Oak Harvest Investment Services

CIK 0001839430 · HOUSTON, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Oak Harvest Investment Services reported 168 positions worth $1.07B as of June 30, 2026 (13F filed July 27, 2026). Largest holding: VGSH (7.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.07B
2026 Q2
Positions
168
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.2%
Est. Net Flow (Q)
2026 Q2
10 / 168 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VGSHVANGUARD SCOTTSDALE FDSSH$74.7M6.98%1,284,004
2VOOVANGUARD INDEX FDSSH$46.9M4.37%68,226
3AAPLApple Inc.SH$39.3M3.67%135,836
4JPMJPMorgan Chase & CompanySH$33.3M3.11%101,694
5AVGOBROADCOM INCSH$32.3M3.01%85,395
6MSMorgan StanleySH$30.2M2.82%144,642
7NVDANVIDIA CorporationSH$27.1M2.53%135,354
8CSCOCisco Systems Inc.SH$25.9M2.42%220,608
9VYMVANGUARD WHITEHALL FDSSH$25.4M2.37%160,478
10ETNEaton Corp plcSH$20.8M1.94%48,786

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Oak Harvest Investment Services hold as of Q2 2026?

Oak Harvest Investment Services reported 168 positions worth $1.07B in its Q2 2026 13F filing. Largest positions: VGSH (7.0%), VOO (4.4%), AAPL (3.7%), JPM (3.1%) and AVGO (3.0%).

What did Oak Harvest Investment Services buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Oak Harvest Investment Services sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.