OKABENA INVESTMENT SERVICES INC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1157519
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$560.0M
Holdings
145
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
OKABENA INVESTMENT SERVICES INC disclosed 145 positions worth $560.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 14 new positions and exited 13. The portfolio is most concentrated in Other (62.5% of disclosed assets). All figures are sourced directly from OKABENA INVESTMENT SERVICES INC’s Form 13F-HR filing with the SEC under CIK 1157519.
AI Fund Analysis
StableVANGUARD FTSE DEVELOPED MA
8.1% weight
Held 10 quarters
VANGUARD S&P 500 ETF - S&P
7.4% weight
Held 10 quarters
ISHARES CORE S&P 500 ETF -
6.7% weight
Held 10 quarters
$TGT4.7% weight
Held 10 quarters
ISHARES MSCI EMERGING MARK
4.0% weight
Held 10 quarters
VANGUARD FTSE DEVELOPED MA
9 quarters accumulating
STATE STREET TECHNOLOGY SE
7 quarters accumulating
STATE STREET FINANCIAL SEL
7 quarters accumulating
STATE STREET HEALTH CARE S
7 quarters accumulating
STATE STREET CONSUMER DISC
7 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryFinancialsIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD FTSE DEVELOPED MARKETS ETF - VAN FTSE DEV MKT
—Quality
$45.2M634,862 shVANGUARD S&P 500 ETF - S&P 500 ETF SHS
—Quality
$41.4M60,275 shISHARES CORE S&P 500 ETF - CORE S&P500 ETF
—Quality
$37.3M49,762 sh- 60.7
Quality
$26.3M201,709 sh ISHARES MSCI EMERGING MARKETS ETF - MSCI EMG MKT ETF
—Quality
$22.7M331,530 shVANGUARD TOTAL INTERNATIONAL STOCK ETF - VG TLT INTL STK F
—Quality
$20.5M239,553 shVANGUARD FTSE EMERGING MARKETS ETF - FTSE EMR MKT ETF
—Quality
$18.3M306,049 sh- —
Quality
$18.0M24,157 sh VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF - MEGA GRWTH IND
—Quality
$17.6M200,492 shDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - INTL CORE EQT MK
—Quality
$16.9M410,787 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF - VAN FTSE DEV MKT | — | $45.2M | 634,862 |
| VANGUARD S&P 500 ETF - S&P 500 ETF SHS | — | $41.4M | 60,275 |
| ISHARES CORE S&P 500 ETF - CORE S&P500 ETF | — | $37.3M | 49,762 |
| TARGET CORP$TGT | 60.7 | $26.3M | 201,709 |
| ISHARES MSCI EMERGING MARKETS ETF - MSCI EMG MKT ETF | — | $22.7M | 331,530 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF - VG TLT INTL STK F | — | $20.5M | 239,553 |
| VANGUARD FTSE EMERGING MARKETS ETF - FTSE EMR MKT ETF | — | $18.3M | 306,049 |
 SPDR S&P 500 ETF TRUST$SPY | — | $18.0M | 24,157 |
| VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF - MEGA GRWTH IND | — | $17.6M | 200,492 |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - INTL CORE EQT MK | — | $16.9M | 410,787 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of OKABENA INVESTMENT SERVICES INC's 145 positions.
Showing top 10 of 145 holdings.
