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 (446 days), 131 trades recorded
- Returns: week n/a · month n/a · 90 days +11.4% · 6 months n/a · 1 year +19.6% · all +19.6%
- Max drawdown n/a · 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
- 87612E106 · 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