Long-term investor

Okabena Investment Services Inc. @okabenainvestmentservice

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001157519).

Record

  • Tracked since 2025-06-30 (431 days), 131 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.4% · 6 months +11.8% · 1 year +19.6% · all +19.6%
  • Max drawdown -1.7% · Sharpe 1.17 · win rate 22% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 921943858 · 8.1% · long · since 2025-06-30
  • 922908363 · 7.4% · long · since 2025-06-30
  • 464287200 · 6.7% · long · since 2025-06-30
  • TGT · 4.7% · long · since 2025-06-30
  • 464287234 · 4.1% · long · since 2025-06-30
  • 921909768 · 3.7% · long · since 2025-06-30
  • 922042858 · 3.3% · long · since 2025-06-30
  • 78462F103 · 3.2% · long · since 2025-06-30
  • 921910816 · 3.1% · long · since 2025-09-30
  • 25434V203 · 3.0% · long · since 2025-06-30
  • AAPL · 2.5% · long · since 2025-06-30
  • TSM · 2.3% · long · since 2025-06-30

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.