Sector Allocation
Other
$349.9M
Technology
$90.6M
Consumer Discretionary
$41.4M
Financials
$35.6M
Industrials
$21.9M
Healthcare
$7.5M
Materials
$6.8M
Consumer Staples
$2.6M
Full Holdings — OKABENA INVESTMENT SERVICES INC (Q2 2026)
All 145 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - VAN FTSE DEV MKT | $45.2M | 8.1% | +15% | — |
| 2 | — | VANGUARD S&P 500 ETF - S&P 500 ETF SHS | $41.4M | 7.4% | +2% | — |
| 3 | — | ISHARES CORE S&P 500 ETF - CORE S&P500 ETF | $37.3M | 6.7% | -1% | — |
| 4 | $TGT | TARGET CORP | $26.3M | 4.7% | -1% | 60.7 |
| 5 | — | ISHARES MSCI EMERGING MARKETS ETF - MSCI EMG MKT ETF | $22.7M | 4.0% | +0% | — |
| 6 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - VG TLT INTL STK F | $20.5M | 3.7% | -39% | — |
| 7 | — | VANGUARD FTSE EMERGING MARKETS ETF - FTSE EMR MKT ETF | $18.3M | 3.3% | +10% | — |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $18.0M | 3.2% | +0% | — |
| 9 | — | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF - MEGA GRWTH IND | $17.6M | 3.1% | +403% | — |
| 10 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - INTL CORE EQT MK | $16.9M | 3.0% | +0% | — |
| 11 |  $AAPL | Apple Inc. | $14.1M | 2.5% | -23% | 76.4 |
| 12 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $12.9M | 2.3% | -1% | — |
| 13 |  $DOV | DOVER Corp | $12.6M | 2.3% | +9% | 58.1 |
| 14 |  $MSFT | MICROSOFT CORP | $11.1M | 2.0% | -14% | 79.8 |
| 15 | — | ISHARES MSCI EAFE ETF - MSCI AEFE ETF | $11.1M | 2.0% | +2% | — |
| 16 |  $GOOG | Alphabet Inc. | $10.8M | 1.9% | -34% | 78.2 |
| 17 | — | ISHARES NATIONAL MUNI BOND ETF - NATIONAL MUN ETF | $10.7M | 1.9% | -3% | — |
| 18 | — | VANGUARD TOTAL BOND MARKET ETF - TOTAL END MRKT | $10.5M | 1.9% | +7% | — |
| 19 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ST STR TECHN ETF | $9.7M | 1.7% | +2% | — |
| 20 |  $GOOGL | Alphabet Inc. | $8.3M | 1.5% | -13% | 78.2 |
| 21 |  $IAU | ISHARES GOLD TRUST | $7.5M | 1.4% | -0% | — |
| 22 |  $APH | AMPHENOL CORP /DE/ | $7.5M | 1.3% | -3% | 79.3 |
| 23 | — | STATE STREET SPDR S&P METALS & MINING ETF - ST STR SP METAL | $7.0M | 1.3% | +0% | — |
| 24 | — | ISHARES 20 YEAR TREASURY BOND ETF - 20 YR TR BD ETF | $6.0M | 1.1% | NEW | — |
| 25 | — | ISHARES RUSSELL 1000 GROWTH ETF - RUS 1000 GRW ETF | $6.0M | 1.1% | +297% | — |
| 26 |  $AMAT | APPLIED MATERIALS INC /DE | $5.5M | 1.0% | +0% | 72.3 |
| 27 | — | ISHARES CORE S&P MID-CAP ETF - CORE S&P MCP ETF | $5.4M | 1.0% | +10% | — |
| 28 | — | ISHARES CORE MSCI EAFE ETF - CORE MSCI EAFE | $5.0M | 0.9% | +1% | — |
| 29 |  $JPM | JPMORGAN CHASE & CO | $4.9M | 0.9% | +0% | 70.7 |
| 30 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - CORE MSCI EMKT | $4.2M | 0.8% | +0% | — |
| 31 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.1M | 0.7% | -4% | 73.8 |
| 32 | — | ISHARES CORE S&P SMALL CAP ETF - CORE S&P SCP ETF | $4.0M | 0.7% | -6% | — |
| 33 |  $ECL | ECOLAB INC. | $3.4M | 0.6% | -0% | 63.3 |
| 34 |  $V | VISA INC. | $3.4M | 0.6% | +39% | 82.9 |
| 35 |  $AMZN | AMAZON COM INC | $3.2M | 0.6% | +46% | 68.7 |
