Institutions / Okabena Investment Services Inc / Activity
Activity — Okabena Investment Services Inc
54 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $5.43M | +19K +68.92% | 46,270 2.56% of portfolio | medium |
| Q1 2026 as of | Add | 921910816 Common stock | $5.23M | +14K +55.64% | 39,848 2.82% of portfolio | medium |
| Q1 2026 as of | Add | 922908363 Common stock | $2.74M | +5K +8.46% | 58,855 6.78% of portfolio | low |
| Q1 2026 as of | Add | 464288414 Common stock | $1.71M | +16K +18.66% | 102,594 2.10% of portfolio | low |
| Q1 2026 as of | Add | 921937835 Common stock | $1.62M | +22K +19.68% | 134,178 1.90% of portfolio | low |
| Q1 2026 as of | Add | BlackRock, Inc. Common stock | $1.47M | +2K +95.67% | 3,119 0.58% of portfolio | low |
| Q1 2026 as of | Add | Fastenal Co Common stock | $1.34M | +29K +64.38% | 73,534 0.66% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $1.31M | +2K +271.77% | 3,134 0.35% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $1.18M | +2K +3.73% | 50,123 6.31% of portfolio | low |
| Q1 2026 as of | Add | 921943858 Common stock | $1.13M | +18K +3.30% | 550,713 6.80% of portfolio | low |
| Q1 2026 as of | Add | 464287507 Common stock | $1.03M | +15K +31.02% | 64,231 0.84% of portfolio | low |
| Q1 2026 as of | Add | 78464A664 Common stock | $990.2K | +38K +32.65% | 152,960 0.78% of portfolio | low |
| Q1 2026 as of | Add | 922042858 Common stock | $662.0K | +12K +4.59% | 279,045 2.91% of portfolio | low |
| Q1 2026 as of | Add | 922042742 Common stock | $566.3K | +4K +5.87% | 73,784 1.97% of portfolio | low |
| Q1 2026 as of | Add | 921910733 Common stock | $521.7K | +5K +61.10% | 12,252 0.27% of portfolio | low |
| Q1 2026 as of | Add | 46435G516 Common stock | $405.2K | +4K +46.76% | 13,302 0.25% of portfolio | low |
| Q1 2026 as of | Add | Sherwin Williams Co Common stock | $352.0K | +1K +105.78% | 2,136 0.13% of portfolio | low |
| Q1 2026 as of | Add | 464287465 Common stock | $253.8K | +3K +2.56% | 104,696 1.96% of portfolio | low |
| Q1 2026 as of | Add | 46432F842 Common stock | $250.8K | +3K +5.75% | 50,965 0.89% of portfolio | low |
| Q1 2026 as of | Add | 464287804 Common stock | $241.8K | +2K +7.33% | 28,477 0.68% of portfolio | low |
| Q1 2026 as of | Add | 464287499 Common stock | $236.8K | +2K +20.10% | 14,547 0.27% of portfolio | low |
| Q1 2026 as of | Add | 81369Y803 Common stock | $168.7K | +1K +2.62% | 49,759 1.27% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $162.0K | +338 +4.07% | 8,635 0.80% of portfolio | low |
| Q1 2026 as of | Add | G8068L108 Common stock | $133.3K | +1K +14.00% | 10,254 0.21% of portfolio | low |
| Q1 2026 as of | Add | Rocket Companies, Inc. Common stock | $107.2K | +8K +8.96% | 91,436 0.25% of portfolio | low |
| Q1 2026 as of | Add | 464287655 Common stock | $96.2K | +388 +13.52% | 3,258 0.16% of portfolio | low |
| Q1 2026 as of | Add | Salesforce Inc Common stock | $90.0K | +482 +7.29% | 7,091 0.26% of portfolio | low |
| Q1 2026 as of | Add | 46434G103 Common stock | $75.2K | +1K +2.16% | 50,944 0.68% of portfolio | low |
| Q1 2026 as of | Add | Hilton Grand Vacations Inc. Common stock | $68.0K | +2K +8.96% | 21,118 0.16% of portfolio | low |
| Q1 2026 as of | Add | 81369Y605 Common stock | $66.3K | +1K +2.70% | 50,995 0.49% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $55.5K | +318 +9.41% | 3,696 0.12% of portfolio | low |
| Q1 2026 as of | Add | 81369Y852 Common stock | $54.9K | +495 +2.69% | 18,880 0.40% of portfolio | low |
| Q1 2026 as of | Add | 81369Y407 Common stock | $51.0K | +468 +2.50% | 19,163 0.40% of portfolio | low |
| Q1 2026 as of | Add | 81369Y209 Common stock | $49.0K | +334 +2.39% | 14,285 0.40% of portfolio | low |
| Q1 2026 as of | Add | 464287614 Common stock | $46.9K | +110 +0.92% | 12,081 0.99% of portfolio | low |
| Q1 2026 as of | Add | 81369Y704 Common stock | $44.5K | +275 +2.34% | 12,021 0.37% of portfolio | low |
| Q1 2026 as of | Add | Globus Medical Inc Common stock | $33.2K | +385 +4.09% | 9,788 0.16% of portfolio | low |
| Q1 2026 as of | Add | Moody's Corp Common stock | $31.8K | +73 +3.74% | 2,025 0.17% of portfolio | low |
| Q1 2026 as of | Add | 81369Y308 Common stock | $25.9K | +316 +2.53% | 12,814 0.20% of portfolio | low |
| Q1 2026 as of | Add | 46435U549 Common stock | $24.4K | +514 +6.64% | 8,257 0.08% of portfolio | low |
| Q1 2026 as of | Add | Walt Disney Co Common stock | $18.8K | +195 +2.75% | 7,289 0.14% of portfolio | low |
| Q1 2026 as of | Add | 81369Y506 Common stock | $18.6K | +303 +0.84% | 36,235 0.43% of portfolio | low |
| Q1 2026 as of | Add | 81369Y886 Common stock | $12.3K | +268 +2.30% | 11,905 0.11% of portfolio | low |
| Q1 2026 as of | Add | Johnson & Johnson Common stock | $11.0K | +45 +0.88% | 5,147 0.24% of portfolio | low |
| Q1 2026 as of | Add | 81369Y100 Common stock | $10.2K | +205 +2.31% | 9,090 0.09% of portfolio | low |
| Q1 2026 as of | Add | 81369Y860 Common stock | $9.8K | +241 +2.30% | 10,710 0.08% of portfolio | low |
| Q1 2026 as of | Add | Ameriprise Financial Inc Common stock | $9.8K | +22 +4.36% | 527 0.05% of portfolio | low |
| Q1 2026 as of | Add | Abbott Laboratories Common stock | $7.0K | +68 +0.22% | 31,310 0.62% of portfolio | low |
| Q1 2026 as of | Add | Applied Materials Inc /De Common stock | $6.2K | +18 +0.24% | 7,546 0.50% of portfolio | low |
| Q1 2026 as of | Add | Costco Wholesale Corp /New Common stock | $6.0K | +6 +1.23% | 493 0.09% of portfolio | low |