§ 13F · FUND PROFILE
Oak Harvest Investment Services.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $798.2T (13F)Positions · 217Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$917.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 954K | $56.0T | 6.1% | NEW |
| 2 | VOO | VANGUARD INDEX FDS | 74K | $46.1T | 5.0% | NEW |
| 3 | AAPL | APPLE INC | 119K | $32.2T | 3.5% | NEW |
| 4 | VYM | VANGUARD WHITEHALL FDS | 183K | $26.3T | 2.9% | NEW |
| 5 | JPM | JPMORGAN CHASE & CO. | 76K | $24.4T | 2.7% | NEW |
| 6 | AVGO | BROADCOM INC | 66K | $22.7T | 2.5% | NEW |
| 7 | MSFT | MICROSOFT CORP | 43K | $20.6T | 2.2% | NEW |
| 8 | MS | MORGAN STANLEY | 114K | $20.2T | 2.2% | NEW |
| 9 | CSCO | CISCO SYS INC | 205K | $15.8T | 1.7% | NEW |
| 10 | VUG | VANGUARD INDEX FDS | 32K | $15.5T | 1.7% | NEW |
§ 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 $798240.3 trillion in assets. The fund runs a broad portfolio of 217 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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