§ 13F · FUND PROFILE
Oak Harvest Investment Services.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $798M (13F)Positions · 217Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 1.23M | $72M | 7.5% | +29% |
| 2 | VOO | VANGUARD INDEX FDS | 71K | $43M | 4.4% | −3% |
| 3 | AVGO | BROADCOM INC | 108K | $33M | 3.5% | +59% |
| 4 | AAPL | APPLE INC | 118K | $30M | 3.1% | ±0% |
| 5 | VYM | VANGUARD WHITEHALL FDS | 166K | $25M | 2.6% | −9% |
| 6 | JPM | JPMORGAN CHASE & CO | 78K | $23M | 2.4% | +3% |
| 7 | MS | MORGAN STANLEY | 114K | $19M | 2.0% | +3% |
| 8 | RIO | RIO TINTO PLC | 183K | $17M | 1.8% | +4% |
| 9 | CSCO | CISCO SYS INC | 214K | $17M | 1.7% | +6% |
| 10 | KMI | KINDER MORGAN INC DEL | 480K | $16M | 1.7% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OAK SIGNAL
AC read
Oak Harvest Investment Services is a Other fund managing $798 million in assets. The fund runs a broad portfolio of 217 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed