Okabena Investment Services Inc has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $393 Million distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $45.3M, Vanguard Star Fd Vanguard Tota with a value of $39.6M, Target Corp with a value of $21M, Ishares Msci Emerging Markets with a value of $16.4M, and Spdr S&P 500 ETF Trust with a value of $14M.
Examining the 13F form we can see an increase of $35.3M in the current position value, from $357M to 393M.
Okabena Investment Services Inc is based out at Minneapolis, MN
Below you can find more details about Okabena Investment Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$393 Million
ETFs: $253 Million
Technology: $34.7 Million
Consumer Defensive: $27.4 Million
Financial Services: $22.6 Million
Industrials: $16.3 Million
Healthcare: $15.1 Million
Consumer Cyclical: $10.9 Million
Communication Services: $8.76 Million
Other: $3.43 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