| 36 |  $GE | GENERAL ELECTRIC CO | $3.0M | 0.5% | +1% | 73.8 |
| 37 |  $ABT | ABBOTT LABORATORIES | $2.8M | 0.5% | -0% | 65.5 |
| 38 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ST STR FINL ETF | $2.8M | 0.5% | +2% | — |
| 39 |  $BLK | BlackRock, Inc. | $2.8M | 0.5% | -8% | 70 |
| 40 |  $GS | GOLDMAN SACHS GROUP INC | $2.8M | 0.5% | +0% | 73.5 |
| 41 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.5M | 0.5% | +0% | — |
| 42 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ST STR CARE ETF | $2.3M | 0.4% | +2% | — |
| 43 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF - ST STR DISC ETF | $2.3M | 0.4% | +2% | — |
| 44 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF - ST STR INDL ETF | $2.3M | 0.4% | +2% | — |
| 45 |  $SPGI | S&P Global Inc. | $2.2M | 0.4% | +158% | 76.1 |
| 46 |  $MA | Mastercard Inc | $2.1M | 0.4% | -3% | 85.1 |
| 47 | — | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF - ST STR SVC ETF | $2.1M | 0.4% | +3% | — |
| 48 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.0M | 0.4% | +0% | 65.1 |
| 49 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ST STR ENERG ETF | $1.9M | 0.3% | +1% | — |
| 50 | — | ISHARES ESG AWARE MSCI EAFE ETF - ESG AW MSCI EAFE | $1.9M | 0.3% | +39% | — |
| 51 |  $JHX | James Hardie Industries plc | $1.8M | 0.3% | +12% | — |
| 52 |  $META | Meta Platforms, Inc. | $1.7M | 0.3% | -5% | 79.6 |
| 53 | — | VANGUARD ESG U.S. STOCK ETF - ESG US STK ETF | $1.6M | 0.3% | +1% | — |
| 54 | — | ISHARES RUSSELL MIDCAP ETF - RUS MID CAP ETF | $1.6M | 0.3% | -0% | — |
| 55 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.6M | 0.3% | NEW | 69.8 |
| 56 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | -60% | 73.8 |
| 57 |  $COMP | Compass, Inc. | $1.5M | 0.3% | NEW | 61.2 |
| 58 |  $MELI | MERCADOLIBRE INC | $1.4M | 0.3% | +6% | 80.2 |
| 59 |  $AVGO | Broadcom Inc. | $1.4M | 0.3% | NEW | 84.5 |
| 60 | — | STATE STREET SPDR S&P BIOTECH ETF - ST STR SP BIOT | $1.4M | 0.3% | +0% | — |
| 61 |  $TXN | TEXAS INSTRUMENTS INC | $1.4M | 0.3% | NEW | 73.4 |
| 62 |  $OTIS | Otis Worldwide Corp | $1.4M | 0.3% | +19% | 61.3 |
| 63 |  $JNJ | JOHNSON & JOHNSON | $1.3M | 0.2% | +0% | 69 |
| 64 |  $FAST | FASTENAL CO | $1.3M | 0.2% | -63% | 66.9 |
| 65 |  $AZO | AUTOZONE INC | $1.3M | 0.2% | +5% | 66.2 |
| 66 |  $WMT | Walmart Inc. | $1.3M | 0.2% | +0% | 60.2 |
| 67 |  $WM | WASTE MANAGEMENT INC | $1.3M | 0.2% | -0% | 67.6 |
| 68 |  $CAT | CATERPILLAR INC | $1.3M | 0.2% | +0% | 66.5 |
| 69 |  $YUMC | Yum China Holdings, Inc. | $1.2M | 0.2% | +14% | 61.2 |
| 70 |  $SN | SharkNinja, Inc. | $1.2M | 0.2% | -22% | 66.8 |
| 71 |  $CRM | Salesforce, Inc. | $1.1M | 0.2% | -1% | 77 |
| 72 | — | SCHWAB U.S. MID-CAP ETF - US MID-CAP ETF | $1.1M | 0.2% | +0% | — |
| 73 |  $HGV | Hilton Grand Vacations Inc. | $1.1M | 0.2% | -1% | 56.1 |
| 74 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF - ST STR STAPL ETF | $1.1M | 0.2% | +2% | — |
| 75 |  $LW | Lamb Weston Holdings, Inc. | $1.1M | 0.2% | +0% | 51.7 |
| 76 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $1.0M | 0.2% | +0% | 67.5 |
