§ 13F · FUND PROFILE
Oak Harvest Investment Services.
AUM · $1.1B (13F)Positions · 209Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$68M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 1.28M | $75M | 7.0% | +5% |
| 2 | VOO | VANGUARD INDEX FDS | 68K | $47M | 4.4% | −4% |
| 3 | AAPL | APPLE INC | 123K | $36M | 3.3% | +10% |
| 4 | AVGO | BROADCOM INC | 85K | $32M | 3.0% | −25% |
| 5 | JPM | JPMORGAN CHASE & CO | 92K | $30M | 2.8% | +20% |
| 6 | MS | MORGAN STANLEY | 127K | $26M | 2.5% | +11% |
| 7 | VYM | VANGUARD WHITEHALL FDS | 160K | $25M | 2.4% | −4% |
| 8 | NVDA | NVIDIA CORPORATION | 125K | $25M | 2.3% | +53% |
| 9 | CSCO | CISCO SYS INC | 201K | $24M | 2.2% | −6% |
| 10 | ETN | EATON CORP PLC | 44K | $19M | 1.7% | +51% |
§ 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 $1.1 billion in assets. The fund runs a broad portfolio of 209 positions.
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