Okabena Investment Services Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 138 distinct positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and consumer companies. Top holdings include Apple Inc., with 15,486,429 shares, and Microsoft Corp., with 14,331,965 shares. Other major positions include Alphabet Class A and Class C (combined over 18 million shares), Amazon.com Inc. (2,730,933 shares), and Meta Platforms Inc. (1,625,128 shares).
Consumer discretionary and healthcare stocks also feature prominently. Target Corp. is the largest holding in this sector with 31,534,019 shares. Other notable names include Costco Wholesale Corporation (448,798 shares), UnitedHealth Group Inc. (786,285 shares), and Procter & Gamble Co. (285,620 shares).
The filing indicates that all positions are held as sole voting power, with no shared voting or dispositive rights reported.