| 77 | — | ISHARES RUSSELL 2000 ETF - RUSSELL 2000 ETF | $991,785 | 0.2% | +1% | — |
| 78 | — | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF - CORE MSCI INTL | $984,362 | 0.2% | +0% | — |
| 79 |  $MCO | MOODYS CORP /DE/ | $970,608 | 0.2% | +6% | 79.1 |
| 80 |  $RTX | RTX Corp | $932,143 | 0.2% | +0% | 73.2 |
| 81 |  $SBUX | STARBUCKS CORP | $872,192 | 0.2% | -19% | 58.2 |
| 82 |  $FTV | Fortive Corp | $867,356 | 0.1% | -7% | 57 |
| 83 |  $UNH | UNITEDHEALTH GROUP INC | $844,145 | 0.1% | -1% | 62.7 |
| 84 |  $ORCL | ORACLE CORP | $836,068 | 0.1% | +0% | 67.9 |
| 85 |  $SYK | STRYKER CORP | $805,361 | 0.1% | +0% | 72.1 |
| 86 | — | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF - EMGR CRE EQT MNG | $774,404 | 0.1% | +0% | — |
| 87 |  $NVDA | NVIDIA CORP | $739,533 | 0.1% | +0% | 85.9 |
| 88 |  $IR | Ingersoll Rand Inc. | $737,910 | 0.1% | -0% | 64.4 |
| 89 |  $SCHW | SCHWAB CHARLES CORP | $727,180 | 0.1% | -1% | 79.4 |
| 90 |  $TSLA | Tesla, Inc. | $716,702 | 0.1% | NEW | 53.9 |
| 91 |  $IESC | IES Holdings, Inc. | $715,559 | 0.1% | NEW | 68.3 |
| 92 |  $APD | Air Products & Chemicals, Inc. | $713,307 | 0.1% | -6% | 46.4 |
| 93 | — | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF - US INFR DEV ETF | $707,040 | 0.1% | +0% | — |
| 94 |  $VIAV | VIAVI SOLUTIONS INC. | $692,184 | 0.1% | -46% | 51.5 |
| 95 |  $HCA | HCA Healthcare, Inc. | $681,138 | 0.1% | -0% | 68.9 |
| 96 |  $MCD | MCDONALDS CORP | $680,370 | 0.1% | +12% | 69 |
| 97 |  $DIS | Walt Disney Co | $674,809 | 0.1% | -4% | 60.1 |
| 98 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $632,367 | 0.1% | +0% | 67.5 |
| 99 |  $AKAM | AKAMAI TECHNOLOGIES INC | $619,302 | 0.1% | NEW | 59.5 |
| 100 |  $AXTA | Axalta Coating Systems Ltd. | $616,473 | 0.1% | -5% | — |
| 101 |  $CZR | Caesars Entertainment, Inc. | $613,077 | 0.1% | NEW | 44.5 |
| 102 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - UT SER 1 | $600,749 | 0.1% | +0% | — |
| 103 |  $PM | Philip Morris International Inc. | $589,224 | 0.1% | +0% | 75.9 |
| 104 |  $CB | Chubb Ltd | $577,895 | 0.1% | +0% | — |
| 105 |  $AJG | Arthur J. Gallagher & Co. | $572,548 | 0.1% | +0% | 71.2 |
| 106 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ST STR UTIL ETF | $551,924 | 0.1% | +2% | — |
| 107 | — | ISHARES S&P 500 VALUE ETF - S&P 500 VAL ETF | $544,944 | 0.1% | +0% | — |
| 108 |  $ULTA | Ulta Beauty, Inc. | $523,588 | 0.1% | +0% | 67.3 |
| 109 | — | DIMENSIONAL U.S. TARGETED VALUE ETF - US TARGETED VLU | $518,868 | 0.1% | +0% | — |
| 110 |  $MMM | 3M CO | $511,636 | 0.1% | -64% | 64.9 |
| 111 |  $DHR | DANAHER CORP /DE/ | $495,248 | 0.1% | -1% | 64.8 |
| 112 |  $STT | STATE STREET CORP | $481,292 | 0.1% | +2% | 71.5 |
| 113 | — | STATE STREET MATERIALS SELECT SECTOR SPDR ETF - ST STR MATER ETF | $472,262 | 0.1% | +2% | — |
| 114 |  $ITW | ILLINOIS TOOL WORKS INC | $468,184 | 0.1% | -4% | 63.6 |
| 115 |  $COST | COSTCO WHOLESALE CORP /NEW | $461,187 | 0.1% | +0% | 66.2 |
| 116 |  $GXO | GXO Logistics, Inc. | $454,475 | 0.1% | -28% | 61.2 |
