Oak Harvest Investment Services
CIK: 0001839430SEC EDGAR →
Portfolio Value
$917.0B
Holdings
176
As of
Q4 2025
New Positions
231
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 953,522 | $56.0B | 6.11% |
| 2 | VANGUARD INDEX FDS | 73,501 | $46.1B | 5.03% |
| 3 | APPLE INC | 118,578 | $32.2B | 3.52% |
| 4 | VANGUARD WHITEHALL FDS | 183,259 | $26.3B | 2.87% |
| 5 | JPMORGAN CHASE & CO. | 75,605 | $24.4B | 2.66% |
| 6 | BROADCOM INC | 65,613 | $22.7B | 2.48% |
| 7 | MICROSOFT CORP | 42,516 | $20.6B | 2.24% |
| 8 | MORGAN STANLEY | 113,628 | $20.2B | 2.20% |
| 9 | CISCO SYS INC | 204,601 | $15.8B | 1.72% |
| 10 | VANGUARD INDEX FDS | 31,807 | $15.5B | 1.69% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (231)
$56.0B · 954K shares
$46.1B · 74K shares
$32.2B · 119K shares
$26.3B · 183K shares
$24.4B · 76K shares
$22.7B · 66K shares
$20.6B · 43K shares
$20.2B · 114K shares
$15.8B · 205K shares
$15.5B · 32K shares
$14.1B · 64K shares
$14.0B · 175K shares
$13.4B · 262K shares
$12.9B · 69K shares
$12.9B · 121K shares
$12.8B · 466K shares
$11.5B · 68K shares
$11.5B · 55K shares
$11.2B · 13K shares
$10.9B · 93K shares
$10.7B · 188K shares
$10.6B · 343K shares
$10.2B · 20K shares
$9.8B · 61K shares
$9.3B · 31K shares
$9.1B · 9K shares
$8.7B · 83K shares
$8.7B · 57K shares
$8.7B · 25K shares
$8.6B · 18K shares
$8.6B · 89K shares
$8.5B · 182K shares
$8.4B · 30K shares
$8.0B · 35K shares
$7.7B · 7K shares
$7.6B · 24K shares
$7.5B · 23K shares
$7.4B · 27K shares
$7.4B · 69K shares
$7.3B · 51K shares
$7.2B · 48K shares
$6.8B · 9K shares
$6.8B · 47K shares
$6.8B · 37K shares
$6.6B · 34K shares
$6.6B · 48K shares
$6.4B · 51K shares
$6.3B · 39K shares
$6.3B · 57K shares
$6.3B · 13K shares
$5.8B · 46K shares
$5.6B · 25K shares
$5.5B · 69K shares
$5.3B · 31K shares
$5.0B · 21K shares
$4.8B · 16K shares
$4.8B · 30K shares
$4.7B · 20K shares
$4.7B · 39K shares
$4.4B · 99K shares
$4.3B · 14K shares
$4.1B · 28K shares
$3.9B · 4K shares
$3.7B · 20K shares
$3.6B · 16K shares
$3.5B · 25K shares
$3.5B · 13K shares
$3.4B · 16K shares
$3.4B · 75K shares
$3.3B · 30K shares
$3.3B · 39K shares
$3.3B · 29K shares
$3.2B · 32K shares
$3.1B · 27K shares
$3.1B · 5K shares
$2.8B · 5K shares
$2.8B · 17K shares
$2.7B · 13K shares
$2.6B · 21K shares
$2.6B · 26K shares
$2.5B · 26K shares
$2.5B · 10K shares
$2.4B · 14K shares
$2.3B · 25K shares
$2.3B · 19K shares
$2.3B · 3K shares
$2.2B · 11K shares
$2.2B · 8K shares
$2.2B · 4K shares
$2.2B · 12K shares
$2.2B · 7K shares
$2.2B · 5K shares
$2.1B · 15K shares
$2.1B · 67K shares
$2.1B · 7K shares
$2.1B · 6K shares
$2.0B · 5K shares
$2.0B · 4K shares
$2.0B · 8K shares
$2.0B · 3K shares
$2.0B · 21K shares
$1.9B · 60K shares
$1.9B · 2K shares
$1.9B · 10K shares
$1.8B · 10K shares
$1.8B · 10K shares
$1.8B · 9K shares
$1.8B · 50K shares
$1.8B · 40K shares
$1.8B · 19K shares
$1.8B · 8K shares
$1.7B · 8K shares
