8K
1.7%
+2.1%
Added · +1K sh
20Alphabet Inc Cap STK CL C
CAP STK CL C
$8.3M23.4K
1.5%
−13%
Reduced · −4K sh
21Ishares Gold Trust
ISHARES NEW
$7.5M99.9K
1.3%
−0.1%
Reduced · −99 sh
22Amphenol Corporation CL A
CL A
$7.5M42.7K
1.3%
−3.2%
Reduced · −1K sh
23State Street SPDR S&P Metals & Mining ETF
ST STR SP METAL
$7.0M65.4K
1.2%
Held
24Ishares 20 Year Treasury Bond ETF
20 YR TR BD ETF
$6.0M69.4K
1.1%
New
New position
25Ishares Russell 1000 Growth ETF
RUS 1000 GRW ETF
$6.0M47.9K
1.1%
+297%
Added · +36K sh
26Applied Matls Inc Com
COM
$5.5M7.5K
1.0%
Held
27Ishares Core S&P Mid-Cap ETF
CORE S&P MCP ETF
$5.4M70.4K
1.0%
+9.7%
Added · +6K sh
28Ishares Core Msci Eafe ETF
CORE MSCI EAFE
$5.0M51.3K
0.9%
+0.6%
Added · +297 sh
29JPMorgan Chase & Co Com
COM
$4.9M15.0K
0.9%
Held
30Ishares Core Msci Emerging Markets ETF
CORE MSCI EMKT
$4.2M51.0K
0.8%
+0.1%
Added · +70 sh
31Berkshire Hathaway Inc Del CL B New
CL B NEW
$4.1M8.3K
0.7%
−4.1%
Reduced · −353 sh
32Ishares Core S&P Small Cap ETF
CORE S&P SCP ETF
$4.0M26.6K
0.7%
−6.4%
Reduced · −2K sh
33Ecolab Inc Com
COM
$3.4M12.3K
0.6%
~0%
Reduced · −3 sh
34Visa Inc Com CL A
COM CL A
$3.4M9.8K
0.6%
+39%
Added · +3K sh
35Amazon Com Inc Com
COM
$3.2M13.4K
0.6%
+46%
Added · +4K sh
36Ge Aerospace Com New
COM NEW
$3.0M8.1K
0.5%
+1.3%
Added · +105 sh
37Abbott Laboratories Com
COM
$2.8M31.2K
0.5%
−0.3%
Reduced · −101 sh
38State Street Financial Select Sector SPDR ETF
ST STR FINL ETF
$2.8M52.2K
0.5%
+2.4%
Added · +1K sh
39BlackRock Inc Com
COM
$2.8M2.9K
0.5%
−7.5%
Reduced · −234 sh
40Goldman Sachs Group Inc Com
COM
$2.8M2.7K
0.5%
Held
41Invesco QQQ Trust Series I
UNIT SER 1
$2.5M3.4K
0.5%
Held
42State Street Health Care Select Sector SPDR ETF
ST STR CARE ETF
$2.3M14.6K
0.4%
+2.1%
Added · +303 sh
43State Street Consumer Discretionary Select Sector SPDR ETF
ST STR DISC ETF
$2.3M19.6K
0.4%
+2.3%
Added · +434 sh
44State Street Industrial Select Sector SPDR ETF
ST STR INDL ETF
$2.3M12.3K
0.4%
+2.1%
Added · +256 sh
45S&P Global Inc Com
COM
$2.2M5.4K
0.4%
+158%
Added · +3K sh
46Mastercard Incorporated CL A
CL A
$2.1M4.0K
0.4%
−2.9%
Reduced · −122 sh
47State Street Communication Services Select Sector SPDR ETF
ST STR SVC ETF
$2.1M19.4K
0.4%
+2.6%
Added · +491 sh
48Thermo Fisher Scientific Inc Com
COM
$2.0M4.1K
0.4%
Held
49State Street Energy Select Sector SPDR ETF
ST STR ENERG ETF
$1.9M36.6K
0.3%
+0.9%
Added · +326 sh
50Ishares Esg Aware Msci Eafe ETF
ESG AW MSCI EAFE
$1.9M18.6K
0.3%
+39%
Added · +5K sh
Showing 50 of 145 positions
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Filing history

As-of date vs the date the SEC received each filing

$560.0M · Q2 2026Q2 2025 · $450.4MQ2 2026 · $560.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 202635d145$560.0M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d144$518.9M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d143$524.3M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202543d138$514.7M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202544d127$450.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.