| 117 |  $UNP | UNION PACIFIC CORP | $452,880 | 0.1% | +0% | 69.7 |
| 118 |  $DCI | DONALDSON Co INC | $451,094 | 0.1% | +0% | 60.5 |
| 119 |  $ATMU | Atmus Filtration Technologies Inc. | $444,582 | 0.1% | -16% | 60.9 |
| 120 |  $ACN | Accenture plc | $430,314 | 0.1% | -0% | — |
| 121 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - TOTAL STK MKT | $429,616 | 0.1% | +0% | — |
| 122 |  $CAG | CONAGRA BRANDS INC. | $410,436 | 0.1% | +0% | 38.9 |
| 123 | — | ISHARES ESG AWARE US AGGREGATE BOND ETF - ESG AWR US AGRGT | $391,464 | 0.1% | +0% | — |
| 124 |  $GEV | GE Vernova Inc. | $387,704 | 0.1% | +0% | 81.1 |
| 125 |  $FDX | FEDEX CORP | $385,463 | 0.1% | +0% | 60.3 |
| 126 |  $MTZ | MASTEC INC | $359,476 | 0.1% | +0% | 58.8 |
| 127 |  $HD | HOME DEPOT, INC. | $322,350 | 0.1% | +0% | 60.3 |
| 128 |  $MO | ALTRIA GROUP, INC. | $300,751 | 0.1% | +0% | 67.4 |
| 129 |  $PAYX | PAYCHEX INC | $292,040 | 0.1% | +0% | 74.6 |
| 130 |  $FCFS | FirstCash Holdings, Inc. | $289,004 | 0.1% | +0% | 69.3 |
| 131 |  $PG | PROCTER & GAMBLE Co | $288,294 | 0.1% | -1% | 64.6 |
| 132 |  $ATR | APTARGROUP, INC. | $281,700 | 0.1% | -18% | 57.5 |
| 133 |  $INTC | INTEL CORP | $274,373 | 0.1% | NEW | 45.6 |
| 134 | — | VANGUARD RUSSELL 1000 ETF - VNG RUS 1000IDX | $272,670 | 0.1% | +0% | — |
| 135 |  $WFC | WELLS FARGO & COMPANY/MN | $266,514 | 0.1% | +0% | 61.8 |
| 136 |  $MDT | Medtronic plc | $262,696 | 0.1% | -61% | 68.7 |
| 137 |  $BAC | BANK OF AMERICA CORP /DE/ | $261,570 | 0.1% | -14% | 67.6 |
| 138 | — | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF - INTL SMCP VLU | $259,480 | 0.1% | +0% | — |
| 139 |  $AMP | AMERIPRISE FINANCIAL INC | $241,767 | 0.0% | +0% | 68.7 |
| 140 |  $MXL | MAXLINEAR, INC | $230,966 | 0.0% | NEW | 33.1 |
| 141 |  $MS | MORGAN STANLEY | $218,238 | 0.0% | NEW | 75.8 |
| 142 |  $FISV | FISERV INC | $218,174 | 0.0% | +0% | 60.7 |
| 143 |  $HSIC | HENRY SCHEIN INC | $208,800 | 0.0% | NEW | 58.8 |
| 144 |  $HON | HONEYWELL INTERNATIONAL INC | $205,092 | 0.0% | -50% | 65 |
| 145 |  $HONA | Honeywell Aerospace Inc. | $202,509 | 0.0% | NEW | — |
New Positions (14)
ISHARES 20 YEAR TREASURY BOND ETF - 20 YR TR BD ETF$6.0M
$ADP AUTOMATIC DATA PROCESSING INC$1.6M$COMP Compass, Inc.$1.5M$AVGO Broadcom Inc.$1.4M$TXN TEXAS INSTRUMENTS INC$1.4M$TSLA Tesla, Inc.$716,702$IESC IES Holdings, Inc.$715,559$AKAM AKAMAI TECHNOLOGIES INC$619,302$CZR Caesars Entertainment, Inc.$613,077$INTC INTEL CORP$274,373$MXL MAXLINEAR, INC$230,966$MS MORGAN STANLEY$218,238$HSIC HENRY SCHEIN INC$208,800$HONA Honeywell Aerospace Inc.$202,509Exited Positions (13)
SPDR Long Term Treasury ETF
$CLH CLEAN HARBORS INC
$HLT Hilton Worldwide Holdings Inc.
$KNX Knight-Swift Transportation Holdings Inc.
$ZTS Zoetis Inc.
$RKT Rocket Companies, Inc.
$FLS FLOWSERVE CORP
$GMED GLOBUS MEDICAL INC
$TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD
$PNC PNC FINANCIAL SERVICES GROUP, INC.
$SHW SHERWIN WILLIAMS CO STATE STREET NUVEEN MUNICIPAL BOND ESG ETF
$INTU INTUIT INC.Browse Top Institutional Investors
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