OKABENA INVESTMENT SERVICES INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RKT | 84K | $1.62M |
 | AAPL | 64K | $17.28M |
 | GOOG | 50K | $15.69M |
 | APH | 44K | $5.96M |
 | AVPT | 44K | $604.47K |
 | MSFT | 36K | $17.27M |
 | YUMC | 30K | $1.43M |
 | TSM | 27K | $8.35M |
 | GOOGL | 27K | $8.60M |
 | LW | 24K | $1.02M |
 | FLS | 21K | $1.47M |
 | JPM | 17K | $5.59M |
 | FTV | 16K | $910.86K |
 | GXO | 13K | $690.32K |
 | WMT | 11K | $1.26M |
 | BBIO | 11K | $831.52K |
 | ATMU | 11K | $551.70K |
 | MMM | 10K | $1.60M |
 | AMZN | 9K | $2.18M |
 | DLTR | 9K | $1.13M |
Rocket Companies, Inc.
RKT
Shares Held
84K
Value
$1.62M
Apple Inc.
AAPL
Shares Held
64K
Value
$17.28M
Alphabet Inc.
GOOG
Shares Held
50K
Value
$15.69M
Amphenol Corporation
APH
Shares Held
44K
Value
$5.96M
AvePoint, Inc.
AVPT
Shares Held
44K
Value
$604.47K
Microsoft Corporation
MSFT
Shares Held
36K
Value
$17.27M
Yum China Holdings, Inc.
YUMC
Shares Held
30K
Value
$1.43M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
27K
Value
$8.35M
Alphabet Inc.
GOOGL
Shares Held
27K
Value
$8.60M
Lamb Weston Holdings, Inc.
LW
Shares Held
24K
Value
$1.02M
Flowserve Corporation
FLS
Shares Held
21K
Value
$1.47M
JPMorgan Chase & Co.
JPM
Shares Held
17K
Value
$5.59M
Fortive Corporation
FTV
Shares Held
16K
Value
$910.86K
GXO Logistics, Inc.
GXO
Shares Held
13K
Value
$690.32K
Walmart Inc.
WMT
Shares Held
11K
Value
$1.26M
BridgeBio Pharma, Inc.
BBIO
Shares Held
11K
Value
$831.52K
Atmus Filtration Technologies Inc.
ATMU
Shares Held
11K
Value
$551.70K
3M Company
MMM
Shares Held
10K
Value
$1.60M
Amazon.com, Inc.
AMZN
Shares Held
9K
Value
$2.18M
Dollar Tree, Inc.
DLTR
Shares Held
9K
Value
$1.13M