$1.7B · 20K shares
$1.7B · 20K shares
$1.7B · 20K shares
$1.7B · 15K shares
$1.7B · 10K shares
$1.7B · 47K shares
$1.7B · 15K shares
$1.6B · 10K shares
$1.6B · 1.6M shares
$1.6B · 3K shares
$1.5B · 6K shares
$1.5B · 38K shares
$1.5B · 30K shares
$1.5B · 10K shares
$1.5B · 1K shares
$1.4B · 3K shares
$1.4B · 6K shares
$1.4B · 3K shares
$1.4B · 18K shares
$1.4B · 5K shares
$1.3B · 30K shares
$1.3B · 45K shares
$1.3B · 8K shares
$1.3B · 3K shares
$1.3B · 3K shares
$1.2B · 1K shares
$1.2B · 3K shares
$1.2B · 17K shares
$1.2B · 15K shares
$1.2B · 8K shares
$1.2B · 4K shares
$1.2B · 15K shares
$1.2B · 6K shares
$1.1B · 5K shares
$1.1B · 25K shares
$1.1B · 15K shares
$1.1B · 4K shares
$1.1B · 15K shares
$1.0B · 3K shares
$1.0B · 15K shares
$993.0M · 100K shares
$991.0M · 2K shares
$970.0M · 3K shares
$967.0M · 2K shares
$960.0M · 30K shares
$960.0M · 10K shares
$950.0M · 1K shares
$943.0M · 1K shares
$894.0M · 1K shares
$888.0M · 5K shares
$877.0M · 4K shares
$860.0M · 6K shares
$853.0M · 8K shares
$815.0M · 23K shares
$754.0M · 46K shares
$754.0M · 4K shares
$744.0M · 3K shares
$722.0M · 3K shares
$703.0M · 8K shares
$679.0M · 5K shares
$655.0M · 2K shares
$651.0M · 5K shares
$626.0M · 2K shares
$609.0M · 3K shares
$588.0M · 3K shares
$572.0M · 2K shares
$550.0M · 2K shares
$546.0M · 2K shares
$526.0M · 797 shares
$524.0M · 13K shares
$519.0M · 8K shares
$486.0M · 853 shares
$485.0M · 750 shares
$484.0M · 2K shares
$463.0M · 8K shares
$454.0M · 7K shares
$407.0M · 703 shares
$391.0M · 3K shares
$379.0M · 1K shares
$372.0M · 829 shares
$361.0M · 7K shares
$359.0M · 5K shares
$355.0M · 751 shares
$351.0M · 2K shares
$341.0M · 8K shares
$336.0M · 1K shares
$328.0M · 566 shares
$319.0M · 1K shares
$308.0M · 879 shares
$287.0M · 2K shares
$285.0M · 3K shares
$281.0M · 750 shares
$276.0M · 1K shares
$271.0M · 686 shares
$254.0M · 3K shares
$253.0M · 2K shares
$244.0M · 521 shares
$237.0M · 2K shares
$228.0M · 2K shares
$227.0M · 400 shares
$220.0M · 5K shares
$217.0M · 250 shares
$217.0M · 2K shares
$216.0M · 3K shares
$202.0M · 956 shares
$201.0M · 11K shares
$200.0M · 3K shares
$191.0M · 13K shares
$160.0M · 250 shares
$146.0M · 200 shares
$126.0M · 750 shares
$55.0M · 17K shares
AMAZON COM INC. CALL @ 230 Expiring January 2026
$54.0M · 100 shares
$40.0M · 750 shares
$39.0M · 41K shares
$36.0M · 300 shares
$36.0M · 38K shares
$26.0M · 28K shares
$25.0M · 24K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 56 | $350.6B | 38.2% |
| Technology | 64 | $203.8B | 22.2% |
| Healthcare | 19 | $70.7B | 7.7% |
| Industrials | 22 | $63.6B | 6.9% |
| Energy | 12 | $48.2B | 5.3% |
| Consumer Cyclical | 16 | $47.9B | 5.2% |
| Basic Materials | 7 | $42.4B | 4.6% |
| Unknown | 14 | $31.1B | 3.4% |
| Communication Services | 16 | $25.4B | 2.8% |
| Consumer Defensive | 4 | $22.2B | 2.4% |
| Utilities | 1 | $10.9B | 1.2% |