OKABENA INVESTMENT SERVICES INC
All 13F Filings
- Location
- Minneapolis, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 559,987
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 145 | 559,987 | 13F-HR | OKABENA INVESTMENT SERVICES INC |
| Q1 2026 | 5/15/2026 | 144 | 518,893 | 13F-HR | OKABENA INVESTMENT SERVICES INC |
| Q4 2025 | 2/13/2026 | 143 | 524,344 | 13F-HR | OKABENA INVESTMENT SERVICES INC |
| Q3 2025 | 11/12/2025 | 138 | 514,699 | 13F-HR | OKABENA INVESTMENT SERVICES INC |
| Q2 2025 | 8/13/2025 | 127 | 450,375 | 13F-HR | OKABENA INVESTMENT SERVICES INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 189.5 K | 33.8% | 3.154 K | 0 | 3.154 K |
| ETFs | 370.5 K | 66.2% | 37.94 K | 0 | 37.94 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
559,987
Holdings
145
QoQ value change ($000)
41,094
(7.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.